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Partners Group: Great Business, Expensive Stock
Seeking Alpha· 2025-09-03 15:22
I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I ...
Understanding VT: Vanguard's All-In-One Global Stock ETF
Seeking Alpha· 2025-07-18 18:11
Group 1 - Vanguard Total World Stock Index Fund ETF (NYSEARCA: VT) aims to track the FTSE Global All Cap Index, providing exposure to nearly the entire global stock market, including both developed and emerging markets [1] - The focus of the analysis is primarily on small- to mid-cap companies, which are often overlooked by many investors, while also occasionally examining large-cap companies for a broader market perspective [1]
Descartes Systems Group: Great Company, Overpriced Stock
Seeking Alpha· 2025-06-05 14:21
Core Viewpoint - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors, while also occasionally analyzing large-cap companies to provide a broader market perspective [1] Group 1 - The research emphasizes the importance of small- to mid-cap companies in investment analysis due to their potential for growth and the lack of attention they receive from larger investors [1] - Large-cap companies are analyzed occasionally to give a comprehensive view of the equity markets, indicating a balanced approach to research [1]
NET Power: A Capitalized Pre-Revenue Company Investors Still Don't Trust
Seeking Alpha· 2025-05-20 19:01
Core Insights - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors [1] Group 1 - The analysis occasionally includes large-cap companies to provide a broader perspective on the equity markets [1]
Triumph Financial: Great Story, Wrong Price
Seeking Alpha· 2025-04-21 14:36
Core Viewpoint - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors, while also occasionally analyzing large-cap companies to provide a broader market perspective [1]. Group 1 - The research emphasizes the importance of small- to mid-cap companies in investment analysis due to their potential for growth and the lack of attention they receive from larger investors [1].