Figma ( FIG ) was one of the few software names to see its stock react positively following its earnings release. There are clear reasons for this, though, as the company is one of the fastest growing in the sector and somehow still deliveredJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the invest ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT 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 as to whether any i ...

Company Overview - Dell Technologies Inc. is a diversified IT infrastructure company that focuses on AI-optimized services, storage, PCs, and enterprise solutions [1]. Upcoming Earnings Release - The company is preparing for its Q4 2026 and FY2026 earnings release, which is scheduled for February 26, 2026 [1].

Core Insights - The market is currently not focusing on the significant aspects of Meta Platforms, Inc. (META), particularly regarding its capital expenditure (CapEx) spending [1] - The emphasis is on identifying high-quality companies that can reinvest capital effectively for substantial returns, aiming for a long-term capital compounding capability [1] - A conservative investment strategy is primarily adopted, with occasional pursuit of favorable risk-reward opportunities to maintain portfolio stability [1] Company Focus - The ideal companies should demonstrate a high compound annual growth rate (CAGR) that could potentially yield tenfold returns or more [1] - A long-term perspective is believed to generate higher returns compared to market indices, especially in a rapidly changing investment environment [1] Investment Strategy - The approach includes careful consideration of investments with substantial upside potential while limiting downside risks [1] - A proportional allocation of such ventures within the portfolio is maintained to ensure overall stability [1]

Core Insights - The article discusses TrueBlue, Inc. (TBI), a microcap staffing and workforce solutions provider, highlighting previous concerns about the company's performance and potential red flags [1] Company Overview - TrueBlue, Inc. operates in the staffing and workforce solutions sector, which is often overlooked by many investors, particularly in the small- to mid-cap range [1] Investment Considerations - The analysis indicates that there may be an opportunity to initiate a long position in TBI within the next 72 hours, suggesting a potential shift in the investment outlook for the company [2]

Core Viewpoint - Blackstone Mortgage Trust (BXMT) is providing a well-covered near double-digit dividend yield from a diversified global commercial real estate credit portfolio, demonstrating strength in both revenue and distributable earnings [1] Group 1: Company Overview - BXMT is characterized by its aggressive diversification in the global commercial real estate credit market [1] - The company is significant in size, indicating a robust presence in the market [1] Group 2: Investment Strategy - Pacifica Yield focuses on long-term wealth creation by targeting undervalued yet high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Meta ( META ) has stayed relatively flat since I last reviewed it back in late December , with a performance of around -3.5%. With the company releasing its earnings and a certain shift fromAs 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 unl ...

Meta ( META ) has stayed relatively flat since I last reviewed it back in late December , with a performance of around -3.5%. With the company releasing its earnings and a certain shift fromAs 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 unl ...

Core Insights - The iShares Ethereum Trust ETF (ETHA) offers a different investment experience compared to directly owning Ethereum (ETH) [1] Group 1: Company Overview - Mr. Arunangshu Das is a software engineer and finance architect, actively involved in investment and entrepreneurship [1] - He is developing Tranzoro Investments to bridge the gap between US and Indian investors [1] Group 2: Investment Focus - Tranzoro Investments will focus on liquid and well-known India-focused ETFs and ADRs for US investors [1] - The primary focus will be on US equities, ETFs, and REITs for Indian investors [1] - Mr. Das emphasizes an income and growth-focused investment strategy [1]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myse ...