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Skyward Specialty: Recent Developments Have Improved Its Investment Case
Seeking Alpha· 2025-09-26 19:01
As I’ve covered in a previous article some months ago, Skyward Specialty Insurance Group, Inc . (NASDAQ: SKWD ) doesn’t hold any specific competitive advantage in the P&C insurance sector and its valuation was not particularly attractive at the time forLabutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy side and related to portfolio management ...
Deciphering the Bitcoin Investment Case
Etftrends· 2025-09-22 12:51
比特币投资现状 - 比特币已存在17年 但新投资者仍需要大量解释以消除对加密货币投资案例和资产类别作用的神秘感 [1]
Comcast Earnings Momentum And Capital Returns Strengthen Investment Case
Seeking Alpha· 2025-09-10 08:34
核心观点 - 维持对康卡斯特公司股票的"买入"评级 关键增长动力与6月分析一致 公司正通过宽带业务增长成功抵消有线电视业务下滑[1] 业务表现 - 有线电视业务呈现下降趋势 但被宽带业务增长有效弥补[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[1] - 覆盖行业包括电信和工业领域 擅长基本面驱动的研究方法[1] - 教育背景包含比利时安特卫普学士 鲁汶大学硕士 以及弗拉瑞克商学院金融MBA[1] - 目前专注于独联体地区投资项目 运用西方分析工具挖掘新兴市场价值[1]