Tag Archives: alpha

Lifecore Biomedical: A Disconnect Between Share Price And Business Progress

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**Lifecore Biomedical: A Disconnect Between Share Price and Business Progress**
*Nov. 09, 2025 | 7:15 PM ET*

Lifecore Biomedical, Inc. (LFCR) provides a clear example of good news met with a negative market reaction. Despite positive developments, the market reacted as though LFCR had just sold all $150 million in stock at once, causing shares to drop more than 10% on the news.

One of the key growth drivers for Lifecore is the company’s recent addition of a GLP-1 opportunity, among other advancements. This new venture has the potential to significantly increase revenues and fully utilize the current annual unit capacity of 45,000.

At present, LFCR is valued at approximately $46 per share, which is roughly six times the current trading price. This significant discrepancy highlights a disconnect between the company’s actual business progress and its share price.

The following insights were excerpted from the Greenhaven Road Capital Main Fund Q3 2025 Investor Letter. Last quarter’s letter emphasized that, while the companies held by the fund possess high intrinsic and expected value, market pricing has not yet reflected these fundamentals.

*This article is based on single stock ideas from fund letters published by Seeking Alpha.*

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https://seekingalpha.com/article/4841103-lifecore-biomedical-disconnect-share-price-business-progress?source=feed_all_articles

Portillo’s Selloff Is Likely To End Soon

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**Analyst’s Disclosure:**
I/we have no stock, option, or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4841013-portillos-selloff-is-likely-to-end-soon?source=feed_all_articles

Thomson Reuters: Look Beyond Disappointing FY2025 Prospects

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**Analyst’s Disclosure:**
I/we have no stock, option, or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, or US investment adviser or investment bank. Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4838909-thomson-reuters-look-beyond-disappointing-fy2025-prospects?source=feed_all_articles

Mitsui & Co.: Not As Bad As Feared

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**Analyst’s Disclosure:**
I/we have a beneficial long position in the shares of MITSY and ITOCY, 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.

**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4838844-mitsui-and-co-not-as-bad-as-feared?source=feed_all_articles

Otis Worldwide: Visible Path To Earnings Acceleration Ahead

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**Analyst’s Disclosure:**
I/we have no stock, option, or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4836881-otis-worldwide-visible-path-to-earnings-acceleration-ahead?source=feed_all_articles

Best Dividend Kings: October 2025

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**Analyst’s Disclosure:**
I/we have a beneficial long position in the shares of ABBV, ADP, CL, HRL, JNJ, LOW, PEP, SPGI 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.

**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, or US investment adviser or investment bank. Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4834462-best-dividend-kings-october-2025?source=feed_all_articles

Clearwater Paper: Reiterating Buy Despite A Soft Q3 Guide

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**Analyst’s Disclosure:**
I/we have no stock, option, or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker, or US investment adviser or investment bank.

Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4830645-clearwater-paper-stock-reiterating-buy-despite-soft-q3-guide?source=feed_all_articles

KeyCorp: Strong Results Defy Private Credit Fears

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4830591-keycorp-strong-results-defy-private-credit-fears?source=feed_all_articles