Core Viewpoint - The article discusses the investment position in SoFi Technologies, Inc. (SOFI), highlighting the company's IPO through a SPAC merger and the investment strategies employed by BAD BEAT Investing [1] Group 1: Company Overview - SoFi Technologies, Inc. went public by merging with Social Capital Hedosophia Holdings, a SPAC [1] - BAD BEAT Investing has been involved with SoFi since its IPO and emphasizes its long-term investment strategies [1] Group 2: Investment Strategy - BAD BEAT Investing focuses on short- and medium-term investments, income generation, special situations, and momentum trades [1] - The investment group aims to teach investors to become proficient traders through a structured playbook, providing in-depth research and clear entry and exit targets [1] Group 3: Analyst Team and Performance - The team at BAD BEAT Investing consists of seven analysts with diverse expertise in business, policy, economics, mathematics, game theory, and sciences [1] - The group has a proven track record, being 95% long and 5% short on average since May 2020, and previously called for a market sell-off in February 2020 [1]

U.S. stocks settled higher on Friday, with the Dow Jones index gaining over 100 points during the session supported by economic data that strengthened expectations of a Federal Reserve interest rate cut this week.Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes to one single stock, analyst ratings and price targets can vary widely, leaving investors confused ...

Core Insights - The partnership between REalloys Inc. and the Saskatchewan Research Council (SRC) establishes North America's first fully funded and permitted heavy rare earth refining pathway, with commercial production expected in early 2027 [1][2][5] - The facility will meet all U.S. defense-sourcing requirements, ensuring a compliant North American supply chain for defense clients, including the U.S. Department of Defense [1][5][6] Production Capacity and Expansion - REalloys will invest approximately US$21 million to expand SRC's facility, increasing heavy rare earth processing capacity by 300% and light rare earth capacity by 50% [3] - The expanded facility is designed to produce up to 30 tonnes of Dysprosium oxide, 15 tonnes of Terbium oxide, and 400 tonnes per year of high-purity Neodymium-Praseodymium metal, with NdPr output increasing to 600 tonnes per year post-expansion [3][4] Strategic Importance - The facility expansion positions REalloys to provide a secure North American supply of critical materials as new U.S. defense procurement rules take effect on January 1, 2027, prohibiting sourcing from non-allied nations [5][6] - The partnership addresses the need for a zero-China nexus supply chain for heavy rare earths, crucial for U.S. national security [6][8] Future Developments - SRC's facility will serve as a precursor to REalloys' planned commercial facility in Saskatoon, which aims for an annual output of approximately 200 tonnes of Dysprosium metal, 85 tonnes of Terbium metal, and 2,700 tonnes of Neodymium-Praseodymium metal [7] - The collaboration reflects a strategic move to strengthen North America's industrial base and supply chain independence in the rare earth sector [9][10]

Core Viewpoint - Fiserv Inc. is experiencing a significant year-end reversal, with a 7.82% increase over the last five days, driven by value investors capitalizing on a substantial valuation disconnect despite a year-to-date decline of 67.73% [1] Valuation Disconnect - Fiserv's Forward P/E ratio stands at 7.79x, which is considerably lower than the financial services industry average of 20.06x, indicating a strong valuation opportunity for investors [2] - Key ratios highlight Fiserv's low valuation compared to industry averages, including a TTM P/E of 10.21 versus 52.85, and a P/S ratio of 1.741 compared to 84.27 [3] Profitability and Debt Risk - Fiserv maintains a robust EBITDA margin of 41.50%, significantly outperforming the industry average of -28.11%, suggesting that the recent stock sell-off may be more related to tax-loss harvesting than operational issues [4] - The company carries a substantial debt load of $27.28 billion, which is much higher than the peer average of $2.11 billion, contributing to a negative tangible book value of -$41.82 per share [5][6] Technical Signals - The stock has triggered a short-term buy signal, reclaiming its eight-day and 20-day simple daily moving averages, establishing a new support zone [7] - Momentum indicators show a recovery in sentiment, with the Relative Strength Index (RSI) at 36.59 and a bullish MACD crossover, suggesting potential upward movement towards the 50-day moving average of $91.93 if buying pressure continues [8]

