Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years ...

投资策略 - 倾向于买入强势行业中的强势股票 尽管这些股票估值较高 但通常有合理原因 [1] - 偶尔会采用不同策略 当优质公司股票价格处于低位时进行投资 [1] - 长期投资导向 主要通过低风险ETF和CEF来实现宏观投资理念 [1] 投资经验 - 拥有近十年股票和外汇交易经验 目前与合伙人共同管理家族基金 [1] - 除金融投资外 还涉足房地产投资领域 [1] 其他活动 - 担任自由撰稿人 为Matrixtrade平台供稿 [1]

分析师背景 - 现任家族办公室投资分析师 专注于识别高质量或严重错误定价的投资机会 [1] - 投资理念强调以合理价格买入优质公司 认为优秀投资机会应具备直观吸引力 [1] - 业余时间通过阅读书籍和观看Netflix节目进行自我提升 [1] 信息披露 - 分析师声明未持有提及公司的股票、期权或衍生品头寸 且未来72小时无建仓计划 [2] - 文章内容为独立观点 未获得被提及公司的任何形式补偿 [2] - 与所涉上市公司不存在商业合作关系 [2] 平台声明 - 明确提示历史表现不预示未来结果 不构成具体投资建议 [3] - 观点可能不代表平台整体立场 平台未持证券交易相关牌照 [3] - 分析师团队包含专业投资者与个人投资者 部分未受监管机构认证 [3]

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 ...

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!I upgraded Amazon.com, Inc . (NASDAQ: AMZN ) stock to "Buy" in January last year, and since then, the stock price has gone up by 24.68% while the S&P 500 Index (Daniel Sereda is chief investment analyst at a family office whose investments span continents and divers ...

未被充分覆盖的投资机会 - 该栏目每周精选12个未被充分覆盖但具操作性的投资标的 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上的个股页面浏览量超过800次 且过去30天内相关文章少于两篇 [1] 分析师持仓披露 - 分析师声明未持有提及公司的任何股票、期权或类似衍生品头寸 且未来72小时内无建仓计划 [2] - 分析师与所提及公司无商业关系 未因撰写文章获得报酬 文章观点仅代表个人意见 [2] 平台免责声明 - Seeking Alpha声明其并非持牌证券交易商、经纪商或美国投资顾问机构 所表达观点可能不代表平台整体立场 [3] - 平台强调历史表现不预示未来结果 不针对个人情况提供具体投资建议 投资者需自行评估投资策略的适用性 [3]

投资分析师背景 - 目前在一家家族办公室担任投资分析师 专注于识别高质量或被严重错误定价的投资机会 [1] - 投资理念是寻找以合理价格买入优质公司的机会 认为优秀的投资机会会直观地显现 [1] - 业余时间通过阅读书籍和观看Netflix节目进行自我提升 [1] 分析师披露 - 未持有任何提及公司的股票、期权或类似衍生品头寸 且未来72小时内无相关建仓计划 [2] - 文章内容为独立观点 未获得除Seeking Alpha外的任何报酬 [2] - 与提及公司无任何商业关系 [2] 平台声明 - 过往表现不预示未来结果 不构成任何投资建议 [3] - 表达观点不代表Seeking Alpha整体立场 [3] - 平台分析师包含专业投资者和个体投资者 部分未取得监管机构认证 [3]

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 ...