Corporate valuation

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Celestica's Peak? Time For A Pullback (NYSE:CLS)
Seeking Alpha· 2025-10-19 08:50
Group 1 - Celestica (NYSE: CLS) is benefiting from a strategic shift towards serving large hyperscale customers in the communications end market [1] - Key margins for Celestica have been consistently improving [1] Group 2 - Novo Capital's analyst has developed a resilient methodology focusing on corporate valuation, due diligence for investment opportunities, and crafting accurate forecasts [1] - The goal of Novo Capital is to discuss investment ideas and gain "alpha" through out-of-consensus information [1]
SCHD: Your Bet On The Cooling AI Narrative (NYSEARCA:SCHD)
Seeking Alpha· 2025-10-16 16:22
I'm relatively new to Seeking Alpha as an analyst, but I assume that Schwab U.S. Dividend Equity ETF (NYSEARCA: SCHD ) is as popular here as anywhere else in the online investmentA seasoned consulting specialist at a leading Central Asian bank, the author behind Novo Capital brings half a decade of experience delivering strategic insight and analysis for the banks clientele within private banking branch. Launching their career back in 2020 after graduating from a top CA university, Novo Capitals analyst dev ...
Ferrovial: The Ultimate Toll Booth Operator
Seeking Alpha· 2025-08-16 21:51
Group 1 - The focus is on identifying durable companies with economic resilience, pricing power, and capital efficiency, which outperform over time due to their intrinsic value creation engine [1] - The sectors of interest include Technology, Industrials, and Financials, emphasizing scalable business models, network effects, and mission-critical offerings [1] - Analysis includes capital allocation strategies, margin trajectories, and unit economics to assess sustainability of growth and returns [1] Group 2 - The aim is to make high-quality investment theses more accessible, presenting facts while communicating how a business operates, its incentives, levers, and long-term potential [1]