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Amazon: The Market Isn't Giving Enough Respect To This Behemoth
Seeking Alpha· 2025-09-28 16:00
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Micron: Don't Repeat The Same Mistakes Again
Seeking Alpha· 2025-09-26 13:15
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
The Market Is Scaling The Wall Of Worry
Seeking Alpha· 2025-09-12 15:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Bristol-Myers Squibb: Buy Before The Market Realizes Its Folly
Seeking Alpha· 2025-09-05 15:30
投资策略与方法 - 采用机会主义投资策略 专注于识别风险回报比具吸引力的成长型投资机会 结合强劲价格走势分析与基本面投资[1][2] - 避免投资过热且高估的股票 重点布局被低估但具备显著复苏潜力的 battered stocks[2] - 投资组合以18至24个月为周期布局 侧重高增长潜力和逆向投资机会[3] 业绩表现与行业认可 - 被TipRanks评为顶级分析师 被Seeking Alpha认定为科技/软件/互联网及成长型/GARP策略领域的"值得关注顶级分析师"[1] - 通过选股实现超额收益 目标为显著跑赢标普500指数[1] 服务定位与覆盖范围 - 运营Ultimate Growth Investing投资小组 专注于跨行业高潜力机会挖掘[3] - 服务面向寻求成长股投资的客户 重点关注具备强劲基本面、买入动能和估值吸引力的转型机会[3]
Medical Properties Trust: Market Is Teaching Income Investors A Lesson
Seeking Alpha· 2025-09-05 13:00
投资策略 - 专注于识别具有吸引力的风险回报比且能显著跑赢标普500指数的增长投资机会 [1] - 结合强劲的价格走势分析和基本面投资方法 [2] - 避开过热和高估股票 专注于具有大幅反弹潜力的超跌股票 [2] 投资重点 - 专注于技术 软件和互联网行业 以及增长型和GARP(合理价格增长)策略 [1] - 寻找具有强劲增长潜力和被低估的反向投资机会 投资周期为18至24个月 [3] - 专注于基本面稳健 买入势头强劲且估值极具吸引力的成长股和 turnaround 标的 [3] 专业认可 - 被TipRanks评为顶级分析师 [1] - 被Seeking Alpha评为技术 软件和互联网领域以及增长和GARP策略的"值得关注顶级分析师" [1]
Alibaba: Getting All Ready For The Breakout Higher
Seeking Alpha· 2025-08-22 13:00
投资策略 - 采用机会主义投资方法 专注于识别风险回报比具吸引力的成长型投资机会 结合强劲价格行动分析和基本面投资[1][2] - 避免过度炒作和高估值股票 重点把握被低估且具有显著复苏潜力的股票[2] - 投资视角为18至24个月 专注于高增长潜力和被错杀的逆向投资机会[3] 投资表现 - 历史选股表现超越标准普尔500指数 可能产生显著超额收益[1] - 被TipRanks评为顶级分析师 并被Seeking Alpha认定为科技、软件、互联网及成长/GARP领域"值得关注顶级分析师"[1] 服务定位 - 运营"终极成长投资"专业投资小组 专注于跨行业高潜力机会识别[3] - 服务面向寻求利用基本面稳健、买入动能强劲且估值具吸引力的成长股及反转机会的投资者[3]
Novo Nordisk: Market Still Pricing It At Crisis Valuations
Seeking Alpha· 2025-08-18 18:45
投资策略与理念 - 采用机会主义投资方法 专注于识别风险回报比具吸引力的增长机会 [1][2] - 结合价格行为分析与基本面投资 避免过度炒作和高估值股票 [2] - 重点布局被低估且具有显著复苏潜力的股票 [2] 投资组合特点 - 专注于18至24个月投资周期 侧重高增长潜力和逆向投资机会 [3] - 投资标的选择标准包括强劲基本面 买入动能和转型机会 [3] - 追求显著超越标普500指数的超额收益表现 [1] 专业认可与业绩 - 被TipRanks评为顶级分析师 [1] - 获Seeking Alpha评为科技 软件 互联网及增长/GARP领域"值得关注顶级分析师" [1] - 历史选股表现持续超越市场基准 [1]
Archer Aviation: Leaving No Room For Disappointment
Seeking Alpha· 2025-08-15 15:30
投资策略 - 采用机会主义投资方法 专注于识别具有吸引力风险回报比的投资机会 旨在产生显著超越标普500的超额收益 [1] - 结合价格行为分析与基本面投资 避免过度炒作和高估值股票 重点挖掘具有大幅反弹潜力的超跌股票 [2] - 专注于18-24个月投资周期 寻找具有强劲增长潜力的逆向投资机会 [3] 投资领域 - 专注于科技 软件 互联网行业的成长型投资机会 [1] - 覆盖多个行业领域 识别高潜力投资机会 [3] 投资组合特点 - 投资组合包含基本面稳健的成长股 具备买入动能的股票 以及估值极具吸引力的反转股 [3] - 历史业绩显示其选股组合具有超额收益表现 [1] 市场认可度 - 被TipRanks评为顶级分析师 [1] - 被Seeking Alpha评为科技/软件/互联网领域以及成长/GARP策略的"值得关注顶级分析师" [1]
AMD: Way Too Early To Take Profits Now
Seeking Alpha· 2025-08-11 19:28
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Rivian Q2: Another Quarter Of Disappointment
Seeking Alpha· 2025-08-07 13:00
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He runs the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. He focuses on ideas that has strong growth potential and well-beaten contrarian plays, with an 18 to 24 month outlook for the thesis to play ...