Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!For the last 5 years, the electricity consumption from data centres has been growing at a CAGR of 15%, according to the IEA's study , and that CAGR is very likely to accelerateDaniel Sereda is chief investment analyst at a family office whose investments span contin ...

分组1 - The electricity consumption from data centres has been growing at a CAGR of 15% over the last 5 years, and this growth rate is expected to accelerate according to the IEA's study [1] - Daniel Sereda is a chief investment analyst at a family office, indicating a focus on diverse asset classes and the need to filter extensive data for critical investment ideas [1] - The investing group Beyond the Wall Investing provides access to high-quality analysis and information prioritized by institutional market participants [1]

分组1 - Genuine Parts Company (GPC) reported Q4 results on February 17, leading to a nearly 15% decline in stock price [1] - The announcement of business separation plans did not positively impact GPC's share performance [1] 分组2 - The company focuses on identifying mispriced securities through understanding financial drivers and utilizing DCF model valuation [1]

Genuine Parts Company ( GPC ) reported the company’s Q4 results on the 17 th of February, sending the stock down by nearly -15%. The announcement of business separation plans didn’t help GPC’s share performance, as a veryI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a ...

Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages the Focused Growth portfolio on the new fintech platform called Dub, which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the po ...

Core Insights - The packaged foods industry has experienced a significant downturn over the past year, with several companies seeing declines of over 20% [1] - Despite the downturn, some companies in the industry continue to offer healthy dividends and have expanded forward guidance [1] - The analysis is primarily based on company fundamentals, industry-specific data, and broader economic trends, rather than solely on company presentations [1] Company Analysis - Company presentations are designed to present data in a favorable light, adhering to SEC regulations, and typically do not advise selling [1] - There is a noted collaboration with another author in the analysis of the industry [1] Market Context - The overall performance of the packaged foods industry indicates a challenging environment for investors, with many companies struggling to maintain their stock values [1]

After 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire ...

I have twice rated Freshworks Inc. ( FRSH ) a buy. It has also been one of the worst performing stocks in my portfolio. I first rated the stock a buy in September. The price had a pullback after thatAnalyst’s Disclosure: I/we have a beneficial long position in the shares of FRSH 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 wi ...

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As I’ve covered in the past , I was bullish on NN Group ( NNGPF ) ( NNGRY ) since mid-2024 due to an interesting combination of a high-dividend yield and relatively cheap valuation. However, following aLabutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy side and related to portfolio management. Associated with the existing author The Outsider. ...