Undergrads Invest

Abhinav Arumilli, Hasnain Ali, Carson Havard, and Devin Shah from the BCG Fund at UH discuss their thesis on Energy Fuels. To sum up the pitch, they believe that "You're getting the uranium business for free, at around $7/share. So limited downside. Then you have the upside of the rare earth business, which brings the valuation to around $14-$16 over the next 4-5 years."  Outline:  [00:00] Intro [1:33] Price Target [2:35] Uranium Business Overview [7:17] Uranium Market [16:06] Rare Earths Market Overview [19:52] Monazite Sands [24:00] Rare Earths Supply Chain [25:54] Vertical Integration Plan [31:14] Bahia Project [36:08] Competitive Differentiation [41:40] Sand Input Projections [42:40] Valuation [49:38] Summary Click here to download the PowerPoint presentation. Click here to visit our website.

In this episode, we talk about how Burford is helping shape the rapidly growing litigation finance industry.  Burford is the largest player in the space and appears to have a durable competitive advantage.  As Burford rebounds from the COVID-19 pandemic, both its bottom and top lines should thrive.  Additionally, the harvesting of their asset management business and successful litigation in the YPF case could serve as major catalysts.  Tune in to hear why Burford could be a good investment right now! Everything said in this podcast is just for educational and entertainment purposes, and should not be taken as investment advice!  Do your own research before making any investments. Website: www.unergradsinvest.com

(Was Strictly Stocks --> Undergrads Invest) In this episode, we talk about how Generac's recent 80% fall from its ATH has created an attractive buying opportunity for value investors.  Its history of producing above-average returns on invested capital, as well as its substantial long-term growth tailwinds, create an attractive upside.  Tune in to hear why Generac could be a good investment right now! Website: www.undergradsinvest.com

(Was Strictly Stocks --> Undergrads Invest) In this episode, we talk about how Spectrum's sale of its Hardware and Home Improvement segment will help unlock the value of its remaining segments.  Using a sum-of-parts valuation method, we found that the market is ignoring the value within Spectrum's other divisions.  Tune in to hear why Spectrum Brand Holdings could be a good investment right now! Website: www.undergradsinvest.com

(Was Strictly Stocks --> Undergrads Invest) In this episode, we look at how TSMC's pure-play foundry model has led them to become the dominant leader in global semiconductor manufacturing, as well as how geopolitical tensions have led TSMC's stock price to fall to an attractive buy range.  Tune in to hear why TSMC could be a good investment right now!

(Was Strictly Stocks --> Undergrads Invest) In this episode, we talk about Lovesac's (LOVE) differentiated position in the furniture industry, its patented Sactional, and its high growth rate coupled with a low valuation.  Tune in to hear why Lovesac could be a good investment right now! www.undergradsinvest.com

In this episode, we talk about Stellantis's recent merger, their foothold in the EV market, their operational efficiencies, and their staggeringly low valuation.  They have more cash on their balance sheet than their market cap!  Tune in to hear why Stellantis may be a good investment right now! Instagram: @the_market_minute Website: www.themarketminute.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, we talk about Foot Locker's low valuation, high dividend yield, massive share buyback program, and much more!  Tune in to hear why Foot Locker may be a good investment right now! Instagram: @the_market_minute Website: www.themarketminute.co --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, we talk about Academy's diversified revenues, its plan for growth, and its low valuation despite macro headwinds.  Instagram: @the_market_minute Website: www.themarketminute.co --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, we discuss WBD's diversified portfolio of brands including HBO Max, Discovery+, CNN, DC, and more.  Recent selling pressure has led WBD's stock price to fall 45% since April, leaving what appears to be a strong buying opportunity! Instagram: @the_market_minute Website: www.themarketminute.co --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, we break down why Crocs may be a good investment right now! Website: www.themarketminute.co Instagram: @the_market_minute --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, we break down why Intel may be a good investment right now! Website:  www.themarketminute.co Instagram: @the_market_minute --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, we break down why YETI Holdings may be a good investment right now! Website: www.themarketminute.co Instagram: @the_market_minute --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, we break down why we believe that Alphabet could be a good investment right now! Website: www.themarketminute.co Instagram: @the_market_minute --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, we break down why we believe that Trulieve could be a good investment right now! Instagram: @the_market_minute Website: www.themarketminute.co --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, we break down why we believe that PayPal could be a good investment right now!   Instagram:  @the_market_minute Website:  www.themarketminute.co --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, we break down why we believe that Medifast could be a good stock to invest in right now! *Everything said in this podcast is not financial advice, and is intended for educational and entertainment purposes* Instagram: @the_market_minute Website: www.themarketminute.co

In this episode, we break down why we believe that ZIM Integrated Shipping could be a good stock to invest in right now! Instagram: @the_market_minute  Website: www.themarketminute.co

In this episode, we break down why we believe that Corsair is a good stock to buy right now! Instagram: @the_market_minute Website: www.themarketminute.co

In this episode, we break down why we believe that Alibaba is a good stock to buy right now! If you have any questions, feel free to DM us on Instagram @the_market_minute. Also, check out our website www.themarketminute.co.  Make sure to subscribe to our newsletter so you don't miss out on any of our content!