Workflow
401K planning
icon
Search documents
Upstart: Well-Priced AI And Lending Play
Seeking Alpha· 2026-02-25 16:31
I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...
Universal Health Realty Income Trust Stock: Good For Income Through Cycles (NYSE:UHT)
Seeking Alpha· 2026-02-22 03:42
I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...
Universal Health Realty Income Trust: Good For Income Through Cycles
Seeking Alpha· 2026-02-22 03:42
Core Viewpoint - The article discusses the journey of an individual transitioning from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1]. Group 1: Career Transition - The individual initially pursued a career in politics but faced challenges that led to a shift towards finance and investment [1]. - After experiencing financial setbacks in 2019, the decision was made to study value investing to create wealth and mitigate risks [1]. Group 2: Professional Experience - From 2020 to 2022, the individual worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1]. - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1]. - From 2022 to 2023, the individual served as an investment advisory representative with Fidelity, focusing on 401K planning, and excelled in the role due to prior personal study [1]. Group 3: Investment Philosophy - The individual identifies as a value investor, which contrasts with Fidelity's reliance on modern portfolio theory, leading to frustration and a decision to leave after a year [1]. - The articles written for Seeking Alpha serve as a platform to share investment opportunities discovered through personal investment experiences [1].
AWF: Fairly Valued Ahead Of Rate Cuts
Seeking Alpha· 2026-02-20 16:59
I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...
Strategy's Preferreds: Only One Worth Buying
Seeking Alpha· 2026-01-19 17:11
Core Insights - The article discusses the author's journey from a political career to value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - A sales role at a law firm from 2020 to 2022 allowed the author to excel as a top-grossing salesman and manage a team, enhancing skills in assessing company prospects through sales strategies [1] - The author transitioned to an investment advisory role with Fidelity from 2022 to 2023, focusing on 401K planning but ultimately left due to a mismatch with value investing principles [1] Group 2: Investment Philosophy - The author emphasizes a value investing approach, prioritizing an owner's mindset and a long-term investment horizon [1] - The experience gained from previous roles contributed to a deeper understanding of public companies and their sales strategies, which is crucial for investment assessments [1] - The author began writing for Seeking Alpha in November 2023 to share investment opportunities, reflecting a commitment to actively invest and engage with readers [1]
Buying The Tokenization Pure Play: Cantor Equity Partners II
Seeking Alpha· 2026-01-14 16:01
Core Insights - The article discusses the author's journey from a political career to value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - A sales role at a law firm from 2020 to 2022 allowed the author to excel and manage a team, contributing to the development of sales strategies [1] - The experience gained during this period was instrumental in assessing company prospects based on their sales strategies [1] Group 2: Investment Philosophy - The author identifies as a value investor, focusing on an owner's mindset and long-term investment horizons [1] - A position as an investment advisory representative at Fidelity from 2022 to 2023 highlighted a conflict between the author's value investing approach and Fidelity's reliance on modern portfolio theory [1] - The author ultimately left Fidelity due to the inability to align investment strategies internally, reaffirming a commitment to value investing [1] Group 3: Current Endeavors - Since November 2023, the author has been writing for Seeking Alpha, sharing investment opportunities discovered through personal research and experience [1] - The articles serve as a platform for the author to document and share the investment journey with readers, fostering a community of like-minded investors [1]
JPC: So-So Income, Marked By Cyclical Factors
Seeking Alpha· 2026-01-14 03:26
Core Viewpoint - The article discusses the journey of an individual transitioning from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The individual initially pursued a career in politics but faced challenges that led to a shift towards finance and investment [1] - After experiencing financial setbacks in 2019, the decision was made to study value investing to create wealth and mitigate risks [1] Group 2: Professional Experience - From 2020 to 2022, the individual worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1] Group 3: Investment Advisory Role - Between 2022 and 2023, the individual served as an investment advisory representative with Fidelity, focusing on 401K planning [1] - Despite excelling in this role and passing Series exams ahead of schedule, there was frustration due to the reliance on modern portfolio theory, which conflicted with the individual's value investing approach [1] Group 4: Current Endeavors - In November 2023, the individual began writing for Seeking Alpha, sharing investment opportunities and insights with readers [1] - The articles serve as a platform for the individual to document their investment journey and the opportunities they pursue [1]
Coinbase: Long-Term Thesis Intact Ahead Of Q4
Seeking Alpha· 2026-01-12 10:19
Core Insights - The article discusses the author's journey from politics to value investing, emphasizing a long-term investment strategy focused on risk management [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in that field [1] - The decision to study value investing was driven by the desire to grow wealth and protect against financial setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team [1] - The experience at the law firm contributed to the author's understanding of sales strategies in assessing company prospects [1] - In 2022, the author transitioned to an investment advisory role with Fidelity, focusing on 401K planning, but found the approach misaligned with their value investing philosophy [1] Group 3: Current Endeavors - The author began writing for Seeking Alpha in November 2023 to share investment opportunities discovered through personal research [1] - The articles serve as a platform for the author to document and share the investment journey with readers [1]
CAIE: Clever Tool For Monetizing Stock Returns
Seeking Alpha· 2026-01-05 10:17
Core Viewpoint - The article discusses the journey of an individual transitioning from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The individual initially pursued a career in politics but faced challenges that led to a shift towards finance and investment [1] - After experiencing financial setbacks in 2019, the decision was made to study value investing to create wealth and mitigate risks [1] Group 2: Professional Experience - From 2020 to 2022, the individual worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1] Group 3: Investment Advisory Role - Between 2022 and 2023, the individual served as an investment advisory representative with Fidelity, focusing on 401K planning [1] - Despite excelling in this role and passing Series exams ahead of schedule, there was frustration due to the reliance on modern portfolio theory, which conflicted with the individual's value investing approach [1] Group 4: Current Endeavors - In November 2023, the individual began writing for Seeking Alpha, sharing investment opportunities and insights with readers [1] - The articles serve as a platform for the individual to document their investment journey and the opportunities they pursue [1]
BCAT: Low-Risk Portfolio, Hold Until Bigger Discount
Seeking Alpha· 2025-12-16 10:04
Core Insights - The article discusses the author's transition from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] - The author highlights their experience in sales at a law firm and later as an investment advisory representative, showcasing a strong background in assessing company prospects through sales strategies [1] - The shift to writing for Seeking Alpha is presented as a means to share investment opportunities discovered through personal research and experience [1] Group 1 - The author initially pursued a career in politics but shifted to value investing after facing challenges in that field [1] - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team [1] - The author transitioned to an investment advisory role with Fidelity, focusing on 401K planning, but found the approach misaligned with their value investing philosophy [1] Group 2 - The author began writing for Seeking Alpha in November 2023 to share investment opportunities with readers [1] - The experience gained from previous roles has been instrumental in evaluating companies based on their sales strategies [1] - The author emphasizes the importance of aggressive saving and capital building in their investment journey [1]