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Leo Nelissen on Muck Rack

Leo Nelissen

Netherlands
As seen in: Main Street Alpha, Seeking Alpha, MSN, Flipboard, Trading View, NewsBreak, citybizlist: Washington DC, citybizlist: Baltimore, Our Community Now, citybiz, Zephyrnet
Macro, Geopolitics & High-Quality Stocks "Time is the edge, quality is the filter, valuation is the trigger." Main Street Alpha / GNG Research / Seeking Alpha
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Articles

2 Of My Best Calls Ever - And They're Not Done Yet

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By Leo Nelissen
| Seeking Alpha
Jul 28, 2026, 7:30 AM ET, Summary Union Pacific Corp. and RTX Corp. are core portfolio holdings, exemplifying high-quality companies bought on weakness for long-term outperformance. UNP benefits from a duopoly, robust capital allocation, and cyclical recovery, with recent earnings showing 12% revenue growth and raised EPS guidance. RTX leverages secular growth in both commercial aerospace and defense, with recent organic revenue up 16%, EPS up 21%, and a $289 billion backlog.
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America's Most Powerful Banker Just Confirmed It: I Want These 5 Stocks, Not The Market

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By Leo Nelissen
| Seeking Alpha
Jul 26, 2026, 7:30 AM ET, , , , Summary I prioritize a TOLL+M investment model—tangible assets, oligopoly advantages, low incremental CapEx, durable cash flows, and macro tailwinds—to build resilient portfolios. Jamie Dimon highlights that even with 2% inflation, 10-year yields should remain above 4.0-4.5% due to risk premiums, supporting my 'run-it-hot' thesis.
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I Was Early - Now The Data Is Screaming 'Cyclical Value': 2 Stocks I'm Buying

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By Leo Nelissen
| Seeking Alpha
Jul 24, 2026, 7:30 AM ET, , Summary I see strong upside momentum in cyclical sectors, especially transportation, as leading indicators signal a broadening economic recovery beyond Big Tech. UNP and ODFL exemplify my thesis: both have surged on early signs of recovery, benefiting from pricing power and secular demand tailwinds. Despite elevated valuations—UNP at 24x and ODFL at 44x earnings—I expect earnings upgrades to support further upside as the expansion unfolds.
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