I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.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 ...

作者背景与投资理念 - 作者是一位拥有超过20年市场经验的退休华尔街投资组合经理 专注于科技、媒体和电信行业 其职业生涯经历了互联网泡沫、2008年信用违约危机以及近期的人工智能热潮 [1] - 作者的投资服务核心将围绕“动量”展开 旨在通过趋势进行风险缓释 [1] 披露声明 - 作者声明 在文章发布后的72小时内 未持有也未计划持有文中提及的任何公司的股票、期权或类似衍生品头寸 [2] - 文章内容为作者个人观点 作者除平台稿酬外未因本文获得其他补偿 且与文中提及的任何公司无业务关系 [2] - 发布平台声明 其分析师包含专业和散户投资者 可能未受任何机构或监管机构许可或认证 平台本身并非持牌证券交易商、经纪商或美国投资顾问/投行 [3] - 发布平台强调 过往表现不保证未来结果 文章内容不构成针对特定投资者的投资建议 所表达观点不代表平台整体意见 [3]

I am an investment author with passion for finance and global markets. I enjoy gearing toward economic analysis, specifically on a macro level. Through current and forward looking market trends, fundamental and technical analysis, my goal is to provide investors and readers with the tools and knowledge to make informed and confident investment decisions. I am always open to feedback and hope you enjoy my writing!Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the com ...

Until recently (to be more precise, in August), I did not see a clear potential for growth in Amphenol shares , considering that a high growth rate and good financial results in general are already embedded in the price. However, theHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind ...

核心观点 - 分析师此前认为安费诺公司的高增长率和良好财务表现已充分反映在股价中 因此未看到明确的增长潜力 但近期观点可能已发生变化 [1] 分析师背景 - 分析师拥有超过六年的投资领域经验 最初在欧洲银行担任股票分析师 [1] - 分析师的研究涵盖电信和工业等多个行业 [1] - 分析师的教育背景包括在安特卫普的学士学位 鲁汶大学的硕士学位 以及弗拉瑞克商学院金融MBA学位 [1] - 分析师目前专注于独联体地区 致力于运用西方分析工具挖掘新兴市场的隐藏价值 [1]

博客作者背景 - 博客作者“钢铁侠”是网站“政治计算”的博主，该网站致力于将成熟和前沿的理论应用于投资、商业和经济领域 [1] - 作者身份背景多元，可能曾是或目前同时是工程师、研究员、分析师、火箭科学家、编辑或教师等多种职业 [1] - 作者身份可能并非单一个体，其具体身份由读者自行判断 [1]

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!The Value Investor has a Master of Science with specialization in financial markets and a decade of experience tracking companies via catalytic company events. As the leader of the investing grou ...

SoFi Technologies, Inc. ( SOFI ), self-proclaimed as "the one-stop shop for digital financial services," has long underperformed the broader market, and only in late 2024 and now this year has the market started to giveHi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term but I also dive into trend following strategies from time to time. While I have a sl ...

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市场表现主题 - 今年股市最突出的主题之一是中小盘股相对于大盘股的巨大表现不佳 [1] 分析师背景 - 分析师加里·亚历山大在华尔街覆盖科技公司并在硅谷工作 拥有综合经验 [1] - 分析师担任多家种子轮初创公司的外部顾问 接触塑造当今行业的许多主题 [1] - 分析师自2017年以来一直是Seeking Alpha的定期撰稿人 其文章被同步到Robinhood等流行交易应用的公司页面 [1]