Advanced Micro Devices, Inc. (NASDAQ: AMD ) shares have rallied in the last couple months as trade war tensions have eased, AI has continued to drive demand for the company's GPU offerings, and EPYC has maintained its dominance in theTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published pi ...

W.W. Grainger, Inc. (NYSE: GWW ) has good growth potential over the coming years. The company has implemented its initial pricing increase in response to Trump Tariffs, which should be a tailwind for sales in he coming quarters. Further, the companyI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

My previous bullish Super Micro Computer (NASDAQ: SMCI ) thesis aged quite well, as the stock is currently 17% more expensive than it was on March 11 . The broader market rallied by around 7.5% over theI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have develo ...

Analyst’s Disclosure:I/we have a beneficial long position in the shares of MLR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article was written for informational purposes only and is not intended as investment advice. Please practice due diligence before investin ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

The last time I wrote about Oracle Corporation (NYSE: NYSE: ORCL ), back in March 2025, I analyzed the company’s third quarter earnings report and investigated whether there had been any significant developments regarding theAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, title ...

Oxford Industries (NYSE: NYSE: OXM ) is one of those old-line American apparel outfits that’s made a business out of selling an idea, mostly sun, leisure, and the illusion of effortless wealth. Think Tommy Bahama, Lilly Pulitzer, and Johnny Was. For years, they ran the playbook: high-margin branding, tight control overI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at larg ...

For in-depth and deep dive research on the casino and gaming sector, subscribe to The House Edge . New: Free excerpts from our book in progress, "The Smartest ever Guide to Gaming Stocks" - free to existing members and new subscribers.Howard Jay Klein has 30 years of experience as an executive and consultant in major casino operations. His background includes: Ballys, Trump Taj Mahal, Mohegan Sun, and Caesars Palace in Las Vegas. He is a value investor first, using management quality to inform his investmen ...

I am neutral on Industria de Diseño Textil, S.A. ( OTCPK:IDEXY ). My thesis is that while IDEXY is executing extremely well, the current valuation already reflects much of that optimism. With the stock trading at ~23x forward earnings, I believe theI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I bel ...