Flow Traders: My Thesis Worked Out, Now It Is Time To Increment And Sit Tight
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Danilo Drocco67 FollowersFollow5ShareSavePlay(8min)CommentsSummaryFlow Traders is a valid equity play to hedge your investment portfolio.Asset classes and valuation metrics are at historical highs, signaling potential market exuberance and elevated risk.US economic growth is highly concentrated in AI and data center capital expenditures, creating structural vulnerability. AndreyPopov/iStock via Getty Images Summary Last time I wrote an article on Flow Traders (OTCPK: FLTLF),I recommended a "STRONG BUY" rating because the stock had plunged to record lows over the dividend cut news. Ever since, theThis article was written byDanilo Drocco67 FollowersFollowValue Style Investor. I look for value wherever it can be found, especially for asymmetrical investments. What I like the most is studying businesses and their operations, delving carefully into the financials and then estimate the fair value. I don't waste my time computing WACC calculations, but rather look for a MOAT and MOS. Most of the money I make come from trading options, rather than holding shares long term. .Analyst’s Disclosure:I/we have a beneficial long position in the shares of FLOW TRADERS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You