Small-Cap Value

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Arlo: Executing Well Against Long-Term Expansion Plans
Seeking Alpha· 2025-05-17 11:15
投资策略 - 当前股票市场回升至历史高点 但投资重点仍放在小盘价值股上 这些股票与整体市场存在较大估值差异 [1] - 许多小盘价值股已经跑赢大盘股表现 [1] 分析师背景 - 分析师在华尔街科技公司覆盖和硅谷工作方面拥有丰富经验 并担任多家种子轮初创公司外部顾问 [1] - 分析师自2017年起定期为Seeking Alpha撰稿 观点被多家网络媒体引用 文章同步至Robinhood等流行交易应用的公司页面 [1]
Backblaze: Perfect Small-Cap Value Play As AI Drives New Bookings
Seeking Alpha· 2025-05-16 16:17
With the S&P 500 clawing itself back into the green for the year, I continue to be wary of stretched valuations amid a shaky macro. One major pocket of value, however, is in small-cap stocks, where in my view, valuation discountsWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor o ...