Shares of Delek US Holdings ( DK ) have been an extraordinary performer over the past year, gaining over 140%. While an improved refining environment has clearly played a role in this rally, Delek is uniquely positioned to benefitOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst ...

Shares of ConnectOne ( CNOB ) have been a disappointing performer over the past year, losing about 4%. While it has completed an attractive (in my view) acquisition of FLIC, fears about NYC-area real estate have weighed on the stock, andOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know! ...

It has been a bad year to be an investor in Everest Group ( EG ), and there appears to be no good news in sight, with shares now down 20% from last year. The company has been saddled with poorly underwritten policies fromOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclo ...

Shares of Chubb (NYSE: CB ) have been a poor performer over the past year, losing about 10% of their value. While the company has performed well despite the California wildfires, shares have been weighed down by fears that pricing is coming under pressure, which couldOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question fo ...

公司股价表现 - 道富银行股票在过去一年中表现稳健，涨幅达到22% [1] 公司经营驱动因素 - 公司受益于市场水平的高企 [1] - 公司受益于强劲的运营效率 [1]

投资策略 - 投资策略基于逆向押注和宏观观点 投资周期超过十五年 旨在获取超额回报并具备有利的风险回报特征 [1] - 投资策略包括针对个股的扭亏为盈故事 [1] 分析师背景 - 分析师无相关公司股票、期权或类似衍生品的持仓 并且在未来72小时内无计划建立任何此类头寸 [1] - 文章内容为分析师个人观点 未因撰写此文获得除Seeking Alpha以外的任何补偿 [1] - 分析师与文章中提及的任何股票所属公司无业务关系 [1] 平台声明 - 平台披露过去表现并不保证未来结果 所提供内容不构成针对特定投资者的投资建议 [2] - 平台表达的观点可能不代表Seeking Alpha的整体意见 [2] - 平台并非持牌证券交易商、经纪商或美国投资顾问/投行 其分析师为第三方作者 包括专业投资者和个体投资者 这些作者可能未经任何机构或监管机构许可或认证 [2]

投资策略与方法论 - 投资策略基于宏观观点和个股反转故事进行逆向投资 [1] - 投资经验超过十五年 旨在获取具有有利风险回报特征的超额回报 [1] 分析师背景与独立性 - 分析师未持有任何所提及公司的股票、期权或类似衍生品头寸 [1] - 分析师在未来72小时内无计划建立任何上述头寸 [1] - 文章内容代表分析师个人观点 并非获得所提及公司补偿 [1]

公司股价表现 - KeyCorp公司股价在过去一年中表现不一 价值下跌约3% [1] - 自8月以来 公司股价与行业大部分股票一样持续下跌 [1] 行业情绪与挑战 - 对信贷质量的担忧正在影响市场情绪 [1] - 对经济前景的担忧正在影响市场情绪 [1]

公司股价表现 - 纽约梅隆银行股票在过去一年中表现优异，股价涨幅超过40% [1] 公司业绩驱动因素 - 公司业绩受益于市场水平上涨和利率环境走高 [1]

Shares of Citizens Financial Group, Inc. (NYSE: CFG ) have been a strong performer over the past year, gaining about 20%. The bank’s pivot into private banking and winddown of unattractive assets have helped boost results and increase optimism aboutOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just ...