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X @Wendy O
Wendy O· 2025-12-23 20:00
BlackRock ranked its spot $BTC ETF (Ticker: IBIT) as a top three investment theme for 2025 due to strong long-term institutional inflows ...
THNQ: Overpriced Exposure To AI Bets
Seeking Alpha· 2025-09-25 10:13
Group 1 - The article discusses the trend of ETFs emerging in response to popular investing themes, highlighting past examples such as tech funds in the late 1990s and emerging markets in the early 2000s [1] - It emphasizes the growing interest in solar and clean energy sectors, indicating a shift in investor focus towards sustainable investments [1] - The profile of a seasoned value investor named Philipp is presented, who has nearly 20 years of experience and adopts a global approach to identify undervalued companies with significant margins of safety [1] Group 2 - Philipp's investment strategy includes focusing on companies with solid earnings records that are trading at less than 8 times free cash flow, which reflects his criteria for identifying attractive investment opportunities [1]