Kennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curious Analyst is an associate of Kennedy NjagiAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a b ...

One billionaire rode the AI boom back onto Forbes’ ranking of the world’s 10 richest people knocking out one of Europe’s richest fashion moguls.Read more: https://t.co/ISNgxAowbH https://t.co/jWlL93Lg53 ...

The World’s Largest Technology Companies 2025: Nvidia Continues To Soar Amid AI Boom https://t.co/ltRBmMxJZb https://t.co/ltRBmMxJZb ...

White House Weighs Federal Land and Fast-Tracked Permits to Drive AI Boom: Reuters► https://t.co/UmR37KY5Zw https://t.co/UmR37KY5Zw ...

As an analyst and an investor, I tend to think of myself as a big-picture guy. Think about the present and extrapolate that to the future. From there, I believe thatHi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing since about 2009.Since July 2018, I have ran Kody's Dividends. This is a blog that is documenting ...

Group 1 - Argan Inc. (NYSE: AGX) has recently achieved impressive results, with its stock value nearly tripling over the past 12 months, reaching a record price [1] - The company specializes in building power plants and industrial facilities, indicating a focus on infrastructure development [1] Group 2 - The article highlights the characteristics of companies that are attractive for investment, including growth in revenue, earnings, and free cash flow, as well as excellent growth prospects and favorable valuations [1] - Preference is given to steadily growing companies with high free cash flow margins, dividend stocks, and those with generous share repurchase programs [1]

As you can already tell from the title, I'm downgrading Shopify Inc. (NASDAQ: SHOP ) stock to a Sell ahead of Q1 2025 earnings on May 8th, as II’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure: I/w ...