General 04/18/2025
Where is Value Investing Ranked?
58. iona johnson12.71%
59. Seth Tenenbaum12.10%60. Value Investing With Sven Carlin, Ph.D.10.12%
61. Kiplinger Tracking Material Stocks8.43%62. Seth Tenenbaum8.30%ASML, Buy
ASML Holding N.V.
Return: 22.60%
**POSITION UPDATE**
ASML Stock: Balancing Risk and Reward Amid Cyclicality
Good day, fellow investors! ASML Holding (ASML) has faced a challenging stretch in recent months, with the stock down 42% over the last 10 months. Tariff concerns and market uncertainty have weighed heavily on its price.
General 04/18/2025
BHP, Buy
BHP Group Ltd
Return: 10.00%
**POSITION UPDATE**
BHP Stock: Long-Term Potential Amid Cyclical Downturns
Good day, fellow investors! BHP Group (BHP) has faced a challenging period, with its stock down 30% over the last two years. Yet, the fundamentals remain strong—cash flows are healthy, dividends are consistent, and the market capitalization stands at a notable $126 billion.
