GOAL: Asset Allocation Goldilocks continues to escape the bears October 2025 Christian Mueller-Glissmann, CFA Global Strategist Goldmans Sachs International christian.mueller-glissmann@gs.com +44-20-7774-1714 Andrea Ferrario Global Strategist Goldmans Sachs International andrea.ferrario@gs.com +44-20-7552-4353 This report is intended for distribution to GS institutional clients only. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification a ...

Core Insights - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for significant discrepancies between stock prices and intrinsic values, particularly in the Asian market [1] Group 1: Investment Strategy - The service emphasizes deep value balance sheet bargains, such as net cash stocks, net-nets, low price-to-book (P/B) stocks, and sum-of-the-parts discounts [1] - It also highlights wide moat stocks, which are characterized by strong earnings power at discounted prices, including high-quality businesses and hidden champions [1] Group 2: Market Focus - The primary focus of the investment ideas is on stocks listed in Asia, with a particular emphasis on the Hong Kong market [1] - The service provides a range of watch lists with monthly updates to keep investors informed about potential opportunities [1]

The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...

晨星投顾研讨会 围绕投顾服务与投资者场景化需求，结合实战经验与案例拆解，帮助从业者打造 一整套满足客户个性化需求的买方投顾方案，高效推动服务落地，赋能投资者成功！ 近期市场高位震荡，科技、黄金等热点板块争论不断。面对客户"该买还是该卖"的灵魂拷问，不 少投顾或许也陷入了两难。其实， 无论市场如何，风险匹配始终是投顾服务的核心逻辑。 传统的 KYC（了解客户）、KYP（了解持仓）常面临结果宽泛、匹配流程缺乏严谨依 据。而当客户的风险承受力与账户风险水平不匹配时，投资体验也会大打折扣。 本次投顾研讨会上，我们将聚焦"风险"这一永恒主题， 共同探讨如何让客户账户的风险水平，与 自身的风险承受力实现精准匹配，为投顾服务构建一套可以"穿越牛熊"的配置逻辑。 线上 腾讯会议 本期主题 本次研讨会将聚焦如何精准识别并匹配客户与账户的风险，借助 晨星专业风险测评工具和方法论，构建一套以风险匹配为核心， 可落地、能穿越市场周期的资产配置逻辑。 为什么参加? 内容亮点 分享嘉宾 主讲人 · 掌握科学风险测评工具,让客户风险识别不再流于形式 · 构建以风险为驱动的配置框架，引导客户告别"追涨杀跌" · 提升资产配置的精准度与客户体 ...

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 for investors [1][2][3] Company Overview - Seeking Alpha has developed a quantitative stock rating system that interprets data for investors, aiming to provide insights on investment directions and save time for users [1][2] - The platform features a systematic stock recommendation tool called Alpha Picks, which assists long-term investors in creating a high-quality portfolio [1][2] 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 emphasizes a data-driven approach to investment decisions, utilizing sophisticated algorithms to simplify complex research and provide daily updated stock trading recommendations [2]

Core Insights - Allka Research has over two decades of experience in investment, focusing on uncovering undervalued assets in ETFs, commodities, technology, and pharmaceutical sectors [1] - The company adopts a conservative investment approach, aiming to deliver substantial returns and strategic insights to clients [1] - Allka Research is committed to simplifying investment strategies, making them accessible to both seasoned and novice investors [1] Company Mission - The mission of Allka Research is to empower individuals financially by sharing knowledge and insights through the Seeking Alpha platform [1] - The company aims to provide thought-provoking analyses and informed perspectives to foster a community of informed investors [1] - Allka Research seeks to demystify investing, inspiring confidence in readers to navigate the financial markets intelligently [1]

