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Qualcomm's Real Growth Story May Be Just Beginning
Seeking Alpha· 2025-07-08 18:49
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!My very first article on Qualcomm Incorporated (NASDAQ: QCOM ) stock came out in January 2025, which I then reaffirmed in late April 2025 , right a few days before the firm's fiscal Q2Daniel Sereda is chief investment analyst at a family office whose investments spa ...
PepsiCo's Sell-Off Has Gone Too Far
Seeking Alpha· 2025-07-01 19:35
Core Insights - The article highlights the importance of accessing high-quality analysis of Wall Street buying and selling ideas through a subscription service called Beyond the Wall Investing [1] Group 1 - Daniel Sereda serves as the chief investment analyst at a family office, managing investments across various continents and asset classes [1] - The role requires navigating a vast amount of information daily, focusing on filtering critical data to extract key investment ideas [1] - Beyond the Wall Investing provides access to information prioritized by institutional market participants, enhancing the quality of investment analysis [1]
Vertiv: I Said 'Be Greedy,' And It's Still Not Time To Stop
Seeking Alpha· 2025-07-01 13:04
Core Insights - The article discusses the investment analysis of Vertiv Holdings Co. (NYSE: VRT), highlighting a shift in rating from "Hold" to "Buy" at its local peak [1] Group 1: Company Analysis - Vertiv Holdings Co. has been under coverage with three articles written by an analyst, indicating a thorough examination of the stock [1] - The analyst has a beneficial long position in VRT shares, suggesting confidence in the company's future performance [1] Group 2: Analyst Background - The chief investment analyst, Daniel Sereda, operates within a family office and has extensive experience in navigating diverse asset classes and information [1] - The investing group, Beyond the Wall Investing, provides insights similar to those prioritized by institutional market participants, indicating a focus on high-quality analysis [1]
Paychex: Don't Rush To Buy The Dip
Seeking Alpha· 2025-06-27 12:07
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...
Super Micro's $2 Billion Offering Provided A Generational Buying Opportunity
Seeking Alpha· 2025-06-26 12:52
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!If you read my articles for some time, you should remember that I called Super Micro Computer, Inc. (NASDAQ: SMCI ) a "Strong Buy" back in December 2022 when it wasDaniel Sereda is chief investment analyst at a family office whose investments span continents and div ...
DHT Holdings: High Yields From High Seas Tension
Seeking Alpha· 2025-06-19 12:00
Group 1 - The article discusses DHT Holdings (DHT) and its previous analysis conducted in early 2021, highlighting a clear oversupply in the oil market [1] - The chief investment analyst, Daniel Sereda, emphasizes the importance of filtering vast amounts of data to extract critical investment ideas [1] - The investing group Beyond the Wall Investing provides access to high-quality analysis similar to that prioritized by institutional market participants [1] Group 2 - There is a mention of a potential beneficial long position in DHT that may be initiated within the next 72 hours [1]
Buy Alphabet Stock, Get Google Search For Free (Rating Upgrade)
Seeking Alpha· 2025-06-16 13:49
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...
Salesforce's Q1 Shocker: I See No Dead Money Here
Seeking Alpha· 2025-05-29 17:40
Group 1 - Salesforce, Inc. (NYSE: CRM) was initially rated as a "Buy" in August 2024, with expectations for medium-term performance despite existing challenges [1] - The analysis emphasizes the importance of filtering vast amounts of data to identify critical investment ideas [1] - The investment group Beyond the Wall Investing provides insights similar to those prioritized by institutional market participants [1]
Hims & Hers Health Stock: After Doubling, It May Be Too Late To Buy
Seeking Alpha· 2025-05-29 14:22
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!According to some of its own SEC filings , Hims & Hers Health (NYSE: HIMS ) is a telehealth firm that provides direct access to medical consultations and prescription drugs for a variety of cases throughDaniel Sereda is chief investment analyst at a family office wh ...
Credo's Q4 Earnings Should Ignite The Rally
Seeking Alpha· 2025-05-19 13:52
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!While my very first bullish article on Credo Technology Group Holding Ltd (NASDAQ: CRDO ) managed to catch its local top in early February, from which the stock price hasn't recovered yet,Daniel Sereda is chief investment analyst at a family office whose investments ...