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What Makes Visteon Corporation (VC) an Attractive investment?

Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Small-Cap Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 6.53% compared to -4.74% for the MSCI USA Small-Cap Value Index (the “Index”) and 4.96% return for the Russell 2000 Value Index. For more information on the fund’s top picks in 2025, please check its top five holdings.

In its second-quarter 2025 investor letter, Third Avenue Small-Cap Value Fund highlighted stocks such as Visteon Corporation (NASDAQ:VC). Headquartered in Van Buren, Michigan, Visteon Corporation (NASDAQ:VC) is an automotive technology company. On August 7, 2025, Visteon Corporation (NASDAQ:VC) stock closed at $113.70 per share. One-month return of Visteon Corporation (NASDAQ:VC) was 2.68%, and its shares gained 15.73% of their value over the last 52 weeks. Visteon Corporation (NASDAQ:VC) has a market capitalization of $3.101 billion.

Third Avenue Small-Cap Value Fund stated the following regarding Visteon Corporation (NASDAQ:VC) in its second quarter 2025 investor letter:

“During the second quarter, the Fund initiated two new positions in niche technology-related industries. Cantaloupe Inc. is a payment processing business and Visteon Corporation (NASDAQ:VC) is an automotive technology company.

Visteon Corporation (“Visteon”), is an automotive technology company that designs and manufactures automobile cockpit electronics, including instrument clusters, displays and onboard artificial intelligence-based voice assistants. The company has been a standout for growth in the auto supply industry as it benefits from increasing uptake of technology enabled functionality embedded within digital clusters, cockpit domain controllers, and advanced displays, which appear to still have strong sectoral tailwinds.

At the time of purchase, heavily influenced by acute tariff related fears surrounding the automotive supply chain, Visteon’s valuation assumed little or no growth for the company and appeared to factor in a substantial slowdown in the automotive industry. While tariff implications continue to be evaluated, Visteon’s history of cash flow generation, net cash balance sheet, and available liquidity should provide significant staying power and financial flexibility if a difficult environment for the auto sector does develop.

An attraction to Visteon, in addition to the company’s balance sheet strength and low valuation, is our perception that Visteon can continue to grow incremental volumes, enhancing scale, supporting positive operating leverage benefits, and increasing margins. Further, the company has refined its capital allocation policy over decades of operation and shown discipline in redeploying free cash flow, including towards substantial share buybacks and consolidating acquisitions.”

A technician connecting an automotive display in a modern car.

Visteon Corporation (NASDAQ:VC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 30 hedge fund portfolios held Visteon Corporation (NASDAQ:VC) at the end of the first quarter, which was 27 in the previous quarter. In the second quarter of 2025, Visteon Corporation (NASDAQ:VC) reported sales of $969 million, marking a 4% increase from the first quarter of 2025. While we acknowledge the risk and potential of Visteon Corporation (NASDAQ:VC) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Visteon Corporation (NASDAQ:VC) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
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Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

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Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…