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Weave Communications: In-Line Results Support A Mixed View
Seeking Alpha· 2026-02-23 16:19
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...
AOA: The 'Aggressive' Duration Is The Problem
Seeking Alpha· 2026-02-23 16:15
Thanks to our global coverage we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, us at the Value Lab might be of inspiration.The iSh ...
So, Now Tariffs Are 15%
Seeking Alpha· 2026-02-23 16:14
Are You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2025 78% return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings each morning.Implement my Covered Call Dividend Plan and earn 50% on some of your investments.All-Weather Portfolio vs. The S&P 500Join The Financial Prophet And Become A Great Investor! Don't Hesitate! Take advantage of the 2-week free trial and receive this limited ...
7 Ways The Train Could Go Off The Track For Nvidia
Seeking Alpha· 2026-02-23 16:03
Nvidia Corporation ( NVDA ) is at the center of the AI boom and has been so since the beginning. As such, the performance of the company and of its shares acts as a sort of bellwether forI've been in the investing world for over 10 years at this point. My interests in writing on Seeking Alpha center around both the larger purview of macroeconomic themes, as well as around microeconomic issues regarding specific companies. In that way, my writing is very opportunistic, just like my investing. My goal, first ...
Nvidia Earnings Preview: Q4 2026
Seeking Alpha· 2026-02-23 16:00
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Liquidity Speaks, Sentiment Listens
Seeking Alpha· 2026-02-23 15:59
Join us today to learn what our members already know. Our analysis helps you find more profits and more income with less risk. ETF Asset Allocation, Growth Stocks, Dividend Stocks, REITs and Option Selling For Income (we'll teach you how).Analyst’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 compen ...
Blue Owl Capital: Retail Panics, Smart Money Buys
Seeking Alpha· 2026-02-23 15:49
Core Insights - The article discusses the investment strategies and focus areas of The Pragmatic Investor, which aims to build diversified portfolios to preserve and increase wealth [1] Group 1: Company Overview - The Pragmatic Investor is led by economist James Foord, who has a decade of experience analyzing global markets [1] - The investment group covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] Group 2: Services Offered - The Pragmatic Investor provides features such as a dedicated portfolio, weekly market update newsletters, actionable trades, technical analysis, and a chat room for investor engagement [1]
Nike: Just Buy It (NYSE:NKE)
Seeking Alpha· 2026-02-23 15:47
So far in 2026, one of the biggest themes that has driven the stock market is a change of leadership. The tech and growth stocks that have driven much of the stock market’s gains over the past few years have retreated sharply, whileWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributo ...
Wall Street's New Delusion: AI Will Kill Software
Seeking Alpha· 2026-02-23 15:32
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
Lennar Corporation: Market Share Defense Weighs On Profitability (NYSE:LEN)
Seeking Alpha· 2026-02-23 15:23
I maintain the Hold recommendation on Lennar ( LEN ) shares, as I do not see strong drivers for share price growth in the coming quarter. The Q4 financial results turned out to be weak,Hi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. I stu ...