Core Viewpoint - The article discusses the author's transition from being an investment advisor to focusing on personal investments while sharing insights on financial and economic topics [1]. Group 1 - The author has experience as an investment advisor and has owned several businesses, indicating a strong background in finance and entrepreneurship [1]. - Currently, the author invests solely for personal purposes, suggesting a shift in focus from advising others to managing personal wealth [1]. - The author continues to write on various financial and economic topics, contributing to the discourse in the investment community [1].

Rida Morwa is a former investment and commercial Banker, with over 35 years of experience. He has been advising individual and institutional clients on high-yield investment strategies since 1991. Rida Morwa leads the Investing Group High Dividend Opportunities where he teams up with some of Seeking Alpha's top income investing analysts. The service focuses on sustainable income through a variety of high yield investments with a targeted safe +9% yield. Features include: model portfolio with buy/sell alerts ...

I initiated coverage of CoreWeave ( CRWV ) in late November 2025 with a "Strong Buy" thesis, and it was a quite good timing because the share price at that time was around $73. At the moment, CRWV trades at $91, meaningI 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 yea ...

Group 1: AI Developments - Meta (META) plans to deploy millions of Nvidia (NVDA) chips for its AI infrastructure, while Nvidia has exited its investment in Arm Holdings (ARM) [3] - Apple (AAPL) is enhancing its AI capabilities with a trio of new and updated devices [8] Group 2: Investment Moves - Warren Buffett's Berkshire Hathaway (BRK.B) has made a new investment in the New York Times (NYT) while reducing its stake in Amazon (AMZN) [3] Group 3: Economic and Fiscal Policies - New York City Mayor Zohran Mamdani proposed a 9.5% property tax increase as a last resort to address a $5.4 billion two-year revenue shortfall, contingent on the failure of a tax on high earners [4][5] - The mayor's preliminary budget is set at $127 billion, and if the property tax is raised, it would be the first increase in over two decades, potentially leading to higher rents and business relocations [6] - Governor Kathy Hochul announced an additional $1.5 billion allocation over two years to assist New York City's fiscal challenges but opposes the property tax increase [7] Group 4: Market Movements - In Asia, Japan's market rose by 1%, while in Europe, London, Paris, and Frankfurt saw increases of 1%, 0.5%, and 0.8% respectively [9] - U.S. futures indicate a positive outlook with Dow, S&P, and Nasdaq all up by 0.4% to 0.5%, while crude oil prices increased by 1.9% to $63.41 [9]

Group 1 - The article discusses the market from various perspectives, focusing on AI disruption, economic growth, and cyclical recovery that have positively impacted investment portfolios [1] - Leo Nelissen is identified as a long-term investor and macro-focused strategist, emphasizing dividend growth and high-quality compounders [1] - The approach combines macro analysis with stock research to identify businesses with strong cash-flow potential [1] Group 2 - The article does not provide specific financial data or performance metrics related to companies or industries [2][3]

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.Palantir (NASDAQ: PLTR ) obliterated its Q4 FY25 earnings at the start of the month, and the stock has still fallen over 20% since then. On a YTD basis, Palantir is down 25%, severelyAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective ...

Core Insights - The article emphasizes the importance of data-driven insights in maximizing profitability within the finance and property management sectors [1]. Group 1: Company Profile - The company operates in the property management industry in Istanbul, focusing on financial modeling, market analysis, and investment research [1]. - It has over two years of experience in applying data analytics to develop budgets and set targets [1]. Group 2: Industry Trends - The integration of data analytics in finance is becoming increasingly vital for making informed investment decisions [1]. - The article highlights the growing significance of cryptocurrency alongside traditional stock investments in the current market landscape [1].

Core Viewpoint - L3Harris Technologies (LHX) is identified as a significant investment opportunity for 2025, having appreciated by 40% since the initial buy recommendation in early June of the previous year, outperforming the S&P 500 [1] Company Summary - L3Harris Technologies has shown strong stock performance, with a 40% increase since June of the previous year [1] - The company is positioned favorably within the investment landscape, indicating potential for continued growth [1]

Group 1 - L3Harris Technologies (LHX) is projected to be a significant stock for 2025, having increased by 40% since the initial buy recommendation in early June of the previous year [1] - The performance of L3Harris Technologies has outpaced the S&P 500 index during the same period [1] Group 2 - The article emphasizes the importance of thorough analysis in identifying investment opportunities, highlighting the author's extensive experience in various sectors [1] - The author has a strong educational background in finance, which supports their analytical capabilities in uncovering value in emerging markets [1]

Core Insights - Par Pacific Holdings (PARR) is experiencing a significant breakthrough driven by successful integration of the Billings factory, the upcoming Hawaii SAF project, and aggressive share buybacks, which have accounted for nearly 9% of all outstanding shares since 2024 [1] Company Developments - The integration of the Billings factory is a key factor in the company's current success [1] - The Hawaii SAF project is set to commence, contributing to the company's growth trajectory [1] - Share buybacks have been a strategic move, with nearly 9% of outstanding shares repurchased since 2024 [1] Investment Strategy - The focus is on uncovering high-upside opportunities in overlooked sectors, particularly in small-cap, energy, commodities, and special situations [1] - The investment strategy emphasizes growth, looking for fundamental momentum indicators such as EPS, ROE, and revenue [1] - Price-volume confirmation and macro filters are utilized to analyze market direction, cycles, and behavior [1]