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Image by Sean Pollock

Journey With Seeking Alpha

Why Seeking Alpha?

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Despite gaining insightful remarks on my publishment of trade ideas on ITPM's discord channel, after the completion of the buy-side analyst training program, I found the trading process utilized by ITPM to be oversimplified: I feel much more comfortable with investment involving more thoughtful thinking and analysis over trading with odds. At that point of time, I needed a platform that could enable me to communicate with insightful and seasoned investors who follow rigorous approaches to investing. Seeking Alpha, as the largest investing community worldwide, gathers all the talented financial professionals together, and reading those published articles and comments further consolidated my view that the intelligence of this community would benefit me tremendously.

Author Overview

· 3 Published Articles:       

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ROAD: (proved)

VITL: (proved)
DY:
ARIS:

· 12 Total Followers

· $370 Earned

Again, I don't really care about money itself. But I do hope that, as a measure of influence and quality of my articles, my av. earnings per article could grow over time. Continue to expect my av. earnings per article to be lower than site av. due to the nature of the stocks I cover (niche growth stocks).
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Idea Inventory

Here are all the resources I compiled behind each article. Typically, for each company I take a deep dive in, I'd prepare an Earnings Plate and a Financial Model in Excel. Earnings Plate contains information from the 10-k, 10-Q, earnings calls, investor days presentation, and the sell-side conferences. Financial models contain the forecast of EPS, estimation of PE NTM, and the forecast of several key financial data (ROIC, Non-GAAP EBITDA Margin, etc.) These are all publicly available information and my own forecast, so feel free to email me your thoughts on them!

Investment Analysis

15 Aug 2024

Construction Partners

[ROAD]

3 Sep 2024

Vital Farms

[VITL]

11 Nov 2024

Dycom Industries

[DY]

16 Dec 2024

Aris Water Solutions

[ARIS]

11 Feb 2025

The AZEK Company

[AZEK]

25 Feb 2025

Construction Partners
[ROAD]

7 May 2025

AMETEK
[AME]

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