Workflow
International mispriced equities
icon
搜索文档
SPBO: Fed Cut Likely To Be In Time
Seeking Alpha· 2025-09-21 14:50
Thanks to our global coverage we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, us at the Value Lab might be of inspiration.They le ...
Clarus: DTC Worrying Bellwether For Consumer Response To Price Hikes
Seeking Alpha· 2025-08-29 20:32
If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value investor serious about protecting your wealth, our gang could help broaden your horizons and give some ins ...
GOVI: Anchoring Commitment Shows Cognizance Of Long-Term Rate Upside
Seeking Alpha· 2025-08-23 09:45
投资策略与定位 - 采用全球覆盖的宏观评论方法 专注于长期价值投资理念 寻找国际市场中定价错误的股票[1] - 投资组合目标收益率为4% 过去5年表现优异 通过深入参与国际市场实现[1] - 投资团队为纯多头投资者 专注于发达市场高确信度且冷门的投资机会[3] 服务内容与特性 - 提供实时更新的投资组合 24/7问答聊天服务 定期全球市场新闻报告[2] - 每月发布新交易建议 季度财报解读 每日宏观观点分析[2] - 为会员提供个股投资反馈 重点挖掘下行风险有限且能产生超额非相关收益的机会[2][3] 运营模式披露 - 分析师未持有任何提及公司的股票 期权或衍生品头寸 未来72小时内无增持计划[4] - 内容为分析师独立观点 未获得除Seeking Alpha外任何形式的补偿[4] - 与提及股票的公司无商业关系 所有观点不代表Seeking Alpha整体立场[5]
BBJP: Yen Declines Generally Benefit Japan, But Tariffs Hit Most Allocations
Seeking Alpha· 2025-07-17 15:54
投资策略与服务 - 专注于长期价值投资 寻找国际市场上定价错误的股票 目标投资组合收益率约为4% [1] - 在过去5年中表现优异 通过深入参与国际市场获得成功 [1] - 为价值投资者提供财富保护方面的启发和参考 [1] 会员服务内容 - 提供实时更新的投资组合 [2] - 提供24/7问答聊天服务 [2] - 定期发布全球市场新闻报告 [2] - 对会员的股票想法提供反馈 [2] - 每月新增交易建议 [2] - 季度收益报告 [2] - 每日宏观经济观点 [2] 投资理念 - 专注于高确信度且不为人知的发达市场投资机会 [3] - 投资策略具有下行风险有限的特点 [3] - 在当前经济环境下可能产生非相关性和超额回报 [3] - 采用纯多头(long-only)投资方式 [3]