Group 1 - The article emphasizes the unique investment approach of "First Principles," which focuses on breaking down complex financial and technological problems to identify overlooked investment opportunities [1] - The analyst has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The content on Seeking Alpha highlights emerging technologies, sustainable investing, and the intersection of innovation and finance, aiming to share insights and foster collaboration among investors [1]

Core Viewpoint - InfuSystem Holdings, Inc. (INFU) has experienced a stock price decline of approximately 14.52%, dropping from $9.92 over the past three months [1]. Group 1: Company Performance - The stock price of InfuSystem has decreased from $9.92 to its current value, indicating a significant decline in market performance [1]. Group 2: Analyst Background - The analyst specializes in technology, innovation, and sustainability investment, employing a "First Principles" approach to identify overlooked investment opportunities [1]. - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1].

First Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong background in investment, private equity and venture capital, I have a proven track record of delivering strong returns for readers. Articles on Seeking Alpha focus ...

I am bullish on Carlisle Companies Incorporated ( CSL ), driven by a projected low federal interest rate ranging between 3.5% to 3.75% from 3.8% at the end of 2025. This is set to benefitFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opport ...

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Company Overview - First Principles Partners has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The company emphasizes emerging technologies and sustainable investing, highlighting the intersection of innovation and finance [1] Group 2: Investment Philosophy - The "First Principles" approach allows the company to uncover overlooked investment opportunities by analyzing financial and technological aspects [1] - The company is committed to sharing insights with a wider audience and learning from fellow investors to drive positive change [1]

Core Insights - BlackBerry Limited has achieved GAAP profitability for the first time in years, marking a significant milestone for the company [1] - The profitability was facilitated by streamlining operations following the divestiture of Cylance and increasing adoption of QNX technology [1] Company Performance - The company has successfully transitioned post-Cylance divestiture, which has contributed to its operational efficiency [1] - The ramp-up in QNX adoption indicates a strategic focus on enhancing its technology offerings [1] Investment Perspective - The article emphasizes the potential for overlooked investment opportunities in BlackBerry, particularly in the context of technology and sustainability [1]

“Physics teaches you to reason from first principles rather than by analogy.”Elon Muskhttps://t.co/RzPBoRknJe ...

Core Insights - Joby Aviation, Inc. (JOBY) has seen a bullish outlook primarily driven by FAA-type certification, leading to a stock gain over the past three months [1] Group 1: Company Overview - Joby Aviation is focused on developing innovative technologies in the aviation sector, particularly in sustainable air transportation [1] - The company is positioned at the intersection of technology and finance, emphasizing sustainability in its business model [1] Group 2: Analyst Background - The analyst has a decade of experience in investment banking, specializing in technology, innovation, and sustainability investments [1] - The "First Principles" approach is utilized to break down complex financial and technological problems, revealing overlooked investment opportunities [1] Group 3: Investment Philosophy - The articles aim to provide insights into emerging technologies and sustainable investing, contributing to a more innovative and sustainable world [1]

now it is a fair counter that first principles does not matter here as much as chronology and time dependencethat is likely correct on several dimensions, but the grander point is that there is no objective reason why new SoVs can't arise ...

Vitalik with the first-principles slapDon't be evil -> can't be evilCEX < DEX https://t.co/xIVPHr8eWM ...