Software
Search documents
Amazon Q1 Preview: Macro Noise Masks Structural Efficiency Gains (Rating Upgrade)
Seeking Alpha· 2025-04-15 21:59
Group 1 - Amazon.com, Inc. (NASDAQ: AMZN) has experienced a 21% decline in stock price since the last analysis, presenting a significant buying opportunity, leading to a double-upgrade in rating to Strong Buy [1] Group 2 - Oliver Rodzianko is a seasoned investment analyst with a focus on the technology sector, particularly in AI, semiconductors, software, and renewable energy, emphasizing companies with strong management and competitive advantages [2] - Rodzianko employs a value trading strategy at key market inflection points, typically holding investments for one to two years until they reach fair value, and does not use leverage or short positions [2] - Future plans include establishing a family office based on a conservative wealth-preservation model and founding an independent asset management firm focused on a high-alpha black swan portfolio strategy [2]
Alphabet's Quantum Moonshot Contains Asymmetric Upside (Rating Upgrade)
Seeking Alpha· 2025-03-26 12:12
Group 1 - Google (NASDAQ: GOOGL) is recognized as a strong tech stock, though it is noted for having moderate return prospects compared to other tech companies [1] - Oliver Rodzianko is an investment analyst specializing in technology, particularly in AI, semiconductors, software, and renewable energy, focusing on companies with resilient management and competitive advantages [1] - Rodzianko employs a long-term investment strategy, typically holding positions for one to two years until they reach fair value, and he emphasizes wealth preservation and risk mitigation [1] Group 2 - Rodzianko plans to establish a family office based on a conservative wealth-preservation model and to found an independent asset management firm focused on a high-alpha black swan portfolio strategy [1]
Why I Just Re-Bought Tesla: Fear Creates Opportunity (Rating Upgrade)
Seeking Alpha· 2025-03-14 15:53
To begin this article, I would like to note a caveat that Tesla, Inc. (NASDAQ: TSLA ) remains a high-risk investment and this also remains a high-risk period to invest in the equity markets in general. Earlier thisOliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting competitive advantages. A trus ...