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X @Raoul Pal
Raoul Pal· 2025-08-10 02:19
I don't like self promo because I know how hubris can turn against you...but I've got to admit that Global Macro Investor is provably THE best performing research service over the last 20 yrs.It's not for everyone but can you afford not to have it?https://t.co/wEN8IMjsjs ...
Apple: Is The $100 Billion Deal Really A Smart Move?
Seeking Alpha· 2025-08-08 20:08
I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multipl ...
Third Quarter 2025 Quarterly Sector And Investment Research Update | Fidelity Investments
Fidelity Investments· 2025-08-08 19:00
The Quarterly Sector and Investment Research Update is a recurring report that includes insights from Director of Quantitative Market Strategy, Denise Chisholm, and provides a view of the current state of the markets. Questions? Drop them below 👇 and we’ll reply right in the comments. • To see more videos, subscribe on YouTube: https://www.youtube.com/fidelityinvestments • Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/ • Follow Fidelity on Instagram: https://www.instagram.com/fidel ...
STOP Buying These 3 Dividend Stocks (And Buy These Instead)
Seeking Alpha· 2025-08-08 12:15
There are plenty of popular dividend stocks that are not worth owning as long-term investments. Just as there are different reasons for buying a stock, there are manyJoin Now to Access Our Top Picks for August 2025!Your timing is perfect! We’ve just released our latest top investment picks, and by joining today, you’ll gain immediate access to these exciting opportunities. We invest thousands of hours and over $100,000 annually into researching the most profitable investment opportunities—all to bring you h ...
The Art Of The Tariff: 4 Stocks To Buy The Dip
Seeking Alpha· 2025-08-07 09:05
Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool design ...
Nebius Group Stock Hits My Target, But I'm Still Bullish
Seeking Alpha· 2025-08-05 11:54
Group 1 - Nebius Group (NASDAQ: NBIS) stock has increased over 60% since the previous report in May, significantly outperforming the S&P 500's 8.3% gain [2] - The stock is currently trading well above the initial price target, with Q2 earnings approaching, indicating a timely opportunity for investors [2] - The Aerospace Forum aims to discover investment opportunities in the aerospace, defense, and airline industry, leveraging data-informed analysis [2] Group 2 - The analyst has a background in aerospace engineering, providing context to developments in a complex industry with significant growth prospects [2] - The investing group offers direct access to data analytics monitors, enhancing the investment research process [2]
Amedisys: Thoughts On UnitedHealth Merger, Plus Underlying Factors
Seeking Alpha· 2025-08-04 03:32
Group 1 - The article emphasizes a technical focus on fundamental value drivers of business economics to identify high probability long-term investment opportunities [1] - The company aims to buy securities at prices that are appropriate relative to their intrinsic worth, indicating a value investing strategy [1] - Research covers a wide range of financial markets, including investment securities and futures & options markets, catering to various market participants [1] Group 2 - The analyst discloses no current stock or derivative positions in the companies mentioned, ensuring an unbiased perspective [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company mentioned [2] - Seeking Alpha clarifies that past performance does not guarantee future results, highlighting the importance of individual due diligence [3]
【岗位招聘】招商银行研究院资本市场研究岗(境外/权益市场)招聘启事!(深圳)
招商银行研究· 2025-07-31 11:13
Group 1 - The core viewpoint of the article emphasizes the recruitment for a capital market research position focusing on overseas and equity markets, highlighting the need for comprehensive research capabilities and the ability to identify investment opportunities and risks [4][5][6]. Group 2 - The job responsibilities include researching overseas markets (covering fixed income, equity, foreign exchange) and A-share markets (financial, technology, consumer sectors), building a research framework, and producing asset allocation recommendations [4]. - The role also involves conducting forward-looking and comprehensive thematic/deep research, producing research reports, and completing research projects [5]. - Additionally, the position requires providing buy-side research services to internal departments and facilitating the application of research outcomes based on business needs [5][6]. Group 3 - The job requirements specify a master's degree or higher, preferably in economics or finance, with a strong foundation in macro research [8]. - Candidates should have over three years of experience in research roles at large financial institutions, with a preference for those with overseas research, banking research, or wealth management research experience [9]. - The ideal candidate should possess a passion for research, a solid methodology and framework for asset research, and excellent written and verbal communication skills [9][10].
Bank of Hawaii: 4.3% Yield, Mixed Key Metrics
Seeking Alpha· 2025-07-28 21:07
Core Insights - BAD BEAT Investing, led by Quad 7 Capital, has been providing investment opportunities for nearly 12 years, focusing on both long and short trades [1] - The team is recognized for their February 2020 recommendation to sell everything and go short, maintaining an average position of 95% long and 5% short since May 2020 [1] - The investment strategy emphasizes short- and medium-term investments, income generation, special situations, and momentum trades [1] Group 1 - The company comprises a team of 7 analysts with diverse expertise in business, policy, economics, mathematics, game theory, and sciences [1] - BAD BEAT Investing aims to educate investors to become proficient traders through a comprehensive playbook, providing in-depth research with clear entry and exit targets [1] - The firm has a proven track record of success in their investment strategies [1] Group 2 - Benefits of BAD BEAT Investing include understanding market dynamics, executing well-researched trade ideas weekly, and access to multiple chat rooms [2] - Subscribers receive daily summaries of key analyst upgrades and downgrades, along with learning opportunities in basic options trading and access to extensive trading tools [2]
Conagra Brands: Poor Operating Results But Steeply Discounted Valuation
Seeking Alpha· 2025-07-26 15:23
Group 1 - The company is facing numerous challenges, but its valuation has decreased significantly, suggesting potential investment opportunities [1] - Ian Bezek, a former hedge fund analyst, has extensive experience in Latin American markets and specializes in high-quality growth stocks at reasonable prices [2] Group 2 - The article expresses the author's personal opinions and discloses a beneficial long position in HSY shares [3]