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Palantir: This Is Your Chance To Buy (Rating Upgrade)
Seeking Alpha· 2026-02-25 06:18
I'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best of my ability, hold true to these values which I believe are key for long-term success. I would like to invite all of my readers to leave their constructive criticism and feedback ...
HELUS Pharma: Transitioning From Psychedelic Research To Late-Stage Clinical Neuroscience
Seeking Alpha· 2026-02-25 04:55
Core Insights - The company formerly known as Cybin has transitioned to HELUS Pharma at the beginning of January this year, indicating a rebranding and potential strategic shift in focus [1] Company Overview - HELUS Pharma is positioned in the biotechnology sector, focusing on innovative drug development through unique mechanisms of action and first-in-class therapies [1] - The company aims to reshape treatment paradigms with platform technologies that have significant market potential [1] Analyst's Approach - The analysis emphasizes a combination of scientific expertise and financial market analysis to evaluate drug candidates, competitive landscapes, clinical trial designs, and market opportunities [1] - The goal is to provide insights that help investors understand both the opportunities and risks inherent in the biotechnology sector, which is characterized by the potential for high returns through breakthrough science [1]
Herbalife: Executing Well, But No Longer Cheap
Seeking Alpha· 2026-02-25 04:18
Core Viewpoint - Herbalife's stock, which operates in the health and wellness sector through a multi-level marketing (MLM) direct selling structure across 90 global markets, shows signs of potential growth and interest from investors [1]. Company Overview - Herbalife offers science-based health and wellness products [1]. - The company utilizes a multi-level marketing structure for its sales strategy [1]. Market Presence - Herbalife operates in 90 global markets, indicating a broad international reach [1].
Agora: How The Company Is Solving The AI Voice Latency Problem
Seeking Alpha· 2026-02-25 04:11
Core Insights - AI developers face a voice latency problem that results in conversations sounding robotic. Agora, Inc. offers a solution through its unique network SD-RTN and Conversational AI Engine 2.0 [1] Company Overview - Agora, Inc. operates in the AI and communication technology sector, providing solutions aimed at improving voice interaction quality [1]
TBC Bank Group PLC (TBCCF) Strategy Day: Discusses Group Strategic Plans and Regional Focus on Georgia and Uzbekistan Transcript
Seeking Alpha· 2026-02-25 04:08
PresentationAndrew KeeleyDirector of Investor Relations Good morning, everybody, and thank you so much for joining us today. So after the Great Blizzard of 2026, it's a very warm welcome to TBC Group's Strategy Day for 2026. My name is Andrew Keeley, and I'm Head of Investor Relations. I have to admit that there were times over the past few days when I wasn't sure that this event was actually going to happen, but somehow we have all made it here, and it's so great to see those of you who have been able to j ...
Seagate Stock Is Trading At Premium, Hold For Now
Seeking Alpha· 2026-02-25 03:56
Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Stock Selection Criteria - The investor screens thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs, particularly when insiders are buying shares at lower prices [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off, adding a layer of due diligence to the investment process [1] Technical Analysis - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts, employing multicolor lines for clarity [1] - Trend lines are drawn in multicolor patterns, indicating a systematic approach to technical analysis [1]
Lincoln National: Valuation And Fundamentals In Sync Outweigh Technical Caution
Seeking Alpha· 2026-02-25 03:54
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 ('AI') Capital Cycle
Seeking Alpha· 2026-02-25 03:40
Group 1 - The article does not provide any relevant content regarding the company or industry [1]
Palantir Will Rise Again
Seeking Alpha· 2026-02-25 03:12
Core Viewpoint - The primary concern among veteran investors regarding Palantir (PLTR) is not its quality as a company, but rather the potential decline in its stock price before a rebound occurs [1] Group 1 - Investors recognize Palantir as a strong company within the tech sector [1]
Helix Energy Solutions: Strong Quarter And Solid Medium-Term Prospects - Buy
Seeking Alpha· 2026-02-25 02:22
Group 1 - The analyst team has a proven track record of outperforming across all market conditions with an annualized return of almost 40% over the past decade and a long-only model portfolio return of over 23 times [1] - The focus of the research includes energy, shipping, and offshore markets, indicating a specialization in these sectors [1] - The company offers income-focused picks for investors seeking lower-risk firms with steady dividend payouts [1] Group 2 - The analyst has a historical focus on tech stocks but has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry [2] - The analyst has experience navigating significant market events, including the dotcom bubble and the subprime crisis, which adds credibility to their insights [2] - The analyst aims to provide high-quality research to the Seeking Alpha community despite language barriers [2]