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 relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

Core Viewpoint - Blackstone Mortgage Trust (BXMT) has focused on reducing its office loan portfolio over the past two years, which has negatively impacted the REIT's financial performance [1] Group 1 - BXMT has worked diligently to decrease the size of its office loan portfolio [1] - The impaired loans have adversely affected BXMT's financial performance [1]

Core Insights - The offshore drilling industry is being closely monitored, with a focus on forecasting future revenues based on backlog data [1] - Company fundamentals, industry-specific data, and broader economic trends are the primary basis for analysis [1] - Company presentations are designed to present data favorably, and no presentations have advised selling stock [1] Company Analysis - Noble's recent earnings report was highlighted for its backlog scrutiny, indicating its importance in revenue forecasting [1] - Transocean's performance is also under consideration, suggesting it may be a key player in the industry [1] Industry Trends - The analysis emphasizes the importance of backlog in predicting future revenues within the offshore drilling sector [1] - The approach taken is to rely on comprehensive data rather than solely on company presentations, which may be biased [1]

After trading sideways in 2025, Klarman's latest big bet looks undervalued at the start of 2026. Warren Buffett's longtime business partner Charlie Munger once told a guest at their annual shareholder meeting that one of the best ways to find great investment ideas is "looking at things that other smart people are buying." One of the smartest investors you could follow is Seth Klarman. He runs the private investment partnership Baupost Group and follows a similar investment ethos as Warren Buffett and Munge ...

Core Viewpoint - Lundin Gold Inc. (LUGDF) shares have been upgraded from a "Sell" rating to a "Hold" rating, indicating a shift in investment sentiment towards a more neutral stance on the stock [1]. Company Summary - Lundin Gold Inc. is listed on the US OTCQX market, and the recent rating change reflects a reassessment of the company's investment potential [1]. - The analyst, Alberto, possesses a Master's degree in Business Economics and has a comprehensive background in managerial and economic aspects, which supports the analysis of Lundin Gold Inc. [1]. Investment Strategy - The article outlines a versatile investment strategy that caters to various investor profiles, including those focused on dividends, value propositions, or growth opportunities [1].

Group 1 - Newmont Corporation's shares declined on February 20 following the release of Q4 results, with production opportunities being a focal point of concern [1] - The decline in share price is noted to be less significant compared to the recent strong rally in the market [1] Group 2 - The article does not provide additional relevant content regarding the company or industry [2][3]

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Apollo Global Management, Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Investigation Details - The investigation is prompted by an article from Financial Times stating that Apollo executives, including CEO Marc Rowan, had discussions regarding tax arrangements with Jeffrey Epstein, despite previous claims of no business dealings with him [3]. - Following the news, Apollo's stock experienced a decline of 1% on February 2, 2026, and a further drop of 4.76% on February 3, 2026 [3]. Group 2: Class Action Information - Shareholders who purchased Apollo securities may be eligible for compensation through a class action lawsuit without any out-of-pocket fees, facilitated by a contingency fee arrangement [2]. - Interested investors can join the class action by visiting the provided link or contacting the law firm directly [2]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and consistently ranking among the top firms for settlements since 2013 [4]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering significant amounts for its clients [4].

Core Insights - The focus is on uncovering high-upside opportunities in overlooked sectors, particularly small-cap stocks, energy, commodities, and special situations [1] - The investment strategy emphasizes growth through fundamental momentum indicators such as EPS, ROE, and revenue, along with price-volume confirmation and macroeconomic filters [1] - The use of econometric tools and calculations is highlighted for analyzing market direction, cycles, and behavior [1] Company and Industry Analysis - The analyst has been managing personal capital since 2020 and has been advising under MiFID II after obtaining a license [1] - The educational background includes a bachelor's degree in Business Administration and Economics, with a master's thesis focused on the impact of financial results announcements on stock returns and trading volumes of micro-cap gold mining companies [1]

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] Company and Industry Summary - Subscribers gain access to a model account with over 50 stocks, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [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 service [2]