matdesign24/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing the top 10 stocks for 2025, which returned 45.6% vs S&P 500's 17.6%, (14:50). This is an excerpt from a recent webinar, Top 10 Stocks For 2025 -- Recap & Results. Transcript Daniel Snyder: Hey, everyone, Daniel Snyder here from Seeking Alpha. Thank you so much for join ...

If you're going to use AI in your process at all, almost by definition, you are going to lose a little intuition. You know, we've always prided ourselves on the balance of we intuitively understand why we think this makes money and the evidence that it makes money. But if you weren't giving up some intuition, what the heck is the AI doing.If it's simple and you could have just seen it with the naked eye, it's hard to imagine it's it's helping. Um but let me give you a concrete example. We like good momentum ...

Quantitative Investing History - Discusses the history of quantitative investing [1] Market Efficiency - Explores the concept of market efficiency [1] AI/ML in Investing - Examines the emergence of AI/ML in the investment process [1]

Group 1 - The company experienced profitability in both the US and other markets, with the US showing more momentum-driven gains [1][2] - The use of modern techniques, such as EML for parsing corporate statements, has proven effective in identifying profitable stocks [2][8] - The company has adapted its strategies over the years to reduce dependency on value investing, which faced challenges during the COVID-19 pandemic [3][4] Group 2 - The integration of AI into the company's operations has allowed for more intuitive signal generation, although some aspects remain unexplained [6][10] - The company emphasizes a balance between economic intuition and data-driven approaches, maintaining a level of understanding of their strategies [5][10] - The trend-following strategies employed by the company have performed well, particularly in uncertain market conditions [25][30] Group 3 - The company has expanded its trend-following strategies to include both price trends and fundamental economic trends, which have been successful this year [31][34] - The company trades long-short factors from quantitative equity, which has contributed positively to its performance [33][34] - The current market environment, characterized by high valuations and uncertainty, presents both challenges and opportunities for the company [36][43] Group 4 - The company acknowledges the potential risks associated with high valuations in the market but does not classify them as bubble levels [39][42] - The company maintains a systematic approach to investing, which helps mitigate the impact of market volatility and behavioral biases [24][47] - The company is cautious about the implications of retail investor participation in private markets, emphasizing the need for a balanced understanding of risks [55][56]

Group 1 - The ProShares UltraPro Short S&P500 ETF (SPXU) is a leveraged ETF with a factor of -3x, launched on June 23, 2009, and is based on the S&P 500® Index with an expense ratio of 0.90% [1] - SPXU has a liquidity profile characterized as mid-size, with total assets amounting to $571 million [1] - The investing group led by Fred focuses on quality dividend stocks and companies at the forefront of technology innovation, providing various market risk indicators and investment strategies [1]

Group 1 - The article discusses the investment strategies of Fred, who leads the Quantitative Risk & Value group, focusing on quality dividend stocks and tech innovation companies [1] - Fred Piard has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] Group 2 - The article does not provide any specific financial data or performance metrics related to the companies mentioned [2][3]

Group 1 - The article highlights Fred Piard's investment group, Quantitative Risk & Value, which focuses on quality dividend stocks and tech innovation companies [1] - Fred Piard has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] Group 2 - The article does not provide any specific financial data or performance metrics related to the companies mentioned [2][3]

Core Insights - The article discusses the strong core business of Leonardo DRS while highlighting concerns about its high valuation in the defense sector [1] Financial Analysis - The analysis focuses on two key factors: a comprehensive examination of financial metrics, intrinsic value, and overall health, with an emphasis on competitive advantages using quantitative models [1] - Substantial attention is given to macroeconomic and geopolitical factors that influence the industry, impacting the company's short-to-medium-term performance [1] Investment Perspective - The analyses represent a part of broader research on companies with long-term potential, with a primary focus on quantitative aspects of finance and investing [1]

Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than serving the numbers themselves [1] - The approach combines quantitative analysis with classic fundamental analysis to uncover the true story of a company and its stock, highlighting the importance of future potential over past data [1] Investment Experience - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles included managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - The individual has edited and written stock newsletters, notably the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line [1] Educational Contributions - There is a strong passion for investor education, demonstrated through numerous seminars on stock selection and analysis [1] - The individual is the author of two books: "Screening The Market" and "The Value Connection," further contributing to investor knowledge [1] - The new role on Seeking Alpha aims to provide valuable insights while welcoming constructive feedback from the audience [1]

Core Viewpoint - Tokenwell Platforms Inc. has successfully completed the acquisition of WealthAgile Inc., enhancing its position in the cryptocurrency investment sector and is set to resume trading on the Canadian Securities Exchange under the new ticker symbol "TWEL" [1][2]. Transaction Summary - The acquisition involved Tokenwell acquiring 100% of WealthAgile's shares in exchange for 22,999,979 common shares of Tokenwell [2]. Board and Management Changes - Mr. Timothy J. Burgess has been appointed as the new Chief Executive Officer and Director of Tokenwell, bringing his experience from WealthAgile and a strong background in quantitative investing [3]. - Ms. Kate-Lynn Genzel has been appointed as Chief Financial Officer effective August 5, 2025, with over ten years of experience in financial roles [5]. - The company expressed gratitude to former CEO Ms. Melody Cooper and former CFO Mr. Alexander McAulay for their contributions [4][6]. Concurrent Financing - Tokenwell completed a non-brokered private placement of 10,000,000 units at a price of $0.20 per unit, raising aggregate gross proceeds of $2,000,000 [7][8]. Name Change - The company changed its name from "Trilogy AI Corp." to "Tokenwell Platforms Inc." on August 1, 2025, prior to the acquisition [9]. Company Overview - Tokenwell Platforms Inc. focuses on enhancing access to intelligent cryptocurrency investing through its innovative, user-centric platform [11].