EPR Properties (NYSE: EPR ) appears to have recovered from the pandemic, as its experiential tenants were hit hardest during the lockdown periods. I question whether that recovery is overdone, as the stock trades at only a slight discount to more diversifiedJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict val ...

Group 1 - The analyst has a Master's degree in Corporate and Market Finance and focuses on identifying resilient and undervalued companies across all sectors [1] - There is a particular interest in the Energy sector due to its strategic and transitional importance, while also being open to opportunities in any industry with strong fundamentals and long-term value [1] - The approach emphasizes disciplined analysis, downside protection, and long-term thinking in a volatile market [1]

Core Insights - Snapchat (SNAP) is facing significant challenges, indicated by its low stock valuation which is at a deep discount compared to close peers [1] - The company is less profitable and has a more leveraged balance sheet than its competitors [1] Company Analysis - Snapchat's stock valuation suggests potential trouble, as it is trading at a significant discount relative to similar companies in the industry [1] - The profitability of Snapchat is lower compared to its peers, which raises concerns about its financial health [1] - The company's balance sheet shows higher leverage, indicating increased financial risk [1] Investment Perspective - The article highlights the importance of identifying undervalued companies with strong growth potential, which is a principle followed by the investing group led by Julian [1] - The focus is on companies with robust balance sheets and effective management teams, particularly in sectors with long-term growth opportunities [1]

Editor's note: Seeking Alpha is proud to welcome Alps Capital as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I'm a financial analyst with a Master's degree in Corporate and Market Finance. I work on the buy-side, focusing on identifying resilient and undervalued companies across all sectors. While I have a particular interest in the Energy sector due ...

Core Insights - Seeking Alpha welcomes Lester Clark as a new contributing analyst, encouraging others to share investment ideas for publication and potential earnings [1] Group 1 - The article highlights the background of an amateur investor with extensive business experience, now focusing on analyzing undervalued companies [2] - The investor emphasizes a detail-oriented approach to uncovering inconsistencies in company narratives and setting realistic expectations [2] - Preference is given to companies with active operations and straightforward business models, particularly those with international operations due to the associated risks and opportunities [2]

Group 1 - The core viewpoint is that ACM Research, Inc. (NASDAQ: ACMR) is seen as a promising investment due to its growth potential in the wafer cleaning segment, which is crucial for the semiconductor supply chain [1] - The company is emerging as a significant player in its industry, indicating a positive outlook for future performance [1] Group 2 - The analysis is based on thorough research and analysis of financial statements, market trends, and upcoming events that may impact the company or industry [1]

Confluent, Inc. (NASDAQ: CFLT ) has recently reported its Q1 earnings that showed strong YoY revenue growth and improved bottom line performance. Despite the company’s strong earnings, its stock is down 19% since releasing its earnings report, due to weak demand from its larger customersAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic back ...

Group 1 - The article emphasizes a focus on intrinsic value in equity research, prioritizing undervalued and growing companies, particularly those in early development stages [1] - There is an internal wishlist for potential investment opportunities, inviting readers to suggest tickers or leave comments [1] Group 2 - No specific companies or stocks are mentioned in the article, and there are no current positions or plans to initiate positions in any mentioned companies [2] - The article does not provide any investment recommendations or advice, highlighting that past performance does not guarantee future results [3]

The Macerich Company (NYSE: MAC ) is a REIT that's all about high-quality regional shopping centers across major U.S. markets like California, New York, and Arizona. The company owns around 40 properties with roughly 43 million square feet of retail space. Most of these propertiesNoor Darwish was formerly a management consultant at The Boston Consulting Group (BCG), where he worked on real estate strategy for multi-billion dollar real estate portfolios, among other things. He holds a B.S. in Finance and Int ...