公司概况与战略 - Arcus Biosciences Inc (RCUS) 是一家生物制药公司 其开发的药物旨在与其他药物联用 而非作为单一疗法 [1] - 公司在终止其某个项目后 正在进行战略重置 [1] 作者信息 - 本文作者为 Myriam Hernandez Alvarez 拥有电子与通信工程学士 计算机科学硕士 商业管理研究生以及计算机应用博士学位 [1] - 作者披露其与另一位Seeking Alpha作者Edgar Torres H有专业合作 但分析独立进行 [1]

公司股价与事件 - LENZ Therapeutics公司股价在上周五下跌约25% 原因是其领先药物VIZZ出现“不良事件”的新闻[1] - 股价在事件发生后持续下跌 目前累计跌幅约为[1] 作者背景与投资理念 - 作者自称业余投资者 自学成才 无投资或商业正规教育背景[1] - 作者的投资理念强调复利的喜悦 股息再投资的价值 以及穿越牛熊的耐心投资能带来最大回报[1] - 作者认为创造财富的关键是缓慢积累高质量资产 而享受投资过程的关键是将这种稳健方法与高风险高回报机会 未被重视的扭亏为盈股以及变革性技术相结合[1] - 作者的投资原则是诚信投资 只将资金投入旨在让世界更美好的公司和行业[1]

Analyst’s Disclosure:I/we have a beneficial long position in the shares of MELI, NU, BABA 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 whet ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!We're extremely rapidly approaching the 2025 year's end, so it's time to make traditional market predictions for the next year, which is the reason you've probably already seen a dozenDaniel Sereda is chief investment analyst at a family office whose investments spa ...

分析师持仓披露 - 分析师通过股票持有、期权或其他衍生品方式，对MELI、NU、BABA公司拥有实质性的多头头寸 [1] 文章性质与作者声明 - 文章表达的是分析师个人观点 [1] - 分析师撰写此文未获得相关公司补偿（除来自Seeking Alpha平台外） [1] - 分析师与文中提及的任何公司均无业务关系 [1] 平台免责声明 - 过往表现并不保证未来结果 [2] - 文章内容不构成针对任何特定投资者的投资建议 [2] - 所表达的观点或意见可能不代表Seeking Alpha的整体立场 [2] - Seeking Alpha并非持牌证券交易商、经纪商、美国投资顾问或投资银行 [2] - 平台分析师为第三方作者，包括可能未经任何机构或监管机构许可或认证的专业投资者和个人投资者 [2]

PresentationRichard HowesCFO & Executive Director Good morning, and thank you for joining. As we head towards the end of a challenging year and look forward to 2026, we hope you find having a call helpful. I'll make a few brief remarks regarding our preclose trading update before opening up for questions. Firstly, on 2025. Despite challenging end markets, I'm pleased to say we expect to achieve an adjusted operating profit in line with guidance we set out in April this year. Within this, we expect underlyi ...

Back in August, I wrote an analysis for Horace Mann Educators Corporation ( HMN ). I called the stock for the insurance holding company a Buy based on its Q2 earnings and growth prospects for the remainder of 2025. SinceI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits o ...

Back in August, I wrote an analysis for Horace Mann Educators Corporation ( HMN ). I called the stock for the insurance holding company a Buy based on its Q2 earnings and growth prospects for the remainder of 2025. SinceI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits o ...

We last wrote on ASGN Incorporated ( ASGN ) in September of this year when we downgraded the IT staffing provider to a 'Sell'. Reasons for our bearishness at the time revolved around poor earnings trends, decliningIndividual investor with a keen interest in deriving income from investment setups. We do this by buying undervalued profitable stocks with strong balance sheets & minimal debt. Furthermore, when the opportunity arises, we like to write calls against our positions to bring in additional income. Ri ...

I gave a hold rating to Diageo PLC ( DGEAF ) in June, as I wanted to see more signs of recovery, especially in the core spirits segment, and hence, I believed one should just wait andI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic ...