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Meta: Hire Away, Zuckerberg
Seeking Alpha· 2025-07-10 21:23
Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience in user acquisition and venture capital, which informs her investment decisions [1] - The newsletter "The Pragmatic Optimist" aims to simplify financial literacy and macroeconomic concepts for a broader audience, enhancing understanding of investment strategies [1] Group 2 - The previous analysis of Meta (NASDAQ: META) indicated a "buy" rating due to increasing usage and monetization efficiency across its platforms [1]
Eversource Energy: Double-Digit Total Return And A Generous Dividend
Seeking Alpha· 2025-07-10 18:58
Core Viewpoint - Friedrich Global Research aims to identify the safest and best-performing companies for stock investments by focusing on free cash flow, efficient capital allocation, and consistently superior results to pinpoint high-quality management teams [1] Group 1: Company Analysis - The analysis emphasizes the importance of free cash flow and efficient capital allocation as key indicators of a company's performance [1] - The focus is on identifying management teams that consistently deliver superior results, which is crucial for long-term investment success [1] Group 2: Analyst Background - The founder of Bern Factor LLC has nearly 40 years of investing and analysis experience, with a background as a CPA and CFA charter holder [2] - The analyst possesses expertise in both quantitative and qualitative analysis, along with extensive experience in technical analysis [2] - A diverse career background, including roles in retail, military service, and management across various sectors, contributes to a broad perspective on macroeconomics and detailed operational insights [2]
Xenia Hotels & Resorts: Undervalued REIT With Macro And Sector Tailwinds
Seeking Alpha· 2025-07-09 08:48
I like how a single event can ripple through markets and trigger a chain of reactions. That curiosity is what led me to study macroeconomics and eventually shape the way I invest. I have five years of experience in the investment field and an MBA in Macroeconomics and Portfolio Management. My strategy blends a top-down view of the global economy with a bottom-up look at individual companies. Start by spotting strong economies with good currenncies using macro data and statistical tools, then narrow down the ...
Novo Nordisk: Reclaiming Market Share
Seeking Alpha· 2025-07-09 07:56
At Friedrich Global Research we are searching for what we believe will be the safest and best performing companies in which to buy stocks. We focus on free cash flow, efficient capital allocation, and consistently superior results to identify the highest quality management teams.Founder of Bern Factor LLC, an independent research and publishing firm located in Virginia. I have nearly 40 years of investing and analysis experience. I am a former CPA (1990 -2017) and became a CFA charter holder in 2000. I cons ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-07-08 16:10
Streaming live on Kick for UNDER EXPOSED talking macro, BBB, Invest Act, Corp Treasuries and a lot morehttps://t.co/mR4ZZM6Jb2 ...
Meta-Economics: Humanizing Prosperity with Param-Artha | Praveen K Shukla | TEDxSGNS Youth
TEDx Talks· 2025-07-08 15:47
मेटाइकोनॉमिक्स इसको हम कहते हैं परम अर्थ। परमार्थ जो है वह आध्यात्म का शब्द नहीं है। वो अर्थशास्त्र का शब्द है। परम अर्थ। दुनिया में लगभग मैक्सिमम लोगों ने दो तरह के इकोनॉमिक्स हम जानते हैं। माइक्रो और मैकोनॉमिक्स। तीसरा इकोनॉमिक्स है मिजो इकोनॉमिक्स और चौथा है मेटा इकोनॉमिक्स। आज की परिस्थिति को जब हम ग्लोबल लेवल पर देखते हैं, जिस तरह के हालात पैदा हुए हैं, उस समय में मेटा इकोनॉमिक्स आधारित प्रस्तावों की या प्रपोजल्स की जरूरत बहुत ज्यादा है। क्योंकि यही एक किसी को भी दुनिया के 840 ग्लोबिजंस को प्रिंसिपल, प ...
X @Bloomberg
Bloomberg· 2025-07-01 23:32
A seasonal lift for Asian equities in July may falter this year as tariff and macroeconomic concerns dampen sentiment https://t.co/lrhjgxWeJb ...
X @Ansem 🧸💸
Ansem 🧸💸· 2025-06-29 01:29
RT yung macro 年轻的宏观 (@apralky)"yea he metaforecasted all of modern human history with a 20 year leadbut could he rangetrade treasuries tho?" https://t.co/TPwp0NMRBd ...
Tesla's Robotaxi: Worth Way More Than Waymo
Seeking Alpha· 2025-06-26 17:25
When I last wrote about Tesla, Inc. (NASDAQ: TSLA ), I reiterated my Buy rating with a price target of $365 per share, representing an upside of 28% at that time.Amrita 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 capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winning newsletter, The ...
Sonoco Products: 20% Compound Total Annual Return Potential
Seeking Alpha· 2025-06-25 03:04
At Friedrich Global Research we are searching for what we believe will be the safest and best performing companies in which to buy stocks. We focus on free cash flow, efficient capital allocation, and consistently superior results to identify the highest quality management teams.Founder of Bern Factor LLC, an independent research and publishing firm located in Virginia. I have nearly 40 years of investing and analysis experience. I am a former CPA (1990 -2017) and became a CFA charter holder in 2000. I cons ...