Core Insights - The article highlights the investment strategies of Fred Piard, who focuses on quality dividend stocks and tech innovation companies [1] - Fred Piard has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] Investment Strategies - The investment group Quantitative Risk & Value shares a portfolio that includes quality dividend stocks and companies leading in technological innovation [1] - Fred Piard also provides market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds [1]

Core Viewpoint - A securities class action lawsuit has been filed against MicroStrategy Incorporated, alleging that the company made materially false and misleading statements regarding its business and operations during the specified Class Period from April 30, 2024, to April 4, 2025 [1][2]. Group 1: Allegations Against MicroStrategy - The lawsuit claims that the anticipated profitability of MicroStrategy's bitcoin-focused investment strategy was overstated [2]. - It is alleged that the risks associated with bitcoin's volatility and potential losses on digital assets were understated [2]. - The complaint asserts that the public statements made by the defendants were materially false and misleading throughout the Class Period [2]. Group 2: Lead Plaintiff Process - Investors in MicroStrategy have until July 15, 2025, to seek appointment as a lead plaintiff representative of the class [3]. - A lead plaintiff acts on behalf of all class members and is typically the investor or group of investors with the largest financial interest [3]. - The lead plaintiff has the authority to select counsel to represent the class, subject to court approval [3]. Group 3: Law Firm Information - Kessler Topaz Meltzer & Check, LLP is encouraging investors who have suffered losses to contact them for more information [4]. - The firm has a reputation for prosecuting class actions and has recovered billions for victims of corporate misconduct [4].

Key Takeaways Robinhood is expanding fast via acquisitions, new products and a global push into crypto and AI tools. Schwab is leveraging $10T in client assets, strong NIM and RIA growth to drive long-term profitability. HOOD stock is up 164.9% YTD, but SCHW offers a lower valuation and higher ROE at 18.31%.As the investing landscape evolves at breakneck speed, two online brokerage giants — Robinhood Markets (HOOD) and Charles Schwab (SCHW) — stand at the forefront of a financial transformation targeting ...

Tom Lee, managing partner and head of research at Fundstrat Global Advisors, speaking on CNBC's "The Exchange" on Oct. 31, 2023.Performance has also been excellent so far compared to peers and a benchmark index. The fund has outperformed the MSCI USA Large Cap Index since inception, 13.7% to 7.8%, according to FactSet. Measured by Morningstar , the fund's return of about 14% this year is in the top three percent in its category, which includes nearly 1,400 other funds.The Fundstrat Granny Shots US Large Cap ...

Vancouver, British Columbia--(Newsfile Corp. - July 10, 2025) - Moss Genomics Inc. (CSE: MOSS) (FSE: F73) (OTCQB: MSSGF) (the "Company" or "Moss") is providing an update on its Ethereum (ETH) Treasury Strategy. As part of this strategy, the Company has contributed 200 ETH with a commitment to contribute an additional 800 ETH to the presale of STRAT, an on-chain smart contract that enables ETH-based capital flows through algorithmic expansion and redemption mechanisms.This contribution complements Moss's br ...

Core Insights - YieldMax COIN Option Income Strategy ETF (NYSEARCA: CONY) is highlighted as a unique investment product, being the first option ETF covered by the analyst [1] - The analyst emphasizes a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1] Investment Strategy - The investment approach focuses on uncovering high-quality dividend stocks and assets that provide long-term growth potential, which is essential for generating income [1] - The strategy aims to create a balanced portfolio that captures total returns on par with the S&P 500, indicating a robust performance benchmark [1]

GLENVILLE, N.Y., July 10, 2025 (GLOBE NEWSWIRE) -- TrustCo Bank Corp NY (TrustCo, Nasdaq: TRST) today announced that it will release second quarter 2025 results after the market close on July 21, 2025. Results are released on the 21st of the reporting months (January, April, July and October), or on the next day that equity markets are open if the 21st falls on a Friday, weekend or holiday. A conference call to discuss the results will be held at 9:00 a.m. Eastern Time on July 22, 2025. Those wishing to par ...

Core Insights - Fundstrat Capital's Granny Shots U.S. Large Cap ETF (NYSE: GRNY) has achieved over $1.5 billion in assets under management (AUM) since its launch on November 7, 2024, with a return of 13.40% as of June 30, 2025 [1][2] Company Overview - The milestone of reaching $1.5 billion in AUM reflects strong investor support and trust in the GRNY ETF [2] - Tom Lee, CIO and Portfolio Manager at Fundstrat Capital, highlighted the appreciation from GRNY holders for the weekly videos that clarify investment decisions and macroeconomic insights [2] Investment Strategy - GRNY's investment framework combines long-term structural themes such as millennial-driven demand, technological innovation, and monetary easing with short-term tactical signals like style rotation and shifts in PMI [2]

Group 1 - The ProShares Bitcoin Strategy ETF (BITO) is the first U.S. exchange-traded fund providing exposure to Bitcoin, making it a notable investment option for those looking to complement or supplement their existing Bitcoin holdings [1] - BITO continues to attract interest as a viable allocation in the cryptocurrency market, reflecting ongoing investor demand for Bitcoin-related investment vehicles [1] Group 2 - The article emphasizes the importance of advisory services in the context of Bitcoin investments, highlighting the role of professionals in retirement and estate planning related to cryptocurrency [1] - The mention of Zvi's various services, including cash management and Trust Protector services, indicates a growing trend of integrating traditional financial services with cryptocurrency investments [1]

DPRG IM is a management owned and run partnership, uniting investment managers and entrepreneurs with more than 50-years’ experience in the real estate and financial markets. Branching out of DPRG’ private equity business, throughout our history, we have focused on building the best possible understanding of industries, markets and companies with their investment/business cycles. While navigating perfectly well among ins-and-outs of real estate, DPRG IM turned to the arguably the most undermanaged asset in ...