Earnings Growth Acceleration
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ArcBest: Increasingly Confident On Earnings Growth Acceleration
Seeking Alpha· 2026-02-04 00:07
I gave a buy rating to ArcBest Corporation ( ARCB ) as the fundamentals continue to trend in the direction I expected. Specifically, the volume rebound in November, pricing trends, and also how well the Managed SolutionsI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality compan ...
BlackLine: Visible Path To Earnings Growth Acceleration (NASDAQ:BL)
Seeking Alpha· 2025-10-09 11:55
Core Viewpoint - The investment outlook for BlackLine, Inc. (NASDAQ: BL) is positive, with expectations for revenue growth to accelerate to mid-teens, which could lead to an increase in valuation multiples [1]. Group 1: Investment Strategy - The investment approach focuses on long-term investments while also incorporating short-term shorts to identify alpha opportunities [1]. - The analysis is based on a bottom-up approach, examining the fundamental strengths and weaknesses of individual companies [1]. - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1].