Core Insights - The article introduces Weixu Wen as a new contributing analyst for Seeking Alpha, highlighting the platform's opportunity for individuals to share investment ideas and gain exposure [1]. Group 1 - The analyst is currently a first-year student at Singapore Management University, pursuing a degree in Business Management with a focus on equity research and fundamental analysis [2]. - The analyst aims to provide in-depth analysis and data-driven insights on public equities, emphasizing the importance of intrinsic value derived from market sentiment, macroeconomic shifts, and company fundamentals [2]. - The valuation approach combines bottom-up analysis with a long-term value creation focus, aiming to identify opportunities for companies to generate greater value for equity holders in the future [2]. Group 2 - Contributing to Seeking Alpha is seen as a valuable opportunity for the analyst to learn from experienced contributors and deepen insights, as the analyst is largely self-taught [2]. - The platform is viewed as a means to interact with professionals across diverse sectors and investment philosophies, contributing to both personal growth and the Seeking Alpha community [2].

RT Pepper (@ZeMirch)what are the best equity research substacks (outside citrini) ...

Core Insights - The article highlights Steven Cress's role as VP of Quantitative Strategy and Market Data at Seeking Alpha, emphasizing his contributions to the platform's quantitative stock rating system and analytical tools designed to aid investors [1][2][3] Company Overview - Seeking Alpha has developed a quantitative stock rating system that interprets data for investors, providing insights on investment directions and saving time for users [1][2] - The platform offers a systematic stock recommendation tool called Alpha Picks, aimed at helping long-term investors build a high-quality portfolio [1] Leadership Background - Steven Cress previously founded CressCap Investment Research, which was acquired by Seeking Alpha in 2018, enhancing the platform's quant analysis and market data capabilities [3] - He also established the quant hedge fund Cress Capital Management and has extensive experience in proprietary trading at Morgan Stanley and international business development at Northern Trust [3][4] Expertise and Approach - With over 30 years of experience in equity research, quantitative strategies, and portfolio management, Steven Cress is positioned to address a variety of investment topics [4] - The company employs a data-driven approach to eliminate emotional biases in investment decisions, utilizing sophisticated algorithms to streamline investment research [2]

Core Insights - The article highlights Steven Cress's role as VP of Quantitative Strategy and Market Data at Seeking Alpha, emphasizing his contributions to the platform's quantitative stock rating system and analytical tools designed to aid investors [1][2][3] - Cress's focus is on removing emotional biases from investment decisions through a data-driven approach, utilizing sophisticated algorithms to simplify investment research [2][4] - His background includes founding CressCap Investment Research, which was acquired by Seeking Alpha in 2018, and previously running a proprietary trading desk at Morgan Stanley [3][4] Company Insights - Seeking Alpha benefits from Cress's expertise in quantitative analysis and market data, which enhances its investment tools and resources for users [1][3] - The platform's quantitative stock rating system is designed to interpret data effectively, providing insights that save time for investors [1][2] Industry Insights - The emphasis on data-driven investment strategies reflects a broader trend in the finance industry towards quantitative analysis and algorithmic trading [2][4] - Cress's extensive experience in equity research and portfolio management positions him as a knowledgeable figure in the evolving landscape of investment strategies [4]

Group 1 - The article initiates coverage on Ulta Beauty (NASDAQ: ULTA) with a Buy rating and a price target of $432.81, highlighting it as the largest dedicated beauty retail network in the U.S. with over 1,300 stores and strong digital channels [1] - Ulta Beauty offers a range of products and services including cosmetics, skincare, salon services, and private-label products, indicating a diversified business model [1] - Moretus Research employs a structured framework to identify companies with durable business models and mispriced cash flow potential, focusing on U.S. public markets [1] Group 2 - The research emphasizes rigorous fundamental analysis combined with a judgment-driven process, aiming to provide clarity and actionable insights for investors [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model, emphasizing comparability and simplicity [1] - Moretus Research targets underappreciated companies undergoing structural changes or temporary dislocations, which can lead to asymmetric returns for investors [1]

Group 1 - Celsius (NASDAQ: CELH) has experienced significant volatility, gaining and losing almost three times its current value over the last couple of years, yet it has emerged stronger than ever before [1] - The company is well-positioned for future growth, indicating a robust recovery and potential for further expansion in the market [1] Group 2 - The article emphasizes the importance of informed, data-driven decisions in investment strategies, highlighting the need for thorough research and analysis [1] - The author expresses a commitment to sharing insights and analysis with a broader audience, contributing to a community of investors [1]