Why Ahmed Abdelazim likes small + mid-cap stocks
Update: 2024-09-12
Description
Ahmed Abdelazim joins us to discuss why he focuses his analysis on small and mid-cap stocks and what metrics he uses (1:15 ). Heavy debt and why Peloton is a stock to avoid (4:05 ). Bullish on Confluent (7:00 ). Clover Health - a solid company with extremely good margins (10:30 ). When to sell a stock, when to buy more (15:25 ). Semiconductor space good for small and mid-cap stocks (16:20 ). Bullish on space sector and companies like AST SpaceMobile (18:20 ).
Episode transcripts
Show Notes:
Peloton: A Fragile Resurgence Built On Unsustainable Factors
Confluent: New Revenue Model & Flink Platform Are Game Changers For Growth
Clover Health: A Profitable Future Ahead Fueled By AI And Star Rating Success
Affirm: More Room To Grow In A Favorable BNPL Landscape
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Episode transcripts
Show Notes:
Peloton: A Fragile Resurgence Built On Unsustainable Factors
Confluent: New Revenue Model & Flink Platform Are Game Changers For Growth
Clover Health: A Profitable Future Ahead Fueled By AI And Star Rating Success
Affirm: More Room To Grow In A Favorable BNPL Landscape
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Comments
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel