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 economic, technical, and macroeconomic evaluation to greatest assist my shoppers, kind my opinions, and develop funding theses. My analysis and information evaluation shared permit me to obviously evaluate the expansion and worth of corporations together with an enormous number of funds and themes. It additionally permits me to establish each short-term traits and long-term alternatives. I try to search out winners for buyers to develop portfolios and mitigate threat by using totally different valuation strategies and modeling strategies.
Analyst’s Disclosure:I/we now have a helpful lengthy place within the shares of GRRR, PANW, CRWD, CRM both by 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 (aside from from Searching for 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 interact 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 accountability for any content material shared by Jake Blumenthal outdoors of his official duties on the firm.
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