Time Arbitrage

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Pebblebrook Hotel Trust: Preferred Shares Offer The Best Risk/Reward
Seeking Alpha· 2025-08-15 02:09
Core Insights - The company has over 80 years of investment analysis experience and has published research for institutions managing over $1 trillion in total assets [1] - The belief is that individual and patient professional investors currently have the best opportunity to outperform institutional and mutual fund managers in terms of risk-adjusted performance [1] - The advantage of "Information Arbitrage" that institutional investors previously held has diminished, while individual investors can leverage "Time Arbitrage" to maintain an edge [1] - The goal is to provide high-quality buy-side articles that educate investors and potentially improve their returns [1] - The company is also open to mentoring young analysts to enhance their analytical skills [1]
Sony Continues To Be Cheap Relative To Peers
Seeking Alpha· 2025-07-02 22:45
Group 1 - The analyst initiated coverage on Sony Group Corporation over three years ago, believing the company's sum of the parts was undervalued [1] - The investment strategy focuses on finding opportunities in unloved stocks, including markets in the Middle-East and Africa [1] - The analyst draws inspiration from investment literature, particularly from Thomas Phelps' "100-1" and Philip Fisher [1] Group 2 - There is no current stock or derivative position in any mentioned companies, nor plans to initiate such positions in the near future [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company [2] - Seeking Alpha emphasizes that past performance does not guarantee future results and that views expressed may not represent the platform as a whole [3]