回顾：上周11只新股上市，含7只SPAC。 Hoyne Bancorp(HYNE)以每股10美元，发行了794万股，募集了7935万美元。 SMJ International Holdings (SMJF)以每股4美元，发行了250万股，募集了1000万美元。 Park Dental Partners (PARK)以每股13美元，发行了154万股，募集了1996万美元。 Regentis Biomaterials (RGNT)以每股8美元，发行了125万股，募集了1000万美元。 SAPC New America Acquisition I (NWAXU) 、SilverBox V (SBXE.U) 、Bitcoin Infrastructure Acquisition (BIXIU) 、General Purpose Acquisition (GPACU)、 Activate Energy Acquisition (AEAQU)、Safeguard Acquisition (SAC.U) 、Leapfrog Acquisition (LFACU) 分别募集了3亿美元、2.4亿美元、2亿美元、2亿美元、 2亿 ...

Ovanti Ltd (ASX:OVT) has inked a deal with Fincity Corporation – owned by none other than Mastercard – to provide users of Ovanti’s buy-now, pay-later product, Flote, with Mastercard’s open financial data.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.Disclaimer: This content has been prepared as part of a partnership with Ovanti Ltd and is intended for informational purposes only.The CY25 contract ulti ...

Core Insights - PayPal Holdings, Inc. (PYPL) has faced a challenging year, with a brief recovery in 2024 that did not sustain, leading investors to reassess their positions [1] Group 1: Analyst Profile - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors [1] - The analyst identifies attractive risk/reward opportunities that could generate alpha above the S&P 500, demonstrating outperformance with selected picks [1] - The investment strategy emphasizes growth opportunities with significant upside potential, avoiding overhyped stocks while targeting beaten-down stocks [1] Group 2: Investment Strategy - The investment group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors, focusing on stocks with strong growth potential and attractive valuations [1] - The investment outlook typically spans 18 to 24 months, aiming to capitalize on robust fundamentals and turnaround plays [1]

It's truly a year to forget for long-suffering investors of PayPal Holdings, Inc. ( PYPL ). The recovery in 2024 proved to be short-lived, as investors reassessed whetherJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alp ...

Core Viewpoint - MSCI Inc. is highlighted as a strong investment opportunity despite a 9% decline in stock price for the year, attributed to the effective leadership of CEO Henry Fernandez [1] Company Overview - MSCI Inc. is a financial technology company that provides tools for investors to track markets, measure risk, and evaluate ESG and private-asset data [1] - The company is well-known for its flagship indexes, including MSCI ACWI and MSCI EAFE, and calculates thousands of custom indexes daily [1] - MSCI offers a broad suite of risk management tools and data products, positioning itself as a high-quality business in the financial sector [1] Management and Growth Potential - The management team, led by CEO Henry Fernandez and President Baer Pettit, has extensive experience and has transformed MSCI from a small subsidiary of Morgan Stanley into a global franchise [1] - The company's compensation structure promotes business growth and shareholder returns, with management holding a significant stake in the company [1] - MSCI is positioned for long-term growth, capitalizing on industry trends and expanding its product offerings to new customer groups [1] Financial Performance - MSCI's organic growth requires minimal capital investments, resulting in high margins and robust free cash flow [1] - The company is expected to benefit from the growth of global capital markets, enhancing its investment appeal [1]

Core Viewpoint - DeFi Technologies Inc. is facing a securities class action lawsuit due to alleged failure to disclose material information, leading to significant financial losses for investors during the specified class period [3]. Summary by Sections Lawsuit Details - Investors who incurred substantial losses in DeFi Technologies Inc. have until January 30, 2026, to file lead plaintiff applications in the ongoing class action lawsuit [1]. - The lawsuit is filed in the United States District Court for the Eastern District of New York, under the case name Linkedto Partners LLC v. DeFi Technologies Inc., et al., No. 25-cv-06637 [5]. Financial Performance - On November 13, 2025, DeFi announced a nearly 20% decline in revenue for Q3 2025, significantly below market expectations [4]. - The company revised its 2025 revenue forecast from $218.6 million to approximately $116.6 million, citing delays in executing previously forecasted arbitrage opportunities due to market conditions [4]. - Following this announcement, DeFi's share price dropped by $0.40, or 27.59%, closing at $1.05 per share on November 17, 2025 [4]. Legal Representation - Kahn Swick & Foti, LLC, a prominent securities litigation law firm, is representing the investors in this case [5]. - The firm has a strong track record, being ranked among the top 10 firms nationally based on total settlement value [5].