Medium-term investing

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Thermo Fisher: Growth Acceleration And Margin Expansion Should Drive The Upside
Seeking Alpha· 2025-08-12 03:20
Group 1 - The analyst has over 15 years of experience in investing and has provided research services to mid-sized hedge funds with assets under management between $100 million and $500 million [1] - The focus is on medium-term investing, targeting ideas with catalysts to unlock value or short selling in case of downside catalysts [1] - The analyst has a generalist approach but has primarily analyzed the industrial, consumer, and technology sectors, indicating higher conviction in these areas [1]
Valmont Industries: Multi-Year Growth Catalysts And Attractive Valuation
Seeking Alpha· 2025-07-29 16:19
I have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to share my views and benefit from the insights of the Seeking Alpha user community. Feel free to provide your feedback on my thesis in the comment section and I would love to have a discussion even if you have a var ...
Domino's Pizza: Strong Growth Momentum And Attractive Valuation
Seeking Alpha· 2025-07-26 14:16
Group 1 - The analyst has over 15 years of experience in investing and has provided research services to mid-sized hedge funds with assets under management between $100 million and $500 million [1] - The focus is on medium-term investing, targeting ideas with catalysts to unlock value or short selling in case of downside catalysts [1] - The analyst has a generalist approach but has higher conviction in the industrial, consumer, and technology sectors due to extensive professional experience in these areas [1]
Thermo Fisher Scientific: Recovery In Sight, Attractively Valued
Seeking Alpha· 2025-07-07 05:50
Group 1 - The analyst has over 15 years of experience in investing and has provided research services to mid-sized hedge funds with assets under management between $100 million and $500 million [1] - The current focus is on managing personal investments, with a strategy centered on medium-term investing in ideas that have catalysts to unlock value or short selling in the presence of downside catalysts [1] - The analyst has a generalist approach but has spent most of their career analyzing the industrial, consumer, and technology sectors, indicating higher conviction in these areas for investment [1]
Eaton: Mega Projects And End-Market Tailwinds Support Multi-Year Growth
Seeking Alpha· 2025-06-08 05:33
Core Insights - The article discusses the author's investment strategy, focusing on medium-term investing with catalysts to unlock value or short selling in case of downside catalysts [1] - The author has a background in analyzing industrial, consumer, and technology sectors, indicating a generalist approach with higher conviction in these areas [1] Investment Strategy - The strategy involves identifying growth stories available at reasonable prices and leveraging catalysts for value creation [1] - The author emphasizes the importance of engaging with the investment community for feedback and discussion on investment theses [1] Experience and Background - The author has over 15 years of experience in investing, including providing research services to mid-sized hedge funds with assets under management between $100 million and $500 million [1] - A brief experience as a sell-side analyst adds to the author's credibility in the investment analysis field [1]