行业概述 - BDC市场周评关注商业发展公司(BDC)行业的市场活动 从自上而下和自下而上的角度进行分析[1] - ADS Analytics团队由多位分析师组成 这些分析师曾在多家全球领先投资银行的研究和交易部门工作[1] - 该团队专注于从多种证券类型中挖掘收益机会 包括封闭式基金(CEFs)、交易所交易基金(ETFs)、共同基金、BDCs以及优先股和婴儿债券[1] 研究范围 - 分析覆盖范围包括商业发展公司(BDC)行业的整体市场动态[1] - 研究同时关注行业内个别公司的新闻和事件[1] - 分析方法结合了宏观行业视角和微观公司层面研究[1] 团队背景 - 研究团队具有全球顶级投行的工作经验 专业领域覆盖研究和交易部门[1] - 团队专注于收益型投资机会的挖掘[1] - 研究标的包括多种固定收益和另类投资产品[1]

资产类别分析 - 讨论当前表现最佳的资产类别之一 [1] - 该资产类别的发展未达预期 [1] 持仓披露 - 分析师持有COLD股票的多头头寸 包括股票所有权 期权或其他衍生品 [1]

投资策略 - 当前市场环境下 单纯投资于由大型成长股主导的指数基金存在担忧 需要更谨慎的个股选择 [1] - 识别具有独立催化剂的资产是跑赢市场的关键 特别是在估值高企的环境中 [1] 分析师背景 - 分析师在华尔街科技公司覆盖和硅谷工作方面拥有复合经验 对行业趋势有深入接触 [1] - 担任多家种子轮初创公司的外部顾问 对行业前沿主题有直接洞察 [1] - 自2017年起定期为Seeking Alpha撰稿 观点被Robinhood等主流交易平台的公司页面收录 [1]

订阅服务 - Biotech Analysis Central提供制药公司的深度分析服务 每月订阅费49美元 年度订阅可享受3350%折扣 年费399美元 [1] - 服务内容包括600多篇生物科技投资文章 10多只中小盘股票的投资组合模型 实时聊天以及各类分析和新闻报告 [2] 公司研究 - 文章提及Tiziana Life Sciences (NASDAQ: TLSA)及其药物Foralumab的研发进展 [2]

Like a boxer that has survived the fight after being knocked down multiple times, Boeing (NYSE: BA ) is still hanging in there. And unless the world order changes even more dramatically than it already has (and that'sI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting investments si ...

Petroleo Brasileiro ( NYSE: PBR ) is a Brazilian oil and gas company. This article will show why PBR could be an exciting buy at the moment, despite the political risk. Furthermore, I will demonstrate why the upcoming election could be an opportunity forMy main area of interest is algorithmic trading and trading strategies. However, I am also very interested in macroeconomic topics, especially since I lived and studied in Shanghai for half a year. That is why I plan to write about those topics with a focus ...

Thank you for reading my research on Seeking Alpha. If you want to learn even more about my method and how I discover these investment opportunities, please check out my subscription marketplace service, Compounding Healthcare , and sign up for a free trial.It has been over a year since my previous Crispr Therapeutics AG (NASDAQ: CRSP ) article , where I discussed the company's diversified gene-editing pipeline that was supported by a strong $2.1B cash position. At that time, CASGEVYHe is the leader of the ...

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. The information contained herein is for informational purposes only. Nothing in this article should be ...

公司分析 - 英伟达公司(NASDAQ: NVDA)在2024年底被认为已为2025年做好充分准备 尽管股价经历大幅上涨但估值有所下降 [1] - 分析师采用定量与定性相结合的方法寻找投资机会 重点关注现金流充裕 资产负债表强劲且股东友好政策明确的高质量公司 [1] 投资策略 - 投资组合管理采用纯多头策略 坚持长期投资理念 [1] - 投资框架强调对估值采取严格方法 挖掘未被市场充分认知的机会 [1]

Chuck Jones’ career has spanned twelve years as an equity analyst, sixteen years in various roles at IBM and most recently as a Wealth Strategist with Northern Trust. At Northern Trust he developed and implemented a go-to-market strategy to introduce Investment Management and Trust Services to Technology Executives and Private Equity Partners. Utilizing a wide range of contacts in the Technology, Life Sciences and VC worlds he was able to determine the financial goals and objectives of individuals and famil ...