I also believe there are some company-specific attributes that will help SEB through this next phase.

Source: https://seekingalpha.com/article/4631555-seb-looks-undervalued-today-but-near-term-results-have-likely-peaked-and-challenges-are-mounting?source=feed_all_articles

I see tremendous value in materials stocks as book values could rebound in 2024 due to lower cost bases and diminished company-specific discount rates.

Source: https://investorplace.com/2023/12/materials-sector-overview-3-factors-influencing-market-dynamics-in-2024/

It certainly sounds like Exela Technologies’ management is better at blaming external circumstances than solving company-specific problems.

Source: https://investorplace.com/2023/02/3-reasons-why-i-wouldnt-touch-xela-stock-with-a-10-foot-pole/

Markets and asset classes moving more independently again is good news for active stock managers who tend to benefit when shares move on company-specific factors like earnings and balance sheets rather than macro drivers like monetary policy.

Source: https://www.financialexpress.com/business/investing-abroad-us-stock-market-traders-are-rewarding-the-strongest-companies-while-punishing-the-weakest-3087086/

No secret that our struggles have been company-specific, best captured by the consistent growth our industry has generated over the past 7 years compared to our chocolate factory sales being down 11% over the same timeframe.

Source: https://seekingalpha.com/article/4607105-rocky-mountain-chocolate-factory-inc-rmcf-q1-2023-earnings-call-transcript?source=feed_all_articles