Subscribers to Chart of the Week received this commentary on Sunday, January, 25. Earnings season reminds me a lot of traveling.You plan and plan and get excited and have all these grand ideations, and then when it actually hits, it happens so fast you get whiplash and easily overwhelmed.Or maybe that’s just me..Either way, I resolve every earnings season to monitor the situation like no situation has ever been monitored. The whole situation too, not just the headline-grabbing names. Let’s walk you through ...

Shark Tank investor Kevin O’Leary said infrastructure is the future of crypto and artificial intelligence, and he is betting big. O'Leary said in an interview with CoinDesk that he now controls 26,000 acres of land across multiple regions, aimed at powering the infrastructure behind AI, cloud computing and crypto. That figure includes 13,000 acres in Alberta, Canada — already disclosed — and another 13,000 acres in undisclosed locations currently undergoing permitting. O'Leary, who has been an investor ...

Core Insights - Franklin Templeton identifies significant investment opportunities in private equity, private credit, real estate, and infrastructure for the year 2026 [1] Group 1: Investment Opportunities - The company emphasizes the potential of private equity as a robust investment avenue, highlighting its resilience and growth prospects [1] - Private credit is noted for its increasing relevance, particularly in a rising interest rate environment, which may enhance returns for investors [1] - Real estate is recognized for its ability to provide stable income and potential appreciation, making it an attractive option for long-term investors [1] - Infrastructure investments are seen as critical due to their essential nature and potential for steady cash flows, especially in the context of global economic recovery [1]

Group 1 - The article emphasizes the importance of returning to normalcy after the holiday season, indicating a preference for routine over the unpredictability of holiday schedules [1] - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities, contributing to iREIT®+HOYA Capital [1] - The analysis aims to provide actionable investment ideas with a focus on dividend growth opportunities, highlighting the potential for income generation in the investment landscape [1]

Core Insights - The article emphasizes the importance of in-depth research on various income-generating investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 1: Analyst Background - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities [2] - He is a contributing author for iREIT®+HOYA Capital, aiming to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [2] Group 2: Analyst's Position - The analyst has disclosed a beneficial long position in shares of AM, UNP, RTX, and REXR through stock ownership, options, or other derivatives [3] - The article expresses the analyst's own opinions and indicates that no compensation is received for the article, aside from Seeking Alpha [3] Group 3: Disclosure Information - Seeking Alpha clarifies that past performance is not indicative of future results and does not provide recommendations or advice on investment suitability [4] - The views expressed may not reflect those of Seeking Alpha as a whole, and the analysts are third-party authors, including both professional and individual investors [4]

Core Insights - The article emphasizes the importance of in-depth research on various income-generating investment vehicles, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the value of a free trial for potential investors [1]. Group 1 - The analyst Leo Nelissen focuses on major economic developments related to supply chains, infrastructure, and commodities, aiming to provide insightful analysis and actionable investment ideas [2]. - The analysis particularly emphasizes dividend growth opportunities, indicating a strategic focus on income generation for investors [2]. Group 2 - The article includes disclosures regarding the analyst's lack of positions in the mentioned companies, ensuring transparency in the analysis provided [3]. - It also clarifies that past performance does not guarantee future results, and no specific investment recommendations are made, maintaining a neutral stance on investment suitability [4].

Group 1 - The article emphasizes the importance of in-depth research on various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the value of joining iREIT on Alpha for comprehensive insights [1] - The analyst Leo Nelissen focuses on major economic developments related to supply chains, infrastructure, and commodities, aiming to provide actionable investment ideas with a particular emphasis on dividend growth opportunities [1] Group 2 - The article includes a disclosure from the analyst indicating a beneficial long position in shares of specific companies, which reflects the analyst's personal investment strategy [2] - It is noted that past performance is not indicative of future results, and no specific investment recommendations are provided, emphasizing the independent nature of the opinions expressed [3]

In industry, women manage the infrastructure governments rely on but cannot run themselves. SpaceX’s Gwynne Shotwell (No. 20) keeps the systems behind defense and global connectivity functioning. #PowerWomen https://t.co/sTf06505ydIllustration: Oriana Fenwick for Forbes https://t.co/FdDUuFOhyb ...

The Hong Kong Insurance Authority is proposing a slate of new rules to channel insurance capital into assets including cryptocurrencies and infrastructure https://t.co/9gfuoU0YaU ...

Financial Performance & Strategy - Flutterwave shifted its focus towards sustainability, improved economics, and better capital allocation in recent months [1][2] - The company aims for overall group profitability potentially by 2026 [3][4] - Flutterwave is prioritizing revenue growth, margin expansion, and achieving profitability to become sustainable and less dependent on funding cycles [23] - The company is operating with public market discipline, focusing on profitability and sustainability [25][26] Growth & Expansion - Enterprise business in the Asia corridor has seen approximately 50% growth across the board, with a 100% margin balance in the period [2] - Enterprise business grew over 1,000% in the Asia corridor in the last year due to simplified payment solutions for African SMBs and corporates importing from Asia [8][9] - Flutterwave is building infrastructure to enable enterprises, SMBs, and consumers, including stablecoin deployments [5] - The company is expanding its remittance products to cover every corridor in Africa, aiming to be the easiest way to move money [8] - Flutterwave plans to expand into the UAE and Hong Kong through partnerships, targeting major trade routes for Africa [15] Technology & Innovation - Flutterwave is building the "biggest stablecoin deployment ever" in Africa, providing stablecoin wallets for businesses and consumers [5] - Stablecoin infrastructure connects the Fiat world to the Stablecoin world, enabling real-time payments for suppliers and faster remittances [7] - The company launched a Naira card for travelers to Nigeria in 7-8 weeks, demonstrating its innovation and responsiveness to customer demand [27][28] Market Position & Future Outlook - Flutterwave is the "biggest fintech in Africa" and the "most licensed non-bank entity" [13] - The company views itself as infrastructure, enabling the growth of commerce and logistics in Africa [19] - Flutterwave believes Africa's future is infrastructure-led and anticipates more unicorns and global companies growing from Africa in the next decade [13][20] - An IPO is considered a milestone, not a destination, and will only be pursued when the company is ready and there is a clear need for capital [24]