Mirseo's Thinking

US Large-Cap Stock Analysis: Value vs Momentum The restrictive value criteria identified only one qualifying stock while momentum analysis reveals significant opportunities in overbought territory. This stark contrast highlights the current market environment where undervalued large-caps remain scarce near 52-week lows, while momentum-driven sectors like AI, energy infrastructure, and aerospace dominate performance rankings. The analysis reveals no overlap between value and momentum selections, suggesting distinct investment strategies are required for current market conditions. Value Screening Analysis: Severely Constrained Market The search for US large-cap stocks meeting all specified criteria yielded remarkably limited results. Only Comcast Corporation (CMCSA) satisfies every requirement in the current market environment, highlighting how restrictive the combination of factors has become. Qualifying Value Stock Comcast Corporation (CMCSA) emerges as the sole qualifying opportunity:...

Whenever we face something difficult or challenging, we say: “I want to go home.” I don’t know about others, but I do. When I’m exhausted, worn out, and tired, I want to go home. When I’m stressed, I want to go home. Even when I can’t rest comfortably at home, I want to go home. Perhaps it’s not simply about home, but about remembering the child I once was. The free and happy me from back then. Writer Mirseo | Developer & Philosopher Exploring the intersection of technology and philosophy to understand our world. GitHub: @mirseo | Blog: https://blog.mirseo.dev Writer Text Originally written by JunHyeok-Seo(Mirseo) in Korean, translated and adapted Korean version available at mirseo.dev Tags #iwanttogohome, #nostalgia, #longing, #rest, #comfort, #emotions, #relatable, #healing, #personalessay, #feelings, #lifethoughts, #deepquotes, #relatablethoughts, #reflection, #essay, #childhood, #memories, #freedom, #happiness, #stress, #exhaustion, #sanctuary, #todaysthoughts, #mindfulness, #e...