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Box's Explosive AI Potential (NYSE:BOX)
Seeking Alpha· 2025-09-28 12:52
Box (NYSE: BOX ) is no longer simply "where files live." Over the last decade it has become the permissioned memory layer for thousands of enterprises, the repository where canonical contracts, SOPs, PRDs, audits, tickets, training materials, etc. reside under fine-grained governance. That role is significant now"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deploym ...
British Land: Food Inflation Stubborn (BTLCY)
Seeking Alpha· 2025-09-28 12:48
If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...
WPAY: A Weekly Paying Alternative To YMAX
Seeking Alpha· 2025-09-28 12:32
Core Insights - Current market conditions are highly favorable for income investors, with a wide variety of funds offering weekly distributions [1] - A hybrid investment strategy combining classic dividend growth stocks, Business Development Companies, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1] Investment Strategy - The approach focuses on high-quality dividend stocks and assets that provide long-term growth potential, which is essential for generating reliable income [1] - The combination of different asset types allows for a balanced portfolio that captures both income and capital appreciation [1]
Essential Properties: Guidance Up, Shares Down, I'm Upgrading To Buy
Seeking Alpha· 2025-09-28 12:30
Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, BDC's, and REITs. I am a buy-and-hold investor who prefers quality over quantity and plans to supplement his retirement income ...
GameStop CoverageStop: GME's last sell-side analyst walks away
Seeking Alpha· 2025-09-28 12:29
Wedbush is dropping its coverage of GameStop (NYSE:GME) shares, leaving the retailer without a Wall Street rating as it continues to defy traditional analysis. Analyst Alicia Reese writes: "We are dropping coverage on GameStop (NYSE:GME) due to reallocation of ...
Gilat Satellite: New M&A Strategy Is Powering Fresh Growth
Seeking Alpha· 2025-09-28 12:28
I'm an avid investor with a long-term, and sometimes contrarian, approach to equities investing. I started out as a Tech analyst but now also cover Commodities and Energy sectors as the world navigates the energy transition.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 (o ...
Palo Alto Networks $19B Surprise Few Saw Coming
Seeking Alpha· 2025-09-28 12:14
Group 1 - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a diverse investment approach [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and his wife, is recognized and cited by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] Group 2 - Prior to his research career, Uttam led teams at major technology firms such as Apple and Google, emphasizing his extensive experience in the industry [1]
It Is Like 1999 All Over Again
Seeking Alpha· 2025-09-28 12:04
Group 1 - The major indexes are experiencing upward movement despite signs of trouble in the jobs and housing markets [1] - Headline economic growth remains strong, with Q2 GDP being revised upward [1] - The Biotech Forum offers a model portfolio featuring 12-20 high upside biotech stocks, along with live chat discussions and weekly market commentary [1]
Since Bad Things Are Happening To Good Stocks, This May Help (Technical Analysis)
Seeking Alpha· 2025-09-28 12:00
Group 1 - The article emphasizes the challenges in identifying quality investments, valuation, and technical price support in the current market environment, supporting a conservative equity positioning strategy [1] - The founder of Sungarden Investment Publishing, Rob Isbitts, highlights the importance of a non-traditional approach to income investing and the need for humility and discipline in navigating the investment climate [2] Group 2 - The article does not provide any specific company or industry analysis, focusing instead on general investment strategies and market observations [3][4]
IAUI: An Interesting Fund With Some Mixed Data (BATS:IAUI)
Seeking Alpha· 2025-09-28 11:52
Group 1 - Covered-call funds have rapidly and significantly evolved over the last 5 years, moving beyond simple buy and write strategies [1] - Original options-based investments, such as those from Global X Funds, primarily focused on basic strategies [1] Group 2 - No specific investment recommendations or advice are provided regarding the suitability of investments for particular investors [2] - The article reflects the opinions of the author and does not represent the views of Seeking Alpha as a whole [2]