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XSW And The Crisis Of The Software Sector That You Need To Know
Seeking Alpha· 2026-02-07 14:10
Group 1 - The software segment is currently experiencing significant challenges, leading to concerns about its viability [1] - Financial Serenity focuses on providing in-depth analysis of the asset management sector, combining data analysis with actionable insights [2] - The initiative aims to assist investors in making informed decisions in a rapidly changing market environment [2]
ServiceNow: AI Demand Soars While Investors Fear The Wrong Risk
Seeking Alpha· 2026-02-05 11:56
Group 1 - ServiceNow (NYSE: NOW) stock is facing pressure along with the overall software sector due to investor concerns about AI technology potentially rendering software solutions obsolete across companies [1] - ServiceNow asserts that its software solutions are enhanced with AI capabilities, positioning itself as a leader in the evolving software landscape [1]
Easterly Government Properties: An Upgrade Betting On Portfolio Growth, Despite Federal Budget Showdown
Seeking Alpha· 2026-02-04 19:56
Albert Anthony is the pen name of a Croatian-American business author who is a contributing analyst on investor platform & financial media site Seeking Alpha, where he has over +1,000 followers, & also has written for platforms like Investing dot com. He is the author of a new book on Amazon called Real Estate Investment Trusts (REITs): A Fundamental Analysis (2026 Edition).The author's career focus as a business & information systems analyst also included the IT department at top 10 financial firm Charles ...
YMAG: The Right Strategy At The Wrong Time
Seeking Alpha· 2026-02-03 17:50
Financial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics platforms. This initiative aims to provide an in-depth analysis of the dynamics driving the asset management market. On Seeking Alpha, we combine insights from rigorous data analysis with actionable opinions and ratings on ETF ...
IGLD: Exploit The Momentum And The Implied Volatility Of Gold
Seeking Alpha· 2026-01-20 04:04
Core Insights - Financial Serenity focuses on the asset management sector, providing in-depth analysis of market dynamics [1] Group 1: Company Overview - Financial Serenity is managed by Tommaso Scarpellini, a seasoned financial researcher with experience in banking and financial analytics [1] - The initiative aims to deliver valuable, data-driven perspectives to assist investors in making informed decisions [1] Group 2: Market Analysis - The column combines insights from rigorous data analysis with actionable opinions and ratings on ETFs and other trending instruments in the asset management space [1]
AppLovin: Expectation Risk Is The Real Story Behind This Hold (NASDAQ:APP)
Seeking Alpha· 2026-01-19 04:45
Core Insights - The valuation of AppLovin Corp. (APP) stock is enhanced by the company's growth catalysts at full scale, particularly through its self-service platform and Axon Manager [1] Group 1: Company Overview - AppLovin Corp. is positioned to leverage its growth catalysts effectively, indicating a strong potential for future performance [1] Group 2: Growth Catalysts - Key growth catalysts for AppLovin include the self-service platform and Axon Manager, which are expected to drive the company's expansion [1]
Something Is Happening With Bitcoin That I Would Have Never Expected: The BTCO Case
Seeking Alpha· 2026-01-14 17:09
Today something is happening on Bitcoin that I haven’t seen for quite some time. Something that naturally is also reflected in the ETFs that replicate its performance, in this sense also on the Invesco Galaxy Bitcoin ETF (Financial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics plat ...
EPAM Systems: Waiting For A Better Entry Point
Seeking Alpha· 2026-01-13 16:55
Following the release of Q3 2025 results and the unilateral growth trajectory of the share price since then, I am giving a hold rating to EPAM Systems, Inc. ( EPAM ). The recent earnings haveI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, and qualitati ...
A Strategy On XXRP, For The XRP Boom: But Watch Out For This Element
Seeking Alpha· 2026-01-09 18:16
Group 1 - The initiative "Financial Serenity" focuses on providing in-depth analysis of the asset management sector, driven by rigorous data analysis and actionable insights [1] - The goal is to help investors make informed decisions in the evolving asset management market by combining data-driven perspectives with opinions on ETFs and trending instruments [1] Group 2 - The author, Tommaso Scarpellini, is a seasoned financial researcher with extensive experience in banking and financial analytics [1] - The content aims to deliver valuable insights specifically tailored for the asset management market [1]
CHAT: From A Bubble, To What Appears To Be A "Cheap" Segment Of The S&P 500
Seeking Alpha· 2026-01-08 18:54
I am sure that when over the past month you thought about AI, you also thought, “Nah … too expensive.” I know this because in certain contexts, I thought it too . And yet, even today, itFinancial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics platforms. This initiative aims to provi ...