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]

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 ...

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 ...

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 ...

Group 1 - The article emphasizes the constraints and supply shortages created by the surge in demand for high bandwidth memory (HBM) due to the AI boom [1] - There is a notable increase in interest in stocks related to technology and AI, indicating potential investment opportunities in this sector [1] Group 2 - The author expresses a personal interest in adding certain stocks to their portfolio, suggesting a proactive approach to investment in the tech sector [1] - The content is designed to be accessible for both beginners and advanced readers, aiming to provide a well-reasoned perspective on market trends [1]

Core Viewpoint - The article discusses the multifaceted identity of the blogger known as Ironman, who operates on the Political Calculations site, focusing on investing, business, and economics [1] Group 1 - Ironman is described as potentially having multiple professional roles, including engineer, researcher, analyst, rocket scientist, editor, and teacher [1] - The article suggests that Ironman may not be a single individual, leaving it to readers to determine the true identity behind the posts and comments [1]

As you know, Novo Nordisk ( NVO ) has just released top-line results from its REDEFINE 4 Phase 3 obesity trial. Overall, the results are clearly a disappointment relative toI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug devel ...

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

After the Supreme Court ruled President Trump's tariffs unconstitutional, there has been a lot of discussion all over the news. We almost had no time to figure out what the new ruling would mean for households, asI’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 free cash flow, and high return ...

Group 1 - The article discusses the analysis of oil and gas companies, specifically Bonterra Energy, focusing on identifying undervalued companies in the sector [1] - The author emphasizes the cyclical nature of the oil and gas industry, highlighting the need for patience and experience in investing [2] - The investing group, Oil & Gas Value Research, seeks out under-followed oil companies and midstream companies that present compelling investment opportunities [2] Group 2 - The article mentions that the analysis includes a breakdown of balance sheets, competitive positions, and development prospects of the companies [1] - The investing group features an active chat room for investors to discuss recent information and share ideas [2]