Core Insights - The focus is on identifying undervalued companies with significant growth potential, particularly in technology, AI, fintech, and cloud infrastructure [1] - Emphasis is placed on rigorous fundamental analysis combined with forward-looking strategies to assess business quality and leadership execution [1] - The investment strategy targets platform businesses with network effects and monetization models that are not fully recognized by the market [1] Investment Strategy - The approach includes monitoring cash flow resilience, balance sheet flexibility, and establishing valuation floors to protect capital [1] - The goal is to invest in opportunities where narrative changes can lead to multi-year upside with limited downside risk [1] - The research aims to provide practical insights that empower investors to understand the core drivers of durable value creation beyond surface-level headlines [1]

After US President Donald Trump suddenly threatened a 50% tariff on copper, the reaction from markets was predictably strong, leaving metal distributors scrambling to get deliveries across the border.@JoeDeaux joins @svaneksmith and @chafkin on the Everybody's Business podcast to discuss the stark challenges of bringing manufacturing back to the US https://t.co/qSwm0RcP17 ...

Soccer me star Cristiano Ronaldo sign a jaw-dropping 2-year $675 million contract extension with Alnasar to stay in the Saudi pro league. Ronaldo will see his player salary increased by 9% to $245 million per year. According to the Sun, Ronaldo's extension also contains a ridiculous amount of bonuses, including a 15% ownership stake in Alnasar worth $45 million, a $33 million signing bonus that goes up to $52 million if he accepts the secondyear player option in the deal, $82 million in promised sponsorship ...

An exchange-traded fund is a basket of securities that tracks or seeks to outperform an underlying index. ETFs can contain investments such as stocks and bonds. https://t.co/q4oJKnnIBr ...

It's either the 20 million or an official apology from the administration because ultimately my um my goal is not selfenrichment. So if President Trump apologized, would you accept that. If if it's a formal apology uh that of course would reverse uh his um his fascist agenda, then definitely I would accept that.Makmoud Khil there at 30 Rock, the student activist. The Trump administration made a symbol of its crackdown on protesters, is holding the administration accountable for his detention. He filed a cla ...

Group 1 - The article invites active investors to join a free trial and engage in discussions with sophisticated traders and investors [1] Group 2 - There are no stock, option, or similar derivative positions held by the analyst in any of the mentioned companies, nor plans to initiate such positions within the next 72 hours [2] - The article expresses the author's own opinions and is not compensated for it, except from Seeking Alpha [2] Group 3 - Seeking Alpha clarifies that past performance does not guarantee future results and no investment recommendations are provided [3] - The views expressed may not reflect those of Seeking Alpha as a whole, and the analysts may not be licensed or certified by any regulatory body [3]

RT Avi Chawla (@_avichawla)Finally, a browser automation framework for Agents that actually works in production (open-source)!Typical browser automation tools like Selenium or Playwright require you to hard-code automation. These are brittle since one change in the website can disrupt the full workflow.On the other hand, high-level Agents like OpenAI Operator can be unpredictable in production.Stagehand is an open-source framework that bridges the gap between:- brittle traditional automation like Playwright ...

Group 1 - BOC Aviation (BOCA) delivered 13 aircraft in 2Q25, maintaining flat year-over-year (YoY) and increasing two quarter-over-quarter (QoQ), with a total of 24 aircraft delivered in 1H25, which is an increase of six YoY and four half-over-half (HoH) [1] - The firm’s self-owned fleet grew to 441 aircraft by the end of 1H25, up 12 YoY and six HoH, while the order book increased to 351, reflecting a growth of 132 YoY and 119 HoH [1] - Aircraft lease rates are trending upward, with the Airbus A320NEO lease rate rising approximately 6% YoY as of February 2025, supporting high-priced contract execution and potentially lifting gross lease rental yields [2] Group 2 - The firm sold 14 self-owned aircraft in 2Q25, an increase of three YoY and 10 QoQ, with a total of 18 self-owned aircraft sold in 1H25, also up three YoY [3] - The market value of the firm’s self-owned fleet exceeded book value by 15% as of the end of 2024, indicating that steady aircraft disposals could improve fleet quality and realize asset premiums [3] Group 3 - The firm has a higher exposure to floating-rate liabilities (27% at end-2024), making it more sensitive to interest rate cuts compared to leasing peers, with historical share price movements closely tied to US Treasury yields and interest rate cut expectations [5] - In previous periods of rising interest rate cut expectations, the firm’s share price increased by 18.7% from its trough to peak in November 2023 and climbed 26.2% by July 2024, suggesting potential short-term catalysts for share price [5] Group 4 - Improved aircraft deliveries are expected to drive up gross lease rental yields, while overseas interest rate cuts may lower financing costs, leading to a steady recovery in the firm’s return on equity (ROE) [6] - The firm’s historical average valuation has shown a strong correlation with its ROE, indicating that ROE expansion could provide room for a steady rise in valuation [6]

RT Brennan Watt (@bw_solana)🥱🥱pump token launch goes off w/o a hitch.chain handling 2-3x ingress & packing full blocks.median fees "spiked" to 2 cents.haters in shambles https://t.co/pUGllGB3Vk ...

The quiet winner here is $BONK.Up 13% today.Sitting at a 2.25B FDV marketcap.60% of PUMP market cap feels realistic. Especially considering the market share flip that Bonk has had on the meme front. ...