I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortabl ...

Core Insights - Uber reported its fastest growth in years, with gross bookings increasing by 22.5%, driven by an 18% rise in monthly users and improved frequency of use [1] - Free cash flow (FCF) grew by 42% throughout 2025, indicating strong financial performance [1] - The company expanded its Autonomous Vehicles (AVs) into multiple markets and saw a 55% increase in Uber One membership [1] Company Strategy - The investment philosophy emphasizes accumulating quality compounders at a discount, focusing on sustainable long-term growth rather than speculative investments [1] - The company seeks to identify firms with strong growth potential, shareholder-friendly capital allocation, and minimal dilution, supported by favorable market trends [1] - Current sector focus includes Technology, Autonomous Vehicles, Logistics, and Fintech, highlighting a diversified investment approach [1] Market Positioning - The methodology involves deep fundamental analysis to uncover asymmetric risk opportunities, where the market may undervalue a company's competitive advantages or future prospects [1] - A notable example is Google, which was undervalued despite significant advancements in its core business through AI [1] - The goal is to achieve an annualized portfolio growth rate of 15% or higher by leveraging market dislocations [1]

Group 1 - The core focus of Crude Value Insights is on cash flow and companies that generate it, highlighting value and growth prospects in the oil and natural gas sector [1] - Subscribers benefit from a 50+ stock model account, which provides a comprehensive analysis of cash flow for exploration and production (E&P) firms [1] - The service includes live chat discussions about the sector, fostering a community for investors interested in oil and gas [1] Group 2 - A two-week free trial is available for new subscribers, encouraging engagement with the oil and gas investment community [2]

porcorex/iStock via Getty Images US banks posted the second-highest aggregate loan growth rate in the last three years in the fourth quarter of 2025. US commercial banks, savings banks, and savings and loan associations, excluding nondepository trusts and companies with a foreign ...

Core Theme - The primary theme affecting the markets in 2026 is the concept of a "SaaSpocalypse," which suggests that vibe coding and agentic AI may disrupt established software companies and their recurring-revenue business models [1] Industry Insights - The article highlights the author's extensive experience in covering technology companies on Wall Street and working in Silicon Valley, providing insights into current industry trends [1] - The author has been involved as an adviser to several seed-round startups, indicating a deep understanding of emerging technologies and their potential impact on the market [1] Contributions and Influence - The author has been a regular contributor to Seeking Alpha since 2017, showcasing a long-standing engagement with investment analysis and market commentary [1] - The author's insights have been featured in various web publications and are syndicated to popular trading apps like Robinhood, reflecting a significant influence on retail investors [1]

Company Overview - AVITA Medical is currently undergoing a leadership transition with Cary Vance serving as Interim CEO and David O'Toole as CFO [2][3] - The company is focused on improving its business predictability and credibility following a challenging period in 2025 [3] Business Goals - The primary objective for the fourth quarter was to gain a better understanding of the business to enable accurate forecasting, which was successfully achieved [4] - Looking ahead to 2026, the company aims to grow in a disciplined and methodical manner [4]

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Core Viewpoint - Expand Energy Corporation (EXE) reported one of its strongest quarters, yet the stock price has decreased compared to before the earnings announcement [1] Financial Performance - The company achieved significant financial results in the latest quarter, indicating strong operational performance [1] Market Reaction - Despite the positive earnings report, the stock is currently trading at a lower price, suggesting a disconnect between performance and market valuation [1]

Group 1 - Cloudflare (NET) reported strong results in the fourth quarter, leading to a modest rebound in its stock price after a recent decline [1] - The current strength in Cloudflare appears to be broad-based, with application services showing particular strength [1] - Narweena, an asset manager led by Richard Durant, focuses on identifying market dislocations due to misunderstandings of long-term business prospects [1] Group 2 - Narweena believes excess risk-adjusted returns can be achieved by identifying businesses with secular growth opportunities in markets with barriers to entry [1] - The research process at Narweena emphasizes company and industry fundamentals to uncover unique insights [1] - Narweena has a high risk appetite and a long-term investment horizon, targeting deeply undervalued stocks, particularly in smaller cap markets [1] Group 3 - The aging population, low population growth, and stagnating productivity growth are expected to create new investment opportunities distinct from past trends [1] - Many industries may face stagnation or secular decline, which could paradoxically enhance business performance due to reduced competition [1] - Conversely, some businesses may encounter rising costs and diseconomies of scale, impacting their performance negatively [1] Group 4 - Economies are increasingly dominated by asset-light businesses, leading to a declining need for infrastructure investments over time [1] - A large pool of capital is pursuing a limited set of investment opportunities, resulting in rising asset prices and compressed risk premia [1] - Richard Durant holds undergraduate degrees in engineering and finance and an MBA, and has passed the CFA exams, indicating a strong educational background [1]