I am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regulatory finance, developing a deep expertise in both fundamental and technical analysis. Alongside my research partner (also my wife), I co-author investment research, com ...

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes, aiming to provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group emphasizes high-yield, dividend growth investment ideas, targeting dividend yields up to 10% [2] Group 1: Investment Strategy - The investment strategy includes a focus on defensive stocks with a medium- to long-term horizon [2] - The group provides research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] Group 2: Service Offering - iREIT+HOYA Capital offers exclusive income-focused portfolios and a free two-week trial for potential investors [1] - The service aims to help investors achieve dependable monthly income and portfolio diversification [2]

Core Insights - The article discusses the comparison between GPIX and SPYI, highlighting that GPIX is favored due to its more active and agile methodology, which is believed to lead to better long-term performance [1] Group 1: Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation, market trends, and portfolio optimization [1] - Previous experience includes serving as Vice President at Barclays, leading teams in model validation, stress testing, and regulatory finance [1] - The analyst collaborates with a research partner to deliver high-quality, data-driven insights, combining strengths in risk management and long-term value creation [1] Group 2: Research Focus - The research emphasizes macroeconomic trends, corporate earnings, and financial statement analysis [1] - The goal is to provide actionable ideas for investors aiming to outperform the market [1]

Core Insights - The article emphasizes the importance of bridging the information gap between individual investors and professional institutions, a mission that Morningstar has pursued since its founding in 1984 [2]. Group 1: Data Quality and Investment Solutions - Morningstar has built one of the largest and highest-quality investment databases globally, covering approximately 800,000 investment products, with a strong focus on rigorous data quality checks [3]. - The company connects disparate data sources by acquiring firms like PitchBook, enabling a comprehensive view of both public and private markets [3]. - Morningstar offers unique analytical tools, such as medal ratings and sustainability ratings, to facilitate quicker decision-making from vast amounts of investment data [3]. Group 2: Services for Asset Managers and Institutional Investors - Morningstar provides professional research support for public funds and bank wealth management, offering independent and objective evaluation systems for investment decisions [10]. - The company assists institutions in constructing robust investment portfolios that align with long-term goals through macro and strategic research support [12]. - Insights into global product innovation trends are shared to help institutions develop forward-looking financial products that meet investor needs [13]. Group 3: Commitment to Client Interests - Morningstar aims to empower investment advisors to better serve their clients, believing that those who genuinely represent client interests will ultimately achieve market returns [7]. - The company maintains an independent viewpoint and cautious approach in its research, providing a foundation for investment advisors to guide clients towards long-term strategies amidst market noise [6]. Group 4: Company Overview - Morningstar, Inc. is a leading investment research firm with operations across North America, Europe, Australia, and Asia, providing financial information, fund, and stock analysis to various professional investors [17]. - As of June 30, 2025, Morningstar manages and advises on assets totaling approximately $352 billion across 33 global markets [20].

Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in equity valuation and market trends [1] - It highlights the experience of the analyst in leading teams for model validation, stress testing, and regulatory finance, showcasing a deep expertise in both fundamental and technical analysis [1] - The collaboration between the analyst and their research partner aims to deliver high-quality, data-driven insights, focusing on macroeconomic trends, corporate earnings, and financial statement analysis [1] Group 1 - The analyst has over 20 years of experience in the field, specializing in uncovering high-growth investment opportunities [1] - The approach combines rigorous risk management with a long-term perspective on value creation [1] - The focus is on providing actionable ideas for investors seeking to outperform the market [1]

Group 1 - The article announces the launch of the 2026 autumn campus recruitment by Shenwan Hongyuan Research, emphasizing the company's commitment to nurturing talent and building a long-term professional research team [5][7]. - Shenwan Hongyuan Research, established in 1992, is one of the earliest and largest comprehensive securities research institutions in mainland China, focusing on a wide range of investment research areas including macroeconomics, industry analysis, and investment strategies [7]. - The company boasts a research team of over 300 professionals, dedicated to providing systematic and stable professional research services to the capital market [7]. Group 2 - The recruitment program includes various positions such as macroeconomic analysts, bond analysts, strategy analysts, financial engineering analysts, stock analysts, market analysts, and researchers in the industry research institute [11]. - The training program for new employees is comprehensive, featuring a dual capability system that combines innovation and tradition, and aims to facilitate continuous development through structured training [9][10]. - The recruitment is targeted at graduates from domestic and overseas institutions, with specific graduation dates outlined for eligibility [14].

Core Viewpoint - Morningstar is actively recruiting for key positions in its China business team to enhance its investment advisory solutions and drive user growth in the Chinese market [2][21]. Group 1: Product Manager - China Business Team - The role focuses on developing localized investment advisory solutions based on global expertise and local market needs, involving user research and product optimization [2][3]. - Responsibilities include conducting in-depth research on domestic and international investment advisory trends to inform product strategy and continuous improvement of solutions [3]. Group 2: Product Operations Manager - Fund Advisory - This position is responsible for enhancing user experience and satisfaction through direct engagement with clients, identifying their needs, and optimizing existing product features [7][10]. - The role requires collaboration with various teams to ensure product delivery and market strategy execution, aiming for sustained growth in the Chinese market [6][10]. Group 3: Regional Sales Director - The focus is on developing new clients and deepening relationships with existing ones to achieve sales targets, while ensuring that product offerings meet market demands [15]. - The role involves active participation in financial events to discover potential clients and requires a strong understanding of client investment needs [15]. Group 4: Company Overview - Morningstar, Inc. is a leading global investment research firm, providing data and analysis on various investment products, with approximately $338 billion in assets under management and advisory as of December 31, 2024 [18]. - The company operates in 33 markets worldwide, offering services to individual investors, investment advisors, and institutional clients [18].

Core Insights - PayPal Holdings, Inc. (NASDAQ: PYPL) was last analyzed on July 17, with a recommendation of "Strong Buy" based on the assessment that the stock is undervalued [1] Group 1 - The analysis emphasizes actionable investment ideas derived from independent research [1] - The investment style promoted by the company aims to provide clear and unambiguous recommendations [1] Group 2 - The company claims to have assisted its members in outperforming the S&P 500 while avoiding significant losses during periods of high volatility in both equity and bond markets [2] - A trial membership is offered to potential investors to evaluate the effectiveness of the company's investment strategies [2]

Group 1 - The article emphasizes the importance of portfolio growth for income-focused investors, highlighting the challenge of funding higher payouts while maintaining tax-friendly yields [1] - It discusses the necessity for investors to balance yield generation with sustainable funding sources, indicating a key problem faced by high-income investors [1] Group 2 - The author has over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation and market trends [1] - The approach combines rigorous risk management with a long-term perspective on value creation, aiming to provide actionable investment ideas [1]

Group 1 - The last rating for Advanced Micro Devices, Inc. (NASDAQ: AMD) was a buy on June 27, with an article titled "AMD: Let Your Profit Run" [1] - The core investment style focuses on providing actionable and unambiguous ideas from independent research [1] - The company promotes a service called Envision Early Retirement, which offers at least one in-depth article per week on investment ideas [1] Group 2 - The service has helped members outperform the S&P 500 and avoid significant drawdowns amid extreme volatility in both equity and bond markets [2] - A trial membership is available to assess the effectiveness of the proven investment method [2]