2025 was certainly a strange year for Energy Transfer’s unitholders, as units lost around 16% in value, though 2026 saw an already strong appreciation. I’ve been a long-time bull on ET , and IAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been u ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSLX, ARCC, BXSL, OBDC 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. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given a ...

If anything, I think it's clear that this software apocalypse is coming for everyone in SaaS. Not content to only disrupt the work management, financial services/analytics firms, etc., Anthropic ( ANTHRO ) now targetsJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price actio ...

The AI revolution has been recently rattling the market: after a couple of years when any AI stock has kept making new highs, we are now in the midst of stocks that are plummeting because investors fear AI disruption. In this environment, theI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding fr ...

The AI revolution has been recently rattling the market: after a couple of years when any AI stock has kept making new highs, we are now in the midst of stocks that are plummeting because investors fear AI disruption. In this environment, theI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding fr ...

Core Insights - The article discusses investment strategies focusing on Long/Short ideas in the North American market, highlighting the author's background in finance and investment [1]. Group 1 - The author has a Master's degree in Finance from Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University, indicating a strong academic foundation in financial analysis [1]. - Prior to writing for Seeking Alpha, the author worked at an Investment Fund in the United Kingdom, suggesting practical experience in investment management [1].

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Super Micro Computer, Inc. ( SMCI ) has delivered strong fiscal Q2 results . The 123% y/y and 153% q/q growth in quarterly revenue to $12.7 billion was a bright spot. This far exceeded the top-end of its earlierAnalyst’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 fr ...

Core Insights - The company reported preliminary and unaudited figures for the fiscal year 2025, indicating a strong year-end performance despite ongoing uncertainty and volatility in the market [1][3] - The company is in a transformation phase, with significant investments aimed at launching new projects in cell contacting systems, which reflects its commitment to innovation and growth [3] - Operating free cash flow reached 2% of sales, demonstrating effective cash management and operational efficiency [3] Financial Performance - The E-Mobility business unit experienced significant sales growth, driven by the ramp-up of battery component projects [4] - The implementation of the STREAMLINE program was successful, contributing positively to the company's operational performance [4] - Detailed financials, including EBIT levels, will be provided in the final audited figures scheduled for release on March 26 [2]

Core Insights - The article highlights Alan Brochstein's extensive experience in the investment industry, particularly his focus on the cannabis sector since 2014 [1] - It emphasizes the importance of ETFs in enabling diversified investment portfolios for both individual and institutional investors [1] - The article mentions the establishment of a 79-ETF Focus List by Alan, which includes a variety of ETFs, both popular and lesser-known [1] Group 1: Professional Background - Alan Brochstein has been contributing to Seeking Alpha since 2007 and has a background in both sell-side and buy-side roles in fixed-income and equities [1] - He founded AB Analytical Services in 2007 to provide independent consulting to registered investment advisors [1] - Alan has been a pioneer in the cannabis investment space, launching 420 Investor in 2013, a subscription service focused on cannabis stocks [1] Group 2: ETF Focus - Alan has been writing extensively about ETFs since 2025, aiming to help investors understand the ETF landscape [1] - The 79-ETF Focus List maintained by Alan includes a mix of large, popular ETFs and those that are less widely followed but noteworthy [1] - A model portfolio was created by Alan as of year-end 2025 to assist investors in navigating their ETF investments [1]