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 assist investors [1][2] - Cress's focus is on removing emotional biases from investment decisions through a data-driven approach, utilizing sophisticated algorithms to streamline investment research [2] - 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] Group 1 - Steven Cress is the creator of Seeking Alpha's quantitative stock rating system, which aims to provide insights and save time for investors [1] - The platform offers a systematic stock recommendation tool called Alpha Picks, aimed at helping long-term investors build a high-quality portfolio [1] - Cress's experience spans over 30 years in equity research, quantitative strategies, and portfolio management, positioning him as an expert in various investment topics [4] Group 2 - Cress's previous ventures include founding a quant hedge fund, Cress Capital Management, and leading international business development at Northern Trust [3] - The data-driven approach employed by Cress is designed to simplify complex investment research, providing daily updated stock trading recommendations [2] - The acquisition of CressCap by Seeking Alpha highlights the importance of quant analysis and market data capabilities in enhancing investment strategies [3]

NEW YORK, Oct. 17, 2025 (GLOBE NEWSWIRE) -- Value Line, Inc. (NASDAQ: VALU) announced today that its Board of Directors declared on October 17, 2025 a quarterly cash dividend of $0.325 per common share, payable on November 10, 2025, to stockholders of record on October 27, 2025. The Company has 9,405,828 shares of common stock outstanding as of October 17, 2025. Value Line is a leading provider of investment research. The Value Line Investment Survey is one of the most widely used sources of independent equ ...

Core Points - Value Line, Inc. declared a quarterly cash dividend of $0.325 per common share, payable on November 10, 2025, to stockholders of record on October 27, 2025, with 9,405,828 shares outstanding as of October 17, 2025 [1] Company Overview - Value Line is a leading provider of investment research, with its Investment Survey being one of the most widely used sources of independent equity research [2] - The company publishes proprietary investment research in both print and digital formats [2] Specialized Services - Value Line Select: Monthly recommendations of one exceptional stock with superior profit potential and a favorable risk/reward ratio [3] - Value Line Special Situations Service: Monthly recommendations of small and mid-cap stocks expected to deliver above-market returns [3] - Value Line Select ETFs: Monthly identification of one ETF positioned to outperform the market [3] - Value Line Select: Dividend Income & Growth: Monthly recommendations of two stocks expected to provide above-average current income and long-term dividend growth [4] - Value Line ETFs Service: Data and analysis on over 2,800 ETFs to assist subscribers in portfolio selection [4] - Value Line M&A Service: Monthly highlight of one company likely to be acquired at a premium [5] - Value Line Information You Should Know: Focuses on financial planning and investment issues relevant to today's investors [5] - Value Line Climate Change Investing Service: Targets climate change as a critical issue expected to transform the global economy [6] Research Products - Value Line Investment Survey: Provides financial information and quantitative analysis on approximately 1,800 small and mid-cap companies [8] - Value Line 600: In-depth research on 600 large and prominent companies [8] - Value Line Investment Survey–Selection & Opinion: Weekly economic and stock market commentary with actively managed model portfolios [9] - Value Line Investment Analyzer: Covers approximately 6,000 equities, providing complete stock analysis [12]

Core Insights - Bitcoin has experienced significant volatility in October, initially rising due to investor interest as a hedge against US government shutdown uncertainty, but subsequently dropping sharply following President Trump's tariff threats [1][4]. Market Performance - Bitcoin's price fell from $121,000 to as low as $104,000, marking an 8% decline in the past month, while gold reached new all-time highs above $4,200, increasing by 16% in the same period [1][2]. - As of Thursday, Bitcoin was trading around $108,000 per token, reflecting ongoing struggles to recover from recent losses [4]. Investor Behavior - Capital is currently favoring gold due to its momentum and lower volatility, with central banks acting as structural buyers, which may lead to a future rotation back into Bitcoin as it typically follows gold trends [3]. - A significant player in the market, referred to as a "whale," profited $192 million by shorting Bitcoin before the crash, indicating strategic trading behavior that may have intensified selling pressure [5]. Market Dynamics - The recent drop in Bitcoin's price was exacerbated by the crypto derivatives ecosystem, which saw over $19 billion in liquidations during the price decline, leading to automatic closures of risky trades [4]. - Analysts remain optimistic about Bitcoin's long-term prospects, with JPMorgan predicting a price target of $165,000 by year-end and Citi forecasting $133,000, potentially reaching $181,000 by the end of 2026 [6].