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Oracle: OpenAI Deal Risk (Double Downgrade) (NYSE:ORCL)
Seeking Alpha· 2025-09-23 05:20
Core Insights - The focus of Noah's Arc Capital Management is on 20th-century stocks that are undergoing transformations in the 21st century, as well as companies that facilitate these transformations [1] Group 1 - The firm aims to provide Wall Street-level insights to Main Street investors [1] - The research emphasizes innovations in business models that can lead to significant stock changes [1]
Nvidia: The Oracle Earnings Are Not Bullish (NASDAQ:NVDA)
Seeking Alpha· 2025-09-19 15:17
Core Insights - The account is managed by Noah's Arc Capital Management, focusing on 20th-century stocks undergoing transformation in the 21st century, as well as companies that facilitate this transformation [1] Group 1 - The research emphasizes the search for innovations in business models that can lead to significant stock changes [1]
Coinbase: Genius Act Deep Dive
Seeking Alpha· 2025-06-26 10:35
Core Insights - The account is managed by Noah's Arc Capital Management, focusing on providing Wall Street-level insights to main street investors [1] - The research primarily targets 20th-century stocks undergoing transformation in the 21st century, while also covering companies that facilitate these transformations [1] Group 1 - The firm seeks innovations in business models that can lead to dramatic changes in stock performance [1]
Nvidia Q1 Earnings Review: China Restrictions Getting Worse
Seeking Alpha· 2025-05-31 06:29
Group 1 - The account is managed by Noah's Arc Capital Management, focusing on 20th-century stocks undergoing transformation in the 21st century [1] - The research aims to identify innovations in business models that could lead to significant stock changes [1] - The article is associated with SA contributor Elijah Buell, indicating collaboration in research efforts [1] Group 2 - The managing partner of Noah's Arc Capital Management is Noah Cox, whose views may not necessarily reflect the firm's overall stance [3] - The content is intended solely for informational purposes and does not constitute investment advice [3] - The article emphasizes that past performance is not indicative of future results, highlighting the speculative nature of investments [4]
Snowflake Q1 Preview: Revenue Model Falling Apart
Seeking Alpha· 2025-05-17 13:00
Group 1 - The account is managed by Noah's Arc Capital Management, focusing on providing Wall Street-level insights to main street investors [1] - The research primarily targets 20th-century stocks undergoing transformation in the 21st century, while also covering companies that facilitate these transformations [1] - The emphasis is on identifying innovations in business models that could lead to significant stock price changes [1] Group 2 - Noah Cox is the managing partner of Noah's Arc Capital Management, and his views may not necessarily reflect those of the firm [3] - The content is intended solely for informational purposes and does not constitute investment advice [3]
Qualcomm Q2 Preview: Secret Trade War Advantage
Seeking Alpha· 2025-04-29 07:29
Group 1 - The account is managed by Noah's Arc Capital Management, focusing on 20th century stocks undergoing transformation in the 21st century [1] - The research aims to identify innovations in business models that could lead to significant stock changes [1] Group 2 - The managing partner of Noah's Arc Capital Management is Noah Cox, whose views may not reflect the firm's overall stance [3] - The article is intended solely for informational purposes and does not constitute investment advice [3]
Philip Morris Q1 Preview: Top Recession Stock
Seeking Alpha· 2025-04-21 21:59
Core Insights - The focus of Noah's Arc Capital Management is on 20th-century stocks that are undergoing transformations in the 21st century, as well as companies that facilitate these transformations [1] Group 1 - The firm aims to provide Wall Street-level insights to Main Street investors [1] - The research emphasizes innovations in business models that can lead to significant stock changes [1] Group 2 - Noah Cox is the managing partner of Noah's Arc Capital Management, and his views may not necessarily reflect those of the firm [3] - The article is intended solely for informational purposes and does not constitute investment advice [3][4]
Netflix Q1 Preview: Big Tariff Winner
Seeking Alpha· 2025-04-15 19:27
Group 1 - The account is managed by Noah's Arc Capital Management, focusing on providing Wall Street-level insights to main street investors [1] - The research primarily targets 20th-century stocks undergoing transformation in the 21st century, while also covering companies that facilitate these transformations [1] - The emphasis is on identifying innovations in business models that could lead to significant stock price changes [1] Group 2 - Noah Cox is the managing partner of Noah's Arc Capital Management, and his views may not necessarily reflect those of the firm [3] - The content is intended solely for informational purposes and does not constitute investment advice [3]