Workflow
Growth and Value Balance
icon
Search documents
Credo's Dip Is The Ultimate Gift For 2026
Seeking Alpha· 2026-01-10 11:08
Core Viewpoint - Credo Technology Group Holding Ltd. (CRDO) experienced a significant stock performance, closing the calendar year 2025 with a 110% gain after peaking over 200% in early December 2025 [1] Group 1 - The company had a remarkable stock increase, reaching a high of over 200% before retracting to a 110% gain by the end of the year [1] - Oakoff Investments, a personal portfolio manager, provides insights on balancing growth and value, focusing on proprietary Wall Street information [1]
Sibanye Stillwater: You Haven't Seen Anything Yet
Seeking Alpha· 2025-12-25 18:11
Group 1 - The article promotes the subscription service Beyond the Wall Investing, which offers access to high-quality equity research reports, potentially saving investors thousands of dollars annually [1] - The author has been analyzing Sibanye Stillwater (SBSW) stock since 2021, indicating a long-term interest in the stock's performance [1] - Oakoff Investments, a personal portfolio manager, leads the investing group and provides various features including a fundamentals-based portfolio and weekly analysis from institutional investors [1] Group 2 - The article discloses that the author holds a beneficial long position in SBSW shares, indicating a personal investment interest in the stock [2] - It is noted that the article reflects the author's opinions and is not influenced by compensation from any company mentioned [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [3]
Incyte: Buy At This Inflection Point
Seeking Alpha· 2025-12-06 14:00
Group 1 - Incyte Corporation (INCY) has a market capitalization of approximately $20 billion, indicating its significant size in the market [1] - The company is not widely recognized among the general public, suggesting potential for growth and increased visibility [1] - Oakoff Investments provides a range of investment services, including a fundamentals-based portfolio and insights from institutional investors, which may benefit investors interested in INCY [1] Group 2 - The article does not provide specific financial performance metrics or projections for Incyte Corporation [2][3]
Nvidia's Q3: Poised For Another Blowout (Rating Upgrade) (NASDAQ:NVDA)
Seeking Alpha· 2025-11-10 14:00
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.It's been 3 months since my previous earnings preview on Nvidia ( NVDA ), and I see that my "Hold" thesis generally aged well as the stock price didn't rise muchOakoff Investments is a personal portfolio manager and a quantitative research analyst wi ...
UnitedHealth: A Glimmer Of Future Growth Is Still There (NYSE:UNH)
Seeking Alpha· 2025-11-03 19:21
Core Insights - UnitedHealth Group Incorporated (UNH) was initially rated as a "Buy" in mid-July 2025 prior to its Q2 earnings release, indicating a positive outlook for the company despite market reactions to the earnings report [1]. Group 1: Company Overview - UnitedHealth Group is a significant player in the healthcare sector, and its stock performance is closely monitored by analysts and investors [1]. Group 2: Investment Strategy - The investment group Beyond the Wall Investing provides a range of services including a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [1].