Group 1 - The article revisits the investment opportunity in Smurfit Westrock Plc (NYSE: SW) following the Q2 release, indicating a strategic value in the merger [1] - The previous analysis highlighted the merger's potential for long-term, income-oriented investment strategies across developed markets [1] Group 2 - The analyst expresses a beneficial long position in the shares of SW, SMFTF, and SMFKY, indicating confidence in the company's performance [2]

Group 1 - Comcast Corporation is a major media company that owns Universal Studios, Sky, and Peacock, among other brands [1] - The stock experienced a significant increase during the pandemic but is now returning to pre-pandemic levels, currently down nearly 10% [1] Group 2 - The analyst has over 10 years of experience researching various companies across multiple sectors, including commodities and technology [1] - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, covering hundreds of companies [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with other industries such as consumer discretionary, REITs, and utilities [1]

Near the end of May, I initiated Vertiv Holdings Co (NYSE: VRT ) at a buy rating. Despite just a fair valuation, I cited robust earnings and continued AI infrastructure tailwinds as the reasons for my*Please consider following my new X/Twitter account for reaction to market developments and news.* 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 Internat ...

Robinhood Markets, Inc. (NASDAQ: HOOD ) has had a stellar run in recent months, with a YTD performance of +176% and 1.200% from their 2022 lows, which both largely outperformed the S&P 500 index ( SPXHi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term but I also dive into trend following strategies from time to time. While I have a slight bias toward te ...

Core Viewpoint - Reinsurance Group of America, Incorporated (NYSE: RGA) has underperformed in the past year, with a 15% decline in share value, raising concerns about its transaction efficacy despite aggressive deal-making [1] Group 1: Company Performance - RGA's shares have lost 15% of their value over the past year [1] - The company has been active in signing large transactions, but the mixed performance has led to increased scrutiny [1] Group 2: Market Sentiment - There are growing concerns regarding the effectiveness of RGA's strategies in the current market environment [1]

Oliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment company launched in May 2025 that is on trajectory to deliver among the highest annual returns in the world. Invictus Origin is developing innovative portfolio strategies, notably through its flagship High-Alpha Black Swan Portfolio (also known as the Invictus Hydra Portfolio), strategically designed to sustainably and significantly outperform leading indices, including the Nasdaq-100. Distinct ...

Aptus Collared Investment Opportunity ETF (BATS: ACIO ) is an active option strategy ETF launched on 07/09/2019 with an objective of current income and capital appreciation. ACIO has a trailing 12-month yield of 0.43% and an expense ratioFred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income stra ...

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of Figma (NYSE: FIG ) have seen incredible momentum on the first day of trading, with shares more than tripling as investors want in on this hottest thing in town. With momentum and sales m ...

Apple Inc. (NASDAQ: AAPL ) has just released its quarterly results , with revenues up 10% and earnings per share up 12%. But if this is really the future of Cupertino, then Houston, we have a problem. Because while Meta (Hi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European asset management firm, where I l ...

"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management.TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignme ...