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Mueller Water Products: Secular Growth Tailwinds, Margin Expansion Potential And Attractive Valuation Support A Buy
Seeking Alpha· 2025-09-06 09:20
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 ...
Abercrombie & Fitch: Attractive Valuation Amid Operational Outperformance
Seeking Alpha· 2025-08-15 11:29
公司估值 - Abercrombie & Fitch Co (NYSE: ANF) 当前交易价格显著低于零售行业大多数公司 [1] 分析师背景 - 分析师拥有6年以上投资领域经验 曾担任欧洲银行股票分析师 覆盖电信和工业等多个行业 [1] - 分析师在比利时完成本科(安特卫普)和硕士(鲁汶)学位 后获得Vlerick商学院金融MBA [1] - 目前专注于将西方分析工具应用于独联体新兴市场 挖掘潜在价值 [1] 研究特点 - 采用基本面驱动的深度研究方法 注重挖掘公司财务数据背后的实际故事 [1]
Customers Bancorp: Efficient Management At An Attractive Valuation
Seeking Alpha· 2025-05-22 03:21
Customers Bancorp, Inc. (NYSE: CUBI ) traces its roots back to 1997 when it was established as New Century Bank by Ken Mumma in Phoenixville, Pennsylvania. In 2009, Jay Sidhu, previously the CEO of Sovereign Bancorp, became the bank's Chairman and CEO. The bank wasAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. ...