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T-Mobile: Don't Lose Faith Now
Seeking Alpha· 2026-02-19 17:52
I'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best of my ability, hold true to these values which I believe are key for long-term success. I would like to invite all of my readers to leave their constructive criticism and feedback ...
There's Truth In SaaSpocalypse: Forward Deployed Engineers Make IGV A Buy
Seeking Alpha· 2026-02-19 17:49
Before the invention of modern refrigeration, natural ice harvesting was one of the world's most significant industries. Ice cut from frozen lakes preserved perishable goods in growing urban centers. It also had medical applications, such as treating high fevers. The arrival of artificial ice productionDecoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write ab ...
eBay Pops Following Depop Acquisition And Strong Earnings (Rating Upgrade)
Seeking Alpha· 2026-02-19 17:42
Markets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As society and technologies evolve, companies and other stakeholders will seize advantages. Figuring out which companies will take the best advantage of any given opportunities is not easy. I am especially in ...
SHLD: Europe's Rearmament Makes This The Most Durable Thematic Play In The Market
Seeking Alpha· 2026-02-19 17:31
Core Insights - The article emphasizes the importance of understanding investment strategies, asset allocation, and market conditions globally, particularly in the USA [1] Investment Strategy - The investment philosophy focuses on finding Growth at a Reasonable Price (GARP), inspired by investor Peter Lynch, which seeks businesses with strong earnings growth at reasonable valuations [1] - The analysis includes sectors such as Financials, Aerospace/Defense, and Software, as well as growth sectors like Technology (AI, Cybersecurity, Cloud, Fintech), Healthcare (Biotech, Digital Health), Energy Transition (Renewables, EVs, Green Manufacturing), and Advanced Industries (Robotics, Space, Advanced Manufacturing, Future Mobility) [1] Market Trends - The article highlights the impact of digital disruption, sustainability, and evolving demographics on investment opportunities [1] - Insights are drawn from global interactions across various trading desks in major financial hubs, indicating a comprehensive understanding of worldwide market trends [1]
BCV: Increased Distribution, But Continues To Trade At A Deep Discount
Seeking Alpha· 2026-02-19 17:31
Group 1 - Bancroft Fund (BCV) has remained relatively flat since the last update, despite experiencing a significant decline shortly after the previous report [2] - The fund has increased its quarterly distribution recently, indicating a positive development for investors [2] - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8%, aimed at simplifying income investing for members [2] Group 2 - The CEF/ETF Income Laboratory provides expert-level research and actionable recommendations for income and arbitrage strategies in closed-end funds and exchange-traded funds [2] - The service includes managed portfolios, in-depth analysis, and a community of over a thousand members focused on income investment opportunities [2] - The majority of the holdings in these portfolios are monthly payers, which enhances compounding and stabilizes income streams for investors [2]
Capital Has Migrated From Software Companies To This Asset Class
Seeking Alpha· 2026-02-19 17:28
More than 7 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.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 relat ...
HIVE Digital: A Re-Rating Waiting To Happen
Seeking Alpha· 2026-02-19 17:27
Group 1 - The analyst has a decade of experience in the crypto space, focusing on Bitcoin miners, digital asset treasuries, and crypto ETFs, while also exploring tech equities in emerging sectors like quantum computing and orbital intelligence [1] - The analyst has initiated coverage on companies such as SealSQ (LAES) and Rezolve AI (RZLV), with Buy ratings, and some of these stocks have shown double to triple-digit returns since coverage began [1] - The analysis emphasizes a focus on fundamentals, capital allocation, momentum, market structure, and management execution, rather than just surface-level metrics [1] Group 2 - The analyst values feedback from the community, including critical comments, as they contribute to improving the analysis and fostering thoughtful disagreements [1]
BOTZ: A Definitive Bet On Physical AI
Seeking Alpha· 2026-02-19 17:26
Group 1 - The Global X Robotics & Artificial Intelligence ETF (BOTZ) offers a concentrated portfolio of companies involved in robotics, industrial automation, and artificial intelligence infrastructure [1] - The portfolio includes high-growth semiconductor leaders, prominently featuring NVIDIA [1] - FinHeim Research specializes in investment analysis and portfolio management, focusing on thematic investing and macroeconomics [1] Group 2 - The main goal of the analysis is to uncover hidden value and provide objective insights to assist investors in making informed decisions [1]
Aethlon Medical, Inc. (AEMD) Shareholder/Analyst Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-19 17:25
Group 1 - The annual meeting of Aethlon Medical, Inc. was held virtually on February 19, 2026, at 8:00 a.m. Pacific Time, allowing shareholders to participate conveniently regardless of their location [1] - The meeting was led by Jim Frakes, who serves as both CEO and CFO of the company [1] - The Board members present included Edward G. Broenniman, Dr. Chetan Shah, Angela Rossetti, and Nicolas Gikakis, along with Michele Bombardiere, the VP Controller [2] Group 2 - Jennifer Trowbridge from Procopio, Cory, Hargreaves & Savitch LLP was introduced as the outside legal counsel and served as the Inspector of Election and Secretary of the Annual Meeting [2]
Insulet Q4 Earnings Review: Strong Performance Meets Sky-High Expectations
Seeking Alpha· 2026-02-19 17:20
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?It has been some time since I last posted about Insulet Corporation ( PODD ) for Seeking Alpha. My last coverage was in November 2024, and I assigned the stock a Hold rating. That seems toEdmund Ingham is a biotech ...