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Credo Stock Is A Buy Ahead Of Q2 Earnings (Rating Upgrade)
Seeking Alpha· 2025-11-22 14:00
Core Insights - Beyond the Wall Investing offers a subscription service that provides access to high-quality equity research reports, potentially saving investors thousands of dollars annually [1] - Credo Technology (CRDO) was previously recommended as a "buy" when its stock was priced at $68 per share, despite some growth investors considering it overpriced [1] Company Overview - Oakoff Investments is identified as a personal portfolio manager and quantitative research analyst with five years of experience in balancing growth and value investments [1] - The investing group Beyond the Wall Investing features a fundamentals-based portfolio, weekly analysis from institutional investors, and regular alerts for short-term trade ideas based on technical signals [1] Investment Strategy - The service includes ticker feedback upon request from readers and a community chat for discussions [1]
Intel's Incredible Rally Might Be Over (Rating Downgrade) (NASDAQ:INTC)
Seeking Alpha· 2025-11-13 14:00
Core Insights - The article emphasizes the value of subscribing to Beyond the Wall Investing for access to high-quality equity research reports, potentially saving thousands annually on such information [1] Group 1: Company Analysis - The article highlights multiple bullish calls made on Intel Corporation (INTC), indicating a positive outlook for the company [1] Group 2: Investment Strategy - Oakoff Investments, led by a quantitative research analyst, focuses on balancing growth and value by sharing proprietary Wall Street information [1] - The investing group offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [1]
Rocket Lab: Not Too Early, Not Too Late
Seeking Alpha· 2025-11-06 16:47
Group 1 - The space industry is gaining traction, indicating a growing interest and potential investment opportunities within the sector [1] - The CFO has over a decade of experience in finance, particularly in oilfield and real estate industries, which enhances the understanding of market dynamics [1] - The CFO has developed an interest in equity research, providing services for a Dubai-based family office with over $20 million in assets under management [1] Group 2 - The CFO's expertise includes analyzing financial statements, evaluating market trends, and identifying growth drivers across various industries [1] - There is a commitment to staying updated on the latest developments in equity research, emphasizing the importance of continuous education and professional development [1]
Duolingo: Don't Buy The Dip Just Yet (Earnings Review)
Seeking Alpha· 2025-11-06 10:19
Group 1 - The article introduces a subscription service, Beyond the Wall Investing, which provides access to high-quality equity research reports, potentially saving users thousands of dollars annually [1] - The author has experience using the Duolingo app and is now covering its stock for the first time, indicating a personal connection to the subject matter [1] - Oakoff Investments is highlighted as a personal portfolio manager and quantitative research analyst, focusing on balancing growth and value through proprietary Wall Street information [1] Group 2 - The investing group led by Oakoff Investments offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [1]
Rocket Lab's Neutron: The Catalyst For A Correction? (Earnings Preview)
Seeking Alpha· 2025-10-28 12:59
Group 1 - The service Beyond the Wall Investing offers significant savings on equity research reports, potentially saving thousands of dollars annually for subscribers [1] - Features of Beyond the Wall Investing include a fundamentals-based portfolio, weekly insights from institutional investors, short-term trade alerts based on technical signals, and community engagement [2] - The platform provides ticker feedback upon request, enhancing user interaction and tailored investment insights [2] Group 2 - The article emphasizes that past performance does not guarantee future results, highlighting the importance of independent analysis [3] - It clarifies that no specific investment recommendations are provided, and opinions expressed may not represent the views of the entire platform [3] - The analysts contributing to the platform may not be licensed or certified, indicating a diverse range of perspectives from both professional and individual investors [3]
Bristol-Myers Squibb: Earnings Champion Valued Like A Loser
Seeking Alpha· 2025-10-27 13:13
Bristol-Myers Squibb Company (NYSE: BMY ) share price performance has been weak since "Liberation Day," which mirrors the performance of the entire healthcare industry due to significant political uncertainty. As a result, it might seem that myI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and inte ...
PayPal: Management Planting Turnaround Seeds (NASDAQ:PYPL)
Seeking Alpha· 2025-10-26 16:00
Core Viewpoint - PayPal Holdings, Inc. (NASDAQ: PYPL) has shown significant stock growth, increasing from approximately $60 to nearly $80 recently, indicating a positive market sentiment towards the company [1]. Group 1: Company Performance - The stock price of PayPal has risen notably, reflecting strong investor confidence and potential growth opportunities within the company [1]. Group 2: Analyst Background - The analysis is conducted by a seasoned Chief Financial Officer with over a decade of experience in finance, particularly in the oilfield and real estate sectors, now focusing on equity research and analysis of public companies [1]. - The analyst has provided equity research services for a Dubai-based family office managing over $20 million in assets, showcasing a robust understanding of financial markets [1]. Group 3: Investment Insights - The analyst emphasizes the importance of analyzing financial statements, market trends, and growth drivers, which are crucial for making informed investment decisions [1]. - Continuous education and professional development are highlighted as key components for staying updated on industry trends and enhancing analytical skills [1].
PayPal's Upcoming Q3 May Finally Catalyze A Turnaround (Earnings Preview) (NASDAQ:PYPL)
Seeking Alpha· 2025-10-21 13:00
Core Viewpoint - PayPal Holdings, Inc. (NASDAQ: PYPL) has been a long-term investment focus, despite facing challenges in stock performance since January of the previous year [1]. Group 1: Company Analysis - PayPal's stock has not shown significant movement, indicating potential stagnation in its market performance [1]. - The investment group Beyond the Wall Investing offers various features, including a fundamentals-based portfolio and weekly analysis, which may provide insights into PayPal's market position [1]. Group 2: Investment Insights - The investment group provides alerts for short-term trade ideas based on technical signals, which could be relevant for investors considering PayPal [1]. - Community engagement through chat and ticker feedback may enhance investor understanding of PayPal's stock dynamics [1].
TSMC's Q3 Triumph: The Wall Street Underestimated The Chip King
Seeking Alpha· 2025-10-16 12:06
With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I see that Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) has just reported for its Q3 , beating on the top line by almost 5%. The bottomHe leads the investing group Beyond the Wall Investing with features that include: a fundamental ...
Merck: A Golden Buying Opportunity
Seeking Alpha· 2025-10-15 19:43
Group 1 - Merck & Co., Inc. (NYSE: MRK) is recognized for its strong, profitable, and well-managed business operations [1] - The company's cancer drug Keytruda is highlighted as one of the best-selling medicines globally [1] - Merck's long-term outlook appears positive, indicating sustained growth potential [1] Group 2 - The article reflects a beneficial long position in MRK shares, indicating confidence in the company's stock performance [2] - The author emphasizes that the opinions expressed are personal and not influenced by external compensation [2]