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The Market Is Scaling The Wall Of Worry
Seeking Alpha· 2025-09-12 23:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Oracle: Leaving Very Little Room For Disappointment From Here
Seeking Alpha· 2025-09-10 23:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Alibaba: Getting All Ready For The Breakout Higher
Seeking Alpha· 2025-08-22 21:00
投资策略 - 采用机会主义投资方法 专注于识别风险回报比具吸引力的成长型投资机会 结合强劲价格行动分析和基本面投资[1][2] - 避免过度炒作和高估值股票 重点把握被低估且具有显著复苏潜力的股票[2] - 投资视角为18至24个月 专注于高增长潜力和被错杀的逆向投资机会[3] 投资表现 - 历史选股表现超越标准普尔500指数 可能产生显著超额收益[1] - 被TipRanks评为顶级分析师 并被Seeking Alpha认定为科技、软件、互联网及成长/GARP领域"值得关注顶级分析师"[1] 服务定位 - 运营"终极成长投资"专业投资小组 专注于跨行业高潜力机会识别[3] - 服务面向寻求利用基本面稳健、买入动能强劲且估值具吸引力的成长股及反转机会的投资者[3]
CoreWeave: I Hope You Took Money Off The Table (Upgrade)
Seeking Alpha· 2025-08-21 01:29
投资策略 - 采用机会主义投资方法 专注于识别风险回报比具吸引力的增长机会 [1][2] - 结合技术面价格行为分析与基本面投资 避免过度炒作和高估值股票 [2] - 重点布局 battered stocks(受重挫股票)以捕捉显著上行修复潜力 [2] 投资组合特征 - 投资标的需具备强劲增长潜力及逆向投资价值 投资周期为18至24个月 [3] - 聚焦基本面稳健、具备买入动能且估值具吸引力的成长股与 turnaround plays(反转机会) [3] - 覆盖科技、软件、互联网等多个行业领域 [1][3] 历史表现 - 选股组合持续跑赢标普500指数 实现显著超额收益(alpha) [1] - 被TipRanks评为顶级分析师 被Seeking Alpha列为科技与增长领域值得追随的顶级分析师 [1]
Berkshire Hathaway: Load Up While The Market Ignores
Seeking Alpha· 2025-08-16 23:30
投资策略 - 专注于识别具有最佳风险回报潜力的成长型投资机会 [2] - 结合价格行为分析和基本面投资的方法 [2] - 倾向于避开过度炒作和高估的股票 [2] - 关注具有显著上涨复苏可能性的超跌股票 [2] 投资风格 - 通过强劲的价格行为支持来识别具有吸引力的风险回报机会 [1] - 目标是为投资者创造显著高于标普500的超额收益 [1] - 在科技、软件、互联网以及成长型和GARP领域表现突出 [1] 投资组合 - 运营投资团体Ultimate Growth Investing专注于识别跨行业的高潜力机会 [3] - 重点关注具有强劲增长潜力和逆向投资机会的标的 [3] - 投资视角为18至24个月 [3] - 适合寻求在具有强劲基本面、买入动能和高度吸引人估值的成长股中获利的投资者 [3]
Energy Transfer: Another Dip Buying Opportunity To Load Up
Seeking Alpha· 2025-08-15 21:00
投资策略 - 采用机会主义投资方法 专注于识别风险回报比具吸引力的增长机会 [1][2] - 结合强劲价格行动分析与基本面投资 避免过度炒作及高估值股票 [2] - 重点布局 battered stocks(受挫股票)以捕捉显著上行复苏可能性 [2] 投资组合特点 - 专注于18至24个月投资周期 强调高增长潜力及逆向投资机会 [3] - 投资标的选择注重强劲基本面 买入动量及转型机会 [3] - 通过跨行业高潜力机会识别实现超额收益 目标跑赢标普500指数 [1][3] 专业认可 - 被TipRanks评为顶级分析师 在科技/软件/互联网领域获得Seeking Alpha"值得关注顶级分析师"称号 [1] - 在增长及GARP(合理价格增长投资)策略领域获得同等认可 [1]
AMD: Way Too Early To Take Profits Now
Seeking Alpha· 2025-08-12 03:28
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
SoundHound AI: You Might Regret Buying More Now
Seeking Alpha· 2025-08-09 21:00
投资策略 - 专注于识别具有最佳风险回报潜力的成长型投资机会 [2] - 结合敏锐的价格走势分析和基本面投资方法 [2] - 倾向于避开过度炒作和高估值的股票 [2] - 专注于具有显著上涨复苏可能性的被低估股票 [2] 投资风格 - 被TipRanks评为顶级分析师 [1] - 被Seeking Alpha评为"值得关注的技术、软件、互联网以及成长和GARP领域顶级分析师" [1] - 通过稳健的价格走势支持的有吸引力的风险回报机会来产生显著超越标普500指数的超额收益 [1] - 过往选股表现优异 [1] 投资组合管理 - 运营专注于识别各行业高潜力机会的"终极成长投资"投资组合 [3] - 重点关注具有强劲增长潜力和被严重低估的反向投资机会 [3] - 采用18至24个月的投资周期 [3] - 为寻求在具有稳健基本面、买入动能和极具吸引力估值的转型股票中获利的投资者设计 [3]
Rivian Q2: Another Quarter Of Disappointment
Seeking Alpha· 2025-08-07 21:00
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He runs the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. He focuses on ideas that has strong growth potential and well-beaten contrarian plays, with an 18 to 24 month outlook for the thesis to play ...
SoFi Technologies: You Might Regret Not Taking Profits Now
Seeking Alpha· 2025-07-30 21:30
投资策略 - 专注于识别具有最佳风险回报潜力的成长型投资机会,结合价格行为分析和基本面投资[2] - 倾向于避开过度炒作和高估值的股票,专注于具有显著上涨潜力的超跌股票[2] - 采用18至24个月的投资周期,寻找具有强劲增长潜力和逆向投资机会的标的[3] 投资风格 - 机会主义投资者,通过稳健的价格行为分析寻找能够大幅跑赢标普500指数的投资机会[1] - 投资组合表现出色,选股能力得到市场认可[1] - 在科技、软件、互联网以及成长型和GARP(合理价格成长)领域具有专业优势[1] 投资服务 - 运营"Ultimate Growth Investing"投资研究小组,专注于识别跨行业的高潜力投资机会[3] - 服务对象是寻求在具有强劲基本面、买入动能和估值极具吸引力的转型股票中获利的投资者[3] - 专注于基本面稳健、具有买入动能和估值吸引力的成长股及转型股投资机会[3]