This interview-style podcast features a quant expert presenting their top three stock picks for 2025: Celestica (CLS), Intapp (INTA), and Credo Technology Group Holdings (CRDO). The expert analyzes each stock's performance, ranking, sector comparison, and key financial metrics (revenue growth, EPS, ROE), emphasizing the importance of the PEG ratio as a valuation metric. Specific examples include Celestica's 240% increase over 52 weeks and Intapp's impressive 119% net revenue growth for its cloud business. The podcast concludes with a disclaimer that the information provided is not investment advice. Listeners gain insights into a quantitative investment approach and specific stock recommendations, though independent verification is advised.
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