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From Doubt To Action: Why I Bought Novo Nordisk After Earnings
Seeking Alpha· 2025-08-18 17:53
Core Insights - Novo Nordisk A/S appeared to be on the verge of a crisis at the end of July, following a significant reduction in its guidance [1] Group 1: Company Performance - The company had recently cut its earnings guidance, which raised concerns about its future performance [1] Group 2: Market Position - The situation indicated potential vulnerabilities in Novo Nordisk's market position, suggesting that investors should closely monitor developments [1]
AST SpaceMobile Stock Could Easily Surge, Or Go To Zero - Play It Accordingly
Seeking Alpha· 2025-08-13 14:15
AST SpaceMobile, Inc. (NASDAQ: ASTS ) is a company that requires you to believe in their vision, because, except for huge plans and a couple of satellites, they don’t have a lot to present (yet). Their idea isI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and creating inves ...
Block Pops On Q2 Earnings, But The Real Test Is Coming (Rating Upgrade)
Seeking Alpha· 2025-08-09 13:15
Group 1 - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors of all levels [1] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing the creation of diversified portfolios to preserve and increase wealth [1]
Centene's Worst Quarter In Years Could Be A Gift
Seeking Alpha· 2025-07-28 14:31
Core Insights - Earnings were disappointing but largely in line with expectations, indicating that the situation was not as severe as initially feared [1] Group 1 - The article discusses the performance of global markets, including macroeconomic factors, international equities, commodities, technology, and cryptocurrencies [1] - The Pragmatic Investor aims to assist investors at all levels by providing a diversified portfolio strategy to preserve and grow wealth [1] - The leader of The Pragmatic Investor, an economist with a decade of experience, emphasizes the importance of building robust investment portfolios [1]
X @Raoul Pal
Raoul Pal· 2025-07-16 17:25
"The Everything Code" - First published in April 2023 in Global Macro Investor and then in Real Vision Pro a couple of months later appears to be proven as the correct general framework of understanding of crypto and tech, time and time again... https://t.co/fUMTL4Ks5Q ...
X @mert | helius.dev
mert | helius.dev· 2025-07-10 16:04
RT mert | helius.dev (@0xMert_)I am starting a new showwhere I talk to people I find most interesting in crypto, tech, and startups — about product, performance and philosophyfocus will be on quality over quantity and increasing the signal:noise ratio in crypto x techsubscribe below https://t.co/KVhiI5GBxx ...
X @TechCrunch
TechCrunch· 2025-07-03 22:46
Everyone in tech has an opinion about Soham Parekh | TechCrunch https://t.co/dvMXKqe7EE ...
Joby's $1 Billion Saudi Deal: A Big Dream With Big Questions
Seeking Alpha· 2025-06-04 16:33
Group 1 - Joby Aviation, Inc. signed a memorandum of understanding (MoU) with Abdul Latif Jameel (ALJ) to potentially deliver up to 100 electric vertical takeoff and landing (eVTOL) aircraft in Saudi Arabia [1] - The partnership aims to explore the development of an air taxi service in the region, leveraging Joby's advanced eVTOL technology [1] - This collaboration signifies Joby's strategic move to expand its market presence internationally, particularly in the Middle East [1] Group 2 - The MoU represents a significant step for Joby Aviation in establishing relationships with major business groups in key markets [1] - The agreement aligns with the growing interest in urban air mobility solutions and the potential for eVTOL aircraft to transform transportation [1] - Joby Aviation continues to focus on long-term growth and innovation in the aerospace sector, particularly in sustainable aviation [1]
No Growth, No Margins, No Thanks: Why I'm Out On SMCI
Seeking Alpha· 2025-05-13 22:10
Group 1 - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors of all levels [1] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing the importance of building diversified portfolios to preserve and increase wealth [1]
Deere & Company Q2 Preview: Don't Rush To Buy
Seeking Alpha· 2025-05-07 13:43
Group 1 - Deere & Company is a prominent name in American agriculture, recognized for its deep integration in the farming industry [1] - The company is known for its strong brand and commitment to innovation within the agricultural sector [1] Group 2 - The article emphasizes the importance of business analysis, fundamental analysis, and valuation in understanding investment opportunities [1] - It highlights the focus on long-term growth in sectors such as AI, fintech, finance, and technology [1] - The analysis includes a review of publicly traded companies, concentrating on their business models, earnings performance, and competitive positioning [1]