high - quality compounders
Search documents
The Market You Know Is Gone: How I'm Positioning For What's Next
Seeking Alpha· 2026-02-06 12:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Before we get to the main part, I have to briefly discuss the many direct messages and comments I have gotten in recent weeks and days. As some of you may have noticed, I have missed a few days every now andLeo Nelissen is a long-term investor and macro-focused strategist with a ...
Energy, Metals, And Infrastructure: Where Wall Street Will Be 'Forced' To Invest Next
Seeking Alpha· 2026-01-14 12:30
Group 1 - The article emphasizes the transformative potential of AI technology, highlighting its significance beyond being a trendy topic or producing impressive tech [1] - Leo Nelissen is identified as a long-term investor and macro-focused strategist, with a focus on dividend growth and high-quality compounders [1] - The approach combines macro analysis with bottom-up stock research to identify businesses with strong cash-flow potential [1] Group 2 - The article mentions that Leo Nelissen also contributes to Main Street Alpha, where he provides in-depth research and actionable investment ideas for long-term investors [1]