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Apple's Implicitly Expected EPS Growth: Realistic Or Bubble?
Seeking Alpha· 2025-10-09 12:30
Group 1 - The article emphasizes the importance of having a winning portfolio strategy during a historic moment that presents unique investment opportunities [1][2] - Successful Portfolio Strategy is a service aimed at helping investors improve their performance through a structured portfolio strategy system, including model portfolios and tactical asset allocation [2] - James A. Kostohryz, with over 20 years of experience in global investment, leads the Successful Portfolio Strategy group and has a background in various sectors including emerging markets and banking [3]
Apple Stock's Implicitly Expected EPS Growth: Realistic Or Bubble? (NASDAQ:AAPL)
Seeking Alpha· 2025-10-09 12:30
Group 1 - The article emphasizes the importance of having a winning portfolio strategy during a historic moment that presents significant investment opportunities [1][2] - Successful Portfolio Strategy is a service aimed at helping investors improve their performance through a structured portfolio strategy system, including model portfolios and tactical asset allocation [2] - James A. Kostohryz, with over 20 years of experience in global investment, leads the Successful Portfolio Strategy group and has a background in various sectors including emerging markets and banking [3]
Will P/E Ratios Ever Get Back To Normal?
Seeking Alpha· 2025-10-08 12:30
Core Insights - James A. Kostohryz has over 20 years of experience in global investment, focusing on various sectors including emerging markets, banking, energy, construction, real estate, and metals and mining [1] - He has held significant roles such as Global Portfolio Strategist and Head of International Investments at an investment bank, indicating a strong background in strategic investment management [1] - Currently, he manages Investor Acumen, a firm that specializes in global portfolio strategy, macro forecasting, and quantitative analytics, showcasing a focus on data-driven investment approaches [1] Company and Industry Summary - The investing group Successful Portfolio Strategy, led by James, aims to empower investors through a structured portfolio strategy system, which includes model portfolios and tactical asset allocation [2] - The service offers mentorship for execution and analysis through various formats such as videos and articles, indicating a comprehensive approach to investor education and support [2] - James also contributes to the Investor Acumen account on Seeking Alpha, which suggests an active engagement in sharing insights and analysis with a broader investment community [2]
Alphabet's Implied EPS Growth Expectations: Realistic Or Bubble?
Seeking Alpha· 2025-10-03 12:30
Core Insights - The current market presents a unique opportunity for investors to enhance their performance through strategic portfolio management [1][2] - Successful Portfolio Strategy offers tools such as model portfolios, tactical asset allocation, and mentorship to help investors achieve better investment outcomes [2] Company Overview - James A. Kostohryz, with over 20 years of experience in global investment, leads the Successful Portfolio Strategy group [3] - The firm specializes in global portfolio strategy, macro forecasting, and quantitative analytics, aiming to empower investors [3]
Alphabet Stock's Implied EPS Growth Expectations: Realistic Or Bubble? (NASDAQ:GOOGL)
Seeking Alpha· 2025-10-03 12:30
Group 1 - The article emphasizes the importance of having a winning portfolio strategy during a historic moment that presents unique investment opportunities [1][2] - Successful Portfolio Strategy is a service aimed at helping investors improve their performance through a structured portfolio strategy system, including model portfolios and tactical asset allocation [2] - James A. Kostohryz, with over 20 years of experience in global investment, leads the Successful Portfolio Strategy group and has a background in various sectors including emerging markets and banking [3]
The Nihilist Defense Of The Efficient Market Hypothesis
Seeking Alpha· 2025-09-07 13:00
Core Insights - James A. Kostohryz has over 20 years of experience in global investment, focusing on various sectors including emerging markets, banking, energy, construction, real estate, and metals and mining [1] - He has held significant roles such as Global Portfolio Strategist and Head of International Investments at an investment bank, indicating a strong background in strategic investment management [1] - Currently, he manages Investor Acumen, a firm that specializes in global portfolio strategy, macro forecasting, and quantitative analytics [1] Company and Industry Summary - The investing group Successful Portfolio Strategy, led by James, aims to empower investors through a structured portfolio strategy system, which includes model portfolios and tactical asset allocation [2] - The service offers mentorship for execution and analysis through various formats such as videos and articles, enhancing investor education and performance [2] - James also contributes to the Investor Acumen account on Seeking Alpha, indicating active engagement in investment discourse and analysis [2]