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Jabil: Capacity Constraints And High Valuation Are Concerns
Seeking Alpha· 2025-09-28 09:45
I gave a hold rating to Jabil Inc. (NYSE: JBL ) in June because the valuation was too high at 19x NTM PE, albeit I did have a positive view on the fundamentals. JBL has deliveredI'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 in buying quality companies at a discount to their intrinsic value ...
FinecoBank: An Exceptional Bank, But Still Not A Buy
Seeking Alpha· 2025-09-26 14:09
FinecoBank Banca Fineco S.p.A. ( OTCPK:FCBBF , BIT: FBK) is an Italian bank whose business model is not mainly focused on traditional banking but rather on everything related to the investment industry. Rather than a bank in theHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public portfol ...
U.S. Bancorp: Two Years Later, My Rating Is Still A Buy (NYSE:USB)
Seeking Alpha· 2025-09-24 17:46
My last article on U.S. Bancorp (NYSE: USB ) dates back more than two years, namely when SVB failed and spread doubts about the soundness of the financial system. Since then my buy rating has aged well, but is USB still undervalued? In myHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my publ ...
BGM Group: I Think I Found An Undervalued Stock
Seeking Alpha· 2025-09-24 11:40
I’m an independent investor with over nine years of experience in the U.S. and Hong Kong stock markets. I focus on fundamentals—I like digging into the numbers before making any investment decisions. I have a Master’s degree in Leadership from Trinity Western University in Canada, where I studied corporate finance, accounting, valuation, and portfolio management. Over the years, I’ve built and managed my own portfolio, made plenty of mistakes, and learned even more from them. I worked as the content directo ...
I Lost Money Shorting Tesla, Here’s What I Learned (NASDAQ:TSLA)
Seeking Alpha· 2025-09-23 13:00
作者背景 - 作者Eugenio Catone为27岁意大利人 拥有工商管理学士学位并于2024年完成CFA一级考试 现任eToro平台知名投资者 [1] - 投资经验始于5年前 最初接触技术分析后转向基本面分析 主要关注美股及ETF 同时研究欧洲和中国企业 采取长期逆向投资策略 [1] - 在Seeking Alpha发布文章旨在表达观点并交流 内容定位为娱乐性质 [1] 持仓披露 - 作者通过股票、期权或其他衍生品持有特斯拉(TSLA)的空头头寸 [2] - 文章为作者独立创作 未获得除Seeking Alpha外任何形式的报酬 与涉及公司无商业关联 [2] 平台声明 - Seeking Alpha声明平台非持牌证券交易商、经纪商或投资顾问 分析师团队包含专业投资者与个人投资者 未全部经过监管机构认证 [3] - 平台强调过往业绩不保证未来结果 所表达观点不代表平台整体立场 不提供具体投资建议 [3]
Marvell: One Of The Last Undervalued AI Names
Seeking Alpha· 2025-09-19 18:51
AI is undoubtedly the darling of the decade and for good reasons. After the amazing growth that we experienced in the last 2-3 years, AI is still estimated to grow at a"Fundamental Options" would be the title of my investing style, because I combine fundamental analysis with the power of options. I use Fundamental Analysis to quantitatively and qualitatively assess individual stocks and ETFs, and I pursue various strategies: Income oriented, especially BDCs, but also Utilities; Growth At A Reasonable Price, ...
FactSet: I've Been Waiting Several Years For This Moment (Rating Upgrade)
Seeking Alpha· 2025-09-19 18:02
Hi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public portfolio. My interest in financial markets started about 5 years ago when I accidentally came across a video about trading. That was the spark that introduced me to a new world, but over time I realized that it was not my path: too ma ...
General Mills: An Underwhelming Q1 FY2026, But I Am Still Confident (NYSE:GIS)
Seeking Alpha· 2025-09-17 18:38
I have recently written about General Mills, Inc. (NYSE: GIS ), and I considered it an interesting company traded at a depressed price. We are not talking about a high-growth company, but over the decades, GISHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public portfolio. My interest in ...
General Mills: An Underwhelming Q1 FY2026, But I Am Still Confident
Seeking Alpha· 2025-09-17 18:38
I have recently written about General Mills, Inc. (NYSE: GIS ), and I considered it an interesting company traded at a depressed price. We are not talking about a high-growth company, but over the decades, GISHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public portfolio. My interest in ...
Open Text Stock: A Modern Rarity And An AI Diamond With A Low P/E
Seeking Alpha· 2025-09-17 12:30
投资方法论 - 结合因子分析与金融基础理论及经典基本面分析以深入理解公司及股票本质 [1] - 利用数据启发人类智能生成投资故事以预测未来趋势而非仅依赖历史统计研究 [1] - 专注于可操作的投资策略 涵盖多类型股票包括大盘股 小盘股 微盘股 价值股 成长股 收益股及特殊情境 [1] 专业背景 - 拥有43年以上投资研究经验 曾管理高收益固定收益基金并参与量化资产配置策略研究 [1] - 曾担任Value Line助理研究总监 并编辑撰写多个股票通讯包括福布斯低价股报告 [1] - 开发并运作多种量化模型 涉及早期人工智能技术及现代机器人顾问基础策略 [1] 投资者教育 - 长期致力于投资者教育 举办多次股票选择与分析研讨会 [1] - 撰写两部著作:《Screening The Market》与《The Value Connection》 [1]