Showcasing Seeking Alpha's March 2024 New Analysts

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There were 24 new analysts in March 2024.Gold, Bitcoin, a Bitcoin proxy pair trade, preferred shares, and a SOTP thesis are all covered.We lead off with some of the most discussed articles from last ...

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It's a diverse crew, as always, with CFA charterholders, research analysts, aspiring student investors, a forester, and a few flavors of engineers joining. Many of the ideas this month generated rich discussion spaces in the comments where you can find unique Seeking Alpha community-generated insights that build on the article presented. So, this month, we'll be leading off with articles that generated attention and discussion which we believe increases the value proposition of the content. I'd invite you to join into the discussion. Please enjoy this resource and take some time to welcome this new group of folks. To the new analysts: Thanks for sharing your thoughts and let us know when you're ready with your next idea! And if you feel like I missed anything in introducing you, please feel free to share further in the comments below.  Nick Jessop MicroStrategy Is A $1 Box Of Bitcoin Trading For $1.91 Areas of Interest: Long/Short Equity, Special Situations, Contrarian, Event Driven Nick Jessop is a finance and real estate student with an active role in their university's value-oriented investment fund. In a well-discussed piece, they make a Strong Sell case for a Bitcoin holding company that also sells software, MicroStrategy (MSTR), after its +300% run over the last six months suggesting that \"The short MSTR long Bitcoin trade looks increasingly attractive.\"  Lake Geneva Investor Why Gold No Longer Shines As A Long-Term Investment Areas of Interest: Long Only, Value, Macro, Gold Lake Geneva Investor's first article arguing a Sell case for gold (GLD) drove a rich discussion and debate for your consideration. Joining us from Switzerland, they offer a focus \"on macroeconomic factors and global trends.\" And those trends led them to the idea that \"Gold is one technological disruption away from immediate obsolescence.\"  Alan Suchanek Why Bitcoin Is Fundamentally Flawed Areas of Interest: Software, Crypto, Value, Dividend Growth Investing Software developer, individual investor, and hobby forester Alan Suchanek caused another stir with their first article. With +400 comments and counting, Alan's article hosts a spirited discussion regarding an infamous asset: Bitcoin (BTC-USD). Taking into consideration societal and environmental factors, Alan argues a Sell for this crypto.  Bradyn Taylor 3M: The Leaner, Meaner Sub-$200 Player Areas of Interest: Long Only, Growth At A Reasonable Price, Value, Long-Term Horizon Bradyn Taylor joins as an electrical engineer and intends to write about \"both tech and the so-called 'real economy'\" while searching out companies with a competitive and growing moat. Mr. Taylor offers up a Buy case on 3M Company (MMM) amidst market doubts regarding management, their recent spin-off, and significant legal expenses.  Kenio Fontes Warner Bros. Discovery: Too Undervalued Amidst Some Challenges Areas of Interest: Growth, Value, Research Analyst Despite the debt and strategic challenges facing Warner Bros. Discovery (WBD), Kenio Fontes argues a Buy case for what they see as \"a stock with elevated risk yet an excellent asymmetry.\" Kenio is an equity research analyst covering both Brazilian and global stocks looking for undervalued opportunities with growth potential. Associated with the SA analyst DM Martins Research.  MS Research PayPal's Turnaround: Leadership And Strategy Could Spark Revaluation Areas of Interest: Long/Short Equity, Value, Growth, Growth At A Reasonable Price MS Research is an IT engineer inspired by the likes of Peter Lynch and Warren Buffett. They enter the debate on PayPal (PYPL) with a Strong Buy due to what they see as their first-mover advantage and hard-to-replicate model combined with a new CEO poised to potentially turn things around. Associated with SA analyst AlmaStreet Capital.  Dmytro Konovalov TC Energy: Series 7 Preferred Shares Ready For Takeoff Areas of Interest: Utilities, Infrastructure, Dividend Investing, Preferred Stocks Preferred shares get the spotlight with Dmytro Konovalov's first article. Specifically, they cover TC Energy's (TRP) Series 7 Preferred shares (TRP.PR.D:CA), which are set for a 5-year reset on the dividend rate which Dmytro thinks is a Buy catalyst. Mr. Konovalov brings +20 years as a financial journalist and investor focused on Canadian electric utilities and infrastructure sectors.  