Why Ahmed Abdelazim likes small + mid-cap stocks

12 set 2024 · 21 min. 2 sec.
Why Ahmed Abdelazim likes small + mid-cap stocks
Descrizione

Ahmed Abdelazim joins us to discuss why he focuses his https://seekingalpha.com/author/ahmed-abdelazim?source=ie_podcast:why_ahmed_abdelazim_likes_small_midcap_stocks on small and mid-cap stocks and what metrics he uses (1:15). Heavy debt and why Peloton is a stock...

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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

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