I'm a seasoned financial analyst with a passion for puzzling out the complexities of the financial world. As a former writer for Fade The Market on Seeking Alpha, I diligently worked to provide insightful analysis and well-researched articles on various investment opportunities. However, I am no longer involved in analyzing, submitting, or commenting on articles for Fade The Market. With a vast experience, I have honed my expertise in evaluating market trends, analyzing investment opportunities, and providi ...

In my last review in late June, I rated Exxon Mobil ( XOM ) a Buy, with shares trading near $117. Since then, the stock hasn’t really moved; it’s basically flat. Investors got excited for a while when productionWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t cha ...

Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...

公司概况 - Khaveen Investments是一家全球性投资顾问公司 为全球高净值个人、公司、协会及机构提供投资服务 是一家在美国证券交易委员会注册的投资顾问公司[1] - 公司提供全面的服务 涵盖市场与证券研究、商业估值及财富管理[1] - 公司的旗舰产品是宏观量化基本面对冲基金 该基金持有一个多元化投资组合 覆盖数百种投资 横跨多种资产类别、地域、行业和产业[1] 投资策略与方法 - 公司采用多方面的投资方法 整合自上而下和自下而上的分析 融合三大核心策略：全球宏观、基本面和量化策略[1] - 公司的核心专长在于颠覆性技术领域 这些技术正在重塑现代产业格局 包括人工智能、云计算、5G、自动驾驶与电动汽车、金融科技、增强与虚拟现实以及物联网[1] 分析师持仓披露 - 分析师通过股票持有、期权或其他衍生品方式 对GDDY股票持有有益的长期多头仓位[1]

I’m a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments in AI-driven companies. Although I don’t come from a traditional finance background, I’ve developed a strong passion for understanding how artificial intelligence is transforming the global economy. Over the past few years, I’ve become increasingly fascinated by the possibilities of AI—how it’s reshaping industries, driving innovation, and creating new investment fr ...

投资背景与理念 - 投资者为悉尼的个人投资者 拥有三年投资经验 专注于通过投资人工智能驱动公司实现财务独立 [1] - 投资者对人工智能如何重塑全球经济有浓厚兴趣 并相信人工智能正在重塑行业、推动创新并创造新的投资前沿 [1] - 其投资组合主要围绕英伟达等处于技术革命前沿的领先人工智能相关公司 [1] - 投资者认为人工智能的影响仍处于早期阶段 未来十年将为零售和机构投资者带来显著机遇 [1] - 其目标是通过投资塑造未来的技术 持续学习、分享见解并积累长期财富 [1] 分析师持仓披露 - 分析师通过股票所有权、期权或其他衍生品对DX拥有实质性的多头头寸 [2] - 文章内容为分析师个人观点 未因撰写此文获得除Seeking Alpha平台外的任何报酬 [2] - 分析师与文中提及的任何公司均无业务关系 [2]

市场轮动与板块表现 - 近期数周及数月，与人工智能热潮相关的股票股价出现下跌，市场资金开始轮动至消费必需品、制造业和公用事业板块股票 [1] 公司业务与定位 - 该公司专注于为个人投资者寻找高收益投资机会 [1] - 该公司拥有专业自营交易背景，致力于将复杂概念简单化，并提供清晰、可操作的见解以帮助投资者获得更好回报 [1]

While e.l.f. Beauty, Inc. ( ELF ) is facing some temporary shipment timing headwinds this year, which is impacting its sales. Its growth is poised for an acceleration in revenue growth beyond the current fiscal yearI 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 t ...

公司业务与财务表现 - 尽管e.l.f. Beauty公司当前财年面临暂时的发货时间安排方面的阻力 这影响了其销售额[1] - 公司的收入增长预计将在当前财年之后加速[1] 分析师背景与投资策略 - 分析师拥有超过15年的投资经验 曾为管理资产规模在1亿至5亿美元之间的中型对冲基金提供研究服务[1] - 分析师曾短暂担任卖方分析师[1] - 其投资策略为中期投资 专注于存在催化剂能释放价值并推动上涨的标的 或在存在下行催化剂时进行卖空[1] - 分析师也喜欢以合理的价格投资成长型公司[1] - 在行业偏好上 分析师为全行业分析师 但其大部分职业生涯专注于分析工业、消费和科技行业 因此在这些领域通常有更高的投资信心[1]

I recommend buying Oracle ( ORCL )( ORAC:CA ) shares after the sharp price drop. This is my initial coverage article about the company. My intention is to discuss why September's euphoria turned intoMore than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any su ...