My title is Jake Blumenthal, I function a Wealth Administration Advisor & Portfolio Analyst at Meridian Wealth Administration, a registered funding advisory. I exploit a mixture of monetary, technical, and macroeconomic evaluation to finest help my shoppers, type my opinions, and develop funding theses. My analysis and knowledge evaluation shared enable me to obviously overview the expansion and worth of corporations together with an unlimited collection of funds and themes. It additionally allows me to determine each short-term traits and long-term alternatives. I attempt to search out winners for buyers to develop portfolios and mitigate danger by using completely different valuation strategies and modeling methods.
Analyst’s Disclosure: I/we now have no inventory, possibility or comparable spinoff place in any of the businesses talked about, however might provoke a helpful Lengthy place by means of a purchase order of the inventory, or the acquisition of name choices or comparable derivatives in INTU over the subsequent 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (apart 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-about as monetary recommendation or a suggestion 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 professional monetary skilled earlier than making any funding choices. 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.
Searching 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 specific investor. Any views or opinions expressed above might not replicate these of Searching for Alpha as an entire. Searching for Alpha just isn’t a licensed securities supplier, dealer or US funding adviser or funding financial institution. Our analysts are third get together authors that embrace each skilled buyers and particular person buyers who might not be licensed or licensed by any institute or regulatory physique.
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