Daniel Urbina Nu Holdings: The LATAM Stock To Set An Alert, Wait, And Hit Buy Areas of Interest: Financials, Tech, Banks Daniel Urbina joins us as CFA Level III candidate favoring growth and quality factors when considering investments. Their first article offered a detailed Strong Buy on Nu Holdings (NU), despite their +100% run-up over the past year mainly due to \"solid state of financials, but more importantly, its long-term projections, and the growth opportunity they have, particularly in Mexico.\"  Ignacio Llorente Basic-Fit: Fundamentals Offer Downside Protection, With Great Upside Areas of Interest: Long Only, Long-Term Horizon, Growth At A Reasonable Price, Value Spanish investor Ignacio Llorente joins with \"5 years of experience in investment banking, with a focus on Energy and Infrastructure, Real Estate.\" Ignacio managed an Editor's Pick with his first article offering a Strong Buy on European fitness leader Basic-Fit (OTCPK:BSFFF) after a detailed valuation analysis. And for a conviction check, it's also Ignacio's largest personal holding.  BioCGT Investor Takeda Pharmaceutical: Eohilia's FDA Approval Brings Tailwinds Areas of Interest: Long Only, Value, Growth, Dividend Investing Access to experts is one of the benefits of a crowd-sourcing model. BioCGT Investor offers perspective as a trained biologist with a Ph.D. in bioengineering: \"utilising my background in life sciences to assess the potential of novel treatments, including those using CGT...their capacity to drive shareholders' returns.\" They've written up Buys on Natera (NTRA) and Voyager Therapeutics (VYGR) and offered Holds for Takeda Pharmaceutical (TAK) and Allogene Therapeutics (ALLO) so far. Associated with fellow new Analyst Euro Invest.  Mapache Investing EPR Properties: Lack Of Cash Puts A Hard Limit On Growth Areas of Interest: Growth At A Reasonable Price, Contrarian, Medium-Term Horizon, Value Mapache Investing has joined focused on REITs covering Omega Healthcare Investors (OHI) with a Buy and offering Hold takes for both Camden Property Trust (CPT) and EPR Properties (EPR). Long-term value investing focused, they favor fundamental analysis. Lifelong learning is also clearly a value to this trilingual polyglot (English, Spanish, and Brazilian Portuguese).  Long Term Capital Delek US Holdings: Potential SOTP Unlock Play Areas of Interest: Long/Short Equity, Deep Value, Special Situations, Contrarian Long Term Capital currently is \"working in a European special situations-focused fund as an equity analyst\" and intends to \"share both event-driven and off-beaten deep value stocks in the small-cap space.\" Integrated energy company Delek US Holdings (DK) was their first focus where they gave a Strong Buy given it is \"an undervalued energy company with a complex holding structure weighing down on its valuation.\"  Claudiu Florin Graco: Solid Business But Expensive And Non-Resilient Areas of Interest: Research Analyst, REITs, Dividend Growth Investing, Dividend Investing Claudiu Florin focuses on \"on long-term value investing, mostly Dividend Growth Investing\" and has developed their own stock database to help with quantitative analysis. When looking at Graco (GGG), Claudiu found a solid business but an expensive valuation based on a couple of different methods led them to their Hold rating.  Sergio Luiz Cachoeira Jr Sell Sendas Distribuidora: Food Deflation And Leverage Don't Justify The Valuation Areas of Interest: Long Only, Preferred Stocks, Engineer, Research Analyst Sergio joins us with a background as an engineer and a focus on Brazilian companies and asset ETFs. They also have experience working as a research analyst for equity investment funds. Six articles in, they've recommended five Buys with only Sendas Distribuidora (ASAI), the focus of their first article, receiving a Sell rating.  Harry Lynch Rolls-Royce: Still A Buy After Massive Rally Areas of Interest: Research Analyst, Healthcare, Tech, Alternative Energy Harry Lynch is a junior investment analyst working toward their IMC and CFA qualifications. Mr. Lynch likes huge growth potential and uncovering undervalued stocks. Rolls-Royce (OTCPK:RYCEF) gets a Strong Buy from Harry due to their DCF modeling suggesting a +70% upward potential. Their second take on Intuitive Surgical (ISRG) offered a Hold rating.  Euro Invest Kennedy-Wilson: Attractive Valuation, But The Dividend May Be At Risk Areas of Interest: Value, Growth At A Reasonable Price, Contrarian, Income A speculative Hold investment in Kennedy-Wilson (KW) may be worth the dividend cut risks, according to Euro Invest. They join us from Europe with +15 years of investing in the markets and extensive experience in real estate development. Their overall strategy \"revolves around income generation...valuation and favoring shareholder-friendly management committed to returning income.\" Associated with the aforementioned new analyst BioCGT Investor.  