Workflow
High-quality dividend growers
icon
搜索文档
Scavengers On FICO's Woes: Equifax Trades $50 Too High (NYSE:EFX)
Seeking Alpha· 2025-09-25 21:08
Equifax (NYSE: EFX ) stands to benefit from the regulatory shifts that are hitting Fair Isaac Corporation ( FICO ), which we recently analyzed, revising downward its fair value by 15% versus its actual price. One theme thatI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and h ...
The Risk I Took With Chewy And Why The Stock Chewed Itself Out (CHWY)
Seeking Alpha· 2025-09-10 16:52
投资策略 - 投资组合聚焦美国及欧洲股票 同时关注被低估的成长股和高质量股息增长型标的 [1] - 强调持续盈利能力是回报的核心驱动力 具体表现为强劲利润率 稳定扩张的自由现金流和高投资资本回报率 [1] - 通过公开管理组合展示实时投资决策 曾获得流行投资者认证资格 [1] 个人背景 - 学术背景涵盖经济学 古典语言学 哲学和神学等多学科领域 强化量化分析和长期市场叙事解读能力 [1] - 投资动机源于家庭规划 旨在通过资产积累实现职业选择自由而非完全脱离工作 [1] 持仓披露 - 通过股票 期权或其他衍生工具持有亚马逊(AMZN)多头仓位 [2] - 文章内容为独立观点 未获得除Seeking Alpha外任何形式的补偿 [2] - 与提及公司不存在任何业务关联关系 [2]