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Disney: Streaming Scale And Parks Leverage Drive Strong Buy Rating
Seeking Alpha· 2025-06-30 17:58
Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify companies with durable business models, mispriced cash flow potential, and intelligent capital allocation. Built on institutional standards, Moretus Research combines rigorous fundamental analysis with a high-signal, judgment-driven process—eschewing noise, narrative, and overl ...
Medtronic: Margin Inflection With Diabetes Spin - Key Drivers
Seeking Alpha· 2025-06-29 10:55
Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify companies with durable business models, mispriced cash flow potential, and intelligent capital allocation. Built on institutional standards, Moretus Research combines rigorous fundamental analysis with a high-signal, judgment-driven process—eschewing noise, narrative, and overl ...
Arcutis Biotherapeutics: A Closer Look At The Atopic Dermatitis Direction
Seeking Alpha· 2025-06-28 03:25
Core Insights - Arcutis Biotherapeutics has received FDA approval for its product ZORYVE, a PDE4 inhibitor, which expands the drug's existing label [1] - The company focuses on small and microcap biopharmaceuticals, where mispricing is most intense and institutional attention is limited [1] - The analyst team consists mainly of high-ranking Life Sciences students from top UK universities, aiming to improve the accuracy of clinical stage equity research [1] Company Overview - ZORYVE is positioned favorably among physicians due to its mechanism of action as a PDE4 inhibitor [1] - The company targets young, often clinical stage biopharmaceutical firms that typically lack institutional coverage [1] Market Dynamics - Retail investors make up the majority of public ownership in these small biopharmaceutical companies, leading to price movements that may not reflect material information [1] - Analyst coverage from investment banks often results in significant market movements, despite potential conflicts of interest [1]
QuantumScape: Why The Cobra Process Is A Game Changer
Seeking Alpha· 2025-06-25 15:40
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. He leads the investing group Beyond the Wall Investing with features that include: a fundamentals-based portfolio, weekly analysis on insights from institutional investors, regular alerts for short-term trade ideas based on technical signals, ticke ...
AppLovin: This Ad-Tech Juggernaut Is Ready To Shine
Seeking Alpha· 2025-06-24 16:43
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.So far, I've written 4 articles on AppLovin Corporation (NASDAQ: APP ) stock here on Seeking Alpha, initially rating it as a "Hold" because of seemingly overheated multiples and some concerns over its prospects, but then eventually upgrading it to "B ...
Rockcliffe Capital Initiates Research Coverage on Wheaton Precious Metals Corp. (NYSE/TSX: WPM)
GlobeNewswire News Room· 2025-06-24 15:41
TORONTO, June 24, 2025 (GLOBE NEWSWIRE) -- Rockcliffe Capital is pleased to announce today the initiation of equity research coverage on Wheaton Precious Metals Corp. (TSX/NYSE: WPM), the world's premier precious metals streaming company known for its top-tier asset portfolio, strong balance sheet, and robust cash flow generation. Following extensive operational and fundamental analysis, Rockcliffe Capital’s research team highlights Wheaton’s unique position in the global metals streaming sector, underpinne ...
UPDATE – Rockcliffe Capital Initiates Coverage on Agnico Eagle Mines Ltd. (TSX/NYSE: AEM) with a "Strong Buy" Rating and US$155 Price Target
GlobeNewswire News Room· 2025-06-23 15:53
TORONTO, June 23, 2025 (GLOBE NEWSWIRE) -- Rockcliffe Capital is pleased to announce today the initiation of equity research coverage on Agnico Eagle Mines Ltd. (TSX/NYSE: AEM), a premier senior gold mining company with operations spanning Canada, Finland, Australia, Mexico, and the U.S.  Following rigorous financial and operational analysis, Rockcliffe Capital assigns Agnico Eagle a "Strong Buy" rating, alongside a 12-month price target of US$155, reflecting strong upside potential of approximately 25% fro ...
Chubb: Strong Buy On Multi-Engine Earnings Growth
Seeking Alpha· 2025-06-22 11:56
Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]
JD.Com: Hidden Value In A Fragile Environment
Seeking Alpha· 2025-06-17 19:12
Editor's note: Seeking Alpha is proud to welcome Alessio Garzone as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I am a finance professional with over ten years of experience in the markets, specializing in macroeconomic analysis, portfolio management, and equity research. I work as a portfolio manager at an Italian asset management firm, where I over ...
The Best Offense Is A Good Defense: 5 Strong Buys To Combat Volatility
Seeking Alpha· 2025-06-15 01:44
Core Insights - The article highlights Steven Cress's role as VP of Quantitative Strategy and Market Data at Seeking Alpha, emphasizing his contributions to the platform's quantitative stock rating system and analytical tools [1][2] - Cress is dedicated to removing emotional biases from investment decisions through a data-driven approach, utilizing sophisticated algorithms to simplify investment research [2][4] - His background includes founding CressCap Investment Research, which was acquired by Seeking Alpha in 2018, and previously running a proprietary trading desk at Morgan Stanley [3][4] Company Contributions - Seeking Alpha's Quant Rating system, created by Cress, is designed to interpret data for investors and provide insights on investment directions, saving time for users [1][2] - The Alpha Picks tool, co-managed by Cress, aims to assist long-term investors in building a high-quality portfolio [1] Professional Background - Cress has over 30 years of experience in equity research, quantitative strategies, and portfolio management, positioning him as an expert in various investment topics [4] - His previous roles include founding a quant hedge fund and leading international business development at Northern Trust, showcasing a strong background in finance and investment [3][4]