DT Invest BYD: Attractively Valued And I'm Investing In This EV Leader Areas of Interest: Long/Short Equity, Deep Value, Growth, Growth At A Reasonable Price So far, DT Invest has written up two Buys for Teva Pharmaceutical (TEVA) (OTCPK:TEVJF) and Chinese electric vehicle maker BYD (OTCPK:BYDDF) (OTCPK:BYDDY). In the latter, they see a 25% upside potential and a long-term holding. Their primary interest is in looking for \"high-quality names with reasonable valuations\" using their corporate finance background.  Kevin Murphy Guardant Health: Shield Launch Could Drive Multiple Expansion Areas of Interest: Healthcare, Large-cap, Mid-cap, Long/Short Equity Kevin Murphy joins us with \"over 5 years of long/short and long-only equity investing experience working on my own and in large, multi-strategy hedge funds.\" Their focus has been on \"healthcare space, specifically in large to smid-cap medtech and tools and diagnostics company\" and that background is in context for their Strong Buy thesis on Guardant Health (GH).  J Hoover Wingstop: Vulnerability In A Crowded Market Areas of Interest: Long/Short Equity, Contrarian, Mid-cap, Small-cap J Hoover has written two articles so far offering both a Buy and a Sell take. Their first was the Sell on Wingstop (WING) due to unsustainable valuation. The Buy was on small-cap Sterling Infrastructure (STRL) and why they might continue a +150% run over the past year. For now, their primary focus is \"the consumer, industrial, and energy sectors.\"  Jared Stevens Portillo's: Delicious Food, Tasty Valuation Areas of Interest: Long-Term Horizon, Long Only, Growth, Value Fast casual Portillo's (PTLO) caught a Buy rating from new analyst Jared Stevens who has been crafting their individual stock-picking skills since 2022. Jared focuses mostly on growth opportunities and has \"fundamental investing approach with a long-term time horizon of at least 3-5 years.\"  Jeffrey Adams Cooper-Standard Holdings: Leveraging The Moment Areas of Interest: Long/Short Equity, Value, Long-Term Horizon Jeffrey Adams is another new analyst pursuing a CFA while currently studying finance. They look for \"fantastic companies that are selling below their intrinsic value\" with a particular focus on turnaround stories. Automotive-focused microcap Cooper-Standard Holdings (CPS) is the focus of their first article, where they argue a Strong Buy in the wake of an earnings report sell-off.  Perseus Perspectives American Express: Plenty More Growth Ahead Areas of Interest: Long Only, Growth At A Reasonable Price, Income, Value A professional equity manager and new analyst Perseus Perspectives seeks out \"opportunities in cash-rich companies with strong balance sheet management and shareholder-friendly policies.\" In their first of two articles, they see future growth ahead for American Express (AXP) and present a Buy thesis.   Rabih Aridi, CFA  Air Products and Chemicals: Betting On Tomorrow's Air, Today Areas of Interest: Long/Short Equity, Deep Value, Value, Long-Term Horizon CFA charterholder and investment banker Rabih Aridi is a value investor looking across sectors. Their +5 years of experience has centered around US and European equities. In their first article, they offered a Buy take on Air Products and Chemicals (APD) after an earnings report sell-off believing that \"the market has overacted to management's guidance around slow growth in China and delays in its 8 major upcoming hydrogen projects.\"  The Antagonist Dollar General: 'Back To Basics' Turnaround Plan May Prove That The Stock Is Still Trading At A Large Discount Areas of Interest: Value, Long Only, Contrarian The Antagonist is a CFA Charterholder with \"sell-side experience at a leading Wall Street firm, focused on the consumer sector.\" They focus on deep research to discover undervalued opportunities. From this research, they find Dollar General (DG) to be a Buy, with +20% upside potential alongside the reappointment of their former CEO's 'Back to Basics' strategy.  Conclusion That concludes this month's list. Please join me in welcoming these analysts into our community. We hope that our readers find this a useful resource for finding new ideas and new analysts to follow. Have any feedback? Please hit the comments with your thoughts. We're always looking to improve this resource. You can either follow me or the SA Editors' Picks account for future editions. Thanks for the time! Are You Interested in Becoming an Analyst? Share your ideas and get paid, create community, and perhaps build a business. These are some of the possibilities for Seeking Alpha Analysts, as well as free access to our article archive. Find all the details you need here.  Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. 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