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The Cheesecake Factory: A Sweet Treat For Shareholders
Seeking Alpha· 2026-02-19 21:58
Group 1 - The core focus of BAD BEAT Investing is on short- and medium-term investments, income generation, special situations, and momentum trades, with a proven track record of success [1] - Quad 7 Capital consists of a team of 7 analysts with diverse expertise in business, policy, economics, mathematics, game theory, and sciences, providing in-depth research and clear entry and exit targets [1] - The service offers various benefits, including learning market dynamics, executing well-researched trade ideas weekly, access to chat rooms, daily analyst upgrade/downgrade summaries, and basic options trading education [1] Group 2 - The company emphasizes teaching investors to become proficient traders through their playbook, rather than just providing trades [1] - The investment strategy has been predominantly long, with an average of 95% long and 5% short positions since May 2020 [1] - The company has a beneficial long position in the shares of CAKE, indicating a personal investment interest in the discussed equities [1]
Nextdoor Must Take The Next Step
Seeking Alpha· 2026-02-19 21:57
Group 1 - Nextdoor Holdings, Inc. (NXDR) has improved its platform but has not yet increased user engagement significantly [1] - The company maintains a founder's mentality that prioritizes network health over short-term engagement metrics [1] - The market may face challenges in recognizing the potential of NXDR due to its current user engagement levels [1] Group 2 - Stone Fox Capital is an RIA based in Oklahoma, led by Mark Holder, who has extensive experience in investing and portfolio management [1] - The investing group Out Fox The Street provides stock picks, model portfolios, and real-time updates to help investors identify potential multibaggers [1]
MegaWatt Lithium and Battery Metals Corp. (WALRF) Shareholder/Analyst Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-19 21:55
Group 1 - The Annual General Meeting of Megawatt Battery Metals Corp is being conducted with key personnel present, including the CFO and legal counsel [1][2] - The meeting is officially called to order, and a legal counsel is appointed as the reporting secretary [2] - A registered transfer agent is present via teleconference to act as scrutineer for the meeting [2]
GPIX Vs. ISPY: Why Goldman's Dynamic Strategy Beats 0DTE On Total Return
Seeking Alpha· 2026-02-19 21:55
Given my expectations for the S&P 500 to continue its upward trend in 2026, I believe that an asset such as the Goldman Sachs S&P 500 Premium Income ETF ( GPIX ) has anMy professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical trading. What You Will Find in My Analysis: Clear ...
Sunoco: Set For Distribution Growth Despite IDR Headwinds (NYSE:SUN)
Seeking Alpha· 2026-02-19 21:54
Units of Sunoco LP ( SUN ) have been a moderate performer over the past year, gaining 6% while also paying a 6+% dividend yield. The stock has performed better of late, hitting a 52-week high as the benefits of its Parkland acquisition become clearer andOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, ...
Amazon: Exploding CapEx, But Closer To Intrinsic Value
Seeking Alpha· 2026-02-19 21:54
In the last few quarters, I have always been cautious about Amazon.com, Inc. ( AMZN ) and usually rated the stock as a Hold. Considering that most Seeking Alpha and Wall Street analysts were rather bullishMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to sm ...
Sunoco: Set For Distribution Growth Despite IDR Headwinds
Seeking Alpha· 2026-02-19 21:54
Units of Sunoco LP ( SUN ) have been a moderate performer over the past year, gaining 6% while also paying a 6+% dividend yield. The stock has performed better of late, hitting a 52-week high as the benefits of its Parkland acquisition become clearer andOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, ...
SCHD: I Projected Its 2026 Reconstitution Changes And Liked What I Saw
Seeking Alpha· 2026-02-19 21:51
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.I last analyzed the Schwab US Dividend Equity ETF ( SCHD ) on January 15, with an article entitled “SCHD Vs. SPY: Rotation To Value Is Gaining Momentum.” The article was triggered by the divergence I observedSensor Unlimited is an economist by training with a PhD, with a focus on financial economics. She is a quantitative modeler and for the past decade she has ...
The Clorox Company (CLX) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript
Seeking Alpha· 2026-02-19 21:45
Core Insights - Clorox is committed to building a faster, stronger, and more resilient company to meet evolving consumer needs [1] - The company has undergone significant digital transformation and evolved its operating model to enhance efficiency and accelerate decision-making [1] - Clorox has successfully rebuilt gross margins through a holistic margin management program and improved revenue growth management [1] - Future innovations are expected to enhance consumer experience through bigger and stickier platforms [1]
BTS Group Holdings Public Company Limited (BTSGY) Q3 2026 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-19 21:44
Group 1 - The BTS Group and BTSGIF held an Analyst Meeting for the Third Quarter of the 2025/'26 fiscal year to discuss business updates and financial performance [1] - The management team present included key executives such as the CEO of MOVE Business, CIO of BTS Group, CFO of BTS Group, and others [2] - Feedback from analysts and fund managers was encouraged through a QR code displayed at the end of the meeting [3] Group 2 - Khun Daniel, the CIO of BTS Group, was tasked with recapping the financial performance for the quarter [3]