Apple(US:AAPL) Seeking Alphaยท2025-09-26 23:29Group 1 - The individual has over a decade of experience in global markets, focusing on macroeconomic analysis, portfolio management, and equity research [1] - Currently serves as a Senior Analyst at a European asset management firm, leading multi-asset strategies and managing equity portfolios [1] - The investment approach combines top-down macro insights with bottom-up stock selection, emphasizing economic cycles, monetary policy, and systemic risks [1] Group 2 - Specializes in growth stocks while maintaining a broad perspective across all equity styles [1] - Research is grounded in fundamentals and utilizes tools such as Bloomberg Terminal, advanced Excel models, and quantitative tools for valuation and risk monitoring [1] - Aims to share high-conviction ideas, focusing on undercovered names and contrarian opportunities influenced by geopolitical and macro forces [1]