Workflow
Tactical sector rotations
icon
Search documents
Fox Factory: Waiting For The Real Rebound (NASDAQ:FOXF)
Seeking Alpha· 2025-10-08 08:38
While continuing to research the aftermarket sector and digging deeper into my next article on Fox Factory Holding (NASDAQ: FOXF ), I came across something both curious and interesting.With a degree in Finance and Accounting and previous experience in financial advisory, I use The Sharpe Quest to share my path as an independent investor and market analyst. My approach mixes long-term conviction holdings with tactical sector rotations, driven by the belief that investing isn’t about being right, it’s about m ...
Standard Motor Products: EBITDA Growth Powered By Nissens
Seeking Alpha· 2025-10-06 05:47
Building on my last article where I discussed the aftermarket sector, I thought it would be a good idea to look at another company in theWith a degree in Finance and Accounting and previous experience in financial advisory, I use The Sharpe Quest to share my path as an independent investor and market analyst. My approach mixes long-term conviction holdings with tactical sector rotations, driven by the belief that investing isn’t about being right, it’s about making money. I focus on undercovered opportuniti ...
Madison Square Garden Sports: Knicks And Rangers On Wall Street
Seeking Alpha· 2025-09-12 16:25
Group 1 - The New York Knicks and New York Rangers are well-known franchises in the NBA and NHL respectively [1] - The author has a background in Finance and Accounting, with experience in financial advisory [1] - The investment approach focuses on long-term conviction holdings and tactical sector rotations, emphasizing the importance of making money rather than just being right [1] Group 2 - The article does not provide any specific investment recommendations or advice [2][3] - There is a disclosure stating that the author has no current stock or derivative positions in the companies mentioned [2] - The views expressed in the article are personal opinions and do not reflect the views of Seeking Alpha as a whole [3]