Ahmed Abdelazim joins us to discuss why he focuses his analysis on small and mid-cap stocks and what metrics he uses (1:15). Heavy debt and why Peloton is a stock to avoid (4:05). Bullish on Confluent (7:00). Clover Health - a solid company with extremely good margins (10:30). When to sell a stock, when to buy more (15:25). Semiconductor space good for small and mid-cap stocks (16:20). Bullish on space sector and companies like AST SpaceMobile (18:20). Episode transcripts Show Notes: Peloton: A Fragile Resurgence Built On Unsustainable Factors Confluent: New Revenue Model & Flink Platform Are Game Changers For Growth Clover Health: A Profitable Future Ahead Fueled By AI And Star Rating Success Affirm: More Room To Grow In A Favorable BNPL Landscape For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions