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.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 multiple years.A bit about how I approach research and coverage of a stock:I build ...

Investment Opportunities - The Federal Reserve's interest rate cuts often signal a turning point for investors, making borrowing cheaper and prompting a shift towards higher return assets [1] - Rate cuts create distinct winners and losers across various asset classes, influencing investment strategies [1] Bonds and Bond Funds - The bond market is a primary beneficiary of falling interest rates, as existing bonds with higher interest rates become more valuable, leading to price increases [2] - Diversified bond funds allow investors to lock in current yields while providing potential upside if rates continue to decline, serving as a stabilizer in portfolios [3] - Long-duration bonds may offer the most benefit from rate drops but also carry higher risks if inflation rises [3] Growth Stocks and Technology Companies - Lower interest rates tend to support growth stocks, particularly in technology, as reduced borrowing costs enable cheaper investments in expansion and lower discount rates on future earnings [4] - Historically, growth stocks perform well during early phases of rate-cutting cycles, but performance is contingent on the economic context of the rate cuts [5] - Selective exposure to growth stocks is advised rather than blanket optimism due to potential uneven gains following economic slowdowns [5] Housing and Homebuilder-Related Investments - The housing market is highly sensitive to interest rates; falling rates typically lead to lower mortgage rates, enhancing affordability and stimulating market activity [6] - Homebuilders and companies related to building materials may benefit from increased demand and reduced financing costs, although rate cuts alone won't resolve all housing market challenges [7] Dividend-Paying and Income-Focused Stocks - With declining interest rates, income investors face lower yields from cash and bonds, making dividend-paying stocks more appealing as an alternative [8]

When I wrote about SkyWater Technology, Inc. ( SKYT ) last January, the appeal was pretty simple. The business was strategically important, very early in its scaling journey, and priced like that was its final form, so to speak. I think theI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to make sense of where ...

Core Insights - Newmont Corporation (NEM) is primarily a gold miner but has some exposure to copper, which is a point of discussion among analysts [1] Company Analysis - The company is analyzed through a comprehensive approach that includes maintaining spreadsheets with historical financial data, key metrics, guidance trends, and performance indicators [1] - The focus is on assessing the company's delivery and outlook on five key drivers of DCF valuation: revenues, costs and margins, cash flow conversion, capex and investments, and interest rates [1] Investment Strategy - The investment strategy involves a generalist approach, exploring sectors with perceived alpha potential compared to the S&P 500, with typical holding periods ranging from a few quarters to multiple years [1] - The analyst emphasizes the importance of historical performance over long-term financial projections, suggesting that this approach may provide more actionable insights [1]

Kraken Robotics Inc. ( KRKNF ) is up nearly 150% since I rated the stock a Strong Buy back in February. I’m really pleased that it has been one of my best calls this year, and lookingI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to make sense of where value meets narrative. My background is in petroleum and ...

Core Insights - The article emphasizes the importance of identifying high-quality and mispriced investment opportunities, suggesting that great investment ideas should be intuitive and involve purchasing strong companies at favorable prices [1]. Group 1 - The focus is on the role of an investment analyst in uncovering valuable investment ideas, highlighting the necessity of thorough research and analysis [1]. - The article suggests that successful investments are characterized by a combination of quality companies and attractive pricing, which can lead to significant returns [1].

Core Insights - The article emphasizes the author's background in finance and engineering, highlighting a focus on tech, infrastructure, and internet services, with an interest in companies that exhibit strong fundamentals and growth potential [1]. Group 1 - The author holds FMVA® and BIDA® certifications, indicating a strong foundation in financial analysis and data interpretation [1]. - The narrative suggests a commitment to long-term investment strategies rather than short-term market fluctuations, appealing to investors who prioritize sustainable returns [1]. - The content aims to foster engagement and discussion among investors, featuring analytical breakdowns and investment ideas [1].

Core Insights - The article emphasizes the importance of generating alpha through independent investment strategies, focusing on a generalist approach across various sectors with potential alpha compared to the S&P 500 [1]. Investment Strategy - The investment strategy involves managing a family portfolio primarily through a Self Managed Super Fund, with a typical holding period ranging from a few quarters to multiple years [1]. - The analyst builds comprehensive spreadsheets that track historical financial data, key metrics, guidance trends, and valuation comparisons with peers [1]. Research Methodology - The research methodology includes monitoring industry news, company filings, and other analysts' coverage, particularly during significant events like CEO changes [1]. - The analyst prefers not to use discounted cash flow (DCF) models for long-term projections, instead focusing on assessing a company's historical performance and key drivers of valuation [1]. Key Performance Indicators - The five key drivers of DCF valuation highlighted are revenues, costs and margins, cash flow conversion, capital expenditures, and interest rates [1].

Company Insights - Gerresheimer is a German medical supplies company specializing in packaging products made from specialty glass and plastics, primarily for medication and drug delivery devices [3] - The company was the world's leading manufacturer of vaccine glass vials during the pandemic, with production volumes reaching around 3.5 billion in 2021 [3] - Gerresheimer is currently known for producing injection pens used in the weight loss drug Ozempic, although its plastics and devices division has underperformed recently [4] Financial Performance - Gerresheimer's stock has fallen by 70% since its pandemic-era peak, with recent challenges including a flooded US plant during Hurricane Helene in September 2024 [4] - The company’s share price has dropped from nearly EUR 90 offered by private equity firms KKR and Warburg Pincus to just EUR 37 today [5] - The CFO's resignation and an investigation by Germany's financial regulator BaFin into alleged accounting violations have contributed to the decline in share price [7] Market Opportunities - An upcoming investor day on October 15, 2025, may present a potential catalyst for Gerresheimer, with speculation about the sale of its moulded glass business [8] - If the sale occurs, it could initiate a turnaround narrative for the company, with a potential 30% upside in stock price [10] i-80 Gold Corp. Insights - i-80 Gold Corp. has been one of the worst-performing gold mining companies over the past five years, with its share price falling from CAD 4 to CAD 1 despite a doubling of gold prices [11] - The appointment of a new CEO, an accountant, marks a significant shift in management strategy, with hopes of building a mining operation capable of producing 600,000 ounces of gold annually by 2032 [13][14] - The current market cap of i-80 Gold Corp. is CAD 1 billion, which is significantly lower than typical market caps for similar-sized gold mining operations [14][15] Novo Nordisk Insights - Novo Nordisk operates in a duopoly in the weight loss drug market alongside Eli Lilly, with its stock price dropping from DKK 1,000 to under DKK 400 in the past year [16][17] - Recent setbacks include a drug trial that reported 23% weight loss, slightly below the projected 25%, leading to a CEO departure [19] - Despite challenges, the global market for weight loss drugs is expected to remain dominated by branded products, with Novo Nordisk potentially regaining a strong market position [21] - Novo Nordisk trades at about one-third the multiples of Eli Lilly, suggesting a potential upside of 50-100% as market concerns fade [22]

Group 1 - The article focuses on Gladstone Investment Corporation (NASDAQ: GAIN) as a notable Business Development Company (BDC) and discusses its financial instruments and offerings [1] - The investing group Trade With Beta, led by Denislav, provides features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [2] - The article emphasizes the importance of active investor participation and the availability of a chat room for discussions among sophisticated traders and investors [1][2] Group 2 - The article does not provide specific financial data or performance metrics related to Gladstone Investment Corporation [1][2][3] - There is no mention of any recent news events or market trends affecting the BDC industry or Gladstone Investment Corporation specifically [1][2][3]