I gave a hold rating to DoubleVerify Holdings, Inc. (NYSE: DV ) in April earlier this year, as I was worried about both the macro and micro situations, which have deteriorated. The 2Q25 results, while strong, haven’t fullyI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality comp ...

Group 1 - The popularity of covered call funds is increasing due to their attractive yields, but not all funds are equally efficient in terms of tax and may face risks related to net asset value erosion [1] Group 2 - The analysis of equities is based on cash flow potential, relative value, and economic moat, emphasizing the importance of quantitative analysis alongside storytelling to assess upside and downside potential [2] - The focus includes both long and short positions, with a particular interest in short stories, utilizing algorithms to identify companies that are either overhyped or overlooked by the market [2] - Educational content is created to help investors understand financial and accounting issues that impact company valuations [2]

Group 1 - The article discusses the reactivation of Liberty Global (NASDAQ: LBTYA, LBTYB, LBTYK) and emphasizes that there is no change in the investment thesis [1] Group 2 - The author has a beneficial long position in Liberty Global shares, indicating confidence in the company's future performance [3]

Core Insights - The individual has a strong background in Business Administration and has completed CFA level 1, indicating a solid foundation in finance and investment analysis [1] - The investment strategy focuses on fundamental analysis rather than technical analysis, emphasizing the evaluation of actual company performance [1] - The investment approach is long-term and often contrarian, with a preference for US companies but also includes analysis of European and Chinese firms [1] Investment Strategy - The individual primarily invests in stocks and ETFs, showcasing a diversified investment approach [1] - A pragmatic perspective is adopted, moving away from complex trading charts to a more straightforward analysis of company results [1] - The long-term view of investments aligns with a strategy that seeks to capitalize on fundamental strengths of companies [1]

Core Insights - The article emphasizes a focused investment strategy in the micro-cap segment, utilizing technical analysis and the CAN SLIM methodology to identify high-growth companies often overlooked by mainstream analysts [1] - The research process integrates both fundamental and technical perspectives, focusing on indicators such as relative strength, unusual trading volume, and earnings acceleration to spot stocks poised for significant breakouts [1] - The goal is to identify opportunities early, before broader market recognition drives prices higher, thereby providing actionable insights for investors [1] Investment Strategy - The investment strategy combines technical analysis with the CAN SLIM methodology, which is designed to uncover emerging businesses with strong financial momentum and rapid earnings growth [1] - The approach also considers signs of institutional interest as key indicators that may precede explosive stock moves [1] Market Analysis - The analyst has experience in Forex trading, enhancing the ability to interpret price action, volatility, and market sentiment, which contributes to refining entry and exit timing [1] - The multi-market background allows for a better understanding of the behavioral aspects of trading [1] Research and Community Engagement - Writing on Seeking Alpha is a crucial part of the investment process, allowing for the validation of ideas, documentation of research, and connection with a community of like-minded investors [1] - The articles focus on uncovering under-the-radar growth stocks with compelling fundamentals and favorable technical setups [1]

Core Insights - The article emphasizes a focused investment strategy in the micro-cap segment, utilizing technical analysis and the CAN SLIM methodology to identify high-growth companies often overlooked by mainstream analysts [1] - The approach seeks emerging businesses with strong financial momentum, rapid earnings growth, and signs of institutional interest, which are indicators of potential stock price increases [1] - The research process integrates both fundamental and technical perspectives, focusing on indicators like relative strength, unusual trading volume, and earnings acceleration to identify stocks poised for significant breakouts [1] Investment Strategy - The investment strategy combines technical analysis with the CAN SLIM methodology, which is designed to uncover high-growth companies [1] - The focus is on identifying stocks with strong financial momentum and rapid earnings growth, as well as institutional interest [1] - The goal is to spot opportunities early, before broader market recognition drives prices higher [1] Research Process - The research process includes both fundamental and technical analysis, paying close attention to key indicators [1] - Indicators such as relative strength, unusual trading volume, and earnings acceleration are critical in identifying potential breakout stocks [1] - The multi-market background in Forex trading enhances the ability to interpret price action and market sentiment [1] Community Engagement - Writing on Seeking Alpha is an integral part of the investment process, allowing for validation of ideas and documentation of research [1] - The articles aim to uncover under-the-radar growth stocks with compelling fundamentals and favorable technical setups [1] - The ultimate goal is to provide insightful and actionable content to help others navigate the market with greater confidence [1]