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Seagate Technology: HAMR Drives Earnings Surge Ahead
Seeking Alpha· 2025-07-02 01:15
Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuations [1]
RDDT Stockholders with Large Losses Should Contact Robbins LLP for Information About the Reddit, Inc. Securities Class Action Lawsuit
GlobeNewswire News Room· 2025-07-01 20:35
SAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or acquired Reddit, Inc (NYSE: RDDT) securities between October 29, 2024 and May 20, 2025. Reddit is a social media platform and forum-style website where users share and discuss content through posts and comments. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. The Allegations: Robbins LLP is Investiga ...
A Love Letter to Travel : Rethinking the Way We Travel | Dr. Manuela Gutberlet | TEDxAl Qurum
TEDx Talks· 2025-07-01 15:34
[Music] I would like to invite you to travel with me to one of my favorite places here on the Arabian Peninsula. Imagine we are standing on top of a sand dune. There's a scorching heat around 40°. We can see a few camels on the horizon and there's a breeze in the necks and we can hear a few birds as well. We are with a group of cruise tourists that arrived in the morning in the port. So, we just want to take a group photo when suddenly a phone rings. Ding ding ding ding. The German tourist picks up the phon ...
Cathie Wood: Current tech volatility cannot be compared to the late '90s
CNBC Television· 2025-07-01 15:30
I think about the volatility involved with some of the stocks that that you own and I still think you sleep pretty well at night. Am I right. Yes.And and the reason is our research. Uh we're doing original research, white sheet of paper. How are these new technologies uh going to scale.And what's so interesting about this time in market history is many people equate it to the late 90s. it that couldn't be further from the truth. In the in the 20 years that ended in the late 90s, the seeds the seeds uh for w ...
Blackstone: Strong Buy On Durable Growth Blueprint
Seeking Alpha· 2025-07-01 10:33
Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]
Bristol-Myers Squibb: Strong Launch Portfolio Amid Market Reset
Seeking Alpha· 2025-07-01 10:25
Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors see ...
X @BREAD | ∑:
BREAD | ∑:· 2025-07-01 02:33
Approved a few crowd submissions.Momento ResearchShoal ResearchTiger ResearchDecentralized coChain of ThoughtOpen to individual analysts as well if people want to throw their hat in the ring against firmsBREAD | ∑: (@0xBreadguy):Introducing: Research VersusLike VC Versus....But for data providers and research firms. https://t.co/df10IN40jb ...
Twilio: Catalysts Propel AI Messaging Growth
Seeking Alpha· 2025-07-01 02:10
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
X @Demis Hassabis
Demis Hassabis· 2025-07-01 00:51
RT Google DeepMind (@GoogleDeepMind)A universal assistant could "enable future AIs that can carry out their own scientific research, potentially unlocking miracle cures.”💡We’re honored to be named a @TIME 100 Most Influential Company and to receive an Impact Award for our contributions to AI. →https://t.co/DgJ8h4lvyL ...