Workflow
21st Century Transformation
icon
Search documents
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]