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Apollo Global: The Credit Giant Being Treated Like A SaaS Fund
Seeking Alpha· 2026-02-24 15:52
Core Viewpoint - Apollo Global Management, Inc. (APO) manages substantial funds for institutions such as pensions, insurance companies, and retirement systems, indicating its role in facilitating large-scale financial transactions like debt refinancing and acquisitions [1] Group 1: Company Overview - Apollo Global Management specializes in managing large sums of money for institutional clients, highlighting its significance in the financial market [1] Group 2: Investment Focus - The analysis primarily targets small- to mid-cap companies, which are often overlooked by investors, while also occasionally reviewing large-cap companies to provide a comprehensive view of the equity markets [1]
Canada Goose: 'Buy' This Company On Strong Holiday Sales
Seeking Alpha· 2026-02-24 15:51
Group 1 - The current market is experiencing a bearish correction, affecting a wide range of companies, particularly in the tech sector and those providing enterprise services [1] - There are concerns that agentic AI may disrupt traditional expertise in these sectors, leading to a loss of clients [1] - Gary Alexander, an analyst with extensive experience in technology and startups, has been actively contributing insights on these industry trends since 2017 [1]
Swarmer Targets $15 Million IPO On Little Revenue, High Risks
Seeking Alpha· 2026-02-24 15:42
Swarmer, Inc. ( SWMR ) has filed to raise $15 million from the sale of its common stock in a U.S. IPO, according to an S-1/ADonovan Jones is an IPO research specialist with 15 years of experience analyzing investment opportunities for U.S. IPOs.He also leads the investing group IPO Edge, which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to wa ...
Conagra Brands: An Update On Valuation And Fundamentals
Seeking Alpha· 2026-02-24 15:38
Core Insights - The article emphasizes the importance of understanding past performance as it relates to future investment decisions, highlighting that historical data does not guarantee future results [2][3] Group 1 - The article discusses the role of analysts in providing insights and opinions on various companies and industries, noting that these opinions may vary and are subject to change [3] - It mentions that the information presented is believed to be factual and up-to-date, but does not guarantee accuracy or completeness [2][3] - The article clarifies that no specific investment recommendations are being made, and it is not an offer to buy or sell securities [2][3] Group 2 - The article indicates that analysts may not be licensed or certified, which could affect the reliability of their opinions [3] - It highlights that the views expressed may not reflect the overall stance of the platform, suggesting a diversity of opinions among contributors [3] - The content serves an illustrative and educational purpose, rather than providing specific financial advice [2]
Spectrum Brands: A Compelling Story With Long-Term Tailwinds But Near-Term Headwinds
Seeking Alpha· 2026-02-24 15:36
Spectrum Brands Holdings, Inc. ( SPB ) is expected to drive revenue supported by a sustainable outlook in its Global Pet Care segment. Moreover, the Home & Garden segment should return to growth as the inventoryWe primarily focus on GARP (Growth at reasonable Price) opportunities in industrial, consumer, and technology sectors. Please click the "Follow" button to receive our latest research. If you have any questions, feel free to reach out to us through the comments section of our articles or SA messaging ...
Microsoft Is In A Bear Market, Which Is Creating A Major Opportunity
Seeking Alpha· 2026-02-24 15:32
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT, AAPL, ...
Reddit's Valuation Makes No Sense
Seeking Alpha· 2026-02-24 15:29
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.Reddit’s (NYSE: RDDT ) stock has been incredibly volatile, down more than 40% from its all-time highs last year and down 35% YTD, despite the company reporting strong Q4 FY25 earnings .Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objecti ...
Upwork: Strong Profitability And AI Growth Help Offset Shakier Guidance (Downgrade)
Seeking Alpha· 2026-02-24 15:28
Group 1 - In 2025, discussions around AI contributed to the stock market reaching new all-time highs, while in 2026, AI is negatively impacting stocks outside of "old economy" companies [1] Group 2 - Gary Alexander has extensive experience in technology companies, having worked on Wall Street and in Silicon Valley, and has been a contributor to Seeking Alpha since 2017 [2]
Nvidia Q4 Earnings Preview: High Stakes For The AI Standard Bearer
Seeking Alpha· 2026-02-24 15:28
Group 1 - NVIDIA (NVDA) is set to report its fourth-quarter earnings on February 25 after the market closes [2] - The company is considered the primary engine of the artificial intelligence revolution, making its results a key indicator for the industry [2]
Verizon Communications Inc. (VZ) Presents at Barclays Communications and Content Symposium 2026 Transcript
Seeking Alpha· 2026-02-24 15:27
Core Viewpoint - The event features a presentation led by Kannan Venkateshwar from Barclays, focusing on North American cable, telecom, and media research, with participation from Verizon's CFO, Tony Skiadas [1]. Group 1 - Kannan Venkateshwar is the leader of the North American cable, telecom, and media research at Barclays [1]. - Tony Skiadas, CFO of Verizon, is participating in the event, indicating a focus on Verizon's financial and operational insights [1].