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Blue Owl Capital: The 2026-2027 Cycle Is Looking Bullish
Seeking Alpha· 2026-01-07 13:01
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.Oakoff Investments is a personal portfolio manager and a quantitative research analyst with 5 years helping readers find a reasonable balance between growth and value by sharing proprietary Wall Street information. He leads the investing group Beyond ...
The Trade Desk: The 2025 Correction Sets Up 2026 Rebound (NASDAQ:TTD)
Seeking Alpha· 2025-12-18 04:59
Core Insights - Beyond the Wall Investing offers a subscription service that provides access to high-quality equity research reports, potentially saving users thousands of dollars annually [1] - Oakoff Investments, led by a personal portfolio manager and quantitative research analyst, focuses on balancing growth and value through proprietary Wall Street information [2] Company Overview - Oakoff Investments has been operational for 5 years, assisting readers in investment strategies that combine growth and value [2] - The investing group Beyond the Wall Investing features a fundamentals-based portfolio and provides weekly analysis from institutional investors [2] Services Offered - The platform includes regular alerts for short-term trade ideas based on technical signals and ticker feedback upon request from readers [2] - Community chat is also a feature, allowing for interaction among users [2]
AppLovin: This Ad-Tech Monster Turns Every Dollar Into Profit
Seeking Alpha· 2025-12-09 14:23
Group 1 - The article discusses the benefits of subscribing to Beyond the Wall Investing, which provides access to high-quality equity research reports, potentially saving thousands of dollars annually [1] - Oakoff Investments is highlighted as a personal portfolio manager and quantitative research analyst, focusing on balancing growth and value through proprietary Wall Street information [1] - The investing group led by Oakoff Investments offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [1] Group 2 - The article emphasizes the importance of staying informed about attractive software stocks, indicating a focus on current market opportunities [1]
Time To Take Profits On Celestica Stock (Rating Downgrade) (NYSE:CLS)
Seeking Alpha· 2025-11-13 10:24
Core Viewpoint - The analyst has downgraded Celestica (CLS) stock from "Buy" to "Hold" due to concerns over its excessive valuations while still maintaining a positive outlook on the company [1]. Group 1: Company Analysis - Celestica (CLS) stock is still viewed positively despite the downgrade, indicating potential long-term value [1]. - The downgrade reflects a cautious approach to the stock's current valuation rather than a complete loss of confidence in the company's fundamentals [1]. Group 2: Investment Insights - The investment group Beyond the Wall Investing provides various features including a fundamentals-based portfolio and weekly analysis from institutional investors, which can aid in making informed investment decisions [1].
Eli Lilly Has A Solid Upside Now After Its Q3 Earnings
Seeking Alpha· 2025-10-31 14:52
Core Insights - Eli Lilly and Company (LLY) has experienced a price increase of 9.51% since June 2025, which is underperforming compared to the S&P 500 index [1]. Group 1: Company Overview - Eli Lilly and Company is highlighted as a subject of investment analysis, with a focus on its stock performance relative to broader market indices [1]. Group 2: Investment Analysis - The analysis emphasizes the potential for significant savings on equity research reports through subscriptions to investment platforms, suggesting a cost-effective approach for investors [1].
Novo Nordisk Is Primed For A Post-Earnings Recovery (Earnings Preview)
Seeking Alpha· 2025-10-03 09:52
Group 1 - The service Beyond the Wall Investing offers significant savings on equity research reports, potentially saving thousands of dollars annually for subscribers [1] - Features of Beyond the Wall Investing include a fundamentals-based portfolio, weekly insights from institutional investors, short-term trade alerts based on technical signals, and community engagement [2] - The platform provides ticker feedback upon request, enhancing user interaction and tailored investment insights [2] Group 2 - The article emphasizes that past performance does not guarantee future results, highlighting the importance of independent analysis [3] - It clarifies that no specific investment recommendations are provided, and opinions expressed may not represent the views of the entire platform [3] - The analysts contributing to the platform may not be licensed or certified, indicating a diverse range of perspectives from both professional and individual investors [3]
Microsoft: Boring But Steadily Growing
Seeking Alpha· 2025-09-22 17:54
Core Viewpoint - The article emphasizes the value of subscribing to Beyond the Wall Investing for access to high-quality equity research reports, which can lead to significant savings on investment research costs [1]. Group 1: Company Analysis - Microsoft (NASDAQ: MSFT) has been viewed positively in the long term, although it is described as having become a "boring business" over time [1]. - The investing group Beyond the Wall Investing offers features such as a fundamentals-based portfolio, weekly insights from institutional investors, and alerts for short-term trading ideas based on technical signals [1]. Group 2: Investment Insights - The article highlights the importance of staying informed about market trends and investment opportunities through subscription services [1]. - The analyst expresses a beneficial long position in Microsoft shares, indicating confidence in the stock's future performance [1].
PepsiCo Is Still Priced Like It's 2009 (NASDAQ:PEP)
Seeking Alpha· 2025-09-10 13:31
Core Insights - The article discusses the benefits of subscribing to Beyond the Wall Investing for access to high-quality equity research reports, potentially saving thousands of dollars annually [1] - A recent research article on PepsiCo, Inc. (NASDAQ: PEP) was published with a "Buy" rating due to a perceived drop in the stock's valuation [1] Company Analysis - PepsiCo, Inc. is highlighted as a focus of recent research, with a recommendation based on valuation metrics [1] - The investment group Beyond the Wall Investing offers features such as a fundamentals-based portfolio and insights from institutional investors [1] Investment Features - The subscription service includes weekly analysis, short-term trade alerts based on technical signals, and community engagement for ticker feedback [1]
Qualcomm: How Non-Handset Revenue Changes Everything
Seeking Alpha· 2025-09-03 21:51
Group 1 - The article discusses the benefits of subscribing to Beyond the Wall Investing, highlighting potential savings on equity research reports from banks [1] - Qualcomm Inc. (NASDAQ: QCOM) stock has seen a slight increase since the initiation of coverage, but it is noted that the stock has been lagging behind [1] - Beyond the Wall Investing offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [1] Group 2 - The article emphasizes that past performance is not indicative of future results, and no specific investment recommendations are provided [2] - It is mentioned that the analysts contributing to the platform may not be licensed or certified by any regulatory body [2]
UnitedHealth: Time To Double Down (Rating Upgrade)
Seeking Alpha· 2025-08-05 13:56
Group 1 - The article discusses the potential for significant savings on equity research reports through a subscription to Beyond the Wall Investing, emphasizing access to high-quality analysis [1] - It highlights a previous article on UnitedHealth Group Inc. (NYSE: UNH), which suggested that the stock was deeply oversold prior to its earnings report [1] - The investing group offers features such as a fundamentals-based portfolio, weekly insights from institutional investors, and alerts for short-term trade ideas based on technical signals [1] Group 2 - The article does not provide any specific financial performance metrics or forecasts for UnitedHealth Group Inc. or the broader healthcare industry [2]