InterDigital: High Margins And Solid Fundamentals, But Too Much Optimism Is Priced In

My investing approach blends macroeconomic analysis with valuation models, including DCF, multiple-based analysis. I pay close attention to financial structure, free cash flow generation, and capital allocation discipline. I’m particularly drawn to companies undergoing transformation or recovery where the risk/reward profile skews positively over a 2–3 year horizon. On Seeking Alpha, I aim to publish in-depth investment theses on undervalued equities, special situation plays, and opportunities in the market ...