Investment ecosystem

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CONL Displays Substantial Exposure To Bitcoin
Seeking Alpha· 2025-07-13 11:23
Core Insights - The article emphasizes the importance of a holistic approach to investment recommendations, considering the entire investment ecosystem rather than evaluating companies in isolation [1]. Group 1: Analyst Background - Michael Del Monte has over 5 years of experience as a buy-side equity analyst and previously spent over a decade in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]. Group 2: Investment Philosophy - The investment recommendations are based on a comprehensive understanding of the investment ecosystem, highlighting the interconnectedness of various sectors and companies [1].
Energy Fuels Punts And Pushes Out The Goalpost
Seeking Alpha· 2025-04-24 18:43
Energy Fuels Inc. (NYSE: UUUU ) is navigating a challenging market as uranium spot ( UXA:COM ) remains below what management deems as an appropriate selling price. With limited growth prospects at the firm’s uranium mines under development atMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, ...