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SentinelOne: It's Too Early To Talk About A Business Slowdown (NYSE:S)
Seeking Alpha· 2025-12-29 03:08
Last time we wrote about SentinelOne more than 3 months ago - after the results for the previous quarter. Since then, the return of the company's shares hasInvest Heroes LLC is a CIS-based research firm founded in 2018. Since then, we provide equity and fixed income research services which become more and more well-known locally among both professional investors and private clients. Here’s what we do: - Cover top 120+ Russian, US and Chinese stocks - Cover 200+ Russian bonds (corporate, SOE’s) Provide our r ...
SentinelOne: It's Too Early To Talk About A Business Slowdown
Seeking Alpha· 2025-12-29 03:08
Core Insights - The article discusses the performance and developments of SentinelOne, highlighting a significant return on the company's shares since the last report over three months ago [1]. Company Overview - Invest Heroes LLC is a research firm established in 2018, providing equity and fixed income research services, gaining recognition among professional investors and private clients [1]. - The firm covers over 120 Russian, US, and Chinese stocks, as well as more than 200 Russian bonds, offering paid research services to institutional clients and a large number of private clients [1]. - The team consists of 2 strategists and 9 analysts, achieving global professional recognition and participating in major financial data platforms like Refinitiv and Factset [1]. Performance and Recognition - In its first year, Invest Heroes entered Refinitiv and Factset, and by the second year, its estimates began to contribute to the Refinitiv consensus [1]. - The firm has been recognized as the best analysts in the Refinitiv rating for several Russian companies in its third year and is in the process of signing with S&P Market Intelligence [1]. - The forecasts provided by the firm are often ahead of the market due to a detailed business model built for each company [1].
Broadcom: More Expensive Than Nvidia, But Has Poorer Margins And Growth Rate (NASDAQ:AVGO)
Seeking Alpha· 2025-11-26 15:26
Broadcom's ( AVGO ) market cap climbed above $1 trillion at the end of 2024 and has recently overtaken Tesla’s. Over the past five years, its share prices have risen more than tenfold. There are indeed a number ofInvest Heroes LLC is a CIS-based research firm founded in 2018. Since then, we provide equity and fixed income research services which become more and more well-known locally among both professional investors and private clients. Here’s what we do: - Cover top 120+ Russian, US and Chinese stocks - ...