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AstraZeneca: Mispriced Growth Following The Oncology Segment Success
Seeking Alphaยท 2025-12-19 07:30
Core Insights - The article introduces Aleksandr Molodets as a new contributing analyst focusing on European financials and high-tech industries, including fintech, pharma, and medtech [2] Group 1: Analyst Background - The analyst has a diverse background ranging from investor relations for tech startups to roles in mutual fund strategy and quantitative risk analytics [2] - Holds a Master in Management (Data & Business Analytics) from the Frankfurt School of Finance & Management and is pursuing CFA and FRM certifications [2] - The investment approach is primarily long-term with derivative overlays for hedging and risk control, aiming to combine quantitative models with fundamental research [2] Group 2: Research Focus - The analyst's research focuses on small industry studies and equity research, selecting industries and building sets of comparable firms [2] - Engages with industry professionals to map main drivers and assess growth potential against valuation [2] - The output aims to provide insights on whether a company fits into a solid long-term portfolio [2]