Mr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, bonds, fx, commodities), restructuring investment portfolios based on prevailing conditions and the needs of each client-investor. Mr. Mavroudis has successfully navigated all ...

>> Big banks in the US are boosting dividends and stock buybacks, sending a clear sign of capital strength following the Fed's latest stress test and just ahead of earnings season. Our next guest says this is one of the most attractive entry points into the banking sector in decades. Joining us now, Steven Alexopoulos TD Cowen U.S. Large Cap Bank Analyst.Steven, great to have you with us. It's interesting to say that this is the best time right now, considering so many banks have run up and are sitting at n ...

Erie Indemnity Company (NASDAQ: ERIE ) has been showing a good performance in its numbers in recent years, and creating a positive opinion among its customers, thus making the market have a positive and promising view of the company because Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compe ...

论文作者包括来自上海交通大学的朱家琛、芮仁婷、单榕、郑琮珉、西云佳、林江浩、刘卫文、俞勇、张伟楠，以及华为诺亚研究所的朱梦辉、陈渤、唐睿明。 本文第一作者是朱家琛，上海交通大学博士生，主要研究兴趣集中在大模型推理，个性化 Agent。本文通讯作者是张伟楠，上海交通大学教授，研究方向包含强化 学习、数据科学、机器人控制、推荐搜索等。 自从 Transformer 问世，NLP 领域发生了颠覆性变化。大语言模型极大提升了文本理解与生成能力，成为现代 AI 系统的基础。而今，AI 正不断向前，具备自主决 策和复杂交互能力的新一代 AI Agent 也正加速崛起。 不同于以往只会对话的 LLM 机器人，AI Agent 能够接入互联网、调用各类 API，还能根据真实环境反馈灵活调整策略。AI Agent 因此具备了感知环境和自主决策 的能力，已经突破了传统 "问答模式" 的限制，能够主动执行任务、应对各种复杂场景，真正成为用户身边可靠的智能助手。 在这股 AI Agent 浪潮中，每个人都可以有属于自己的 AI Agent。而如何衡量自己的 AI Agent 是否足够强大呢？ 海量的 Agent 评测方式层出不穷 ， ...

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Group 1 - Healthcare Realty Trust Incorporated (NYSE: HR) focuses on outpatient medical facilities, positioning itself defensively in the market, which is advantageous during macroeconomic downturns and tightening discretionary demand [1] - The company's strategy is to leverage its essential services nature to better withstand economic challenges, indicating a robust operational framework [1] Group 2 - The analyst emphasizes a long-term perspective on value creation, highlighting the importance of macroeconomic trends and corporate earnings in investment decisions [1]

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 valuations [1]

I think IonQ (NYSE: IONQ ) is an iconic investment opportunity. IonQ is a leading company in the quantum computing industry, with significant advancements in trapped-ion technology that enable room-temperature operation, high-fidelity quantum gates, and a clear roadmap for scaling. The company hasInvesting in high-growth opportunities across industries, employing a value investing approach that prioritizes robust business models and strategic foresight. Focusing on companies with the potential to profoundly ...

RT bearTattoo (@JballSv)This is what i have been saying for so long. It's too expensive. $100bill market cap companies put you in like the top 100 biggest companies in the world. These crypto companies don't have that type of revenue or growth yet. So we have all been out of our minds in overvaluation ...

RT Kov (effort arc) (@0xkovv)think ansem is spot on herenot so much noise, but it is a signal nowcan't say I was really involved in 2020-2021 as I have been for the past 3-4 years, but from what i can see - the game is much different then it wasthe PA dynamic now feels like it isn't so much dependent on "future growth" but like they are an early start ups as ansem mentionedthink it is no surprise but the valuations on some (really all) of these coins were drastically overvalued last cycleno more freebies fo ...