Group 1 - The article introduces J. Collinski as a new contributing analyst for Seeking Alpha, inviting others to share their investment ideas for publication and potential earnings [1] - J. Collinski has a background in Immunobiology with a PhD from Yale University and has been investing since 2016, focusing on long-term value investments [2] - The investment strategy includes targeting sectors undergoing market disruptions or crises, with a preference for holding investments for multi-year periods [2] Group 2 - The analyst has a beneficial long position in GPMT shares, indicating confidence in the stock's performance [3] - The article emphasizes that past performance does not guarantee future results and that no specific investment advice is being provided [4]

Core Insights - The Q3FY26 earnings season is set to feature over 75 listed companies reporting their results, providing a comprehensive overview of corporate performance across various sectors [1] - Key companies reporting include Sun Pharmaceutical Industries, IDFC First Bank, Delhivery, GAIL (India), Finolex Industries, and Reliance Infrastructure, along with numerous mid- and small-cap firms [2] - The previous quarter showed mixed results, with some companies experiencing steady revenue growth while others faced profit pressures, highlighting the importance of monitoring margins and operational improvements [3] - The December quarter is crucial for assessing companies' positions before the end of FY26, with a focus on shifts in margins, asset quality, and cash flows, alongside management commentary [4] Sector Performance - The earnings reports will cover various sectors including banking, pharmaceuticals, logistics, energy, manufacturing, financial services, and technology, offering insights into sector-specific performance [1][2] - Market participants will evaluate income, profitability, margins, and balance sheet trends to gauge overall corporate health during the December quarter [2] - Interest-rate-sensitive and consumption-linked sectors will be particularly scrutinized for signs of stabilization and growth momentum [3] Reporting and Analysis - The live blog will provide real-time updates on earnings numbers and developments as companies report their Q3FY26 results throughout the day [5] - Analysts will closely examine management commentary alongside financial results to better understand future positioning and strategies of the companies [4]

Core Viewpoint - Rosen Law Firm is reminding former stockholders of Smartsheet Inc. about a class action lawsuit related to the January 2025 sale of Smartsheet to a consortium including Blackstone, Vista Equity Partners, and Platinum Falcon, with a lead plaintiff deadline of February 24, 2026 [1]. Group 1: Class Action Details - Former Smartsheet stockholders may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6]. - The complaint alleges that Smartsheet's solicitation of stockholder approval for the Buyout involved a false and misleading Proxy statement that mischaracterized the company's financial performance [5]. Group 2: Legal Representation - Investors are encouraged to select qualified legal counsel with a proven track record in securities class actions, as many firms may not have the necessary experience or resources [4]. - Rosen Law Firm has a history of successful settlements in securities class actions, including significant recoveries for investors [4].

Core Viewpoint - The Vanguard Information Technology ETF has significantly outperformed the market over the past decade, primarily driven by the AI boom, but it lacks exposure to key companies in the AI sector, making it potentially less attractive for investors seeking broad AI stock exposure [1][2]. Group 1: ETF Performance and Composition - The Vanguard Information Technology ETF (VGT) has increased by approximately 670% over the past decade, compared to a 270% gain for the S&P 500 [1]. - The ETF tracks the MSCI US IMI Information Technology 25/50 index and holds stakes in 320 companies, with nearly 59% of its value concentrated in the top 10 holdings [3]. - The top three holdings—Nvidia, Apple, and Microsoft—account for nearly 45% of the ETF's assets, indicating a high concentration risk [4]. Group 2: Missing Key Companies - The ETF does not include major players in the AI ecosystem such as Alphabet, Amazon, and Meta Platforms, which are classified in different sectors [5][6]. - Alphabet and Meta are categorized under the communication services sector, while Amazon falls under consumer discretionary, thus excluding them from the ETF's holdings [6]. - The absence of these companies is significant as Amazon and Alphabet are two of the largest cloud infrastructure providers, holding market shares of 29% and 13%, respectively, which are crucial for AI model training and operation [7]. Group 3: Implications of Missing Companies - The exclusion of Amazon, Alphabet, and Meta from the ETF limits its exposure to the AI megatrend, as these companies play vital roles in cloud services and AI development [8].

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Board Changes - Jim Snee has retired from the Board after 36 years of service, having previously held the roles of President, Chairman, and CEO [1] - Jeff Ettinger rejoined the Board in March and was appointed Interim CEO in July [2] - John Ghingo was named the new President in July and joined the Board [2] - Scott Aakre joined the Board in May and will retire from his role as Group Vice President and Chief Marketing Officer for Retail at the end of the month [2] Meeting Attendance - Members of the Board of Directors and leadership team are present at the meeting [3] - Representatives from Ernst & Young LLP, the independent registered public accounting firm, are also in attendance [3]

Group 1 - The company reported strong operational performance with increasing demand in core markets, leading to heightened leasing activity and rising occupancy rates [1] - Total in-store customer spending during the Christmas quarter remained consistent with the previous year, with grocery spending rising by 6.2% compared to the same quarter last year [1] - Non-Food discount sales grew by 7.2%, while Food & Beverage and Health & Beauty segments increased by 4% and 2.4% respectively, despite a decline in Value Fashion by 1.1% [1] Group 2 - As of April 1, 2026, new ratable values across the portfolio are expected to increase by 7%, but this will be offset by an 11% reduction in rates payable for tenants due to a recently announced discount for retail, hospitality, and leisure properties [2] - The company has been disciplined in capital recycling, improving portfolio quality, and strengthening its financial position, having disposed of one retail park in Northern Ireland and one shopping center in Hemel Hempstead for a total of GBP 12.6 million [2] - A further retail park in Dumfries was exchanged for GBP 26.5 million following the execution of a value-enhancing business plan [2]

Core Insights - Private lending has gained significant attention in recent years, particularly in the post-pandemic era, where it has emerged as a prominent source of capital [1] Industry Overview - The private credit market has become a focal point for investors seeking alternative financing options as traditional lending sources have become more constrained [1]

Core Insights - Private lending has gained significant attention in recent years, particularly in the post-pandemic era, where it has emerged as a prominent source of capital [1] Industry Overview - The private credit market has become a focal point for investors seeking alternative financing options as traditional lending sources have become more constrained [1]

Group 1 - Medicare's upcoming coverage of obesity treatments is expected to significantly increase access to Eli Lilly's experimental weight-loss pill, orforglipron, according to CEO Dave Ricks [1] - The Medicare program could potentially qualify 20 million to 30 million patients, making GLP-1 treatments more affordable and widely used [2] - Eli Lilly plans to launch orforglipron in the second quarter, aligning with the start of Medicare coverage later this year, with initial pricing agreements leading to a "step down" in costs [3] Group 2 - Ricks expressed confidence that Lilly's pill can compete effectively and reach a broader patient base beyond current injection users [4] - Novo Nordisk has significantly increased its advertising spending for GLP-1 drugs, outpacing Eli Lilly, with expenditures of approximately $316 million on Wegovy and $169 million on Ozempic from January to September 2025 [5] - In comparison, Eli Lilly spent about $131 million on its obesity drug Zepbound, a substantial increase from $2 million the previous year, and $83 million on its diabetes treatment Mounjaro [6]