As a value investor concentrating on companies with long-term growth potential at a reasonable price, I prioritize those undergoing strategic changes. These changes can activate corrective forces that often return the company to a more appropriate valuation, basically mean reversion. My approach centers on analyzing company strategies and competitive advantages and how they will play a factor in its future prospects. I believe that companies undergoing these strategic changes present investors with the highest return possible due to a lot of misconception and uncertainty associated with the stock.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of GEN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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