Investment research
Search documents
Disney Q1 2026 Earnings: Past Potential Risks Become Reality
Seeking Alpha· 2026-02-03 13:51
Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in strategy consulting focused on brand and intangible asset valuation, particularly in technology, telecom, and banking sectors [1]. Group 1: Professional Background - Vladimir Dimitrov has worked with some of the largest global brands in various sectors, indicating a strong industry presence and experience [1]. - He graduated from the London School of Economics, which adds credibility to his analytical skills and knowledge base [1]. Group 2: Investment Focus - The focus is on identifying reasonably priced businesses that possess sustainable long-term competitive advantages, suggesting a value-oriented investment strategy [1].
AppLovin: The Genie Is Still In The Bottle
Seeking Alpha· 2026-02-02 21:51
Group 1 - Stone Fox Capital is a Registered Investment Advisor (RIA) based in Oklahoma, led by Mark Holder, a CPA with 30 years of investing experience, including 15 years as a portfolio manager [1] - Mark Holder leads the investing group Out Fox The Street, which provides stock picks and in-depth research aimed at identifying potential multibaggers while managing portfolio risk through diversification [1] - The features of Out Fox The Street include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct communication with Mark for inquiries [1]
Concentrix: Deeply Undervalued With Improving Profitability
Seeking Alpha· 2026-01-20 21:11
Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] Group 1: Investment Strategy - The investment strategy emphasizes high-yield, dividend growth ideas, targeting dividend yields up to 10% [2] - The service offers research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] Group 2: Target Audience - The service is designed for investors seeking dependable monthly income and portfolio diversification [2] - It caters to those with a medium- to long-term investment horizon, focusing on defensive stocks [2]
Freightos Stock: Still Risky, But Finally Worth Buying Again (Rating Upgrade)
Seeking Alpha· 2026-01-19 18:25
Core Insights - The article emphasizes the importance of The Aerospace Forum as a leading investment research service focused on the aerospace, defense, and airline sectors, providing access to data analytics and investment ideas [1][2]. Group 1: Company Overview - The Aerospace Forum is led by an analyst with a background in aerospace engineering, aiming to identify investment opportunities within the aerospace, defense, and airline industries [2]. - The forum offers data-informed analysis to provide context on industry developments and their potential impact on investment strategies [2]. Group 2: Services Offered - Membership in The Aerospace Forum grants full access to reports, data, and investment ideas, enhancing the research capabilities for investors in the aerospace sector [1]. - The forum includes access to evoX Data Analytics, an in-house developed platform designed to support investment research [1].
Intel: Big Day
Seeking Alpha· 2026-01-16 18:45
Group 1 - The article highlights Intel Corporation (INTC) as a stock with a previous Strong Buy rating, indicating a positive outlook for the company [1] - BAD BEAT Investing, led by Quad 7 Capital, has a team of 7 analysts with nearly 12 years of experience in identifying investment opportunities [1] - The investment strategy focuses on short- and medium-term investments, income generation, special situations, and momentum trades, aiming to educate investors on trading proficiency [1] Group 2 - The article mentions that BAD BEAT Investing has maintained an average position of 95% long and 5% short since May 2020, showcasing their market strategy [1] - Benefits of joining BAD BEAT Investing include access to well-researched trade ideas, chat rooms, daily analyst summaries, and trading tools [1] - The analysts involved have expertise in various fields, including business, policy, economics, and game theory, contributing to their investment insights [1]
SPYI: Don't Chase This Large Distribution Yield Either
Seeking Alpha· 2026-01-05 16:52
Core Viewpoint - The article emphasizes the importance of identifying undervalued stocks that are mispriced by the market as a strategy for investment in 2026 [1]. Group 1: Company Overview - Stone Fox Capital is an RIA based in Oklahoma, led by Mark Holder, a CPA with extensive experience in investing and portfolio management [2]. - Mark Holder has 30 years of investing experience, including 15 years as a portfolio manager, and leads the investing group Out Fox The Street [2]. Group 2: Investment Strategy - The investing group Out Fox The Street provides stock picks and in-depth research aimed at uncovering potential multibaggers while managing portfolio risk through diversification [2]. - Features of the group include model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and community chat access for direct interaction with Mark [2].
The Fed's Most Dangerous Moment Yet - And Markets Are Not Ready
Seeking Alpha· 2026-01-05 12:05
Core Insights - The company is preparing to release its top investment picks for 2026, emphasizing the timing for potential investors [1] - Significant resources are allocated to research, with an annual investment exceeding $100,000 to identify profitable opportunities [1] - The company has received approximately 200 five-star reviews from members who have benefited from its investment strategies [2] Investment Strategy - The company focuses on high-yield strategies, providing access to these opportunities at a fraction of the typical cost [1] - Members are encouraged to join now to maximize their returns based on the company's research and insights [2]
QQQI: This Popular 13% Yield Looks Perfect - Until You Dig Into The Details
Seeking Alpha· 2025-12-27 18:05
Core Insights - The company is set to release its top investment picks for 2026, emphasizing the timing for potential investors to join and access these opportunities [1] - The company invests significant resources, including thousands of hours and over $100,000 annually, into researching profitable investment opportunities [1] - The approach has garnered over 190 five-star reviews from satisfied members, indicating a positive reception and effectiveness of the investment strategies [2]
These Are Some Of My Favorite Investment Picks For 2026
Seeking Alpha· 2025-12-27 12:30
Core Insights - The market is perceived as expensive, a sentiment echoed by various analysts throughout the year [1]. Group 1: Market Analysis - The discussion around market valuation has been prevalent among major analysts, indicating a consensus on the high cost of investments [1]. Group 2: Analyst Contributions - Leo Nelissen focuses on significant economic developments related to supply chains, infrastructure, and commodities, contributing to the iREIT®+HOYA Capital team [1].
Buy The Dip: 2 Of The Best Undervalued 8%-10% Yields I've Seen
Seeking Alpha· 2025-12-24 12:05
Core Insights - The company is preparing to release its top investment picks for 2026, emphasizing the timing for potential investors [1] - Significant resources are allocated to research, with an annual investment exceeding $100,000 to identify profitable opportunities [1] - The company claims to provide high-yield strategies at a fraction of the cost, appealing to cost-conscious investors [1] Member Satisfaction - The approach has garnered approximately 200 five-star reviews from members who report positive outcomes [2] - The company encourages potential investors to join now to start maximizing their returns [2]