Hunting for large‑cap, high‑yield dividend plays led me to The Western Union Company ( WU ) last October. The yield was an eye‑catching 11% back then, and I was quite sure I’d uncover something beneathI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casuall ...

Core Insights - Structure Therapeutics Inc. is characterized as a GLP-1 oral medication company, indicating its focus on innovative therapeutic solutions in the pharmaceutical sector [1]. Company Overview - Structure Therapeutics Inc. operates within the biopharmaceutical industry, specifically targeting the development of oral GLP-1 therapies, which are significant in the treatment of metabolic disorders [1]. Investment Perspective - The analysis emphasizes a fundamentals-first approach to investment, suggesting that despite the prevalence of algorithm-driven trading, understanding the underlying business fundamentals remains crucial for identifying mispriced assets [1].

Core Viewpoint - The $80–85 level is identified as a key support area for investments, and a break below this level could indicate significant market shifts [1]. Group 1 - The year-to-date chart indicates that maintaining the $80–85 support level is crucial for market stability [1]. - The analysis emphasizes a fundamentals-first approach despite the influence of sentiment and technical factors in today's algorithm-driven investment environment [1].

Core Viewpoint - The analysis conducted on Advanced Micro Devices (AMD) supports a Buy rating based on a comparison of current margins and future margin targets [1] Group 1: Company Analysis - AMD's current margins are being evaluated against the margins it aims to achieve in the future [1] - The analysis emphasizes a fundamentals-first approach despite the influence of sentiment and technical factors in the current algorithm-driven investment environment [1] Group 2: Analyst Background - The analyst has managed investments since 1999, gaining experience across various market cycles [1] - The analyst holds a background in Economics and is pursuing CFA certification, focusing on uncovering mispriced assets [1]

Core Themes - The primary focus for investors heading into 2026 is the impact of AI-driven investing and whether it will prove to be a bubble or not [1] Investment Strategy - The investment approach emphasizes uncovering mispriced assets that the market has overlooked, leveraging a fundamentals-first methodology despite the current algorithm-driven environment [1]

Core Viewpoint - Western Midstream Partners, LP (WES) offers an attractive dividend yield of nearly 9.5%, which may indicate potential investment opportunities despite market sentiment and technical factors being prioritized over fundamentals [1]. Company Analysis - The high dividend yield of WES is a significant factor that draws investor attention, suggesting that the company may be undervalued or overlooked in the current market [1]. - The analysis emphasizes a fundamentals-first approach, indicating that the company's financial health and performance metrics should be prioritized in investment decisions [1]. Market Context - The investment environment is increasingly influenced by algorithm-driven strategies, which may overshadow fundamental analysis, highlighting the importance of a balanced approach to investment [1].

Core Viewpoint - Western Midstream Partners, LP (WES) offers an attractive dividend yield of nearly 9.5%, which may indicate potential investment opportunities despite market sentiment and technical factors being prioritized over fundamentals [1]. Company Analysis - The high dividend yield of WES is a significant factor that draws investor attention, suggesting that the company may be undervalued or overlooked in the current market [1]. - The analysis emphasizes a fundamentals-first approach, indicating that the company's financial health and performance metrics are critical in evaluating its investment potential [1]. Market Context - The investment environment is increasingly influenced by algorithm-driven strategies, which may overshadow fundamental analysis, highlighting the importance of a balanced approach to investment decisions [1].