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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]
If You Think This Is A Healthy Market Rotation, Think Again
Seeking Alpha· 2026-02-13 16:52
Core Insights - Michael Kramer is the founder of Mott Capital, focusing on macro themes and long-term thematic growth strategies in investment [1] - The investing group led by Kramer, Reading the Markets, provides daily commentary, macro trend education, and community engagement for its members [1] Group 1 - Mott Capital specializes in identifying entry and exit points for investments through analysis of market technicals, fundamentals, and options [1] - The subscription service offers unprecedented access to expert insights at a fraction of the cost compared to similar services [1] Group 2 - Kramer has 30 years of experience in the investment field, including roles as a buy-side trader, analyst, and portfolio manager [1] - The group includes features such as chat for community dialogue and regular Zoom sessions to discuss current investment ideas [1]
Twilio: Buy These Strong Results
Seeking Alpha· 2026-02-13 16:48
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities. I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor ...
Broadcom: Expect Another Double Beating (Earnings Preview) (NASDAQ:AVGO)
Seeking Alpha· 2026-02-13 16:45
Core Insights - The stock price of Broadcom Inc. (AVGO) has remained relatively flat since the last update in September 2025 [1] Group 1: Company Overview - Broadcom Inc. is preparing for upcoming developments that may impact its stock performance [1] Group 2: Investment Insights - Beyond the Wall Investing offers a subscription service that provides access to high-quality equity research reports, potentially saving investors thousands of dollars annually [1] - The investment group led by Oakoff Investments focuses on balancing growth and value through proprietary Wall Street information and various analytical features [1]
Broadcom: Expect Another Double Beating (Earnings Preview)
Seeking Alpha· 2026-02-13 16:45
Core Insights - The stock price of Broadcom Inc. (AVGO) has remained relatively flat since the last update in September 2025 [1] Group 1: Company Overview - Broadcom Inc. is preparing for upcoming developments that may impact its stock performance [1] Group 2: Investment Insights - Beyond the Wall Investing offers a subscription service that provides access to high-quality equity research reports, potentially saving investors thousands of dollars annually [1] - The investment group led by Oakoff Investments focuses on balancing growth and value through proprietary Wall Street information and various analytical features [1]
Oscar Health: Macro Headwinds Hurt In 2025 Are Expected; Eyes On Massive Price Discovery In 2026 (NYSE:OSCR)
Seeking Alpha· 2026-02-13 16:41
Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Investment Focus - The company emphasizes uncovering overlooked investment opportunities through a strong background in investment, private equity, and venture capital [1] - Articles produced by the company on Seeking Alpha concentrate on emerging technologies and sustainable investing, highlighting the intersection of innovation and finance [1] Group 2: Community Engagement - The company is passionate about sharing insights with a wider audience and learning from fellow investors, aiming to drive positive change and contribute to a more sustainable and innovative world [1]