Short + long strategies and what alpha's really all about
Update: 2024-11-13
Description
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 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
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