GARP investment
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Marvell Technology: A Core Supplier Of AI Infrastructure.
Seeking Alpha· 2025-12-20 07:32
Investment Philosophy - The investment philosophy focuses on GARP (Growth at a Reasonable Price) with a preference for companies that exhibit aggressive growth potential and are expected to become highly profitable within 1-2 years [1] - Emphasis is placed on long-term discipline, consistent alpha generation, and a calculated approach to risk [1] Social Impact - The objective includes empowering underprivileged communities and enhancing financial literacy [1] Analyst's Position - The analyst holds a beneficial long position in MRVL shares through various financial instruments [1]
Credo Technology: Why I Am Still Bullish
Seeking Alpha· 2025-12-11 04:30
Core Insights - Kennedy is a GARP-themed investor focusing on companies with aggressive growth prospects that are expected to become highly profitable within 1-2 years [1] - The investment philosophy emphasizes long-term discipline, consistent alpha generation, and a consideration of risk [1] - The goal is to empower the underprivileged and enhance financial literacy through investment insights [1] Company and Industry Summary - The investment strategy targets companies that are on a growth trajectory, indicating a preference for sectors with high potential for expansion [1] - The approach suggests a focus on identifying undervalued stocks that can deliver significant returns in the near term [1] - The emphasis on financial literacy indicates a broader mission to educate investors, potentially impacting market participation from less privileged demographics [1]