This year’s third quarter of Blackstone Inc. ( BX ) was relatively weak compared to Q3 2024 primarily due to a sharp drop in Performance Allocations (carried interest perceived by Blackstone GPs in investment funds) dueI am always on the lookout for GARP (Growth At a Reasonable Price) and turnaround stocks, in the dirt and under the rocks. Valuation matters and is the foundation of my stock picking strategy. Following me will allow you to read about stocks with limited downside and unlimited upside.My name ...

We have an excellent entry point for The Coca-Cola Company ( KO ) at $70-75 per share and a 10-15% discount on its historical valuation, while the recovery seems underway as confirmed in the recent Q3I am always on the lookout for GARP (Growth At a Reasonable Price) and turnaround stocks, in the dirt and under the rocks. Valuation matters and is the foundation of my stock picking strategy. Following me will allow you to read about stocks with limited downside and unlimited upside.My name is Akim and I am a ...

We have an excellent entry point for The Coca-Cola Company ( KO ) at $70-75 per share and a 10-15% discount on its historical valuation, while the recovery seems underway as confirmed in the recent Q3I am always on the lookout for GARP (Growth At a Reasonable Price) and turnaround stocks, in the dirt and under the rocks. Valuation matters and is the foundation of my stock picking strategy. Following me will allow you to read about stocks with limited downside and unlimited upside.My name is Akim and I am a ...

JPMorgan Chase & Co. ( JPM ) is the best large US investment bank when considering its ROE and outperformance over the past decade, but I am rating the stock a hold. While the fundamentalsI am always on the lookout for GARP (Growth At a Reasonable Price) and turnaround stocks, in the dirt and under the rocks. Valuation matters and is the foundation of my stock picking strategy. Following me will allow you to read about stocks with limited downside and unlimited upside.My name is Akim and I am a professional ...

公司业务与定位 - OneMain Holdings Inc (OMF) 是一家活跃于保险和消费金融领域的金融服务公司 [1] - 公司主要服务于非优质信贷（nonprime）消费者群体 [1] - 从风险回报角度看 该客户群体被认为是投资的最佳切入点（sweet spot） [1] 投资策略与观点 - 投资策略侧重于寻找合理价格成长股（GARP）和转型股 [1] - 估值是股票选择策略的基础 [1] - 所覆盖的股票通常具有下行风险有限而上行空间无限的特点 [1] - 文章作者通过股票、期权或其他衍生品对OMF持有有益的多头头寸 [2]

公司评级与投资观点 - DXP Enterprises Inc被Seeking Alpha的量化模型、分析师和华尔街评为强烈买入评级[1] - 该公司被认为是优秀的GARP（合理价格增长）投资机会[1] 分析师背景与研究方法 - 分析师为专业投资基金组合经理 拥有商业专业背景[1] - 分析方法覆盖任何地域和行业中不知名、被遗忘和被低估的股票[1] - 分析文章完全独立 基于作者当前持仓或观察名单中的股票[1] 持仓披露情况 - 分析师在文章发布时未持有DXPE任何头寸[2] - 可能在未来72小时内通过购买股票或看涨期权建立多头头寸[2]

投资评级与市场定位 - DXP Enterprises Inc被Seeking Alpha量化模型、分析师和华尔街评为强力买入评级 该股票被认为是优秀的GARP（合理价格增长）投资机会[1] - 公司股票被市场严重低估 属于鲜为人知且被遗忘的标的[1] 分析师背景与研究方法 - 分析作者为专业投资组合经理 具有跨国教育背景（法国、美国和俄罗斯）[1] - 研究覆盖全球任何地区和行业的不知名及被低估股票[1] - 分析文章完全独立完成 作者在eToro平台以@Etcaetera用户名公开展示投资组合[1] 披露声明 - 分析作者未持有相关公司头寸 但可能在72小时内建立多头头寸或购买看涨期权[2] - 作者与所提及公司不存在业务关系 未获得除Seeking Alpha外的其他报酬[2] - Seeking Alpha声明其分析师包含专业投资者和个体投资者 并非持牌证券交易商或投资顾问[3]