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EverQuote: Auto Insurance Carriers Are Still Revving Up Growth
Seeking Alpha· 2025-05-06 19:45
投资策略 - 在当前Q1财报季股市波动期间 投资策略倾向于保持专注并持续进行谨慎的个股选择 尤其偏好中小盘股 这些公司的业务基本不受宏观经济冲击的影响 [1] 分析师背景 - 分析师在华尔街覆盖科技公司 并在硅谷工作 同时担任多家种子轮初创公司的外部顾问 对当前塑造行业的主题有广泛了解 [2] - 自2017年以来定期在Seeking Alpha发表文章 观点被多家网络媒体引用 文章被同步到Robinhood等流行交易应用的公司页面 [2]
Blackbaud: Running Out Of Steam And Can't Afford Its Buybacks
Seeking Alpha· 2025-05-02 10:14
宏观经济背景下的投资策略 - 投资者在当前严峻的宏观经济背景下应保持严格的个股选择纪律 [1] - 部分经营困难的公司将面临更严峻的运营环境 [1] 行业专家背景 - 分析师在华尔街科技公司覆盖和硅谷工作经验方面具有综合经验 [1] - 分析师担任多家种子轮初创公司的外部顾问 [1] - 分析师自2017年起定期为Seeking Alpha撰稿 [1] - 分析师的言论被多家网络媒体引用 文章被同步至Robinhood等流行交易应用的公司页面 [1]
SMCY: Less Than Meets The Eye
Seeking Alpha· 2025-05-02 08:47
In the last few years, single-stock covered call funds have become market darlings, as they offer investors exposure to winning stocks (mostly technology companies like NVIDIA ( NVDA ) and Tesla ( TSLA ) while paying high double-digit yields.Author of the Macro Trends & Inflection Points Newsletter. I spent 5 years as a co-founder and hedge fund CIO / manager. Before that, I was a hedge fund analyst/portfolio manager at a leading Canadian alternative asset manager. I write articles as part of my own due dil ...