Small- to mid-cap companies
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Intuitive Machines: Great Story, Wrong Price After 22% Surge In Recent Days
Seeking Alpha· 2025-12-09 15:54
I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I ...
Firefly Aerospace: I Need More Than Moon Landings Before Going Bullish
Seeking Alpha· 2025-11-24 15:09
Core Insights - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors [1] Group 1 - The analysis occasionally includes large-cap companies to provide a broader perspective on the equity markets [1]
MSC Income Fund: A Baby Main Street Capital With Big Income Potential
Seeking Alpha· 2025-11-17 17:23
Group 1 - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors [1] - Occasionally, large-cap companies are analyzed to provide a broader perspective on the equity markets [1] Group 2 - There is no current stock, option, or similar derivative position in any of the companies mentioned, but there may be plans to initiate a beneficial long position in the near future [2] - The article expresses the author's own opinions and is not influenced by compensation from any company mentioned [2]
Zurn Elkay Water Solutions Doubled My Money, But I'm Downgrading Anyway
Seeking Alpha· 2025-10-30 15:54
Group 1 - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors [1] - Occasionally, large-cap companies are analyzed to provide a broader perspective on the equity markets [1] Group 2 - There is a beneficial long position in the shares of ZWS, indicating a positive outlook on the company's stock [2]
AngioDynamics: Discounted Sales Multiple With Real Growth Engines
Seeking Alpha· 2025-10-02 19:00
Core Viewpoint - The analysis indicates a positive outlook for AngioDynamics, Inc. (NASDAQ: ANGO) based on its growing portfolio of medical technology products [1] Company Summary - AngioDynamics is recognized for its focus on medical technology, particularly in the small- to mid-cap sector, which is often overlooked by investors [1] - The company has been rated a Buy, suggesting confidence in its growth potential and market position [1] Industry Context - The analysis occasionally includes insights on large-cap companies to provide a broader perspective on equity markets, indicating a comprehensive approach to market research [1]
Worthington Steel: Cash Flow Tight Now, But Growth Is Lined Up
Seeking Alpha· 2025-10-01 15:19
Company Overview - Worthington Steel, Inc. is a relatively new independent company in the metals industry, having been spun off from Worthington Industries to focus more directly on steel processing [1] Investment Focus - The analysis primarily targets small- to mid-cap companies, which are often overlooked by many investors, while also occasionally reviewing large-cap names to provide a broader perspective on equity markets [1]
Dave & Buster's: The Trade-Down Tailwind Meets Execution Risk
Seeking Alpha· 2025-09-16 14:34
Core Insights - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors [1] Group 1 - The analysis occasionally includes large-cap companies to provide a broader perspective on the equity markets [1]
Partners Group: Great Business, Expensive Stock
Seeking Alpha· 2025-09-03 15:22
Group 1 - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors [1] - Occasionally, large-cap companies are analyzed to provide a broader perspective on the equity markets [1]
Understanding VT: Vanguard's All-In-One Global Stock ETF
Seeking Alpha· 2025-07-18 18:11
Group 1 - Vanguard Total World Stock Index Fund ETF (NYSEARCA: VT) aims to track the FTSE Global All Cap Index, providing exposure to nearly the entire global stock market, including both developed and emerging markets [1] - The focus of the analysis is primarily on small- to mid-cap companies, which are often overlooked by many investors, while also occasionally examining large-cap companies for a broader market perspective [1]
Descartes Systems Group: Great Company, Overpriced Stock
Seeking Alpha· 2025-06-05 14:21
Core Viewpoint - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors, while also occasionally analyzing large-cap companies to provide a broader market perspective [1] Group 1 - The research emphasizes the importance of small- to mid-cap companies in investment analysis due to their potential for growth and the lack of attention they receive from larger investors [1] - Large-cap companies are analyzed occasionally to give a comprehensive view of the equity markets, indicating a balanced approach to research [1]