核心观点 - 分析师建议在股价大幅下跌后买入甲骨文公司股票 [1] 分析师背景与意图 - 分析师拥有超过5年的拉丁美洲股票分析经验 [1] - 该文章是分析师对甲骨文公司的首次覆盖报告 [1] - 分析师意图讨论为何市场在9月份的乐观情绪发生了转变 [1]

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Starting with developments for the red sands of Mars and ending up with energy-efficient solutions for modern data centers, the path taken by Bloom Energy Corporation ( BE ) is impressive in its evolutionaryMy professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical trading. W ...

Starting with developments for the red sands of Mars and ending up with energy-efficient solutions for modern data centers, the path taken by Bloom Energy Corporation ( BE ) is impressive in its evolutionaryMy professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical trading. W ...

Last month, Uber Technologies Inc. ( UBER ) reported a massive earnings beat of $2.42 above estimates of $0.69 . During its third quarter, the platform also saw a 22% YoYAll Nordberg Research articles are authored purely by myself. And all my articles are also purely exclusive to seeking Alpha. I have been working in the investment analysis area for quite some time now and have recently published my own book on investing concepts titled “Familiar Finance.” I have decided to start publishing articles on Seek ...

Last month, Uber Technologies Inc. ( UBER ) reported a massive earnings beat of $2.42 above estimates of $0.69 . During its third quarter, the platform also saw a 22% YoYAll Nordberg Research articles are authored purely by myself. And all my articles are also purely exclusive to seeking Alpha. I have been working in the investment analysis area for quite some time now and have recently published my own book on investing concepts titled “Familiar Finance.” I have decided to start publishing articles on Seek ...

I have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to share my views and benefit from the insights of the Seeking Alpha user community. Feel free to provide your feedback on my thesis in the comment section and I would love to have a discussion even if you have a var ...

I gave a sell rating to KB Home ( KBH ) in June because demand is weak, margin is declining, and guidance was cut. I reiterate a sell rating. Demand continues to be weak, margins are declining faster than expected, and guidance points to furtherI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe ...

基金定位与投资目标 - PIMCO动态收益基金是寻求定期月度收入和实现有吸引力总回报的投资者的首选之一 [1] 作者持仓与利益披露 - 作者通过股票所有权、期权或其他衍生品持有PDI和PDO的多头头寸 [1] - 文章内容代表作者个人观点 [1] - 作者未因撰写此文获得除Seeking Alpha平台外的任何报酬 [1] - 作者与文中提及的任何公司均无业务关系 [1]

I am beginning to get bullish on DNOW, Inc. ( DNOW ). Why? Because the MRC infusion will change its momentum in an otherwise stale market. I mean, look at the investors’ reactions - a 10% stock price jump over the pastI have more than 14 years of experience in analyzing and writing on stocks. I write on both long and short sides in an unbiased manner. I have been covering the energy sectors for the past 7 years, with the primary focus on the oilfield equipment services sector. I also cover the Industrial Su ...