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Tesla: Q2 Deliveries, Robotaxi Pilot, Valuation, Technicals, And Morew
Seeking Alpha· 2025-07-03 22:56
"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management.TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignme ...
Baidu: An Irresistible Deep Value AI + Robotaxi Play
Seeking Alpha· 2025-06-30 20:30
"We're in an asset bubble, and TQI can help you navigate it profitably" In addition to our work on Seeking Alpha, we publish best-in-class investing tidbits and research insights at TQI Tidbits [free newsletter], Twitter, and LinkedIn. Follow for more investing content. I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial fr ...
Hims & Hers: Panic Sell Or Opportunistic Buy?
Seeking Alpha· 2025-06-25 16:58
公司背景与使命 - TQI成立于2022年7月 使命是让投资变得简单、有趣且盈利 [2] - 公司首席财务工程师Ahan Vashi拥有股票研究、私募股权和软件工程背景 [1] 研究服务与产品 - 在Seeking Alpha发布优质股票研究报告 并提供研究库和绩效追踪工具 [2] - 提供高度集中且风险优化的模型投资组合 满足不同投资阶段的需求 [2] - 开发专有软件工具 并设有群聊功能增强投资者互动 [2] 内容分发渠道 - 通过免费通讯TQI Tidbits发布顶级投资见解和研究洞察 [2] - 在Twitter和LinkedIn等社交平台分享投资相关内容 [2]
Nvidia: The AI Windfall Continues, But Forward Return Looks Unappealing
Seeking Alpha· 2025-05-29 08:41
"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management. TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignm ...
Alibaba: Ignore The Noise And Buy For The Long Haul
Seeking Alpha· 2025-05-16 20:00
"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management. TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignm ...
AMD: Resilience In The Face Of Macro And Regulatory Adversity
Seeking Alpha· 2025-05-07 10:07
公司背景 - TQI成立于2022年7月 使命是让投资变得简单 有趣且盈利 [2] - 公司首席财务工程师拥有股票研究 私募股权和软件工程背景 [1] - 公司通过Seeking Alpha发布优质股票研究报告 并提供研究库和绩效追踪 [2] 业务模式 - 提供高度集中 风险优化的模型投资组合 满足投资者不同生命周期阶段需求 [2] - 提供专有软件工具和群聊功能 [2] - 在SeekingAlpha之外 还通过TQI Tidbits免费通讯 Twitter和LinkedIn发布投资内容和研究见解 [2] 投资理念 - 采用大胆主动的投资策略 同时进行积极的风险管理 [1] - 当前处于资产泡沫时期 公司旨在帮助投资者从中获利 [1]
Palantir: Triple Play Not Enough To Justify $300B Valuation
Seeking Alpha· 2025-05-06 07:20
"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management. TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignm ...
SoFi Technologies: Momentum Is Building
Seeking Alpha· 2025-04-30 00:00
"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management. TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignm ...
AT&T: The Re-Rating Is Complete (Rating Downgrade)
Seeking Alpha· 2025-04-24 20:30
公司背景 - TQI成立于2022年7月 使命是让投资变得简单 有趣且盈利 [2] - 公司首席财务工程师拥有股票研究 私募股权和软件工程背景 [1] - 提供高级股票研究报告 集中在Seeking Alpha平台发布 [2] 业务模式 - 提供高度集中 风险优化的模型投资组合 满足不同投资者需求 [2] - 开发专有软件工具 并提供群聊功能 [2] - 通过TQI Tidbits免费通讯 Twitter和LinkedIn发布投资见解 [2] 市场定位 - 采用量化基本面投资方法 追求财务自由 [1] - 强调积极投资与主动风险管理相结合的策略 [1] - 定位为帮助投资者在资产泡沫中获利的专业机构 [1]