I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...

My bullish November 2025 coverage of the Schwab US Dividend Equity ETF™ ( SCHD ) was called 'SCHD: Balancing My AI Bets,' and this week proved that concentrating only on growth is extremely risky. I thinkComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my in ...

Group 1 - The individual has been investing since high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - Recently, the investment strategy has evolved to combine long stock positions with covered calls and cash secured puts, reflecting a more sophisticated approach to investing [1] - The primary focus of analysis is on REITs and financials, with occasional insights on ETFs and other stocks influenced by macroeconomic trends [1] Group 2 - The analyst holds a beneficial long position in NAIL through various means, suggesting confidence in the stock's performance [2] - The article expresses personal opinions and is not influenced by compensation from external sources, indicating an independent analysis [2]

Group 1 - The core focus of Wilson Research is to provide insights on exchange-traded funds (ETFs) that balance growth potential and dividend yield [1] - The analysis incorporates fundamental analysis along with macro-level factors such as industry trends, economics, and geopolitics [1] - Wilson Research aims to offer actionable information for long-term investors who prioritize diversification and low fees [1] Group 2 - The team at Wilson Research includes an MBA graduate and an independent financial coach [1] - The investment philosophies of Warren Buffett and Robert Kiyosaki serve as inspiration for Wilson Research [1]

Group 1 - The perception of China as "uninvestable" has changed over the years due to government involvement in financial markets affecting company independence [1] - The article reflects a shift in investment strategies, emphasizing fundamental analysis over technical analysis, which focuses on actual company performance rather than stock price movements [1] - The author expresses a preference for long-term investments, particularly in US companies, while also analyzing European and Chinese firms [1] Group 2 - The article does not provide specific financial data or performance metrics related to any companies or industries [2][3]

Core Viewpoint - The article introduces Christopher Leder as a new contributing analyst for Seeking Alpha, highlighting his background in business administration and equity research, as well as his investment philosophy centered around GARP (Growth at a Reasonable Price) [2]. Group 1: Analyst Background - Christopher Leder is a third-semester Bachelor's student in Business Administration at the University of Münster, Germany [2]. - He has practical experience as a working student in the auditing department at PwC, which has influenced his investment approach [2]. - His investment philosophy focuses on identifying companies with sustainable growth potential that are undervalued, emphasizing the importance of financial integrity and fundamental analysis [2]. Group 2: Research Methodology - The research process is heavily focused on fundamental analysis and unit economics, which are seen as indicators of a company's long-term viability [2]. - Christopher builds proprietary Excel models for each analysis, breaking down revenue streams and cost structures to understand business mechanics [2]. - The goal is to provide transparent, grounded, and data-driven insights that help investors make informed decisions [2].

Group 1 - The core focus of Wilson Research is to provide insights on exchange-traded funds (ETFs) that balance growth potential and dividend yield [1] - The analysis incorporates fundamental analysis along with macro-level factors such as industry trends, economics, and geopolitics [1] - The team includes an MBA graduate and an independent financial coach, aiming to deliver actionable information for long-term investors who prioritize diversification and low fees [1] Group 2 - Wilson Research draws inspiration from the investment philosophies of Warren Buffett and the entrepreneurial philosophies of Robert Kiyosaki [1]

Group 1 - Wilson Research focuses on providing insights primarily on exchange-traded funds (ETFs) that balance growth potential and dividend yield [1] - The analysis incorporates fundamental analysis along with macro-level factors such as industry trends, economics, and geopolitics [1] - The team includes an MBA graduate and an independent financial coach, aiming to deliver actionable information for long-term investors who prioritize diversification and low fees [1] Group 2 - Wilson Research draws inspiration from the investment philosophies of Warren Buffett and the entrepreneurial philosophies of Robert Kiyosaki [1]

Core Viewpoint - Prada S.p.A. has officially acquired Versace for $1.38 billion, which is significantly lower than the $2 billion paid by Capri Holdings Limited in 2018 [1] Group 1 - The acquisition price of $1.38 billion reflects a strategic move by Prada to enhance its luxury brand portfolio [1] - The previous acquisition of Versace by Capri Holdings in 2018 for $2 billion sets a comparative benchmark for the current deal [1]

Core Insights - The integrated farming and distribution network of Mission enhances its earnings potential as global supply patterns normalize [1] - The company is increasing in-house production and effectively managing its operations, which supports its stock performance [1] Company Strategy - Mission's strategy focuses on boosting earnings capability through an integrated approach to farming and distribution [1] - The emphasis on in-house production is aimed at improving operational efficiency and profitability [1] Market Analysis - The current market environment is shifting towards normalization, which is expected to benefit companies like Mission that have robust supply chain management [1] - The focus on managing businesses properly is crucial for sustaining stock performance amid changing market conditions [1]