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Why The Hims & Hers Health Rally Has Room To Run
Seeking Alpha· 2025-06-20 21:01
Since the last coverage , Hims & Hers Health, Inc. (NYSE: HIMS ) stock has delivered a stock return of 89.5%, far beyond the S&P 500’s ( SP500 ) -0.85% decline. The last thesis wasHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-pot ...
July Members Engagement Meeting
GuruFocus· 2025-06-19 14:41
During the meeting, Dr. Tian will share how users can take advantage of GuruFocus features to find good investment opportunities in the market. He will discuss market valuations, GF Score, DCF Models, and other key topics. He will also answer questions from GuruFocus members about the site, different features, the market or investment philosophies/strategies. We hope you will join in to learn how to get the most out of your membership. ...
DoubleVerify: Attractive Valuation Amidst An Improved Outlook (Rating Upgrade)
Seeking Alpha· 2025-06-19 02:50
Shares of DoubleVerify (NYSE: DV ) have been under pressure so far this year as the business has had to deal with headwinds related to the loss of revenue from aAn individual investor primarily focused on undercovered companies, with more than 50 companies on my watchlist. My areas include technology, software, electronics and the energy transition. I have been investing my personal capital for over 7 years in a broad range of companies globally. Through my years of analyzing countless companies, I have acc ...
2025 Bond Market Investing Opportunities - 6/17/25 | Market Sense | Fidelity Investments
Fidelity Investments· 2025-06-18 19:43
Recent volatility in the Treasury market doesn't mean bonds can't offer benefits to investors. On this episode of Market Sense, a Fidelity portfolio manager who specializes in fixed income explains why the current climate of higher yields and the potential for lower interest rates could deliver attractive returns. Plus, we dig into all the latest market headlines and trade news. Topics covered: • Bond opportunities • Bond ETFs • Active and passive bond funds 01:18: Middle East Conflict 02:50: Federal Reserv ...
Meta Is Finally Monetizing WhatsApp, And That's A Big Deal
Seeking Alpha· 2025-06-18 18:56
At PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable insights to help you achieve better returns.All of the analysis we produce is designed to help you make smart decisions in the market, backed by expert research you won't find anywhere else.Follow us today and take control of your portfolio.Analyst’s Disclosure:I/we have a beneficial long posit ...
Navitas Semiconductor: Nvidia's Endorsement Ignites A Multi-Year Revenue Boom
Seeking Alpha· 2025-06-18 12:15
As a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, allows me to bring thorough research and analysis of financial statements, market trends, as well as upcoming events that may impact specific companies or industries. Navitas Semiconductor (NASDAQ: NVTS ) is a name that I have been bullish on ...
The Rockefeller Strategy Reborn: BYD Is Trying To Control The Future Of EVs
Seeking Alpha· 2025-06-18 08:27
At PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable insights to help you achieve better returns.All of the analysis we produce is designed to help you make smart decisions in the market, backed by expert research you won't find anywhere else.Follow us today and take control of your portfolio. Analyst's Disclosure:I/we have a beneficial long posi ...
Is SoFi Stock Worth the Hype? Here's What the Experts Say.
The Motley Fool· 2025-06-17 23:00
Explore the exciting world of SoFi (SOFI -3.25%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the prices of May 7, 2025. The video was published on Jun. 17, 2025. ...
CrowdStrike's Secret Weapon Is Flex
Seeking Alpha· 2025-06-17 10:29
Company Performance - CrowdStrike's stock has achieved a 25% price return since the last coverage, outperforming the S&P 500's 13% price gain despite a July 2024 outage [1] Investment Thesis - The investment thesis for CrowdStrike is based on its cloud-first, AI-native Falcon platform, which is positioned as a modular cybersecurity product [1]
Ziff Davis: Too Cheap At 4 Times FCF Despite Its Risks
Seeking Alpha· 2025-06-15 16:37
Group 1 - The individual investor focuses on undercovered companies, particularly in technology, software, electronics, and energy transition sectors [1] - The investor has over 50 companies on their watchlist and has been investing personal capital for more than 7 years globally [1] - The investor holds a Master's degree in Electrical Engineering and works as an automotive battery R&D engineer in Sweden [1] Group 2 - The investor aims to identify asymmetric investment opportunities to achieve market-beating returns through diligent research of small to mid-cap companies [1]