Short + long strategies and what alpha's really all about
Nov 13, 2024 ·
21m 39s
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Description
Veteran analyst https://seekingalpha.com/author/edward-schneider-cfa/analysis?source=ie_podcast:short_long_what_alphas_all_about explains his investment philosophy for extremely fundamentally overvalued shorts (1:10). Timing the semiconductor cycle (5:15). Value investing in tech is challenging; go for reasonable growth stocks (8:50)....
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Veteran analyst Edward Schneider explains his investment philosophy for extremely fundamentally overvalued shorts (1:10). Timing the semiconductor cycle (5:15). Value investing in tech is challenging; go for reasonable growth stocks (8:50). Setting a fair value for Illumina (17:20). This was recorded on November 4.
Show Notes:
Revisiting Illumina
NWTN Inc.: The Perfect Fundamental Short
CuriosityStream: Too Cheap To Ignore
Read the transcript
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
show less
Show Notes:
Revisiting Illumina
NWTN Inc.: The Perfect Fundamental Short
CuriosityStream: Too Cheap To Ignore
Read the transcript
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Information
| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Website | seekingalpha.com |
| Tags |
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