With a degree in Finance and Accounting and previous experience in financial advisory, I use The Sharpe Quest to share my path as an independent investor and market analyst. My approach mixes long-term conviction holdings with tactical sector rotations, driven by the belief that investing isn’t about being right, it’s about making money. I focus on undercovered opportunities and momentum-driven sectors. All views are my own and not financial advice.Analyst’s Disclosure: I/we have no stock, option or similar ...

While I've recently written in some detail about Western Union ( WU ) and Euronet ( EEFT ), some of the more mature players in the remittance industry, I have not yet had theI am an international analyst with a Buffett and Munger inspired approach to investing. My emphasis is on identifying high quality, shareholder-oriented companies which have been unfairly discounted by the market due to short term factors or irrational investor psychology. At the moment, I am particularly interested in legacy businesses ...

PresentationNatalie DavisMD, Group CEO & Director Good afternoon, everyone, and thank you for joining us. I'm Natalie Davis, and I'm here with Anthony Neilson, our CFO. I'm assuming you have all seen our announcement this morning detailing the outcome of the comprehensive strategic review of Ramsay's 52.79% shareholding in Ramsay Santé. We announced the strategic review this time last year and have considered a range of alternatives, including market testing executability of potential options. After carefu ...

The market has truly turned very gloomy on the prospects of Uber Technologies, Inc. ( UBER ) in this autonomous driving race that could define the long term winnersJR 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 action to potentially generate alpha well above the S&P 50 ...

As the power demand is expected to boost in the years ahead, exploring opportunities in the power infrastructure market could be a prudent strategy. iShares U.S. Power Infrastructure ETF ( POWR ) offers access to broader U.S. power infrastructure market, givenKomal is passionate about finance and the stock market. She enjoys forecasting future market trends using a fundamental and technical approach with a focus on both short- and long-term horizons. She intends to provide unbiased analysis to assist invest ...

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]