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Nvidia Stock Still Has Room To Run (NASDAQ:NVDA)
Seeking Alpha· 2025-11-26 07:50
At Friedrich Global Research we are searching for what we believe will be the safest and best performing companies in which to buy stocks. We focus on free cash flow, efficient capital allocation, and consistently superior results to identify the highest quality management teams.Founder of Bern Factor LLC, an independent research and publishing firm located in Virginia. I have nearly 40 years of investing and analysis experience. I am a former CPA (1990 -2017) and became a CFA charter holder in 2000. I cons ...
Nvidia Still Has Room To Run
Seeking Alpha· 2025-11-26 07:50
Core Insights - Friedrich Global Research aims to identify the safest and best-performing companies for stock investments, focusing on free cash flow, efficient capital allocation, and consistently superior results to pinpoint high-quality management teams [1] Group 1 - The founder of Bern Factor LLC has nearly 40 years of investing and analysis experience, with a background as a CPA and CFA charter holder, emphasizing expertise in both quantitative and qualitative analysis [2] - The founder's diverse career experience spans retail, military service, blue-collar work, and management roles, providing a broad perspective on macroeconomics and detailed operational insights [2] - The founder's investment philosophy is influenced by notable figures such as Benjamin Graham and Warren Buffett, highlighting a long-standing commitment to studying investing since the 1960s [2]
Coca-Cola: A Dividend King Facing Headwinds
Seeking Alpha· 2025-10-01 14:47
Core Insights - Friedrich Global Research aims to identify the safest and best-performing companies for stock investments, focusing on free cash flow, efficient capital allocation, and consistently superior results to find high-quality management teams [1] Group 1 - The company emphasizes the importance of free cash flow in evaluating potential investments [1] - Efficient capital allocation is a key criterion for identifying high-quality companies [1] - The focus is on consistently superior results to assess the effectiveness of management teams [1] Group 2 - The founder of Bern Factor LLC has nearly 40 years of experience in investing and analysis, with a background as a CPA and CFA charter holder [2] - The founder has a diverse career history, including roles in retail, military service, and management across various sectors, providing a broad perspective on macroeconomics and detailed operational insights [2] - The founder's investment philosophy is influenced by notable figures such as Benjamin Graham and Warren Buffett [2]
Merck: 25% Total Return CAGR Potential
Seeking Alpha· 2025-09-25 14:54
Group 1 - Friedrich Global Research aims to identify the safest and best performing companies for stock investment, focusing on free cash flow, efficient capital allocation, and consistently superior results to find high-quality management teams [1] Group 2 - The founder of Bern Factor LLC has nearly 40 years of investing and analysis experience, with expertise in both quantitative and qualitative analysis, as well as technical analysis [2] - The founder has a diverse background, having worked in various sectors including retail, military, and management, which provides a broad perspective on macroeconomics and detailed operational insights [2]
Pipeline MLP Industry Analysis: High Yields And 20%+ Total Return Potential With Plains All American
Seeking Alpha· 2025-09-17 14:42
Group 1 - The focus is on identifying high-quality companies with strong free cash flow, efficient capital allocation, and superior management teams [1] - The current market indices are near record highs, prompting analysis of defensive and cyclical industries that are currently out of favor [1] - The analyst has extensive experience in investment analysis, including a background in both public and private sectors, and a strong educational foundation in economics and management [1] Group 2 - The article emphasizes the importance of understanding macroeconomic factors as well as detailed operational aspects of companies [1] - The analyst's investment philosophy is influenced by renowned investors such as Benjamin Graham and Warren Buffett [1]
WEC Energy: Steadily Rising Dividend And Long-Term Appreciation
Seeking Alpha· 2025-08-26 14:57
Group 1 - The company focuses on identifying the safest and best performing stocks by analyzing free cash flow, efficient capital allocation, and superior results to find high-quality management teams [1] - The founder of Bern Factor LLC has nearly 40 years of investing and analysis experience, with expertise in both quantitative and qualitative analysis, as well as technical analysis [2] - The founder has a diverse background, having worked in various sectors including retail, military, and management, which provides a broad perspective on macroeconomics and detailed operational insights [2] Group 2 - The article emphasizes the importance of understanding the investing philosophy, particularly in the context of the pharmaceutical industry, and encourages readers to explore the metrics used to identify high-quality companies [2]
Pharmaceuticals Industry Analysis:  Eli Lilly Tops My Tier Two
Seeking Alpha· 2025-08-20 08:16
Group 1 - Friedrich Global Research aims to identify the safest and best performing companies for stock investment, focusing on free cash flow, efficient capital allocation, and superior results to find high-quality management teams [1] Group 2 - The founder of Bern Factor LLC has nearly 40 years of investing and analysis experience, with expertise in both quantitative and qualitative analysis, as well as technical analysis [2] - The founder has a diverse background, having worked in various sectors including retail, military, and management, which provides a broad perspective on macroeconomics and detailed operational insights [2]
Alexandria Real Estate For 20%+ Total Return And 6%+ Yield
Seeking Alpha· 2025-07-28 17:12
Group 1 - Friedrich Global Research aims to identify the safest and best performing companies for stock investment, focusing on free cash flow, efficient capital allocation, and superior results to find high-quality management teams [1] Group 2 - The founder of Bern Factor LLC has nearly 40 years of investing and analysis experience, with expertise in both quantitative and qualitative analysis, as well as technical analysis [2] - The founder has a diverse background, having worked in various sectors including retail, military, and management, which provides a broad perspective on macroeconomics and detailed operational insights [2]
Johnson & Johnson: The Worst Is Baked In
Seeking Alpha· 2025-07-17 16:40
Group 1 - Friedrich Global Research aims to identify the safest and best performing companies for stock investment, focusing on free cash flow, efficient capital allocation, and consistently superior results to find high-quality management teams [1] Group 2 - The founder of Bern Factor LLC has nearly 40 years of investing and analysis experience, with expertise in both quantitative and qualitative analysis, as well as technical analysis [2] - The founder has a diverse background, having worked in various sectors including retail, military, and management, which provides a broad perspective on macroeconomics and detailed operational insights [2]
Sysco Corporation For A Rising Dividend And Double-Digit Total Return
Seeking Alpha· 2025-07-14 07:54
Group 1 - Friedrich Global Research aims to identify the safest and best performing companies for stock investment, focusing on free cash flow, efficient capital allocation, and consistently superior results to find high-quality management teams [1] Group 2 - The founder of Bern Factor LLC has nearly 40 years of investing and analysis experience, with expertise in both quantitative and qualitative analysis, as well as technical analysis [2] - The founder has a diverse background, having worked in various sectors including retail, military, and management, which provides a broad perspective on macroeconomics and detailed operational insights [2]