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Cleveland-Cliffs' Post-Earnings Dip Masks Long-Term Upside
Seeking Alpha· 2026-02-10 12:34
With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I was happy to see Cleveland-Cliffs Inc. ( CLF ) stock rising from my January 8th update ahead of earnings because I had a "Buy" rating on the stock. More importantly, I've been holding my CLFOakoff Investments is a personal portfolio manager and a q ...
AppLovin: Be Greedy When Others Are Fearful (NASDAQ:APP)
Seeking Alpha· 2026-02-05 14:45
I am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have developed a keen interest in equity research and analysis of public companies. This interest has led me to render equity research services for a Dubai-based family office with over $20 million in assets under ...
Credo: I Am Not Doing The Same Mistake Again (Upgrade)
Seeking Alpha· 2026-02-03 12:08
My previous cautious Credo Technology ( CRDO ) thesis aged well as the stock demonstrated share price weakness and is down by 23% since then. On the other hand, it was an upgrade to a "Hold" last time, so I mightI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I h ...
Amazon: Why I Stopped Buying Ahead Of Earnings [Downgrade] (NASDAQ:AMZN)
Seeking Alpha· 2026-02-02 15:06
Amazon.com, Inc. ( AMZN ) is set to release its Q4 earnings this week ( February 5th ), and I think that I am done with buying this giant at the moment. It is not onlyI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have developed a keen interest in equity resea ...
Amazon: Why I Stopped Buying Ahead Of Earnings [Downgrade]
Seeking Alpha· 2026-02-02 15:06
Core Viewpoint - Amazon.com, Inc. (AMZN) is expected to release its Q4 earnings on February 5th, and there is a sentiment of caution regarding further investments in the company at this time [1]. Group 1: Company Overview - Amazon is preparing to announce its Q4 earnings, which is a significant event for investors and analysts [1]. - The company has been a focus for equity research, indicating its importance in the public markets [1]. Group 2: Analyst Background - The analysis is provided by a Chief Financial Officer with over a decade of experience in finance, particularly in oilfield and real estate industries, highlighting a strong financial background [1]. - The analyst has developed an interest in equity research and has provided services for a Dubai-based family office with over $20 million in assets under management, showcasing expertise in investment analysis [1].
Rolls Royce's Set-Up For Robust Growth
Seeking Alpha· 2026-01-27 21:19
I am currently studying at Singapore Management University as a first year student pursuing a degree in Business Management. I have a strong passion for equity research and fundamental analysis. I am strongly interested in how the intrinsic value of a company is derived based on market sentiment, macroeconomic shifts and company fundamentals.My goal is to write articles that provide in-depth analysis coupled with data-driven insights on public equities, to provide users with actionable insights.The valuatio ...
Tesla Needs 20M FSD Subscribers Annually To Justify Its Valuation (NASDAQ: TSLA)
Seeking Alpha· 2026-01-22 19:52
Core Viewpoint - Tesla, Inc.'s share price remains stable compared to the level noted in a previous bearish thesis from October, indicating a lack of significant positive earnings surprises or notable developments [1]. Group 1: Company Overview - Tesla's share price is currently at a similar level as it was in October, suggesting stagnation in market performance [1]. Group 2: Analyst Background - The article highlights the author's extensive experience as a Chief Financial Officer (CFO) with over a decade in finance, particularly in the oilfield and real estate sectors [1]. - The author has engaged in complex due diligence and M&A transactions both domestically and internationally, showcasing a strong background in financial analysis [1]. - The author has developed an interest in equity research, providing services for a Dubai-based family office with over $20 million in assets under management [1].
Tesla Needs 20M FSD Subscribers Annually To Justify Its Valuation
Seeking Alpha· 2026-01-22 19:52
Core Insights - Tesla, Inc.'s share price remains stable compared to the level noted in a bearish thesis shared in October, indicating a lack of significant positive earnings surprises or notable changes in market sentiment [1]. Company Analysis - The current share price of Tesla, Inc. is approximately at the same level as it was in October, suggesting that the market has not reacted positively to recent earnings reports or developments [1]. Industry Context - The analysis reflects a broader trend in the equity research industry, where analysts are continuously evaluating market trends and company performance to provide insights for investment decisions [1].
Celestica Q4 Earnings Preview: Expect Another Double Beat (Upgrade)
Seeking Alpha· 2026-01-22 14:00
Core Insights - The investment landscape has shifted, allowing investors to save significantly on equity research reports through subscriptions to services like Beyond the Wall Investing [1] Group 1: Company Overview - Oakoff Investments operates as a personal portfolio manager and quantitative research analyst, focusing on balancing growth and value for its readers [2] - The company leads the investing group Beyond the Wall Investing, which offers a fundamentals-based portfolio and insights from institutional investors [2] Group 2: Services Offered - Beyond the Wall Investing provides weekly analysis, short-term trade alerts based on technical signals, and ticker feedback upon request from readers [2] - The platform also includes a community chat feature, enhancing interaction among investors [2]
POET Technologies: Poised For Excellent Optical Market Growth
Seeking Alpha· 2026-01-15 16:42
Group 1 - Beyond the Wall Investing offers a subscription service that can save investors thousands of dollars annually on equity research reports from banks, providing access to high-quality analysis [1] - Oakoff Investments, leading the investing group Beyond the Wall Investing, focuses on balancing growth and value through proprietary Wall Street information and features such as a fundamentals-based portfolio and weekly analysis [2] Group 2 - The investing group provides regular alerts for short-term trade ideas based on technical signals and offers ticker feedback upon request from readers, fostering community engagement [2]