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My identify is Jake Blumenthal, I function a Wealth Administration Advisor & Portfolio Analyst at Meridian Wealth Administration, a registered funding advisory. I take advantage of a mixture of monetary, technical, and macroeconomic evaluation to greatest assist my purchasers, type my opinions, and develop funding theses. My analysis and information evaluation shared enable me to obviously evaluation the expansion and worth of firms together with an enormous choice of funds and themes. It additionally permits me to establish each short-term traits and long-term alternatives. I attempt to seek out winners for buyers to develop portfolios and mitigate danger by using totally different valuation strategies and modeling methods.
Analyst’s Disclosure: I/we have now a useful lengthy place within the shares of UBER, TSLA both by means of inventory possession, choices, or different derivatives. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (apart from from In search of Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
Jake Blumenthal is a Registered Funding Advisor and Portfolio Analyst with Meridian Wealth Administration, a SEC Registered Funding Advisor. The views and opinions expressed within the following content material are solely these of Jake Blumenthal and don’t essentially replicate the views and opinions of his employer, Meridian Wealth Administration. The content material offered is for informational functions solely and shouldn’t be thought of as monetary recommendation or a advice to have interaction in any funding or monetary technique together with the purchase or promote of any particular safety. Readers are inspired to conduct their very own analysis and seek the advice of with a certified monetary skilled earlier than making any funding selections. Meridian Wealth Administration doesn’t endorse or take duty for any content material shared by Jake Blumenthal outdoors of his official duties on the firm.
In search of Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No advice or recommendation is being given as as to whether any funding is appropriate for a specific investor. Any views or opinions expressed above could not replicate these of In search of Alpha as an entire. In search of Alpha will not be a licensed securities vendor, dealer or US funding adviser or funding financial institution. Our analysts are third occasion authors that embrace each skilled buyers and particular person buyers who will not be licensed or licensed by any institute or regulatory physique.
