Feb. 5 at 1:00 PM
$DIA new Deep Value Report.
This one is not a “do you like the macro” pitch. It’s a per-share asset file built from the balance sheet first, then stress-tested through the cycle.
The market is treating HURC like a small cyclical that loses money, so nothing matters.
The report treats it like what it is: an asset-heavy industrial where the only question is what the asset floor is worth per share while the cycle is ugly and what would confirm or kill that floor.
HERE:https://cundilldeepvalue.substack.com/p/deep-value-report-hurco-companies
If you care about asset floors, inventory realism, insider alignment, and disciplined Bear/Base/Bull bands, this is the report.
$GE $RTX $LMT $NKE $DM
