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ASML Holding N.V. 2025 Q3 - Results - Earnings Call Presentation (NASDAQ:ASML) 2025-10-15
Seeking Alpha· 2025-10-15 08:00
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Visa Stock: The Best Network Effect On The Planet (NYSE:V)
Seeking Alpha· 2025-10-15 07:54
Visa does not need any introduction, with a presence in almost all of our wallets and as one of the best compounders available on the market. The company has been one of the biggest examples of a moat company as itAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, an ...
Visa: The Best Network Effect On The Planet
Seeking Alpha· 2025-10-15 07:54
Visa does not need any introduction, with a presence in almost all of our wallets and as one of the best compounders available on the market. The company has been one of the biggest examples of a moat company as itAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, an ...
IWV: Derisking By Broadening Exposure To The Wider Market
Seeking Alpha· 2025-10-15 07:49
Even with the recent sell-off caused by a potential extension of trade conflicts with China, the S&P 500 is trading at historic valuations. The price-to- peak earnings ratio of the S&P 500 is hovering aroundI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits on individual ...
The World's Largest Life Insurers, 2025
Seeking Alpha· 2025-10-15 07:40
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Microchip Stock: The Turnaround Is Taking Hold, But Market Is Skeptical (NASDAQ:MCHP)
Seeking Alpha· 2025-10-15 07:34
Microchip Technology Incorporated (NASDAQ: MCHP ) went through a major leadership transition in 2021, just as the pandemic boom was ending. Its long-term CEO, Mr. Steve Sanghi, retired. Mr. Sanghi had been at the helm of the company for 3 decades, and had been responsibleDubai-based investor focused on building a resilient, income-generating portfolio with a long-term growth mindset. My approach is primarily long-only, blending dividend-paying equities, REITs, and other income strategies with selective grow ...
Caterpillar: The Transformation From Heavy Iron To AI Powerhouse Supports A Buy Rating
Seeking Alpha· 2025-10-15 07:10
Mr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, bonds, fx, commodities), restructuring investment portfolios based on prevailing conditions and the needs of each client-investor. Mr. Mavroudis has successfully navigated all ...
Alexander & Baldwin Stock: Local Risks, And A Speculative Value Case (NYSE:ALEX)
Seeking Alpha· 2025-10-15 07:08
When it comes to REITs, I am usually willing to take riskier bets for greater total return prospects in the long run. I size my positions in a way that credit events inI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regula ...
Alexander & Baldwin: Local Risks, And A Speculative Value Case
Seeking Alpha· 2025-10-15 07:08
When it comes to REITs, I am usually willing to take riskier bets for greater total return prospects in the long run. I size my positions in a way that credit events inI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regula ...
U.S. Dollar Drop Not That Unusual - Yet
Seeking Alpha· 2025-10-15 07:00
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