I am an investment professional with 8 years of experience in financial markets. I specialize in U.S. equities and incorporate a top-down approach to identify developing macro-level trends and the companies that would benefit from such trends. I am a strong believer that the best investment ...
moreI am an investment professional with 8 years of experience in financial markets. I specialize in U.S. equities and incorporate a top-down approach to identify developing macro-level trends and the companies that would benefit from such trends. I am a strong believer that the best investment opportunities could be found in under-covered equities. Please click the "Follow" button to get timely updates on new articles.
I am the founder of Leads From Gurus, a Marketplace service on Seeking Alpha that focuses on uncovering alpha-generating opportunities.
I currently work with leading financial publications including Refinitiv, Seeking Alpha, ValueWalk, and GuruFocus.
I'm a CFA level 3 candidate, an Associate Member of the Chartered Institute for Securities and Investment (CISI, UK), and a candidate in the Chartered Wealth Manager program.
During my free time, I enjoy reading.
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Latest Comments
Streaming Cannot Save Disney, For Now
Politics should never have been a part of Disney in the first place, tbh. And they should also try to find some balance in their casting choices. Of late, some of their casting choices have raised questions and deteriorated investor sentiment. An entertainment company should just be that - nothing more, nothing less.
Fiverr International: A Growth Gem Hidden In Plain Sight
Israel is actually home to some of the most innovative companies out there today. That is why I keep an eye on Israel. Fiverr's "gig" approach makes it a lot easier for freelancers as they do not have to bid on projects, which is one of the main reasons why Fiverr is attracting a lot of high-quality professionals. I believe the company has years of growth ahead.
Southwest Airlines Is Primed For Growth
Ticket prices, to be honest, have gone up in almost all regions. This has a lot to do with the inflationary pressure these companies face from fuel to labor to food. I don't think it's going to improve soon either.
Meta Platforms Is Attractively Valued But Multiple Risks Need To Be Monitored
It's about the use cases after all. The metaverse is not just about avatars and meetings and having fun. For instance, let's say you want to check out a property thousands of miles away without physically visiting the location - the metaverse has a solution for you! This is just one example - there are many use cases where the metaverse could be used for business purposes.
Despite Short-Term Challenges, Disney Appears To Be Moving In The Right Direction
I totally agree with you. In a few years when we look back, the pandemic could prove to be a turning point in the company's history. The major change in business strategy announced in October 2020 to pivot towards a digital streaming business will open many doors for the company in the long run. All this while, the traditional entertainment business will continue to thrive too, so Disney is going to come out of this pandemic stronger than it used to be.