
About this episode
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
Get every episode summarized
Each time Investing Experts publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Investing Experts

Momentum, fear & the case for buying the dip
Investing Experts
Sep 3, 202628:56failed

Tax Loss Harvesting: Tax Alpha with Raul Shah
Investing Experts
Sep 2, 202624:02pending

Don't sleep on software
Investing Experts
Aug 25, 202643:04pending

Hedging exposure in this volatile market
Investing Experts
Aug 20, 202635:28pending