I had a buy rating for HubSpot (NYSE: HUBS ) previously, as I believed it was in a great position to grow robustly, with support from the shift to seat-based pricing and AI monetization. The latest updates, particularly from INBOUND 2025, reinforce myI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its com ...

I had a buy rating for HubSpot (NYSE: HUBS ) previously, as I believed it was in a great position to grow robustly, with support from the shift to seat-based pricing and AI monetization. The latest updates, particularly from INBOUND 2025, reinforce myI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its com ...

Core Insights - The article discusses the current state of investment opportunities and market trends as of September 2025, emphasizing the importance of staying informed about publicly available information [2][3]. Group 1 - The podcast highlights that all fund-specific information is the latest publicly available data, indicating a focus on transparency and up-to-date reporting [2]. - It mentions that opinions and forward-looking statements are subject to change, which underscores the dynamic nature of investment markets [2]. - The article clarifies that past performance is not indicative of future results, reminding investors to consider this when making decisions [3]. Group 2 - The content emphasizes that no investment advice is being provided, which is crucial for maintaining regulatory compliance and investor awareness [3]. - It notes that the analysts involved may not be licensed or certified, suggesting a need for investors to conduct their own due diligence [3].

Core Insights - The article focuses on the recent acquisitions made by IonQ Inc. and their expected impact on near-term revenue [1] Group 1: Acquisitions - IonQ Inc. has been actively acquiring companies to enhance its market position and technological capabilities [1] - The acquisitions are expected to contribute positively to IonQ's revenue in the near term [1] Group 2: Revenue Impact - The article analyzes how these acquisitions will influence IonQ's future cash flow and overall financial performance [1]

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 compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article is intended to provide informational content and should not be viewed as an exhaustive an ...

We are currently offering a free two-week trial to Distressed Value Investing . Join our community to receive exclusive research about various companies and other opportunities along with full access to my portfolio of historic research that now includes over 1,000 reports on over 100 companies.Amplify Energy (NYSE: AMPY ) has changed its plans (and management) after the Juniper merger fell through earlier this year . It is now exploring the divestiture of its Oklahoma and East TexasAaron Chow, aka Elephant ...

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Core Insights - The article discusses the author's extensive experience in investment banking, particularly in equity and real estate markets, highlighting a focus on identifying long-only investment opportunities that provide safe and growing dividends [1] - The author has successfully sourced over $100 million in commercial real estate investments while serving as an Analyst and Acquisitions Director at a private equity real estate investment firm [1] - The author's educational background includes a degree in Economics and a minor in Applied Mathematics from Boise State University, which supports their analytical capabilities in market research [1] Company Insights - The author holds a beneficial long position in the shares of COLD, indicating a positive outlook on the company's stock performance [1] - The article emphasizes the importance of correlation across asset classes and sectors, suggesting a strategic approach to investment that could benefit companies in various industries [1] Industry Insights - The focus on safe and growing dividends reflects a broader trend in the investment industry where investors seek stable returns amidst market volatility [1] - The author's experience in structured credit products and real estate investment positions them to provide valuable insights into market dynamics and investment strategies [1]

Group 1 - A $1 billion cash investment in SilverSun Technologies in December 2023 allowed Jacobs Private Equity, led by Brad Jacobs, to gain effective control of the public company [1] - Jacobs Private Equity subsequently spun off the existing business of SilverSun [1] Group 2 - TQP Research, managed by a Certified Public Accountant, focuses on a value-oriented investment approach, identifying businesses for long-term success [1] - Investment topics covered by TQP Research include market analysis, macroeconomic trends, large-cap blue chip companies, and undervalued micro-cap and small-cap stocks [1]

Group 1 - Jerónimo Martins is positioned near the bottom among big retail names, particularly in the defensive plays category like supermarkets and grocery chains [1] - The analysis is conducted by a research firm focused on the U.S. restaurant industry, covering various sectors including consumer discretionary and food & beverage [1] - The research emphasizes uncovering hidden value in public equities, particularly in micro and small caps often overlooked by mainstream analysts [1] Group 2 - The analyst has a strong academic background with an MBA in Controllership and Accounting Forensics and a Bachelor's in Business Administration [1] - Specialized training in valuation, financial modeling, and restaurant operations is highlighted, along with practical experience as a franchise partner [1]