Workflow
Netstreit: Reliable Yield And Solid Expansion, Yet Shares Appear Fully Priced
Seeking Alpha· 2025-11-20 03:17
As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, 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 ...
Mercury General: From Red Flag To Reluctant Buy
Seeking Alpha· 2025-11-20 03:14
The relationship between Mercury ( MCY ) and me is a long story. Not a loving one, but not a hateful one either. I would rather name it a neutral, unbiased, analytical relationship.The CrickAnt is an actuary for an insurance company utilizing his work experience to do analysis on insurance and reinsurance companies. He is a contributing author to the investing group Cash Flow Club where along with Darren McCammon and Jonathan Weber, they focus on company cash flows and their access to capital. Core features ...
5 biggest takeaways from Nvidia's Q3 earnings — from the AI bubble to new Saudi partnerships
Business Insider· 2025-11-20 03:12
Nvidia's blockbuster earnings just brought relief to Wall Street. On Wednesday, the chip giant reported $57 billion in revenue for the quarter and delivered another blowout performance from its data center division, which brought in $51 billion, surpassing the $49.3 billion analysts projected.Nvidia also lifted its fourth-quarter guidance to expect $65 billion in sales. The optimistic outlook reinvigorated AI and semiconductor stocks after several rocky days. Nvidia stock jumped more than 3% in after-hours ...
Runway Growth Finance: 14% Dividend Yield, 30% Discount To NAV - I'm Not Buying
Seeking Alpha· 2025-11-20 03:12
The 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-dividend tickers, REITs, and green energy firms.Analyst’s Disclosure:I/we have a beneficial long position in the shares of TRIN, HTGC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses ...
DIVO's Case For Conservative Investors: Income Without The Volatility
Seeking Alpha· 2025-11-20 03:11
I have reviewed Amplify's growth income ETF, QDVO, and found the proposition a Strong Buy. QDVO has an active underlying portfolio with a growth bias (closer to the S&P 500 as a base and improvising for growth from there) andI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I ...
Tech shares turbocharged by Nvidia's stellar earnings
Reuters· 2025-11-20 03:10
Shares of technology companies surged in Asia on Thursday, after bumper earnings from chipmaker Nvidia quelled investor fears of an AI bubble and breathed new life into a tech-led rally that has propelled global stock indexes to record highs this year. ...
QuantumScape: Cash Burn Has Bottomed
Seeking Alpha· 2025-11-20 03:09
Despite extreme share price volatility, I like how my Solid Power ( SLDP ) investment performs in terms of the management's steps to capitalize on the industry's technological progress. I like the industry itself becauseWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and ...
MRX DEADLINE: ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Marex Group plc Investors to Secure Counsel Before Important Deadline in Securities Class Action - MRX
Newsfile· 2025-11-20 03:08
MRX DEADLINE: ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Marex Group plc Investors to Secure Counsel Before Important Deadline in Securities Class Action - MRXNovember 19, 2025 10:08 PM EST | Source: The Rosen Law Firm PANew York, New York--(Newsfile Corp. - November 19, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Marex Group plc (NASDAQ: MRX) between May 16, 2024 and August 5, 2025, both dates inclusive (the "Class Period"), of the i ...
Cybersecurity ETFs: CIBR's Concentrated Strategy Wins Over HACK
Seeking Alpha· 2025-11-20 03:05
As the world is becoming increasingly digital, so is the cyberattack threat, and as a result, it is establishing the cybersecurity industry as a critical sector for both private and governmental actors. Over the long term, it means that there isI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I speci ...
Amprius Technologies: Positive Q3 Results, But Valuation And Technical Concerns Appear (Rating Downgrade)
Seeking Alpha· 2025-11-20 03:02
David focuses on growth & momentum stocks that are reasonably priced and likely to outperform the market over the long-term. He is a long term investor of quality stocks and uses options for strategy. David told investors to buy in March 2009 at the bottom of the financial crisis. The S&P 500 increased 367% and the Nasdaq increased 685% from 2009 through 2019. He wants to help make people money by investing in high-quality growth stocks.Analyst’s Disclosure:I/we have no stock, option or similar derivative p ...