Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Group 2: Stock Selection Criteria - The investor screens thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A key criterion for stock selection is insider buying at the new lower price, which may indicate confidence in the company's future [1] - Professional background checks are conducted on insiders who purchased shares after the sell-off, adding an additional layer of due diligence [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] - Multicolor lines are used for visualizing support and resistance, and trend lines are drawn to identify patterns [1]

Group 1 - The core focus of Wilson Research is to provide insights on exchange-traded funds (ETFs) that balance growth potential and dividend yield [1] - The analysis incorporates fundamental analysis along with macro-level factors such as industry trends, economics, and geopolitics [1] - Wilson Research aims to offer actionable information for long-term investors who prioritize diversification and low fees [1] Group 2 - The team at Wilson Research includes an MBA graduate and an independent financial coach [1] - The investment philosophies of Warren Buffett and Robert Kiyosaki serve as inspiration for Wilson Research [1]

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Stock Selection Criteria - The investor screens thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A professional background check is conducted on each insider who purchased shares after the sell-off, adding a layer of due diligence [1] Technical Analysis - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] - The use of multicolor lines and trend lines in technical analysis indicates a sophisticated approach to charting and market trends [1]

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Group 2: Stock Selection Criteria - The investor screens through thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A key criterion for stock selection is insider buying at the new lower price, which may indicate confidence in the company's future [1] - Professional background checks are conducted on insiders who purchased shares after the sell-off, adding a layer of due diligence [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] - Multicolor lines are used for visualizing support and resistance, and trend lines are drawn to identify patterns [1]

Core Insights - The article introduces Rafael Binatti Costa as a new contributing analyst for Seeking Alpha, inviting others to share investment ideas for publication and potential earnings [1] Group 1: Analyst Background - The analyst is a graduate student focused on fundamental analysis, valuation, and financial statements, with interests in banks, financial services, utilities, and fintech [2] - The analyst emphasizes understanding earnings quality, balance sheet strength, and long-term business sustainability [2] - The analyst has passed CFA Level I and is preparing for Level II, indicating a strong commitment to finance education [2] - Previous experience in the Brazilian Navy has contributed to a disciplined and analytical approach to decision-making and risk assessment [2] - The investment approach is bottom-up and valuation-driven, relying on company filings, earnings releases, and consensus estimates [2] Group 2: Investment Philosophy - The focus is on cash flow sustainability, return metrics, and downside protection rather than short-term market narratives [2] - The goal is to present balanced theses that highlight both opportunities and risks, aiding readers in assessing valuation relative to fundamentals [2]

Group 1 - Noah Holdings Limited (NOAH) has successfully transformed its business model to reduce dependency on China's real estate sector as of the start of 2026 [1] - The company operates as an asset management firm, indicating a strategic shift in its operational focus [1] Group 2 - The analyst specializes in the micro-cap market, utilizing a combination of technical analysis and the CAN SLIM method to identify high-growth, underanalyzed companies [1] - Key indicators prioritized by the analyst include relative strength, trading volume shifts, and accelerating profit growth, which help in identifying stocks with significant upside potential [1] - The research approach integrates both fundamental and technical analysis, allowing for the identification of strong growth stocks before they gain widespread attention [1]

Core Insights - DoorDash is positioned to face a challenging yet exciting new frontier in the next decade, with strong belief in its ability to survive and thrive as the market leader [1] Company Analysis - DoorDash owns the customer base regardless of the delivery method, whether through human couriers or drones [1] Industry Outlook - The delivery industry is evolving, and DoorDash is expected to adapt and maintain its leadership position amidst these changes [1]

Core Viewpoint - The article emphasizes the importance of fundamental analysis in evaluating stocks, particularly in the Energy, Banking, and Tech sectors, while advocating for a long-term investment perspective. Group 1: Analyst Background - The analyst has five years of experience in the financial sector, having worked with two financial companies [1]. - The analyst specializes in Energy, Banking, and Tech stocks, focusing on fundamental analysis rather than short-term trends [1]. Group 2: Community Engagement - The analyst joined Seeking Alpha to engage with a community of like-minded individuals for sharing stock analysis and exchanging ideas [1].

Investment Strategy - The investment strategy focuses on bullish positions in 4-5 industries, particularly in IT (hardware and software) [1] - The approach is termed "Fundamental Options," combining fundamental analysis with options trading [1] - Various investment strategies are employed, including income-oriented investments in BDCs and utilities, growth at a reasonable price in tech, deep value based on discounted cash flow, and dividend aristocrats [1] Options Trading - The company utilizes 20-25 different options strategies for purposes such as hedging stocks, bullish substitutes, neutral trades, trading volatility, and earnings-related trades [1] Teaching and Education - There is a passion for teaching, with experience in formal and informal education, including authoring a free local investing newsletter [1]

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Group 2: Stock Selection Criteria - The investor screens thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A key criterion for stock selection is insider buying at the new lower price, which may indicate confidence in the company's future [1] - Professional background checks are conducted on insiders who purchased shares after the sell-off, adding a layer of due diligence [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] - Multicolor lines are used for visualizing support and resistance, and trend lines are drawn to identify patterns [1]