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Virtus Terranova U.S. Quality Momentum ETF Q2 2025 Commentary
Seeking Alpha· 2025-09-25 15:53
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Investors Are Sleeping On Marvell, Here's Why I'm Not
Seeking Alpha· 2025-09-25 15:52
Core Viewpoint - The article emphasizes the importance of momentum in navigating the technology landscape, particularly in the context of past market events and the current AI boom [1]. Group 1: Market Experience - The author has over two decades of experience in the market, specifically focusing on the technology, media, and telecommunications (TMT) sectors [1]. - The author has navigated significant market events such as the dot-com bubble, the credit default crisis of 2008, and the recent surge in artificial intelligence [1]. Group 2: Investment Strategy - The primary focus of the author's investment strategy revolves around risk mitigation and identifying momentum within the market [1].
Vor Biopharma: Transformed Company Is A High Risk Buy On Autoimmune Disease Promise
Seeking Alpha· 2025-09-25 15:48
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, int ...
1stdibs.Com Struggles To Become Profitable But Trades Slightly Above Cash And Has Optionality (NASDAQ:DIBS)
Seeking Alpha· 2025-09-25 15:43
The company participates in an interesting niche, with definitive barriers to entry. The industry is currently undergoing a cyclical downturn, but DIBS has notLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buy ...
1stdibs.Com Struggles To Become Profitable But Trades Slightly Above Cash And Has Optionality
Seeking Alpha· 2025-09-25 15:43
The company participates in an interesting niche, with definitive barriers to entry. The industry is currently undergoing a cyclical downturn, but DIBS has notLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buy ...
Yara International: Lowering My PT Slightly Despite Strong Results
Seeking Alpha· 2025-09-25 15:43
Analyst’s Disclosure:I/we have a beneficial long position in the shares of YARIY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA. It may be structured as such, but it is not f ...
Teva Pharmaceuticals: Pipeline Momentum Signals New Era For Investors (NYSE:TEVA)
Seeking Alpha· 2025-09-25 15:42
Just over four months have passed since the publication of my last article , "Why Investors Should Watch Teva Despite Regional Risks," and during that time, the Teva Pharmaceutical Industries Limited (NYSE: TEVA ) share priceWith over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technology, a ...
Teva Pharmaceuticals: Pipeline Momentum Signals New Era For Investors
Seeking Alpha· 2025-09-25 15:42
Just over four months have passed since the publication of my last article , "Why Investors Should Watch Teva Despite Regional Risks," and during that time, the Teva Pharmaceutical Industries Limited (NYSE: TEVA ) share priceWith over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technology, a ...
OIH: High-Octane Exposure To Energy's Next Cycle
Seeking Alpha· 2025-09-25 15:42
The Fed cut the policy rate during the last meeting and pre-committed to another two cuts until the end of 2025. This came despite inflation being above the target for yearsAnalyst’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 opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business r ...
Stitch Fix: Turnaround Finally Arrives (NASDAQ:SFIX)
Seeking Alpha· 2025-09-25 15:39
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end Q3, consider joining Out Fox The Street .Analyst’s Disclosure:I/we have a beneficial long position in the shares of SFIX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned i ...