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ITT's Digital Drive: Sensors, Software, And The Path To Premium Margins
Seeking Alpha· 2025-07-03 11:20
ITT公司业务分析 - ITT公司是一家工业复合型企业,将关键硬件业务与高利润的服务和软件产品相结合 [1] - 尽管传统业务存在周期性风险,但公司真正的增长潜力在于高利润的服务和软件领域 [1] 投资分析师背景 - 分析师目前任职于家族办公室,专注于识别高质量或被严重低估的投资机会 [1] - 分析师的投资理念是"以合理价格买入优质公司",认为优秀的投资机会应具备直观吸引力 [1]
Undercovered Dozen: Nike, Star Bulk Carriers, Qualcomm And More
Seeking Alpha· 2025-06-28 04:23
未被充分覆盖的投资机会 - 该栏目精选12个未被充分覆盖但具有投资价值的标的 涵盖从"乏味"的大盘股到有潜力的小盘股 [1] - 入选标准包括:市值超过1亿美元 过去90天在Seeking Alpha上的页面浏览量超过800次 且过去30天内相关文章少于两篇 [1] - 每周会更新这12个未被充分覆盖的投资标的 由专业分析师提供 [1]
CompoSecure: Still Heavy Metal, Now Smarter Security
Seeking Alpha· 2025-06-25 18:47
I've had my eye on CompoSecure, Inc. ( CMPO ) for some time now (I’ll be honest: metal cards look pretty sleek), and I keep coming back to the same conclusion. The company doesn’t look like a typical hardwareI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to make sense of where value meets narrative. My backg ...
Auna: Scalable, Profitable, Misunderstood
Seeking Alpha· 2025-06-24 01:00
I am currently working as an investment analyst at a family office. My specialty is identifying high-quality and/or severely mispriced investment ideas. I believe that a great investment idea would "jump" at you intuitively and it comes in buying great companies at great prices. If you like my investment ideas, please do give me a follow!In my free time, I like to read books to educate myself and watch shows on Netflix.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of ...
Undercovered Dozen: Kraken Robotics, Honeywell, Blue Owl Capital And More
Seeking Alpha· 2025-06-14 00:15
Some tickers are covered more than others on the site, so with The Undercovered Dozen our Editors highlight twelve actionable investment ideas on tickers with less coverage. These ideas can range from "boring" large caps to promising up-and-coming small caps. Specifically, the inclusion criteria for "undercovered" include: market cap greater than $100 million, more than 800 symbol page views in the last 90 days on Seeking Alpha, and fewer than two articles published in the past 30 days. Follow this account ...
James River Group: Misunderstood, De-Risked And Undervalued
Seeking Alpha· 2025-06-11 22:14
James River Group (NASDAQ: JRVR ) is a small-cap specialty insurer that had undergone restructuring. The company has exited troubled segments and sold their offshore reinsurer to Fleming, JRG Re. It is now a moreI am currently working as an investment analyst at a family office. My specialty is identifying high-quality and/or severely mispriced investment ideas. I believe that a great investment idea would "jump" at you intuitively and it comes in buying great companies at great prices. If you like my inves ...
Over 8% Yield From DiamondRock Hospitality Preferred
Seeking Alpha· 2025-06-10 01:26
we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Denislav leads the investing group Trade With Beta , features of the service include: frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of 1200+ equities, IPO previews, hedging strategies, an actively managed portfolio, and chat for discussion. Learn moreAnalyst’s Disclosure:I/we have a ...
Undercovered Dozen: Canadian Natural Resources, Armada Hoffler, Alexandria Real Estate And More
Seeking Alpha· 2025-06-07 00:02
Some tickers are covered more than others on the site, so with The Undercovered Dozen our Editors highlight twelve actionable investment ideas on tickers with less coverage. These ideas can range from "boring" large caps to promising up-and-coming small caps. Specifically, the inclusion criteria for "undercovered" include: market cap greater than $100 million, more than 800 symbol page views in the last 90 days on Seeking Alpha, and fewer than two articles published in the past 30 days. Follow this account ...
A-Mark Precious Metals: Follow The Cash Flow
Seeking Alpha· 2025-06-01 03:24
My articles are written for the purpose of keeping a public track record of successful investments ideas. My articles are high-level and succinct and not intended to replace due diligence. I highly encourage discourse in the comments or replies to my tweets.I'm an individual investor looking to build a long track record of compounded returns. I have a director level job in Accounting/Finance and invest because I passionately enjoy researching companies. I've been investing for 5 years, although the first tw ...
Helmerich & Payne: Best-In-Class Driller Trading At Trough Multiples
Seeking Alpha· 2025-05-31 03:45
Helmerich & Payne (NYSE: HP ) is one of the world’s largest onshore drilling contractors. It owns and operates industry leading rigs. The company has been penalized heavily for both macro and company-related reasons such asI am currently working as an investment analyst at a family office. My specialty is identifying high-quality and/or severely mispriced investment ideas. I believe that a great investment idea would "jump" at you intuitively and it comes in buying great companies at great prices. If you li ...