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Apple's Implicitly Expected EPS Growth: Realistic Or Bubble?
Seeking Alpha· 2025-10-09 12:30
If you are really serious about improving your performance as an investor -- during this historic moment which is providing once-in-a-decade opportunities -- I highly recommend that you subscribe to Successful Portfolio Strategy . This service is designed to empower you to become a successful strategic manager of your investments. Few times in history has it been as important as it is now to have a winning portfolio strategy. So, right now is truly the time to take decisive action.James is the leader of the ...
Apple Stock's Implicitly Expected EPS Growth: Realistic Or Bubble? (NASDAQ:AAPL)
Seeking Alpha· 2025-10-09 12:30
If you are really serious about improving your performance as an investor -- during this historic moment which is providing once-in-a-decade opportunities -- I highly recommend that you subscribe to Successful Portfolio Strategy . This service is designed to empower you to become a successful strategic manager of your investments. Few times in history has it been as important as it is now to have a winning portfolio strategy. So, right now is truly the time to take decisive action.James is the leader of the ...
X @The Economist
The Economist· 2025-10-09 00:30
The 25/25/25/25 portfolio is an unusual strategy when viewed through the lens of conventional theory. It is also one of this year’s standout performers. We explain whyIllustration: Satoshi Kambayashi https://t.co/xUejosLeu0 ...
X @The Economist
The Economist· 2025-10-03 15:30
The 25/25/25/25 portfolio is an unusual strategy when viewed through the lens of conventional theory. It is also one of this year’s standout performers. We explain why https://t.co/RoB6BaFldn ...
Alphabet Stock's Implied EPS Growth Expectations: Realistic Or Bubble? (NASDAQ:GOOGL)
Seeking Alpha· 2025-10-03 12:30
If you are really serious about improving your performance as an investor -- during this historic moment which is providing once-in-a-decade opportunities -- I highly recommend that you subscribe to Successful Portfolio Strategy . This service is designed to empower you to become a successful strategic manager of your investments. Few times in history has it been as important as it is now to have a winning portfolio strategy. So, right now is truly the time to take decisive action.James is the leader of the ...
Reddit Investors Got A Big Gift From OpenAI
Seeking Alpha· 2025-10-02 13:59
I recently joined The REIT Forum , and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber-only portfolios.When I last wrote about Reddit (NYSE: RDDT ), I expected a revenge rally in H2, as I believed the company was well positioned to exceed its Q2 revenue and earningsAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capi ...
Wingstop’s $3M AUV Goal Easy With Smart Kitchen (NASDAQ:WING)
Seeking Alpha· 2025-09-20 15:06
Group 1 - The article discusses the recent upgrade of Wingstop (WING) stock to a "buy" rating, indicating that investor pessimism has been excessive [1] - The author highlights the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - Amrita's background includes experience in high-growth supply-chain start-ups and venture capital, where she successfully grew user acquisition during the pandemic [1] Group 2 - The article emphasizes the importance of democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding [1] - Amrita's newsletter, The Pragmatic Optimist, has been recognized as a top finance newsletter, showcasing her expertise in portfolio strategy and valuation [1]
Why The Market Is Wrong About The Trade Desk (NASDAQ:TTD)
Seeking Alpha· 2025-09-11 15:01
Core Viewpoint - The Trade Desk, Inc. (NASDAQ: TTD) is viewed positively, with a Buy rating reiterated, and the perceived threat from Amazon (AMZN) is considered misguided [1]. Company Overview - The Trade Desk is a technology company that specializes in digital advertising, providing a platform for ad buyers to manage their campaigns across various channels [1]. Investment Strategy - The investment strategy focuses on sustainable, growth-driven companies that aim to maximize shareholder equity [2]. - The family office fund led by Amrita emphasizes meeting growth-oriented goals while democratizing financial literacy [2]. Market Context - The article suggests that the competitive landscape, particularly regarding Amazon's influence, may not be as threatening to The Trade Desk as some analysts believe [1].
ServiceNow Wins Vs Salesforce In Enterprise (NYSE:NOW)
Seeking Alpha· 2025-09-10 14:36
Group 1 - The article highlights a strong enterprise momentum for ServiceNow (NYSE: NOW) in Q2 FY25, leading to a reiterated "buy" rating on the stock [1] - The focus of the family office fund led by Amrita is on investing in sustainable, growth-driven companies that aim to maximize shareholder equity [1] - Amrita's background includes five years in high-growth supply-chain start-ups and collaboration with venture capital firms, enhancing her expertise in user acquisition and investment portfolios [1] Group 2 - Amrita's newsletter, The Pragmatic Optimist, has gained recognition as a top finance newsletter, emphasizing portfolio strategy, valuation, and macroeconomics [1] - The objective of the fund is to democratize financial literacy and simplify complex financial concepts for broader accessibility [1]
Our H2 2025 Top Ideas
Seeking Alpha· 2025-09-10 13:00
Group 1 - The US economy is currently facing challenges, despite the S&P 500 reaching all-time highs, indicating a disconnect between market performance and economic health [1] - The focus is on building a thoughtful investment portfolio that balances growth potential with strong fundamentals, emphasizing high-quality businesses in the US and Europe [2] - Key characteristics of desirable investments include industry-leading profitability, low leverage, and growth potential, with an emphasis on long-term capital allocation strategies [2] Group 2 - The analyst holds long positions in several companies, including BRK.B, ASML, AMZN, NVO, and LVMH, indicating a belief in their long-term value [3] - The article expresses personal opinions and does not represent any business relationship with the mentioned companies, highlighting an independent analysis [3]