Long-Term Value Creation

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Why Smart Investors Are Watching GitLab Closely Right Now
Seeking Alpha· 2025-06-29 22:16
GitLab (NASDAQ: GTLB ) is a U.S.-based company with international operations that offers an end-to-end software development platform. Revenues from U.S. accounts 81%, 16% from Europe and 2% from Asia Pacific. According to the company, its DevSecOps platform differentiates from its main competitorI am an experienced Risk Management Business Analyst at a Systemic Greek Bank, with a strong background in finance and risk analysis. I hold an MSc in Applied Risk Management from the University of Athens and have c ...
AppLovin Just Flipped The Script
Seeking Alpha· 2025-06-03 01:16
Editor's note: Seeking Alpha is proud to welcome Quantryon Capital as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.My investing journey began at 15, sparked by a deep curiosity for markets and shaped by my father's career in finance. What started as a fascination with Warren Buffett’s annual letters quickly evolved into a full-time passion for value i ...
DaVita: International Expansion And Buybacks Will Boost Returns
Seeking Alpha· 2025-05-27 23:30
Triba Research的投资策略 - 公司使命是发掘能够长期实现可持续两位数回报的高质量企业 [1] - 投资策略聚焦于识别具有强大竞争优势、在增长市场中运营、负债水平低且由技能高超且利益一致的管理团队领导的公司 [1] - 优先考虑长期价值创造而非短期市场波动 [1] - 采用集中投资组合策略,持有10至15只精选证券以追求超额收益 [1] 公司领导层 - 由经济学家Tomas Riba领导,拥有20年投资经验 [1]
Coca-Cola Consolidated: Buybacks Support Its Stock Price
Seeking Alpha· 2025-05-25 15:57
A few weeks ago, I published an article on Coca-Cola ( KO ) after some research that surprised me for the good, given that I wasn't expecting to find a double-digit return opportunity on a well-established blue-chip company.Triba Research's mission is to uncover high-quality businesses with the potential to deliver sustainable, double-digit returns over the long term. The firm's strategy focuses on identifying companies with strong competitive advantages, operating in growing markets, maintaining low debt l ...
Green Brick: My Top Pick In The Housing Industry
Seeking Alpha· 2025-05-20 23:10
Triba Research's mission is to uncover high-quality businesses with the potential to deliver sustainable, double-digit returns over the long term. The firm's strategy focuses on identifying companies with strong competitive advantages, operating in growing markets, maintaining low debt levels, and led by a skilled and aligned management team. While Triba Research stays informed about the latest developments, its priority remains the bigger picture — long-term value creation. The firm is led by the economist ...