I am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regulatory finance, developing a deep expertise in both fundamental and technical analysis. Alongside my research partner (also my wife), I co-author investment research, com ...

Editor's note: Seeking Alpha is proud to welcome Charles Aractingi as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I am an undergraduate candidate with a multidisciplinary focus on Politics, Philosophy, Economics, Law and Finance, and have been investing for 3 years. I wish to analyze and discuss certain macroeconomic trends as well as individual comp ...

PresentationClaus JensenHead of Investor Relations Good afternoon, everyone, and welcome to the Danske Bank Third Quarter 2025 Pre-Close Call. My name is Claus Ingar Jensen. I'm Head of Investor Relations. And with me, I have Olav Jørgensen and Nicolai Tvernø, from our IR team. Please note that this call is being recorded for compliance reasons, and the script used for this call will be published on the Investor Relations website after the call. Given that we conduct this call by our Teams. In today's call, ...

PresentationClaus JensenHead of Investor Relations Good afternoon, everyone, and welcome to the Danske Bank Third Quarter 2025 Pre-Close Call. My name is Claus Ingar Jensen. I'm Head of Investor Relations. And with me, I have Olav Jørgensen and Nicolai Tvernø, from our IR team. Please note that this call is being recorded for compliance reasons, and the script used for this call will be published on the Investor Relations website after the call. Given that we conduct this call by our Teams. In today's call ...

Danske Bank (OTCPK:DNKE.Y) Update / Briefing October 01, 2025 07:30 AM ET Company ParticipantsClaus Ingar Jensen - Head of Investor RelationsConference Call ParticipantsNone - Analyst 1None - Analyst 2Claus Ingar JensenGood afternoon, everyone, and welcome to the Danske Bank Third Quarter 2025 Pre-close Call. My name is Claus Ingar Jensen. I'm Head of Investor Relations, and with me, I have [Ole Larsen] and Nikola Tvernø from our IR team. Please note that this call is being recorded for compliance reasons, ...

Following the unusual $1B cash investment in SilverSun Technologies in December of 2023, Brad Jacobs and his team at Jacobs Private Equity effectively gained control of the public company. His team spun off the existing business of SilverSunTQP Research is run by a Certified Public Accountant (CPA) with several years of experience in structured finance and banking.TQP Research follows a value-oriented investment approach by identifying businesses that meet the criteria for long-term success taught by Warren ...

分析师背景 - 拥有20年量化研究、金融建模和风险管理经验 专注于股票估值、市场趋势和投资组合优化以发掘高增长投资机会 [1] - 曾任巴克莱副总裁 领导模型验证、压力测试和监管金融团队 在基本面与技术分析领域具备深厚专业知识 [1] - 与研究合伙人共同撰写投资研究 结合宏观经济趋势、企业盈利和财务报表分析提供数据驱动的长期价值创造观点 [1] 披露声明 - 分析师声明未持有任何提及公司的股票、期权或衍生品头寸 未来72小时内无相关头寸计划 [2] - 文章内容为分析师独立观点 未获得除Seeking Alpha外任何形式的补偿 与提及公司无商业关联 [2] - Seeking Alpha声明其分析师包含未受监管机构认证的专业投资者与个人投资者 平台不提供投资建议且不持有证券经纪牌照 [3]

分析师背景 - 拥有20年量化研究、金融建模和风险管理经验 专注于股票估值、市场趋势和投资组合优化以发掘高增长投资机会 [1] - 曾任巴克莱副总裁 领导模型验证、压力测试和监管金融团队 在基本面与技术分析领域具备深厚专业知识 [1] - 与研究合伙人（配偶）共同撰写投资研究 结合互补优势提供高质量数据驱动见解 [1] - 研究方法融合严格风险管理和长期价值创造视角 特别关注宏观经济趋势、企业盈利及财务报表分析 [1] 披露声明 - 分析师未持有任何提及公司的股票、期权或衍生品头寸 未来72小时内无相关头寸计划 [2] - 分析内容为独立观点 未获得除Seeking Alpha外任何形式的补偿 [2] - 与提及股票公司无商业关系 [2] 平台性质 - Seeking Alpha非持牌证券交易商、经纪商或美国投资顾问/投行 [3] - 平台分析师为第三方作者 包含未受机构或监管机构许可认证的专业投资者与个人投资者 [3]

股价表现 - Unity Software Inc 股价从2025年4月低点反弹超过100% [1] - 股价较2025年初高点上涨近40% [1] 增长驱动因素 - 增长主要由人工智能驱动的业务积极趋势推动 [1]

现金流边际分析 - 自由现金流边际并非判断防御性、价值或增长属性的唯一指标 需考察现金流边际在经济周期中的稳定性而非边际本身 [1] 分析师背景 - 分析师拥有20年量化研究、财务建模和风险管理经验 专注于股票估值、市场趋势和投资组合优化 [1] - 曾任巴克莱副总裁 领导模型验证、压力测试和监管财务团队 兼具基本面与技术分析专长 [1] - 与合伙人(配偶)共同撰写投资研究 结合宏观经济趋势、企业盈利和财务报表分析提供超额收益策略 [1] 方法论特点 - 研究框架融合严格的风险管理和长期价值创造视角 强调数据驱动的投资洞见 [1]