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MARA Holdings: Levered To Post-Halving Bitcoin Cycle
Seeking Alpha· 2025-07-02 15:24
Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify companies with durable business models, mispriced cash flow potential, and intelligent capital allocation. Built on institutional standards, Moretus Research combines rigorous fundamental analysis with a high-signal, judgment-driven process—eschewing noise, narrative, and overl ...
BYD: Despite Outperforming Tesla, Multiples Suggests BYD Remains Ignored
Seeking Alpha· 2025-07-01 13:24
More than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US ...
Bristol-Myers Squibb: Strong Launch Portfolio Amid Market Reset
Seeking Alpha· 2025-07-01 10:25
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 compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors see ...
HF Foods: Play It Safe With Blue Chips For Now
Seeking Alpha· 2025-05-18 10:11
Group 1 - HF Foods Group (NASDAQ: HFFG) experienced a significant stock increase of over 180% after achieving a double beat in March, raising concerns about potential negative impacts from a double miss in future performance [1] - The analysis of restaurant stocks encompasses various segments, including QSR, fast casual, casual dining, fine dining, and family dining, utilizing advanced analytical models and specialized valuation techniques [1] - The company aims to provide detailed insights and actionable strategies to assist investors in making informed decisions within the U.S. restaurant market [1]