2024-11-13 15:00:00 ET
Summary
- Seeking Alpha veteran analyst Edward Schneider explains his investment philosophy for extremely fundamentally overvalued shorts.
- Timing the semiconductor cycle.
- Value investing in tech is challenging; go for reasonable growth stocks.
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Seeking Alpha 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.
Transcript
Rena Sherbill: Edward Schneider, who's been at Seeking Alpha almost as long as I have. Welcome to the show. It's great to finally have you on.
Edward Schneider: Well, it's great to be here. So thank you very much.
RS : Absolutely. It's our pleasure. Long time coming. Like I said, you've been around writing for Seeking Alpha since 2010. I've been at Seeking Alpha since 2008. So I've been reading you for as long as you've been on the site and have always very much enjoyed your analysis, your writings....
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For further details see:
Short + Long Strategies And What Alpha's Really All About
