Investment philosophy

搜索文档
Kaspi's Growth Looks Promising With Banking Acquisition In Turkey
Seeking Alpha· 2025-06-24 01:59
Back in early January I initiated coverage on Kaspi ( OTC:KSPI ) at a strong buy because of its astounding level of past growth and the prospects that they will be able to sustain thatI’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 Statecraft. I have been writing ...
5 Companies Using AI To Build Value, Not Buzz
Seeking Alpha· 2025-06-20 23:42
AI热潮 - AI已成为热门话题 几乎所有公司都在财报或业务中提及AI应用 [1] - 部分公司提出的AI用例存在可信度问题 与实际业务关联性存疑 [1] 分析师背景 - 分析师拥有20年外交政策研究经验 曾为多家知名媒体供稿 [1] - 25年投资分析经验 专注深度价值投资策略 擅长挖掘被低估公司 [1] - 早期通过股票选秀比赛入行 曾获季度业绩顶级奖项 [1] - 长期遵循逆向投资理念 曾为Motley Fool和Seeking Alpha撰稿 [1]
La-Z-Boy: Well-Positioned To Conquer Industry Challenges
Seeking Alpha· 2025-06-18 19:39
投资策略 - 投资重点聚焦于小市值公司 涵盖美国 加拿大和欧洲市场 [1] - 投资理念基于识别错误定价证券 通过深入理解公司财务驱动因素 [1] - 采用DCF模型估值方法 综合考虑股票所有前景而非局限于传统价值 股息或增长投资 [1] 投资方法 - 通过分析公司财务数据揭示投资机会 评估风险回报比 [1] - 投资策略不局限于单一类型 而是整合多种投资方法的优势 [1]
Limoneira Aiming For Growth, But Results Are Likely Years Off
Seeking Alpha· 2025-06-12 19:45
分析师背景 - 分析师Jason Ditz拥有20年外交政策研究经验 文章发表于福布斯 多伦多星报等知名媒体 [1] - 拥有25年投资分析经验 专注于深度价值投资策略 早期在StockJungle证券分析比赛中获奖 [1] - 曾为Motley Fool和Seeking Alpha撰稿 投资理念受David Dreman逆向投资哲学影响 [1] - 专注于发掘被市场低估且重视股东回报的公司 [1] 免责声明 - 分析师声明未持有文中提及公司的任何股票或衍生品头寸 未来72小时也无建仓计划 [2] - 文章仅代表分析师个人观点 未获得除Seeking Alpha外的任何报酬 [2] - 分析师与文中提及公司无任何商业关系 [2]
Encouraging Q1 From Planet Labs Marks First Positive Operating Cash Flow
Seeking Alpha· 2025-06-06 19:11
Planet Labs股价波动 - Planet Labs股价近期因财报出现大幅波动 在第四季度财报发布后股价下跌至具有吸引力的低位 [1] - 分析师在3月维持对该股的持有评级 主要基于财报表现不及预期 [1] 分析师背景 - 分析师拥有20年外交政策研究经验 其投资分析作品发表于福布斯 多伦多星报等主流媒体 [1] - 专注深度价值投资领域25年 早期通过股票选秀比赛崭露头角 擅长挖掘被低估的微型股 [1] - 投资哲学受David Dreman逆向投资理论影响 长期为Motley Fool和Seeking Alpha供稿 [1]
Arcos Dorados: An Argentinian Recovery Is Materializing
Seeking Alpha· 2025-06-03 22:23
I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...
Hecla Mining Looks Like A Respectable Silver Mining Growth Pick
Seeking Alpha· 2025-05-07 20:07
黄金矿业股 - 当前黄金矿业股受到市场热捧 经济不确定性、通胀担忧以及潜在关税战促使投资者转向传统避险资产 黄金矿业股成为经典选择 [1] 作者背景 - 作者Jason Ditz拥有20年外交政策研究经验 其投资分析文章发表在福布斯、多伦多星报等知名媒体 专注于深度价值投资策略 [1] - 作者早期在StockJungle证券分析比赛中获奖 后为Motley Fool和Seeking Alpha撰稿 擅长挖掘被低估且注重投资者回报的公司 [1] 分析方法 - 采用逆向投资哲学 受David Dreman投资理念影响 关注市场非共识机会 [1] - 研究重点集中于微型市值股票 坚持价值投资视角进行标的筛选 [1]
Amid Market Uncertainty, Exelon Still Looks Like A Good Choice For Utilities
Seeking Alpha· 2025-05-05 21:51
Back in September I wrote about Exelon Corporation (NASDAQ: EXC ) for the first time, terming it a buy on the basis of them being just a hair better than the other utilities by almost every metric. They’ve doneI’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 ...
With Costs Rising, AvalonBay Communities Faces Growth Challenges
Seeking Alpha· 2025-04-29 14:35
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...