Seeking Alpha

Search documents
Choice Hotels Stock: Shares Look Cheap Amid Soft Domestic Demand (NYSE:CHH)
Seeking Alpha· 2025-09-27 02:55
Group 1 - Choice Hotels International (NYSE: CHH) has experienced a decline of over 20% in its stock performance this year [1] - The company is facing challenges similar to several of its peers in the industry [1] - The investment approach discussed emphasizes a long-term, buy-and-hold strategy focused on stocks that can deliver sustainable high-quality earnings [1]
Bloom Energy: The Not Too Overvalued Bet Fueling The Data Center CapEx Boom (NYSE:BE)
Seeking Alpha· 2025-09-27 00:15
Group 1 - Seeking Alpha welcomes Sarfatti Investment Research as a new contributing analyst, providing opportunities for individuals to share investment ideas and gain access to exclusive content [1] - The analyst has a background in Economics with a focus on Quantitative Economics and experience in management consultancy, private equity, and venture capital, particularly in technology and climate sectors [2] - The analyst primarily invests in growth stocks, emphasizing innovative sectors such as tech and energy, and aims to deliver quantitative analysis based on fundamental insights [2] Group 2 - The article does not provide specific company or industry insights, focusing instead on the analyst's background and the platform's offerings [3][4]
Bloom Energy: The Not Too Overvalued Bet Fueling The Data Center CapEx Boom
Seeking Alpha· 2025-09-27 00:15
Group 1 - Seeking Alpha welcomes Sarfatti Investment Research as a new contributing analyst, providing a platform for investment ideas and analysis [1] - The analyst has a background in Economics with a focus on Quantitative Economics and experience in private equity and venture capital, particularly in technology and climate sectors [2] - The analyst's investment strategy emphasizes growth stocks in innovative sectors, with a portfolio that includes both large-cap tech and early-stage ventures [2] Group 2 - The analyst expresses a beneficial long position in the shares of a specific company, indicating personal investment interest [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [4]
Apple: I Was Wrong In July; That's Why I'm Switching To Buy Today (NASDAQ:AAPL)
Seeking Alpha· 2025-09-26 23:29
During the journey of my career, I have gradually understood to be humble and to be aware of my mistakes and consequently admit them. Where I come from, they say, “If you don't work, you don't make mistakes,” but I don't mean to justifyHi 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 ...
Apple: I Was Wrong In July; That's Why I'm Switching To Buy Today
Seeking Alpha· 2025-09-26 23:29
Group 1 - The individual has over a decade of experience in global markets, focusing on macroeconomic analysis, portfolio management, and equity research [1] - Currently serves as a Senior Analyst at a European asset management firm, leading multi-asset strategies and managing equity portfolios [1] - The investment approach combines top-down macro insights with bottom-up stock selection, emphasizing economic cycles, monetary policy, and systemic risks [1] Group 2 - Specializes in growth stocks while maintaining a broad perspective across all equity styles [1] - Research is grounded in fundamentals and utilizes tools such as Bloomberg Terminal, advanced Excel models, and quantitative tools for valuation and risk monitoring [1] - Aims to share high-conviction ideas, focusing on undercovered names and contrarian opportunities influenced by geopolitical and macro forces [1]
DocuSign: Valuation Attractive As Cost-Reduction Efforts Are Materializing (NASDAQ:DOCU)
Seeking Alpha· 2025-09-26 23:17
Core Viewpoint - DocuSign, Inc. (NASDAQ: DOCU) is recognized as a solid company with a strong revenue base, characterized by a 97% subscription constant, indicating a reliable and recurring revenue model [1]. Company Analysis - The company operates primarily in the technology sector, focusing on Software as a Service (SaaS) and cloud business, which are seen as offering significant growth opportunities [1]. - The analyst emphasizes the active nature of the SaaS and cloud business space, highlighting the abundance of news and developments that make it an engaging area for research [1]. Investment Perspective - The analyst has a beneficial long position in DocuSign shares, indicating confidence in the company's future performance [2].
EnQuest PLC 2025 Q2 - Results - Earnings Call Presentation (OTCMKTS:ENQUF) 2025-09-26
Seeking Alpha· 2025-09-26 23:06
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...
ARKW: Curb Your Enthusiasm, This ETF Is Up 100% But Not That Unique (BATS:ARKW)
Seeking Alpha· 2025-09-26 22:46
Before I explain my bottom-line thesis on the ARK Next Generation Internet ETF (BATS: ARKW ), I encourage you to review this article , part of Seeking Alpha's ETF education series. It contains a lot of theI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting investments since the 1980 ...
ARKW: Curb Your Enthusiasm, This ETF Is Up 100% But Not That Unique
Seeking Alpha· 2025-09-26 22:46
Group 1 - The article discusses the ARK Next Generation Internet ETF (BATS: ARKW) and emphasizes the importance of understanding the modern investment climate [1] - The founder of Sungarden Investment Publishing highlights a non-traditional approach to income investing, focusing on humility and discipline [1] - The author has extensive experience in investment advising and fund management, indicating a deep understanding of market trends [1] Group 2 - There is no disclosure of any stock, option, or derivative positions in the companies mentioned, ensuring an unbiased perspective [2] - The article does not provide specific investment recommendations, emphasizing that past performance does not guarantee future results [3] - The views expressed in the article may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [3]
Kinder Morgan: Enjoy A 4.2% Dividend Yield And Predictable Cash Flows (NYSE:KMI)
Seeking Alpha· 2025-09-26 22:44
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Kinder Morgan (NYSE: KMI ) is the largest natural gas midstream company in North America, effectively making it the largest gas streaming company in the world. As part of my expanding coverage of oil and gas infrastructure companies, I am adding Ki ...