Core Insights - The investment strategy focuses on turnarounds in the natural resource industries, with a typical holding period of 2-4 years, emphasizing value for downside protection and upside potential [1][3] - The portfolio has achieved a compounded annual growth rate of 38% over the last 7 years, indicating strong performance in the sector [1] Investment Focus - The investment group targets companies with quality characteristics that are trading at depressed valuations, allowing for participation in the upside of natural resource investing while mitigating extreme drawdowns [3] - Current focus on natural resource industries is driven by monetary and fiscal policies, underinvestment, and attractive valuations [3]

Group 1 - The analyst covers stocks primarily in Brazil and Latin America, with occasional insights on global large caps [1] - The research focuses on undercovered stocks, indicating a niche investment strategy [1] - The analyst has a beneficial long position in the shares of VIV, suggesting confidence in the stock's performance [2] Group 2 - The articles and analyses provided are for educational and informational purposes, emphasizing the need for individual due diligence [3] - There is no compensation received from companies mentioned, indicating an independent analysis [2] - The analyst's views may not reflect those of the platforms they contribute to, highlighting the subjective nature of the analysis [3]

Core Insights - The article highlights Rick's extensive experience in trading stocks and options, emphasizing his role as a best-selling author and his passion for business [1]. Group 1: Author Background - Rick has over 20 years of experience in trading and is recognized by major publications such as Good Morning America and Washington Post [1]. - He authored "The Financially Independent Millennial" in 2018, sharing his journey to financial independence by age 35 [1]. - His writing style is described as easy to understand, often including advice he would give to his younger self [1]. Group 2: Personal Interests - In addition to business, Rick writes about cruise ship travel on his travel blog [1]. - He has interests in fast cars, technology, and cooking, showcasing a diverse range of passions beyond finance [1].

Question-and-Answer SessionKristen ShultsSenior VP & CFO - Western Midstream Holdings LLC Yes, Daniel. So if you take a look at fourth quarter, our Q4 adjusted EBITDA came out to $636 million. However, that included the negative revenue recognition adjustments of close to $30 million. So without that adjustment, we would have been right around $665 million for Q4. From a throughput perspective, our gas decreased just a little bit, oil slight decrease and then water obviously went up as we integrated the Ari ...

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclosures and disclaimers related to investment positions and opinions [1][2] Group 1 - There is no stock, option, or similar derivative position in any of the companies mentioned, nor are there plans to initiate such positions within the next 72 hours [1] - The article expresses personal opinions and is not receiving compensation beyond Seeking Alpha [1] - The views or opinions expressed may not reflect those of Seeking Alpha as a whole, and the analysts may not be licensed or certified [2]

For years, my parents saved up for an Alaskan cruise. They had never been to Alaska before. Their exposure to the state was predominantly through two different Alaskan cruises that they took in their lifetime. My father wasn't bigScott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His focus is to see a bo ...

With a focus on REITs, ETFs, Preferreds, and 'Dividend Champions' across asset classes, members gain complete access to our research and our suite of trackers and portfolios targeting premium dividend yields up to 10%.iREIT®+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income, diversification, and inflation hedging. Get started with a Free Two-Week Trial and take a look at ou ...

Donnelley Financial Solutions ( DFIN ) provided a good business update during its most recent quarter, with the company's move towards more recurring software revenue growth progressing well. Though there are still some areas to be skeptical, business performance was strongAnalyst’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 ...

Core Viewpoint - The article emphasizes the importance of conducting thorough research and independent verification before making investment decisions, highlighting the inherent risks and volatility associated with stock investments [2][3]. Group 1 - The article provides informational content but does not serve as an exhaustive analysis of any featured company [2]. - It clarifies that the predictions and opinions presented are based on a probabilistic approach rather than absolute certainty [2]. - The author has no financial interest in the companies mentioned, ensuring an unbiased perspective [1]. Group 2 - The article stresses that past performance is not indicative of future results, cautioning readers against relying solely on historical data [3]. - It notes that the views expressed may not reflect those of the platform as a whole, indicating a diversity of opinions among contributors [3]. - The article highlights that the analysts may not be licensed or certified, which could affect the reliability of the information provided [3].

Core Viewpoint - Uber Technologies (UBER) is experiencing significant volatility as the mobility sector undergoes a structural shift, leading to uncertainty among investors regarding the impact of autonomous vehicle (AV) technology on the company's future [1] Group 1: Company Analysis - Uber is perceived as a "battleground" stock, indicating intense competition and differing opinions on its future prospects [1] - The advancement of AV technology is seen as both a potential threat and an opportunity for Uber, creating a complex investment landscape [1] Group 2: Investment Philosophy - The investment approach focuses on a long-term horizon of 5-10 years, emphasizing investment in companies with strong competitive advantages and durable business models [1] - There is a strategy to initiate smaller positions in emerging companies that are positioned to lead their industries, reflecting a proactive investment stance [1]