Healthcare Under Siege

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Business

Ziff Davis: A Deep-Value Play or a Digital Media Trap?

Ziff Davis (ZD) shares are attracting value investors with a seemingly cheap valuation and potential asset sales. However, underlying concerns about revenue quality, customer churn, and existential threats from AI-driven search shifts paint a more complex picture for the digital media conglomerate.

Business

Palomar Holdings: The Specialty Insurer Defying Market Expectations

Amid a volatile market, specialty insurer Palomar Holdings (PLMR) presents a compelling growth story. With a disciplined underwriting strategy, robust risk management, and a track record of doubling profits every few years, the company trades at multiples that may significantly undervalue its consistent execution and expansion potential.

Business

Etsy's Steep Decline: A Value Trap or a Hidden Opportunity?

Etsy's stock has plummeted nearly 77% over five years, raising critical questions about its future. While a discounted cash flow model suggests significant undervaluation, its lofty P/E ratio tells a more cautious tale. We examine the conflicting signals and what they mean for investors.