Nabors Industries LTD

• MV Miller Value Partners Deep Value Strategy Taking Advantage of Low Market Expectations ↗ Deep Value Select shifted capital from prior winners into turnaround situations and mispriced cyclicals as market concentration around large AI companies widened valuation gaps. The strategy added Concentrix, while arguing that Fossil Group, Gray Media, USA Today and Nabors retain catalysts through business transformations, advertising, litigation, energy markets and debt reduction. third quarter 2026 CNXC $2.1BFOSL $404MGTN $474M +2
• MV Miller Value Partners Deep Value Strategy Value and Small-Cap Outperformance Accelerates ↗ Miller Deep Value Strategy argues that low-valuation and smaller-cap equities can continue to benefit as concentration, expensive growth valuations and AI-related capital spending create risks. The strategy added to JELD-WEN and Conduent and initiated Crescent Energy and Bloomin’ Brands, citing turnaround plans, asset values and free-cash-flow potential. first quarter 2026 BLMN $860MCNDT $237MCRGY $5.7B +2

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