Leo Nelissen is a long-term investor and macro-focused strategist with a ardour for dividend development, high-quality compounders, and structural funding themes. He combines big-picture macro evaluation with bottom-up inventory analysis to establish sturdy companies with robust cash-flow potential. Leo additionally writes for Principal Road Alpha, the place he publishes deeper-dive analysis and actionable funding concepts for long-term buyers.
Analyst’s Disclosure:I/now we have a helpful lengthy place within the shares of AM both via 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 Looking for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
Looking for Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No suggestion or recommendation is being given as as to if any funding is appropriate for a selected investor. Any views or opinions expressed above might not replicate these of Looking for Alpha as an entire. Looking for Alpha isn’t a licensed securities seller, dealer or US funding adviser or funding financial institution. Our analysts are third get together authors that embody each skilled buyers and particular person buyers who might not be licensed or licensed by any institute or regulatory physique.
