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PayPal Vs. Fiserv: Which Is The Better Comeback Bet? (NASDAQ:PYPL)
Seeking Alpha· 2026-02-13 17:23
As many other analysts covering PayPal Holdings, Inc. ( PYPL ), I have to admit that my positive call on the stock back in November hasn’t played out as expected so far. That said, the finalI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casually handed-ou ...
PayPal Vs. Fiserv: Which Is The Better Comeback Bet?
Seeking Alpha· 2026-02-13 17:23
As many other analysts covering PayPal Holdings, Inc. ( PYPL ), I have to admit that my positive call on the stock back in November hasn’t played out as expected so far. That said, the finalI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casually handed-ou ...
Advance Auto Parts: Margins Impress Despite Muted Sales
Seeking Alpha· 2026-02-13 17:21
Core Viewpoint - Shares of Advance Auto Parts (AAP) have shown volatility but have increased by 30% over the past year, indicating a recovery from prior underperformance [1] Company Performance - The stock has made progress in recouping losses, with a notable 30% increase in share price over the last year [1] Investor Sentiment - Investors received positive news regarding the company's performance, suggesting a favorable outlook for the stock [1]
Meta Is Now A Bargain Mag 7 Stock
Seeking Alpha· 2026-02-13 17:19
Group 1 - The core viewpoint is that fears regarding capital expenditures (CapEx) for Meta Platforms, Inc. are significantly overblown due to the positive impact of AI integration on their results [1] - The analyst upgraded Meta Platforms, Inc. to a strong buy rating in November, indicating confidence in the company's future performance [1] Group 2 - The analyst has no current stock, option, or similar derivative positions in any of the companies mentioned, nor plans to initiate any such positions within the next 72 hours [1]
Coinbase: Take Advantage Of Extreme Fear To 'Buy'
Seeking Alpha· 2026-02-13 17:14
Core Viewpoint - Bitcoin and cryptocurrency are characterized by high volatility, making them unsuitable for risk-averse investors [1] Group 1 - Bitcoin's recent price decline has particularly affected first-time investors, highlighting the asset's inherent volatility [1] - The author, Gary Alexander, has extensive experience in technology and investment, contributing insights into the current trends in the industry [1]
Microsoft Is Spending, Investors Are Losing (NASDAQ:MSFT)
Seeking Alpha· 2026-02-13 17:11
You get Bill's daily "live" buys and sells in his four portfolios: Emerging Growth, Ultra-Growth, Premier Growth, and Dividend & Growth. Our Ultra-Growth portfolio has tripled the returns of the S&P 500 since its 1/1/2019 inception, while our Premier Growth portfolio has doubled the returns of the market during that same time-period.It’s dominated enterprise software for over 30 years, with the near monopoly that was Microsoft Office. Its partnership with OpenAI has it currently sitting atBill Gunderson is ...
Microsoft Is Spending, Investors Are Losing
Seeking Alpha· 2026-02-13 17:11
Group 1 - The Ultra-Growth portfolio has tripled the returns of the S&P 500 since its inception on January 1, 2019, while the Premier Growth portfolio has doubled the market returns during the same period [1] - The company has been a dominant player in enterprise software for over 30 years, particularly with its near monopoly on Microsoft Office [1] - The partnership with OpenAI positions the company favorably in the current market landscape [1] Group 2 - Bill Gunderson is the CEO and Chief Market Strategist at Gunderson Capital, with over 24 years of experience in professional money management and research analysis [1] - The investing group Best Stocks Now! Premium offers daily market commentary, live buy and sell signals, and access to a proprietary app created by Bill Gunderson [1]
Leggett & Platt: This Cigar Butt Doesn't Offer Enough Puffs (Downgrade)
Seeking Alpha· 2026-02-13 17:07
Core Insights - The article discusses the "Cigar Butt" investment strategy, which was historically used by Warren Buffett, focusing on finding undervalued stocks with potential for growth [1]. Group 1 - The term "Cigar Butt" refers to a strategy of investing in companies that are undervalued and have the potential for future growth [1]. - The author emphasizes a fundamental analysis approach to identify these investment opportunities [1].
SPS Commerce, Inc. 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:SPSC) 2026-02-13
Seeking Alpha· 2026-02-13 17:02
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Nebius: Incrementally Bullish After Positive Report
Seeking Alpha· 2026-02-13 17:00
Core Viewpoint - Nebius Group (NBIS) has rapidly become a highly discussed and optimistic stock among investors, particularly those seeking exposure to AI infrastructure development [1] Group 1 - Investors are actively searching for stocks that provide direct exposure to the AI infrastructure build [1] - Nebius Group has shown significant potential in this area, attracting attention from the investment community [1]