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X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2026-04-11 14:35
This week I spoke to @jvisserlabs about the latest inflation numbers, the difference between AI stocks and software stocks, why money is rotating into commodities and semiconductors, and the big idea behind a significant bitcoin move in the coming months.YouTube: https://t.co/S51sLl8O68Spotify: https://t.co/NAErjVVWbkApple: https://t.co/Dt28CScIpfTIMESTAMPS:0:00 - Intro0:50 - Iran war, markets & current outlook3:22 - AI vs software (what’s the difference?)5:43 - Who is actually using AI today?9:10 - Who get ...
X @ESMA - EU Securities Markets Regulator 🇪🇺
RT EU Publications (@EUPublications)8 key points to consider by finfluencers:🔸being aware of the potential negative financial consequences for followers,🔸disclosing paid partnerships,🔸understanding the risks associated with investment opportunities,🔸being honest.➡️ https://t.co/4YIqKirRZG@ESMAComms https://t.co/5ad9mUaCjU ...
April 2026 Member Engagement Meeting
GuruFocus· 2026-03-17 14:22
During the meeting, Dr. Tian will share how users can take advantage of GuruFocus features to find good investment opportunities in the market using features like insider trends, portfolio tracking, and valuation correlations. He'll also comment on current market valuations and answer questions from GuruFocus members about the site, different features, the market or investment philosophies/strategies to help you get the most out of your membership. Please like, subscribe and comment below! ----------------- ...
How Ukraine Digitized Government in the Middle of War
Bloomberg Television· 2026-03-07 15:00
So, Chrystia, you're working with President Zelensky to rebuild the Ukrainian economy after this war is over. As we look at Ukraine right now, it looks like just pure devastation. But as you work on that project, do you see some bright spots, particularly in the tech sector.-I do, David, and I want to start by being careful not to overstate my role. So I'm an unpaid volunteer advisor. I don't have any executive authority, and I want to be clear about that.Having said that, I really believe in Ukraine. I thi ...
AppLovin: Your Golden Buying Opportunity Ahead Of Earnings (Preview) (NASDAQ:APP)
Seeking Alpha· 2026-01-30 16:42
Group 1 - The article highlights the expertise of a consulting specialist at a leading Central Asian bank, emphasizing their experience in delivering strategic insights and analysis for private banking clients [1] - The author of Novo Capital has developed a resilient methodology focused on corporate valuation, due diligence for investment opportunities, and crafting accurate forecasts to guide long-term investment strategies [1] - Novo Capital was created with the goal of discussing investment ideas and gaining "alpha" through out-of-consensus information, reflecting a unique perspective in the investment community [1]
February Members Engagement Meeting
GuruFocus· 2026-01-14 20:28
During the meeting, Dr. Tian will share how users can take advantage of GuruFocus features to find good investment opportunities in the market. He'll also commented on current market valuations and answer questions from GuruFocus members about the site, different features, the market or investment philosophies/strategies. We hope you'll learn how to get the most out of your membership! Please like, subscribe and comment below! ------------------------------------------------------------------- #valueinvesti ...
6 Reasons You Should Sell Nvidia (NASDAQ:NVDA)
Seeking Alpha· 2025-11-03 22:53
Core Insights - The investment philosophy emphasizes seeking obvious investment opportunities that stand out clearly [1] - The approach has shifted from deep-value investing to focusing on acquiring high-quality businesses for long-term holding [1] - The strategy involves concentrated positions, often initiating investments at 5-10% of the portfolio, with a willingness to let them grow significantly [1] Investment Strategy - The investment style has evolved from a "cigar-butt" approach to a preference for wonderful businesses [1] - The philosophy advocates for holding onto investments for a long time without trimming positions, regardless of portfolio size [1] - The approach aligns with the idea of nurturing successful investments while avoiding the temptation to cut losses on underperforming ones [1]
Power Integrations: The Nvidia Hype Overlooks Fundamental Weaknesses (NASDAQ:POWI)
Seeking Alpha· 2025-10-21 18:18
Core Insights - The article emphasizes the identification of investment opportunities in undervalued companies, leveraging the author's extensive experience in financial media and academic background in financial markets [1] Group 1: Investment Opportunities - The focus is on presenting investment opportunities specifically in mid and small-cap companies that are undervalued [1] - The analysis includes thorough research on financial statements and market trends that may affect specific companies or industries [1] Group 2: Research and Analysis - The article highlights the importance of analyzing upcoming events that could impact the performance of companies or sectors [1] - It underscores the need for comprehensive research to uncover potential investment risks and opportunities [1]
23rd Forbes Global CEO Conference Opens In Jakarta
Forbes· 2025-10-14 05:05
Core Insights - The 23rd Forbes Global CEO Conference is taking place in Jakarta, Indonesia, gathering approximately 380 prominent CEOs, thought leaders, entrepreneurs, and investors [1] - The conference theme "The World Pivots" focuses on the next chapter of the global economy amid geopolitical and technological turbulence, emphasizing the need for faster innovation and bold strategies [2] Event Highlights - A one-on-one dialogue is scheduled between Rosan Perkasa Roeslani, Minister of Investment and Downstream Industry, and Rich Karlgaard, Futurist and Columnist at Forbes Asia, during the lunch session on the opening day [4] - On the second day, Tadashi Yanai, Chairman, President, and CEO of Fast Retailing, will engage in a dialogue with Steve Forbes, Chairman and Editor-in-Chief of Forbes Media [5] Speaker Line-up - The conference features around 50 speakers from various sectors, including notable figures such as Anthony Capuano, CEO of Marriott International, and Tony Fernandes, CEO of Capital A [7][8] - Other distinguished speakers include Caroline Link, Co-Chairman of B.GRIMM Pharma, and Daniel Ives, Managing Director at Wedbush, among others [8] Sponsorship and Support - The event is supported by principal sponsors RGE and Permata Bank, with additional corporate and supporting sponsors including Amazon Web Services and Indorama Corp Group [9]
Boot Barn: Executing Well, But Priced For Perfection
Seeking Alpha· 2025-08-01 19:50
Core Insights - BAD BEAT Investing, led by Quad 7 Capital, has been providing investment opportunities for nearly 12 years, focusing on both long and short trades [1] - The team is recognized for their February 2020 recommendation to sell everything and go short, maintaining an average position of 95% long and 5% short since May 2020 [1] - The investment strategy emphasizes short- and medium-term investments, income generation, special situations, and momentum trades [1] Group 1 - The company comprises a team of 7 analysts with diverse expertise in business, policy, economics, mathematics, game theory, and sciences [1] - BAD BEAT Investing aims to educate investors to become proficient traders through a comprehensive playbook, providing in-depth research with clear entry and exit targets [1] - The firm has a proven track record of success in its investment strategies [1] Group 2 - Benefits of BAD BEAT Investing include understanding market dynamics, executing well-researched trade ideas weekly, and access to multiple chat rooms [2] - Subscribers receive daily summaries of key analyst upgrades and downgrades, along with learning opportunities in basic options trading and extensive trading tools [2]