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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
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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 ...
Kinder Morgan: Enjoy A 4.2% Dividend Yield And Predictable Cash Flows
Seeking Alpha· 2025-09-26 22:44
Group 1 - Kinder Morgan is the largest natural gas midstream company in North America, making it the largest gas streaming company globally [2] - The company is being added to the coverage of oil and gas infrastructure companies, indicating its significance in the sector [2] - The analysis provided by the investing group focuses on discovering investment opportunities in the aerospace, defense, and airline industries, highlighting the potential for growth [2]
Kyndryl: Margin-Led Transformation Unlocks Potential Double-Digit Upside
Seeking Alpha· 2025-09-26 22:43
Group 1 - Kyndryl Holdings (NYSE: KD) shares are projected to increase by approximately 13.7%, with a target price set at $36 per share [1] - The company has reported moderately positive results for the first quarter of fiscal year 2026 [1]
QQQI: Time To Hit Pause On Buying (Rating Downgrade)
Seeking Alpha· 2025-09-26 22:33
Group 1 - The focus of PropNotes is on identifying high-yield investment opportunities for individual investors [1] - The company leverages a background in professional Prop Trading to simplify complex concepts and provide actionable insights [1] - All analyses produced by the company aim to assist investors in making informed market decisions, supported by expert research [1] Group 2 - The article expresses the author's personal opinions and discloses a beneficial long position in QQQI shares [2] - There is no compensation received for the article other than from Seeking Alpha, and there is no business relationship with any mentioned company [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]
Big Tech's Credit Power Is Staggering, $Trillions Ready To Flow Into Data Centers
Seeking Alpha· 2025-09-26 22:17
I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...
Trump demands Microsoft fire its president of global affairs over national security issues (MSFT:NASDAQ)
Seeking Alpha· 2025-09-26 22:05
U.S. President Donald Trump has demanded Microsoft (NASDAQ:MSFT) fire Lisa Monaco, its president of global affairs, deeming she is a "menace to U.S. national security." Microsoft hired Monaco for the role in June. She previously served as deputy attorney general in ...