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Rigetti Computing: I Caught The Falling Knife, And My Hand Never Felt Better!
Seeking Alpha· 2025-10-06 19:54
After 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire ...
Active investment is where there's real opportunity and excitement: Man Group CEO Robyn Grew
Youtube· 2025-10-01 12:10
to talk global markets right now. Joining us in her first Squawkbox appearance is Robin Grrew. She is the CEO of Mangroup.That's a global alternative investment management firm with more than $193 billion in assets under management. Robin, first of all, welcome. Um, it's good to have you on the show.Thank you very much for having me. Let's talk a little bit about what's happening with global markets right now. What are your views on this.I think it's a time where you're seeing volatility, you're seeing disp ...
Cadence Design Systems: Picks, Shovels, And More For Modern Tech
Seeking Alpha· 2025-09-22 06:59
Group 1 - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than serving the numbers themselves [1] - The approach combines factor analysis with classic fundamental analysis to uncover the true story of a company and its stock, highlighting the importance of future potential over past data [1] Group 2 - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and special situations [1] - Previous roles included managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] - A passion for investor education has led to conducting numerous seminars and authoring two books on stock selection and analysis [1]
Open Text Stock: A Modern Rarity And An AI-Diamond With A Low PE (NASDAQ:OTEX)
Seeking Alpha· 2025-09-17 12:30
Core Insights - The article discusses the author's transition to independence after 43 years in investment research, emphasizing a focus on actionable investment insights without external agendas [1] - The author specializes in rules/factor-based equity investing strategies, combining quantitative analysis with fundamental analysis to derive investment stories [1] - The narrative highlights the importance of understanding the future potential of investments rather than solely relying on historical data [1] Group 1 - The author has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - The author has developed and worked with various quantitative models and previously managed a high-yield fixed-income fund [1] - The author has a background in investor education, having conducted numerous seminars and authored two books on stock selection and analysis [1] Group 2 - The author expresses a commitment to providing valuable insights on Seeking Alpha and welcomes feedback from readers [1] - The article reflects a unique approach to investing, prioritizing human intelligence over purely quantitative methods [1] - The author aims to inspire investment stories that illuminate future trends in the market [1]
Open Text Stock: A Modern Rarity And An AI Diamond With A Low P/E
Seeking Alpha· 2025-09-17 12:30
Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] - The author highlights a unique approach to equity investing, combining quantitative analysis with fundamental theories to derive meaningful investment stories [1] - The article reflects on the author's extensive experience across various market segments and investment strategies, including managing a high-yield fixed-income fund and developing quantitative asset allocation models [1] Group 1 - The author has specialized in rules/factor-based equity investing strategies, aiming to use numbers to inspire human intelligence-driven investment narratives [1] - The author critiques traditional quantitative investing methods, advocating for a blend of factor analysis and classic fundamental analysis to understand a company's future potential [1] - The article mentions the author's previous roles, including editing stock newsletters and conducting investor education seminars, showcasing a commitment to educating investors [1] Group 2 - The author expresses enthusiasm for the new phase of sharing insights on Seeking Alpha, inviting feedback and engagement from the audience [1] - The article indicates a long-standing passion for investor education, evidenced by the author's authorship of books on stock selection and analysis [1] - The author encourages open dialogue and constructive criticism, indicating a willingness to engage with the investment community [1]
Mama's Creations Is Making Progress Toward Justifying The Stock's High P/E
Seeking Alpha· 2025-09-10 12:00
Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] - The author highlights a unique approach to equity investing, combining quantitative analysis with fundamental theories to derive meaningful investment stories [1] - The article reflects on the author's extensive experience across various market segments and investment strategies, including managing a high-yield fixed-income fund and developing quantitative asset allocation models [1] Group 1 - The author has specialized in rules/factor-based equity investing strategies, aiming to use numbers to inspire human intelligence-driven investment narratives [1] - The author critiques traditional quantitative investing methods, advocating for a blend of factor analysis and classic fundamental analysis to understand a company's future potential [1] - The author has a diverse background, covering a wide range of stocks and investment types, including large cap, small cap, micro cap, value, growth, and special situations [1] Group 2 - The author has previously managed a high-yield fixed-income fund and has experience in quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - The author has authored two books on investment strategies and has conducted numerous seminars focused on stock selection and analysis [1] - The article expresses enthusiasm for the author's new role on Seeking Alpha, inviting feedback and engagement from the audience [1]
I Now See Chemistry Can Be Hip: I Can't Buy An Isotope, But I Can Buy ASP Isotopes Stock
Seeking Alpha· 2025-09-04 16:43
Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment narratives [1] - A unique approach combines quantitative analysis with classic fundamental analysis to uncover the true story of companies and their stocks [1] Investment Strategy - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and special situations [1] - Previous roles included managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, foundational to modern Robo Advising [1] - The individual has authored two books on stock selection and analysis, showcasing a commitment to investor education [1] Future Outlook - The individual expresses enthusiasm for the new role on Seeking Alpha, inviting feedback and criticism from the audience [1]
Light At The End Of The AI Bottleneck: Pre-Commercial Poet Technologies Stock Is Buyable
Seeking Alpha· 2025-08-25 02:42
Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than solely relying on statistical studies [1] - The individual combines factor analysis with classic fundamental analysis to uncover the true story of companies and their stocks, highlighting the importance of future potential over past performance [1] Experience and Background - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - The individual has authored two books on stock selection and analysis and has a passion for investor education, having conducted numerous seminars [1]
'Basement Kid' Procore Has A Credible Path To Move Up And Out Into The Grownup World
Seeking Alpha· 2025-08-06 12:15
Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] Group 1: Investment Philosophy - The company specializes in rules and factor-based equity investing strategies, prioritizing human intelligence over purely quantitative methods [1] - The approach combines factor analysis with classic fundamental analysis to uncover the true story of a company and its stock, focusing on future potential rather than past performance [1] Group 2: Professional Background - The author has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] - The author has also edited and written stock newsletters, notably the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line [1] Group 3: Commitment to Education - There is a strong emphasis on investor education, with the author having conducted numerous seminars on stock selection and analysis [1] - The author has authored two books, "Screening The Market" and "The Value Connection," further demonstrating a commitment to educating investors [1]
Digital And Value In The Same Sentence? Yes
Seeking Alpha· 2025-08-03 08:31
Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than solely relying on statistical studies [1] - The individual combines factor analysis with classic fundamental analysis to uncover the true story of companies and their stocks, highlighting the importance of future potential over past performance [1] Experience and Background - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] - The individual has authored two books on stock selection and analysis and has a passion for investor education, having conducted numerous seminars [1]