投资背景 - 拥有机械工程学士学位和25年石油天然气行业工作经验 专注于工程 运营和项目管理交叉领域 [1] - 行业特性要求高度效率 谨慎和纪律性 这些特质直接影响投资策略形成 [1] 投资策略演变 - 长期关注美国股票市场 重点聚焦技术 能源和医疗保健行业 [1] - 从纯增长投资转向价值与增长相结合的投资方式 [1] - 注重企业底层经济逻辑 竞争优势持续性和自由现金流生成能力评估 [1] - 采用适度保守导向 在追求上涨空间同时更注重下行风险控制 [1] 当前投资重点 - 近年来逐步向创收资产重新平衡 包括分红股票 房地产投资信托基金等收益型工具 [1] - 投资目标不仅是追求高回报 同时需要获得心理安宁 [1] - 特别关注生态敏感型企业的投资机会 [1]

After doubling revenue and tripling EBITDA, lululemon athletica ( LULU ) is down 40% over the last 5 years and is flat over the last 6 years. This comes as the company has faced highMy name is Mehul Singh, a student at NYU Stern School of Business. I started my investment journey 7 years ago, trading public equities under a custodial account and have since written several pitches and reports while learning through internship opportunities here in NYC. I've had experience being a Venture Scout looking throug ...

公司分析 - Flutter(NYSE: FLUT)增长进入快车道 预计年底目标价将上调至430美元[1] - 公司被认定为行业领跑者 股价表现超越市场平均水平[1] 行业研究 - 赌场和游戏板块出现强者恒强现象 行业领导者持续扩大竞争优势[1] - 在线博彩和娱乐产业存在 actionable research 投资机会[1] 分析师背景 - 分析师拥有30年赌场运营管理和咨询经验 曾任职Ballys、特朗普泰姬玛哈赌场、Mohegan Sun及凯撒皇宫等知名机构[1] - 采用以管理质量为核心的价值投资理念 通过广泛行业人脉获取一线情报[1] 数据服务 - 提供赌场和游戏板块深度研究报告订阅服务[1] - 面向会员免费提供新书《游戏股投资终极指南》精选章节[1]

投资策略 - 专注于长期多头价值投资 寻找国际市场上被错误定价的股票 目标投资组合收益率约为4% [1] - 投资团队提供实时投资组合更新 24/7问答服务 全球市场新闻报告 会员股票想法反馈 每月新交易建议 季度财报分析和每日宏观观点 [2] - 采用高确信度的发达市场投资策略 注重下行风险控制 在当前经济环境下追求非相关性和超额回报 [3] 公司业绩 - Metro公司收入表现良好 增长几乎完全由定价驱动而非销量驱动 特别是在食品领域 [2] - 持续出现消费降级趋势 "购买加拿大产品"的消费趋势在关税争端后仍在延续 [2] - 供应商方面存在一定的价格压力 [2]

Thanks to our global coverage, we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value investor serious about protecting your wealth, we at the Value Lab might be of inspiration.The Van ...

If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...

价值投资策略优势 - 价值投资策略可应对当前标普500指数处于历史高位可能面临的回调风险 提供防御性投资方案 [1] - 与增长型策略集中于超大市值股票相比 价值投资能挖掘潜在优质标的并降低集中度风险 [1] - 主动型价值投资策略比指数型价值投资能进行更深入的基本面研究 发现被低估资产 [1] TVAL ETF产品特性 - T Rowe Price价值ETF（TVAL）管理费为33个基点 采用自下而上的投资组合构建方法 [2] - 该基金筛选符合价值标准的大型公司 重点考察股息收益率、资产低估程度和重组机会等关键指标 [3] - 投资组合逐步构建 依托T Rowe Price基本面研究能力选择被低估个股 [2][3] 业绩表现与案例 - 该ETF年初至今回报率达9% 超越ETF数据库类别平均4.7%和FactSet细分市场平均8.1%的表现 [4] - 重仓股哈特福德保险集团（HIG）年初至今回报率22% 拥有稳健市盈率数据和19.4%的股本回报率 [4] - 金融板块虽非热门领域 但HIG通过价值投资策略实现显著超额收益 [4] 战略定位与适用场景 - 主动型价值投资策略可作为对"美股七巨头"集中投资的有效对冲工具 [5] - 在当前成长股估值高企的市场环境下 该策略为投资者提供有价值的替代选择 [1][5] - 产品适合寻求在成长型市场高位时进行防御性布局的投资者 [5]

Retailers deserve our attention, even though I often joke that they seldom deserve a place in our portfolios. They are a proxy for consumer spending, but their environment is fiercely competitive, causing investors to often buy value traps or underperforming stocks. There are someI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in ...

公司合作动态 - Celsius Holdings与百事公司宣布加强合作伙伴关系 导致公司股价大幅上涨[1] - 旗下品牌Alani Nu正式纳入百事公司分销体系[1] 市场反应 - 合作关系强化消息直接刺激Celsius Holdings在纳斯达克市场的股价出现显著上涨[1] 分析师背景 - 分析师披露其通过股票持仓、期权或其他衍生工具持有Celsius Holdings的多头头寸[2] - 该分析内容基于作者独立研究并反映其个人观点 未获得除Seeking Alpha外任何形式的报酬[2]

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Bristol-Myers Squibb (NYSE: BMY ) is one of the world's largest pharmaceutical companies. And it's a name which has attracted a lot of value investor attention recently. At first glance, BMY shares appear to be deeply discounted, especially as compared to an overall U.S. stockIan l ...