Invitation Homes ( INVH ) sold off heavily on Wednesday on news that institutional capital might be prohibited from investing in single-family homes. The selloff has propelled the stock to a high 4.5% dividend yield. While the marketJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group ...

Group 1 - The article emphasizes the importance of identifying stocks that can perform well in any market condition, particularly focusing on secular growth companies that demonstrate consistent revenue growth and expanding gross margins over the long term [1][3] - Cyclical stocks, which are sensitive to economic fluctuations, can provide short-term gains during economic expansions but pose significant risks during recessions, necessitating timely selling [2] - Secular growth companies are characterized by their ability to thrive despite economic downturns or rising interest rates, making them more resilient in challenging market environments [3][4]

Group 1 - SentinelOne's stock is experiencing significant pressure in 2025 despite a modest valuation and expected growth rebound in upcoming quarters [1] - The company is seeing accelerating growth in net new ARR and RPO, along with improving margins [1] - Narweena, an asset manager, focuses on identifying market dislocations and believes in achieving excess risk-adjusted returns through secular growth opportunities in markets with barriers to entry [1] Group 2 - Narweena's research emphasizes company and industry fundamentals to uncover unique insights, with a high risk appetite and long-term investment horizon [1] - The firm targets smaller cap stocks and markets where competitive advantages are not immediately apparent [1] - An aging population with low growth and stagnating productivity is expected to create new investment opportunities, while some industries may face stagnation or decline, potentially improving business performance due to reduced competition [1] Group 3 - The economic landscape is shifting towards asset-light businesses, leading to a declining need for infrastructure investments [1] - A large pool of capital is pursuing a limited set of investment opportunities, resulting in rising asset prices and compressed risk premia over time [1] - Richard Durant, the leader of Narweena, holds degrees in engineering and finance and an MBA, and has passed the CFA exams [1]

Green Thumb Industries ( GTBIF ) has surged as of late due to speculation that President Trump may reschedule cannabis via executive order. The sector had previously been beaten to a pulp due to stubborn price compression headwinds. Investors looking for a wayJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the le ...

The pendulum often swings too far, and in both directions. That appears to be happening with Oracle Corporation ( ORCL ). In hindsight, the stock experienced irrational exuberance following the booking of strong commitments from OpenAI. This ledJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the inv ...

Group 1 - Zscaler (ZS) has experienced a significant pullback in the past quarter, which may attract attention from investors who previously avoided the stock during the summer months [1] - The investment strategy focuses on identifying undervalued companies with secular growth potential, emphasizing strong balance sheets and management teams [1] - The investment group led by Julian Lin aims to deliver large alpha relative to the S&P 500 by combining growth-oriented principles with strict valuation hurdles [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Zscaler or other companies mentioned [2][3]

Core Viewpoint - Visa (V) is currently presenting a rare investment opportunity with ultra-high-quality stocks available at buyable valuations in the current market environment [1]. Group 1: Company Analysis - Visa is identified as a company with strong balance sheets and management teams, which are essential characteristics for long-term growth [1]. - The investment strategy focuses on companies with secular growth potential that appreciate over time, indicating Visa's alignment with these criteria [1]. Group 2: Investment Strategy - The investment approach combines growth-oriented principles with strict valuation hurdles, providing an additional layer of safety for investors [1]. - The investment group led by Julian Lin offers exclusive access to high-conviction stock picks, full research reports, and real-time trade alerts, enhancing the investment decision-making process [1].

Core Insights - The Cybersecurity sector is identified as a key megatrend and a secular growth sector that remains resilient against economic volatility [1] Group 1 - The services within the Cybersecurity sector are complex and require significant experience to understand [1] - The analyst has over 30 years of experience analyzing various industries, including airlines, oil, retail, mining, fintech, and e-commerce, as well as macroeconomic, monetary, and political factors [1] - The analyst has navigated through multiple crises, including the dot-com bubble, 9/11, the great recession, and the COVID-19 pandemic, which enriches their analytical perspective [1]

Perhaps no stock is more divisive than Palantir Technologies Inc. ( PLTR ). If we make the assumption that we have reached the point in the cycle in which “valuation no longer matters,” then it is easy toJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group Best Of Breed Growth Stocks ...

Core Viewpoint - Patience in investing is highlighted as a valuable skill, particularly in the context of ServiceNow (NOW), which has experienced stock underperformance despite previously high valuations, suggesting potential investment opportunities for those willing to wait [1]. Group 1: Company Analysis - ServiceNow (NOW) has traded at high valuations in the past, but recent underperformance may present a buying opportunity for investors [1]. - The company is noted for its strong balance sheet and management team, which are critical factors for long-term growth potential [1]. Group 2: Investment Strategy - The investment approach focuses on identifying undervalued companies with secular growth, emphasizing the importance of patience and a disciplined valuation strategy [1]. - The strategy combines growth-oriented principles with strict valuation hurdles to enhance the margin of safety for investors [1].