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SoFi: Dilution Headlines Miss The Balance-Sheet Upgrade Story
Seeking Alpha· 2025-12-16 22:37
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...
TTM Technologies Rides Both Defense Supercycle And Datacenter Gold Rush (NASDAQ:TTMI)
Seeking Alpha· 2025-12-10 19:31
文章核心观点 - 分析师Daniel Sereda通过其投资平台Beyond the Wall Investing提供机构级别的市场分析 其筛选海量信息以提取关键投资观点 [1] - 分析师在文章中提及TTM Technologies Inc (TTMI) 并指出该科技股在一年内涨幅超过200% [1] - 分析师披露其对TTMI持有看涨的多头头寸 包括通过股票、期权或其他衍生工具 [2] 相关公司信息 - TTM Technologies Inc (TTMI) 是一只科技股 在近一年内股价上涨超过200% [1]
Pfizer: The Market Is Still Wrong About It (NYSE:PFE)
Seeking Alpha· 2025-12-05 22:00
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Last time I wrote that the market was wrong about the way it was pricing Pfizer ( PFE ) stock, and my main thesis behind that statement was quite simple—I saw that investorsDaniel Sereda is chief investment analyst at a family office whose investments span continent ...
Pfizer: The Market Is Still Wrong About It
Seeking Alpha· 2025-12-05 22:00
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Last time I wrote that the market was wrong about the way it was pricing Pfizer ( PFE ) stock, and my main thesis behind that statement was quite simple—I saw that investorsDaniel Sereda is chief investment analyst at a family office whose investments span continent ...
Willdan Group: Why I'm Buying This Overlooked Grid Consultant
Seeking Alpha· 2025-12-04 22:04
文章核心观点 - 文章为投资研究服务“Beyond the Wall Investing”的推广内容 旨在为订阅者提供机构市场参与者所优先分析的高质量信息 [1] - 文章作者Daniel Sereda为一家跨大陆、多资产类别进行投资的家族办公室首席投资分析师 其专长在于从海量信息中筛选出最关键的投资观点 [1] - 作者披露其可能在未来72小时内对WLDN公司建立多头头寸 包括直接购买股票或看涨期权等衍生品 [2] 相关服务与作者背景 - 投资研究服务“Beyond the Wall Investing”提供华尔街最新且高质量的多空交易观点分析 [1] - 该服务提供免费试用 并对特定用户提供10%的特别折扣 [1] - 服务作者Daniel Sereda管理的投资研究小组 提供与机构市场参与者分析优先级相同的信息渠道 [1]
Alibaba: The Market Got Its Earnings Wrong
Seeking Alpha· 2025-11-26 22:00
服务与产品 - 提供华尔街买卖观点的最新高质量分析 订阅服务包含免费试用和10%特别折扣 [1] - 投资分析服务由一位首席投资分析师运营 其所在家族办公室的投资横跨多个大洲和资产类别 [1] - 服务旨在提供机构市场参与者在其分析中优先考虑的相同信息 [1] 分析师持仓披露 - 分析师通过股票、期权或其他衍生品持有阿里巴巴的多头头寸 [2] - 文章内容代表分析师个人观点 其报酬来源仅为Seeking Alpha平台 [2] - 分析师与文章中提及的任何公司均无业务关系 [2]
Broadcom Is Setting Up For Another Beating Quarter (Earnings Preview)
Seeking Alpha· 2025-11-19 22:51
服务介绍 - 提供华尔街买卖观点的最新高质量分析 订阅服务Beyond the Wall Investing可获取 包含免费试用和10%特别折扣 [1] - 服务提供机构市场参与者分析时优先考虑的信息 [1] - 首席投资分析师Daniel Sereda任职于跨大陆和多元资产类别的家族办公室 专长于从海量数据中筛选关键观点 [1] 持仓披露 - 分析师通过股票、期权或其他衍生品对AVGO股票持有有益的多头头寸 [2] - 文章内容为分析师个人观点 未因撰写本文获得除Seeking Alpha以外的报酬 [2] - 分析师与文章中提及的任何公司无业务关系 [2]
Stride Stock: Meltdown Looks Overblown (NYSE:LRN)
Seeking Alpha· 2025-11-08 11:57
文章核心观点 - 提供华尔街最新高质量买卖观点分析的服务 通过订阅Beyond the Wall Investing即可获取 该服务提供免费试用和10%特别折扣 [1] - 首席投资分析师Daniel Sereda任职于一家跨大陆和多资产类别的家族办公室 其专长在于从海量信息中筛选关键投资观点 [1] - Beyond the Wall Investing服务旨在提供机构市场参与者分析时优先考虑的信息 [1] 相关服务与人物 - Beyond the Wall Investing是一个投资社群 由Daniel Sereda运营 [1] - Daniel Sereda作为首席投资分析师 其日常工作是处理大量信息以提取关键投资理念 [1]
Berkshire Hathaway: Why The Dip Isn't A Buy
Seeking Alpha· 2025-11-04 21:00
服务核心 - 提供华尔街买卖观点的最新高质量分析 订阅服务提供10%特别折扣和免费试用 [1] - 服务内容为机构市场参与者分析时优先考虑的关键信息 [1] 团队背景 - 首席投资分析师Daniel Sereda任职于一个跨大陆、多资产类别的家族办公室 具备从海量信息中筛选关键观点的专业能力 [1]
PayPal's Q3 Report Got Too Underappreciated
Seeking Alpha· 2025-10-29 18:30
文章核心观点 - 文章为PayPal Holdings (PYPL)的分析报告 作者Daniel Sereda是某家族办公室的首席投资分析师 其投资涵盖多大陆和多元资产类别 [1] - 作者披露其通过股票、期权或其他衍生品持有PayPal (PYPL)的多头头寸 [1] 作者背景与报告属性 - 此文章是作者关于PayPal (PYPL)的第12篇分析报告 也是本月内的第二篇 [1] - 作者在Beyond the Wall Investing投资平台提供服务 提供机构市场参与者优先分析的信息 [1]