Marvell: Well-Deserved Sell-Off, But Way Overdone (Upgrade)

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with potential for alpha generation above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on robust fundamentals and turnaround plays [3] Group 1 - The investment strategy combines price action analysis with fundamental investing to identify growth opportunities [2] - The focus is on avoiding overhyped stocks while targeting battered stocks with significant recovery potential [2] - The investment outlook for identified opportunities is typically 18 to 24 months for the thesis to materialize [3] Group 2 - The group aims to capitalize on growth stocks with strong fundamentals and buying momentum at attractive valuations [3] - The investment philosophy is designed for investors looking for robust growth potential in various sectors [3]