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Fragile Crossroads For The S&P 500
Seeking Alpha· 2025-09-26 15:15
Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 2-3X outweighing the downside risk). By leveraging market inefficienci ...
Fractyl Health, Inc. - Special Call
Seeking Alpha· 2025-09-26 15:07
PresentationGood morning, and welcome to Fractyl Health REMAIN-1 Midpoint Cohort Data Call. As a reminder, this conference call is being recorded. [Operator Instructions] I will now turn the call over to Brian Luque, Head of Investor Relations and Corporate Development at Fractyl. Brian, you may begin.Brian Luque Thank you. This morning, we issued a press release that outlines the topics we plan to discuss today. This release is available at www.fractyl.com under the Investors tab. Presenting today will be ...
Adobe: Underdog In The AI Bubble - Buy Its Potential Rebound Story (NASDAQ:ADBE)
Seeking Alpha· 2025-09-26 15:05
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article mysel ...
Adobe: Underdog In The AI Bubble - Buy Its Potential Rebound Story
Seeking Alpha· 2025-09-26 15:05
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article mysel ...
Viridian Therapeutics: De-Risked Leadership In Thyroid Eye Disease (NASDAQ:VRDN)
Seeking Alpha· 2025-09-26 14:56
I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...
Viridian Therapeutics: De-Risked Leadership In Thyroid Eye Disease
Seeking Alpha· 2025-09-26 14:56
I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...
Paychex: Expect An Uneventful Earnings
Seeking Alpha· 2025-09-26 14:51
Paychex (NASDAQ: PAYX ) is a veteran company involved in payroll and HR solutions for small and mid-sized businesses. A rather mundane industry, but crucial to company operations and longevity, PAYX differentiates itself with its Human Capital Management (HCM) solutionsI am an investment author with passion for finance and global markets. I enjoy gearing toward economic analysis, specifically on a macro level. Through current and forward looking market trends, fundamental and technical analysis, my goal is ...
S&P 500: P/E And Interest Rates Scare Me More Than Record Buffett Indicator
Seeking Alpha· 2025-09-26 14:47
As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If you share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat S&P 500 but also to avoid heavy drawdowns despite the extreme volatilities in BOTH the equity AND bond market.Join for a trial and see if our proven method can help you too. ...
British American Tobacco Still Warrants A Premium P/E (Rating Downgrade)
Seeking Alpha· 2025-09-26 14:47
International dividend stocks have performed well so far in 2025. The global bull market is about to turn three years old, and there has been a broadening out of the rally. One of the beneficiaries of a weaker dollar since last December hasFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is puttin ...
Data Centers And AI Are Micron's Edge (NASDAQ:MU)
Seeking Alpha· 2025-09-26 14:37
I'll cut to the chase; Micron Technology (NASDAQ: NASDAQ: MU ) is firing on all cylinders and still seriously cheap. Since my last coverage , the company has had its share price increase byKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial litera ...