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BuzzFeed: Fundamentals Alone Justify The Upside
Seeking Alpha· 2025-10-03 07:17
Group 1 - The article introduces Will Jiang as a new contributing analyst for Seeking Alpha, highlighting the opportunity for others to share investment ideas and get published [1] - Will Jiang has a strong academic background in Economics from New York University and is pursuing a Master's in Data Science, focusing on applying statistical modeling and machine learning to financial markets [2] - Jiang has professional experience as an Equity Analyst and Index Portfolio Manager at a major asset management firm, where he developed expertise in equity valuation, earnings modeling, and index methodology [2] Group 2 - Jiang aims to provide actionable insights on small-cap and micro-cap companies, seeking contrarian opportunities and turnarounds for potential outsized returns [2] - The investment approach combines bottom-up fundamental research with top-down thematic analysis to improve forecasting accuracy [2]
Jim Cramer Discusses Target Corporation (TGT) And Turnarounds
Yahoo Finance· 2025-09-17 17:13
Core Insights - Jim Cramer discussed Target Corporation (NYSE:TGT) in the context of turnarounds, emphasizing the challenges associated with executing such strategies [2] - Target is opening larger stores in multiple states, including Arizona, California, Nebraska, Virginia, Texas, Florida, and South Carolina [2] - The company recently ended its partnership with Ulta Beauty, which Cramer noted as a significant development given the previously strong relationship highlighted by Target's CEO, Brian Cornell [3] Company Strategy - Target Corporation is focusing on expanding its footprint by opening larger stores, which is part of its turnaround strategy [2] - The decision to end the partnership with Ulta Beauty indicates a shift in strategy, as it was previously touted as a strong relationship by the company's leadership [3] Market Context - Cramer has frequently compared Target to competitors like Walmart and Costco, noting that Target has had to lower prices to remain competitive [2] - The discussion around turnarounds reflects broader market trends and challenges faced by retail companies in adapting to changing consumer preferences and competitive pressures [2]