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U.S. IPO Weekly Recap: One Small Debut As More Names Join The Pipeline
Seeking Alpha· 2025-09-27 04:30
Group 1 - One IPO and four SPACs debuted this week, indicating a continued interest in public offerings and alternative investment vehicles [2] - Six IPOs and three SPACs submitted initial filings, suggesting a robust pipeline for future market activity [2] - Malaysian aquaculture company Megan Holdings (MGN) priced its US IPO at the low end of its range to raise $5 million, reflecting cautious investor sentiment [2]
Harrow, Inc. (HROW) Analyst/Investor Day Transcript
Seeking Alpha· 2025-09-27 04:27
Core Points - The event marks Harrow's inaugural Investor and Analyst Day, indicating a significant step in the company's engagement with investors and analysts [1] - The company will present for approximately 2.5 to 3 hours, followed by a 30-minute Q&A session, suggesting a structured approach to communication with stakeholders [4] Risks and Uncertainties - Harrow's forward-looking statements are subject to various risks and uncertainties, particularly regarding the commercial availability of FDA-approved products and the timely approval of certain drug candidates [2][3] - The company has outlined that these risks are detailed in its SEC filings, specifically in the Risk Factors section of its most recent annual report on Form 10-K and subsequent quarterly earnings reports on Form 10-Q [3]
Revolve Group Stock: Interesting Growth Story, Not Undervalued Now (NYSE:RVLV)
Seeking Alpha· 2025-09-27 04:20
The small-cap world is full of unique companies, and Revolve is surely one. Revolve has proven itself a success domestically, but the share price assumes international expansion is a sure thing. That growth hasn’t materialized yet. I think the companyI am an independent analyst and investor interested in investing at the intersection of value and growth. My method is a highly qualitative focus on mostly small caps, looking for both long term compounders as well as some special situations. On Twitter @Growth ...
Marriott Vacations Stock: Credit Improvements Underappreciated In Shares (NYSE:VAC)
Seeking Alpha· 2025-09-27 03:59
Core Insights - Shares of Marriott Vacations Worldwide (NYSE: VAC) have underperformed over the past year, losing approximately 5% of their value due to a slower-than-expected turnaround [1] Company Performance - The turnaround process for Marriott Vacations Worldwide has taken longer than anticipated, contributing to the decline in share value [1] Analyst Perspective - The analysis reflects a contrarian investment approach based on macroeconomic views and specific stock turnaround stories aimed at achieving outsized returns with a favorable risk/reward profile [1]
Global Medical REIT: Why I Skipped The Commons And 7.4% Yielding Preferreds (NYSE:GMRE)
Seeking Alpha· 2025-09-27 03:25
Global Medical REIT (NYSE: GMRE ) faces heavy near-term refinancing liabilities that will place pressure on its funds from operations ("FFO") and could work to dampen its dividend coverage. This renders a position in the common shares asThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-divide ...
Global Medical REIT: Why I Skipped The Commons And 7.4% Yielding Preferreds
Seeking Alpha· 2025-09-27 03:25
Group 1 - Global Medical REIT (NYSE: GMRE) is facing significant near-term refinancing liabilities that may pressure its funds from operations (FFO) and potentially dampen its dividend coverage [1] - The equity market serves as a powerful mechanism for wealth creation or destruction over the long term, with Pacifica Yield focusing on undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]
Circle: Poised To Thrive Even As Interest Rates Decline
Seeking Alpha· 2025-09-27 03:10
Group 1 - The article discusses the current stock market decline and identifies potential rebound opportunities in momentum and growth stocks that have fallen more sharply than their fundamentals might justify [1] - The author, Gary Alexander, has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into industry trends [1] Group 2 - The article emphasizes the importance of analyzing stock performance relative to fundamental values to identify investment opportunities during market downturns [1]
Choice Hotels International: Shares Look Cheap Amid Soft Domestic Demand
Seeking Alpha· 2025-09-27 02:55
Group 1 - Choice Hotels International (NYSE: CHH) has experienced a decline of over 20% in its stock performance this year [1] - The company is facing challenges similar to several of its peers in the industry [1] - The investment approach discussed emphasizes a long-term, buy-and-hold strategy focused on stocks that can deliver sustainable high-quality earnings [1]
Choice Hotels Stock: Shares Look Cheap Amid Soft Domestic Demand (NYSE:CHH)
Seeking Alpha· 2025-09-27 02:55
Shares of Choice Hotels International (NYSE: CHH ) have been a poor performer so far this year, declining by over 20%. While several of its peers have also not had the best of times recently, Choice's geographicI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on 'The UK Income In ...
Bloom Energy: The Not Too Overvalued Bet Fueling The Data Center CapEx Boom (NYSE:BE)
Seeking Alpha· 2025-09-27 00:15
Group 1 - Seeking Alpha welcomes Sarfatti Investment Research as a new contributing analyst, providing opportunities for individuals to share investment ideas and gain access to exclusive content [1] - The analyst has a background in Economics with a focus on Quantitative Economics and experience in management consultancy, private equity, and venture capital, particularly in technology and climate sectors [2] - The analyst primarily invests in growth stocks, emphasizing innovative sectors such as tech and energy, and aims to deliver quantitative analysis based on fundamental insights [2] Group 2 - The article does not provide specific company or industry insights, focusing instead on the analyst's background and the platform's offerings [3][4]