Base Carbon ( OTCQX:BCBNF ) is a financier of global carbon abatement projects. This should be a growth area in coming years, particularly with Article 6 of the Paris Agreement helping to create more liquid markets and CORSIA drivingRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying businesses with s ...

Salesforce, Inc. (NYSE: CRM ) is one of the more misunderstood names in the market today. The market appears concerned that topline growth has not yet accelerated. This comes as many software peers have already seen their own acceleration in growth rates. I believeJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with str ...

The Trade Desk (NASDAQ: TTD ) has been one of the more volatile names amidst a volatile market this year. The company appears to have hit a serious bump in the growth story, leading some investors to questionJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to add an additional layer to the c ...

The Trade Desk (NASDAQ: TTD ) has been one of the more volatile names amidst a volatile market this year. The company appears to have hit a serious bump in the growth story, leading some investors to questionJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to add an additional layer to the c ...

NNN REIT (NYSE: NNN ) is not an AI stock, but that might make it a compelling investment. With the broader markets trading at aggressive valuations, I expect investors to warm up to the long track recordJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to add an additional layer to the conven ...

W. P. Carey (NYSE: WPC ) is finally starting to trade at a premium to its historical comparable peers, but that’s by intention. The company has successfully transformed its portfolio to focus on industrial and warehouse properties, which haveJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles t ...

Core Insights - W. P. Carey (NYSE: WPC) is now trading at a premium compared to its historical peers, a result of its strategic portfolio transformation focusing on industrial and warehouse properties [1] Company Strategy - The company has successfully shifted its investment focus towards industrial and warehouse properties, which has contributed to its premium valuation [1] Analyst Profile - Julian Lin, a financial analyst, specializes in identifying undervalued companies with long-term growth potential, emphasizing strong balance sheets and management teams [1]

Okta (NASDAQ: OKTA ) has been building on its operating leverage progress, leading to a second straight quarter of positive GAAP operating income. The cybersecurity company remains as relevant as ever, even if I expect growth rates to be meaningfully below consensus estimates. The netJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented ...

AvalonBay Communities (NYSE: AVB ) offers a way to invest in growing apartment real estate without any of the typical managerial hassle. The stock is offering among its highest yield in a decade while its core markets continue to post strong results. TheJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuati ...

UDR (NYSE: UDR ) has among the highest dividend yields in the apartment REIT sector. The stock may appeal to investors looking for value amidst a sector that has underperformed the broader market by a wide margin. I expect UDR to post solidJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to ...