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Angi: Look Where The Incentives Are
Seeking Alpha· 2025-06-12 03:47
Group 1 - The article discusses the author's focus on value investing, particularly in special situations and small-cap companies [1] - The author emphasizes the importance of thorough research and only pursuing strong investment ideas, even if it means walking away from less compelling opportunities [1] - The author's background in engineering and inspiration from notable investors like Warren Buffett and Peter Lynch are highlighted as key influences in their investment philosophy [1] Group 2 - The author has recently passed the CFA Level I exam, indicating a commitment to professional development in investment analysis [1] - Writing on Seeking Alpha serves as a platform for the author to organize thoughts and engage with other investors, fostering a community of shared investment interests [1] - The author expresses openness to feedback and suggestions from readers, indicating a collaborative approach to investment discussions [1]
Why IAC Is A Better Bet Than MGM Resorts
Seeking Alpha· 2025-05-15 14:12
Core Viewpoint - MGM International is considered a strong company with significant growth potential, currently trading at a bargain price [1] Group 1: Investment Perspective - The author identifies as a value investor focusing on special situations and small-cap companies, emphasizing a preference for long investment ideas [1] - The article reflects a belief in the strength of MGM as an investment opportunity, indicating a long position in the shares [1] Group 2: Background and Influences - The author's background is in engineering, with a transition to value investing influenced by notable figures such as Warren Buffett, Peter Lynch, and others [1] - The book "You Can Be a Stock Market Genius" by Joel Greenblatt has notably shifted the author's focus towards special situations and small-cap plays [1] Group 3: Engagement and Improvement - The author expresses a desire to connect with other investors and improve through feedback on their articles [1]