If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aeros ...

I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multipl ...

Group 1 - The analyst has over 10 years of experience in generating value ideas in European and North American markets [1] - The analyst covers a wide range of markets including Scandinavia, Germany, France, UK, Italy, Spain, Portugal, and Eastern Europe [1] - The focus is on identifying reasonably valued stock ideas [1] Group 2 - The article emphasizes the importance of individual due diligence and research before making any investment decisions [2] - It highlights that investing in European and non-US stocks carries specific withholding tax risks [2] - The author owns shares in all European/Scandinavian companies mentioned, indicating a vested interest [2]

Core Insights - The company is offering a limited-time discount of $100 for new members to join High Yield Investor, which focuses on high-yield investment strategies [1][2] - The investment research conducted by the company involves thousands of hours and an annual expenditure of over $100,000 to identify profitable opportunities [1] - The company has received nearly 200 five-star reviews from members who have reported positive results from their investment strategies [1]

Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in brand and intangible assets valuation, particularly in the technology, telecom, and banking sectors [1] Group 1: Professional Background - Vladimir Dimitrov has worked with some of the largest global brands in his career in London [1] - He graduated from the London School of Economics, indicating a strong academic foundation [1] - His focus is on identifying reasonably priced businesses with sustainable long-term competitive advantages [1]

Group 1 - Medical Properties Trust, Inc. (MPW) shares have increased approximately 25% since July, indicating a positive market response to previous recommendations [2] - BAD BEAT Investing, led by Quad 7 Capital, has a history of providing investment opportunities and has been predominantly long since May 2020, with a strategy focused on short- and medium-term investments [2] - The investment group emphasizes teaching investors to become proficient traders, offering in-depth research and clear entry and exit targets [2] Group 2 - BAD BEAT Investing provides various benefits, including weekly trade ideas, chat rooms, daily analyst summaries, and options trading education [2]

Group 1 - Louisiana-Pacific (LPX) is the largest manufacturer of engineered wood siding in North America, specifically known for lap siding, which is an exterior building material consisting of overlapping boards [1] - The company operates in the forest industry, which is currently under research for potential investment opportunities [1] Group 2 - The analyst has extensive experience in investment research, having worked in various roles across different investment firms, including sell-side research, hedge funds, and wealth management [1] - The analyst's journey includes obtaining CFA and CAIA designations by the age of 25, highlighting a commitment to professional development in the finance sector [1]

Group 1 - The article discusses the Q3 earnings coverage of Eastern Bankshares, Inc. (EBC), indicating no signs of consumer slowdowns or credit crunch, and continued operational strength [2] - BAD BEAT Investing, led by Quad 7 Capital, has a team of seven analysts with diverse expertise, focusing on both long and short trades, and has been predominantly long since May 2020 [2] - The organization emphasizes teaching investors to become proficient traders, providing in-depth research, clear entry and exit targets, and various trading tools [2] Group 2 - BAD BEAT Investing offers benefits such as weekly well-researched trade ideas, access to multiple chat rooms, daily analyst upgrade/downgrade summaries, and basic options trading education [2] - The company has a proven track record of success in identifying investment opportunities and risks, aiming to save time for investors through high-quality research [2]

Core Insights - The article discusses the Q3 earnings coverage of Eastern Bankshares, Inc. (EBC), highlighting no signs of consumer slowdowns or credit crunches, indicating continued operational strength [2] Group 1: Company Overview - Eastern Bankshares, Inc. (EBC) is experiencing robust operational performance in Q3, with no indications of a consumer slowdown or credit crunch [2] - The investment group BAD BEAT Investing, led by Quad 7 Capital, has a history of providing investment opportunities and has been active for nearly 12 years [2] Group 2: Investment Strategy - BAD BEAT Investing focuses on short- and medium-term investments, income generation, special situations, and momentum trades, aiming to teach investors to become proficient traders [2] - The group emphasizes the importance of in-depth research and provides clear entry and exit targets for trades [2]

Core Insights - Intel has experienced renewed momentum following the appointment of a new CEO and investments pledged by the US Government, Nvidia, and SoftBank [1] Company Summary - Intel is identified as a troubled semiconductor company that is attempting to regain its footing in the market [1] - The company is under the analysis of Dhierin-Perkash Bechai, who specializes in aerospace, defense, and airline sectors, indicating a focus on industries with significant growth prospects [1] Industry Context - The Aerospace Forum, led by Dhierin, aims to uncover investment opportunities within the aerospace, defense, and airline industries, suggesting a strategic approach to identifying potential growth areas [1] - The forum utilizes an in-house developed data analytics platform, evoX Data Analytics, to inform investment ideas and analyses [1]