Core Insights - Louis Stevens is a highly regarded investment analyst with a background as a former U.S. Army engineer officer, holding an MBA and a BA in political science [1] - He has established L.A. Stevens Research, where he manages the LAS Index, a stock basket that has consistently outperformed market indices since its inception [2] Company Overview - L.A. Stevens Research utilizes a proprietary method for selecting stocks, contributing to its strong performance in the investment community [2] - The LAS Index is designed to cater to a diverse audience, including beginners, busy professionals, and experienced fund managers [2]

Core Insights - Louis Stevens is a highly regarded investment analyst with a background as a former U.S. Army engineer officer, holding an MBA and a BA in political science [1] - He has established L.A. Stevens Research, which includes the LAS Index, a stock basket selected through a proprietary investment method that has consistently outperformed market indices since its inception [2] Company Overview - L.A. Stevens Research is focused on providing investment research and analysis, catering to a diverse audience from beginners to seasoned professionals [2] - The LAS Index is a key product of the company, showcasing a selection of stocks that have demonstrated superior performance compared to traditional indices [2]

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.I've been covering ZIM Integrated Shipping Services Ltd. (NYSE: ZIM ) stock since July 2021 here on Seeking Alpha, initially rating the stock as a "Strong Buy", but then shifting to "Buy" and eventually "Hold" as the economic situation changed. You'r ...

Core Viewpoint - Nexstar Media Group, Inc. (NASDAQ: NXST) is initiated with a Strong Buy rating and a price target of $239, highlighting its position as the largest local television broadcaster and media platform in the US [1] Company Overview - Nexstar Media Group is recognized for delivering local programming and advertising, establishing itself as a key player in the local media landscape [1] Research Methodology - Moretus Research employs a structured framework to identify companies with durable business models and mispriced cash flow potential, focusing on U.S. public markets [1] - The research emphasizes rigorous fundamental analysis combined with a judgment-driven process, avoiding noise and overly complex forecasting [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model, emphasizing comparability and relevance [1] Investment Focus - The research coverage targets underappreciated companies undergoing structural changes or temporary dislocations, where disciplined analysis can lead to asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing actionable insights and a strong filter for relevant information in equity analysis [1]

Core Insights - Louis Stevens is a highly regarded investment analyst with a background as a former U.S. Army engineer officer, holding an MBA and a BA in political science [1] - He founded L.A. Stevens Research and developed the LAS Index, which has consistently outperformed market indices since its inception [2] Company Overview - L.A. Stevens Research is focused on providing investment research and analysis, catering to a diverse audience from beginners to seasoned professionals [2] - The LAS Index is a proprietary basket of stocks selected through a unique investment methodology, demonstrating strong performance relative to traditional indices [2]

My previous bullish thesis about Alibaba (NYSE: BABA ) did not age very well as the share price decreased by 5% since late February. There was a large sell-off after President Trump's "Liberation Day" as theI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have d ...

Group 1 - Nvidia's stock is currently 15% cheaper than it was on February 21, indicating recent share price weakness [1] - The article reflects on the author's previous bullish thesis on Nvidia, suggesting a shift in sentiment regarding the company's stock performance [1] Group 2 - The author has a beneficial long position in Nvidia shares, indicating confidence in the company's future performance [2] - The article expresses the author's personal opinions and does not represent any business relationship with Nvidia [2]

Group 1 - Polaris Inc. is initiated with a Strong Buy rating and a price target of $46.81, focusing on its design, engineering, and marketing of powersports vehicles and accessories globally across various segments [1] - The market is believed to be underestimating the impact and duration of the tariff shock, which is expected to affect Polaris significantly [1] - Moretus Research emphasizes a structured approach to equity research, identifying companies with durable business models and mispriced cash flow potential, particularly those undergoing structural changes or temporary dislocations [1] Group 2 - Moretus Research aims to provide professional-grade insights and actionable valuations, focusing on comparability, simplicity, and relevance in their analysis [1] - The research methodology is built on rigorous fundamental analysis combined with a judgment-driven process, avoiding noise and overly complex forecasting [1] - The emphasis is placed on long-term compounding and a deep respect for capital, aiming to raise the standard for independent investment research [1]

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, ticker feedback by request from readers, and community chat. Learn more 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 ...

Core Insights - Amazon's stock price has decreased by 2% since late September 2024, reflecting broader market weaknesses [1] Company Analysis - The company has experienced a strong performance in the past, particularly until mid-February, but recent market conditions have negatively impacted its share price [1] - The company is currently facing challenges in maintaining its stock value amidst a fluctuating market environment [1] Industry Context - The broader market's weakness is affecting major companies like Amazon, indicating potential volatility in the tech sector [1]