Long - term thinking

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President Trump says companies should no longer be forced to report on a quarterly basis
Youtube· 2025-09-15 14:37
Speaking of which, the president also posted this morning about potentially changing companies quarterly reports, saying, quote, "Subject to SEC approval. Companies and corporations should no longer be forced to report on a quarterly basis, quarterly reporting, but rather to report on a six-month basis. This will save money, allow managers to focus on properly running their companies." Jim, uh, the Securities Exchange Act of 34 might have something to say about this. It's interesting because in a lot of cou ...
Par Pacific, Built For The Future: Infrastructure As A Catalyst For Renewable Potential
Seeking Alpha· 2025-08-07 07:44
Core Insights - The article emphasizes the importance of disciplined analysis and long-term thinking in identifying resilient and undervalued companies across various sectors, particularly in the Energy sector due to its strategic significance [1]. Group 1: Company Focus - The company is focused on the buy-side investment strategy, aiming to identify companies with strong fundamentals and long-term value [1]. - There is a particular interest in the Energy sector, highlighting its transitional importance in the current market landscape [1]. Group 2: Market Perspective - The article suggests that in a volatile market, it is crucial to prioritize downside protection while maintaining a long-term investment outlook [1].
NTSI: An ETF That Fits Perfectly With The Current Economic Environment
Seeking Alpha· 2025-07-10 20:35
Group 1 - The analyst has a Master's degree in Corporate and Market Finance and focuses on identifying resilient and undervalued companies across all sectors [1] - There is a particular interest in the Energy sector due to its strategic and transitional importance, while also being open to opportunities in any industry with strong fundamentals and long-term value [1] - The approach emphasizes disciplined analysis, downside protection, and long-term thinking in a volatile market [1]
From Setback To Strength: Forward Air's Bumpy Road To Recovery
Seeking Alpha· 2025-06-13 19:00
Core Insights - The article introduces Alps Capital as a new contributing analyst for Seeking Alpha, encouraging others to share investment ideas for publication and potential earnings [1] Group 1 - The financial analyst has a Master's degree in Corporate and Market Finance and focuses on identifying resilient and undervalued companies across various sectors, with a particular interest in the Energy sector [2] - The analyst emphasizes the importance of disciplined analysis, downside protection, and long-term thinking in a volatile market [2]