The market is a bit quiet and nervous these days, even with some strong results from some companies. Although Thermo Fisher ( TMO ) guidance was not overly impressive in this earnings season, the quality of the business is there and willI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, ...

Group 1 - The article discusses the author's background in portfolio management and investment strategies, emphasizing a combination of macroeconomic analysis and stock selection to identify investment opportunities [1] - The author focuses on earnings, technological disruption, policy shifts, and capital flows as key factors in determining mispriced opportunities in the market [1] - The author shares insights and investment ideas on Seeking Alpha, highlighting a long position in SPX and NDX, indicating a bullish outlook on these indices [1]

It is easy to overlook Cass Information Systems ( CASS ). It operates in the unglamorous world of freight audit and payment processing. Consequently, the stock has drifted sideways for years while the rest of the market marchedI'm a fundamental investor who targets situations where the market has pushed a company’s valuation far out of line with its underlying economics. My professional background in corporate financial analysis has deeply shaped my investment perspective, leading me to focus intensely on c ...