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SoFi: Better Buying Opportunities Ahead (NASDAQ:SOFI)
Seeking Alpha· 2025-11-21 15:30
SoFi Technologies ( SOFI ) stock has dropped by more than 15% over the last week due to the overall equity market's weakness multiplied by the stock's high beta. Nothing has changed much fundamentally if weI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have de ...
X @Bloomberg
Bloomberg· 2025-11-20 11:15
The growing clout of private companies like OpenAI is causing Wall Street to redraw the boundaries of its equity research business https://t.co/f1Mjh50zsh ...
TKO Group Holdings: Rapidly Expanding The Experience Economy Into 2026
Seeking Alpha· 2025-11-20 08:49
Core Insights - The article discusses the author's extensive experience in the financial industry, particularly focusing on commodities, foreign exchange, and cryptocurrencies [1]. Group 1 - The author has over five years of experience in the financial industry [1]. - The primary focus areas include commodities, foreign exchange, and cryptocurrencies [1]. - The author also engages in writing about equity research, economics, and geopolitics [1].
Super Micro: The Sell-Off Is Wildly Overdone (NASDAQ:SMCI)
Seeking Alpha· 2025-11-19 21:00
Core Insights - The article discusses the benefits of subscribing to Beyond the Wall Investing for access to high-quality equity research reports, potentially saving thousands annually [1] - It highlights the recent performance and updates regarding Super Micro Computer, Inc. (SMCI), indicating a bullish outlook from the analyst [1] Company Analysis - Super Micro Computer, Inc. (SMCI) has had a bullish rating maintained for over two months, with management recently reporting on their fiscal Q3 performance [1] - The article emphasizes the importance of staying informed on institutional investor insights and technical signals for short-term trading opportunities [1] Investment Strategy - Beyond the Wall Investing offers a fundamentals-based portfolio and regular alerts for trade ideas, aiming to balance growth and value for investors [1] - The investing group is led by a personal portfolio manager with five years of experience in quantitative research, focusing on proprietary Wall Street information [1]
Alibaba Is A 'Buy' Ahead Of Its Q2 Earnings Report
Seeking Alpha· 2025-11-07 14:00
With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.Alibaba Group Holding Limited ( BABA ) became one of my most successful bullish picks, as the ADR price has been recovering for the past few quarters and achieving my expectedOakoff Investments is a personal portfolio manager and a quantitative resea ...
CareTrust REIT: Strength In Operational Abilities And A Next-Decade Theme
Seeking Alpha· 2025-11-07 12:22
Core Insights - The article discusses the background and aspirations of an undergraduate student pursuing a degree in Electrical Engineering and Economics, highlighting a keen interest in equity research and investment management [1]. Group 1: Educational Background and Interests - The individual is studying Electrical Engineering and Economics, indicating a strong analytical foundation [1]. - There is a focus on equity research, with an aim to build a career in investment management or investment banking [1]. - The approach to evaluating investment opportunities is sector agnostic, suggesting a broad perspective on market analysis [1]. Group 2: Investment Philosophy and Strategy - The individual has learned about investing primarily through reading investment philosophy books and engaging in discussions with peers [1]. - Experience in working on equity research reports is noted, along with an interest in quantitative strategies such as portfolio optimization [1]. - The investment horizon is defined as short to medium-term, ranging from 1 to 5 years, with a focus on identifying companies before their fair price is recognized by the market [1].
The Trade Desk: Q3 Earnings As A Pivotal Moment
Seeking Alpha· 2025-11-04 13:58
The Trade Desk ( TTD ) has experienced a massive sell-off after the Q2 earnings release mostly because of a cautious Q3 guidance from the management. I think that TTD is highly likely to outperform in realityI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have ...
Micron: The Business Model Is Shifting
Seeking Alpha· 2025-10-31 10:24
Core Insights - Micron Technology, Inc. (MU) has seen a significant stock price increase of approximately 115% year-over-year, indicating strong market performance and improving earnings visibility [1] Company Analysis - The company is positioned to become a critical supplier in the semiconductor industry, driven by increasing demand and enhanced earnings visibility [1] Industry Context - The focus on undervalued companies with strong competitive advantages is essential in the tech and semiconductor sectors, highlighting the importance of data-driven investment strategies [1]
MPLX: Compelling Upside And Yield (NYSE:MPLX)
Seeking Alpha· 2025-10-23 15:49
Core Insights - MPLX LP has delivered a total return of -5.6% to investors since the last bullish call, underperforming the broader equity market, which is attributed to overall market sentiment [1] Company Analysis - The company has a strong background in the oilfield and real estate industries, with over a decade of experience in finance, including complex due diligence efforts and M&A transactions [1] - The company has developed a keen interest in equity research and analysis of public companies, providing equity research services for a Dubai-based family office with over $20 million in assets under management [1] - The company emphasizes its ability to analyze financial statements, evaluate market trends, and identify key growth drivers across different industries [1]
B2Gold: The Ultimate Gold Play
Seeking Alpha· 2025-10-15 18:32
Group 1 - Gold prices have been on a steady rise over the past 5 years, more than doubling since 2020, indicating strong market momentum [1] - The current momentum of gold prices resembles that of cryptocurrencies rather than traditional metals, suggesting a shift in investor perception [1] - Beyond the Wall Investing offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and regular alerts for short-term trade ideas [1] Group 2 - The article emphasizes the importance of access to high-quality equity research reports, which can save investors thousands of dollars annually [1] - The investing group provides community chat and ticker feedback by request, enhancing investor engagement and information sharing [1]