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Carpenter Technology: Why FY27 Won't Be The Peak
Seeking Alpha· 2025-12-02 18:20
I am a fundamental investor and writer who specializes in forensic analysis of company financials. My research blends deep financial-statement work with industry context to identify both overlooked winners and trends in development. I want the story behind the numbers, not just talking points. My primary sector focus is technology and large caps, and I also cover select consumer and industrial names where market trends create opportunity. My investing approach is long-term and evidence-driven: I prioritize ...
Capital One's Discover Deal Lends Scale, Technology, And Billions In Interest Income
Seeking Alpha· 2025-10-07 12:49
Core Insights - The article introduces Blake Callahan as a new contributing analyst for Seeking Alpha, emphasizing the opportunity for others to share investment ideas and gain exposure [1] Group 1: Analyst Background - The analyst specializes in forensic analysis of company financials, focusing on technology and large-cap sectors, while also covering select consumer and industrial companies [2] - The investment approach is long-term and evidence-driven, prioritizing cash-flow sustainability and conservative balance-sheet analysis [2] - The analyst aims to provide actionable insights based on thorough research, translating complex financial data into understandable information for readers [2]