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Bitcoin touches new all-time highs, topping $118,000 as institutions pile into ETFs
CNBC Television· 2025-07-11 15:52
Bitcoin is hitting a new record this morning. It could be the start of a longer bull run. CNBC's Tana Mackil is looking into that and joins us now.Hi Tana. Hi Contessa. Yeah, just flying through those records.Investors did expect this in the second half given the institutional demand and regulatory tailwinds we've seen in my conversations. It's hard for many to identify downside risk. And historically July and the fourth quarter are very strong periods for Bitcoin.So this started after the Fed minutes Wedne ...
Schrödinger: Regulatory Tailwinds Are Supportive Of Continued Strong Growth (Rating Upgrade)
Seeking Alpha· 2025-05-21 03:37
Company Performance - Schrödinger (NASDAQ: SDGR) reported extremely strong results in Q1, indicating a thriving business despite a challenging demand environment [1] - The company's share price reflects its positive performance and potential benefits from regulatory tailwinds going forward [1] Investment Strategy - Narweena, an asset manager, focuses on identifying market dislocations due to poor understanding of long-term business prospects, aiming for excess risk-adjusted returns [1] - The investment approach emphasizes company and industry fundamentals to uncover unique insights, with a high risk appetite and long-term horizon [1] - Narweena targets smaller cap stocks and markets with less obvious competitive advantages, driven by the belief that an aging population and low growth will create new investment opportunities [1] Market Trends - Many industries may face stagnation or secular decline, which could paradoxically enhance business performance as competition decreases [1] - Conversely, some businesses may encounter rising costs and diseconomies of scale, impacting their performance negatively [1] - The economy is increasingly dominated by asset-light businesses, leading to a declining need for infrastructure investments over time [1] - A large pool of capital is pursuing a limited set of investment opportunities, resulting in rising asset prices and compressed risk premia [1]
Mercury General: Rebuilding Its Capital Quickly After LA Wildfires
Seeking Alpha· 2025-05-15 02:11
Group 1 - The core business of Mercury General (NYSE: MCY) continues to generate underwriting profits, supported by regulatory tailwinds leading to double-digit rate increases [1] - The company has successfully rebuilt its operations, indicating a strong recovery and growth potential [1] Group 2 - Henriot Capital operates on a quant-driven investment model, emphasizing simplicity and common sense in its approach to building a hedge fund [1] - The investment strategy prioritizes data-driven decisions, minimizing human bias in stock selection [1]