Contrarian Investment Philosophy
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Q3 Miss Highlights Ongoing Struggles For Limoneira's Strategy
Seeking Alpha· 2025-09-11 00:28
When life gives you lemons, you make lemonade. That’s the saying at least, but when life gave Limoneira (NASDAQ: LMNR ) lemons, they decided to plant some avocados and throw their lot back in with Sunkist, withI’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible State ...
Dropbox Continues To Beat EPS Estimates, But Balance Sheet Is Messy
Seeking Alpha· 2025-08-21 20:00
文章核心观点 - 在线数据存储行业已从高速增长的行业转变为日常生活中被视为理所当然的服务 目前是一个庞大的行业 [1] 作者背景 - 作者拥有超过25年的投资分析经验 专注于深度折扣的价值投资 [1] - 作者的投资哲学受到逆向投资策略的影响 目标是寻找被低估的、注重为投资者回报价值的公司 [1]
With Costs Rising, AvalonBay Communities Faces Growth Challenges
Seeking Alpha· 2025-04-29 14:35
REITs投资 - REITs通常提供高于市场平均水平的股息收益率 吸引投资者关注 [1] - 市场上最高收益率往往来自风险较高的抵押贷款支持型mREITs [1] 分析师背景 - 分析师拥有25年投资分析经验 专注于深度折价价值投资策略 [1] - 早期通过股票挑选比赛获奖 开始撰写微型市值股票分析文章 [1] - 采用逆向投资哲学 长期为Motley Fool和Seeking Alpha供稿 [1] - 研究目标聚焦于被低估且重视投资者回报的公司 [1]