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Zscaler Q2 Preview: Cloudflare Is Eating Its Lunch (Rating Downgrade)
Seeking Alpha· 2026-02-20 21:08
Group 1 - The REIT Forum offers exclusive investment ideas and access to subscriber-only portfolios [1] - Amrita leads a family office fund in Vancouver, focusing on sustainable, growth-driven companies to maximize shareholder equity [2] - The fund aims to break down financial jargon and complex macroeconomic concepts to enhance financial literacy [2] Group 2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms to maximize client returns [2] - Her newsletter, The Pragmatic Optimist, has been recognized as a top finance newsletter and aims to share investment ideas on Seeking Alpha [2]
Hands Off Robinhood - Until Crypto Winter Ends (Preview)
Seeking Alpha· 2026-02-06 21:57
Core Insights - Robinhood (NASDAQ: HOOD) has experienced a significant decline of over 50% since its peak in October 2025, despite a 200% increase in stock value last year as the company progresses towards developing a "super app" that integrates various financial services [1] Company Overview - Robinhood is focused on building a "super app" that aims to provide a single interface for users to access multiple financial services [1] Investment Strategy - Amrita, who leads a boutique family office fund, emphasizes investing in sustainable, growth-driven companies that enhance shareholder equity [1] - The fund's strategy includes maximizing returns for clients, particularly during challenging economic periods such as the pandemic [1] Financial Literacy - Amrita's work is centered on democratizing financial literacy, making complex financial concepts more accessible and empowering for a broader audience [1]
Meta Beats Microsoft At AI Monetization - Here’s Why (NASDAQ:MSFT)
Seeking Alpha· 2026-02-04 19:09
Group 1 - The REIT Forum offers exclusive investment ideas and access to subscriber-only portfolios [1] - Amrita leads a family office fund in Vancouver, focusing on sustainable, growth-driven companies to maximize shareholder equity [2] - The fund aims to break down complex financial concepts into easily digestible formats, enhancing financial literacy [2] Group 2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms to maximize client returns [2] - Her newsletter, The Pragmatic Optimist, has been recognized as a top finance newsletter and aims to share investment ideas on Seeking Alpha [2]
Microsoft Q2 Preview: The Greatest Pressure Test Since 2021 (NASDAQ:MSFT)
Seeking Alpha· 2026-01-26 13:05
Group 1 - The article discusses the investment strategy of a boutique family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [2] - Amrita has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, which has contributed to her ability to maximize returns for clients [2] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, emphasizes democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding [2] Group 2 - The REIT Forum is mentioned as a source for exclusive investment ideas and subscriber-only portfolios [1] - The article does not provide specific financial data or performance metrics related to the companies mentioned [1][2][3][4]
Microsoft Q2 Preview: The Greatest Pressure Test Since 2021
Seeking Alpha· 2026-01-26 13:05
Group 1 - The article discusses the investment strategy of a boutique family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [2] - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms, enhancing her ability to grow user acquisition and maximize returns for clients [2] - The fund's objective is to democratize financial literacy and simplify complex macroeconomic concepts for better understanding among investors [2] Group 2 - Amrita's newsletter, The Pragmatic Optimist, has been recognized as a top finance newsletter and aims to provide insights on portfolio strategy and valuation [2] - The article emphasizes the importance of breaking down financial jargon to empower investors, aligning with the fund's mission [2]
Zeta Global: My 2026 Top Small-Cap Software Pick (NYSE:ZETA)
Seeking Alpha· 2025-12-31 17:13
Group 1 - Zeta Global Holdings Corp. (ZETA) has seen significant stock gains, with over 80% increase since the last analysis in October [1] - The company is focused on sustainable, growth-driven investments that maximize shareholder equity [1] - The investment strategy is led by Amrita, who has extensive experience in high-growth supply-chain start-ups and venture capital [1] Group 2 - Amrita's work emphasizes democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding [1] - The newsletter "The Pragmatic Optimist" has been recognized as a top finance newsletter, indicating a strong reputation in the investment community [1]
Abercrombie & Fitch: This Is Just The Beginning (NYSE:ANF)
Seeking Alpha· 2025-12-30 07:44
Group 1 - The REIT Forum offers exclusive investment ideas and access to subscriber-only portfolios [1] - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven companies [2] - The fund aims to maximize shareholder equity by meeting growth-oriented goals [2] Group 2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms [2] - Her newsletter, The Pragmatic Optimist, focuses on portfolio strategy, valuation, and macroeconomics [2] - The newsletter has been recognized as a top finance newsletter and aims to democratize financial literacy [2]
Pinterest: I’m Giving Up On This Company (Rating Downgrade) (NYSE:PINS)
Seeking Alpha· 2025-12-28 12:50
Group 1 - The article discusses Pinterest (NYSE: PINS) and reiterates a "buy" rating due to an acceleration in revenue growth and positive Adjusted EBITDA results [1] - The author highlights the investment strategy of a boutique family office fund led by Amrita, focusing on sustainable, growth-driven companies that maximize shareholder equity [1] - Amrita's background includes experience in high-growth supply-chain start-ups and venture capital, emphasizing her ability to maximize returns for clients during the pandemic [1] Group 2 - The newsletter "The Pragmatic Optimist," co-founded by Amrita, aims to democratize financial literacy and simplify complex macroeconomic concepts for better understanding [1] - The newsletter has been recognized as a top finance newsletter on popular platforms, indicating its influence and reach in the investment community [1]
Okta Q3: I’m Giving Up On This Company (Rating Downgrade) (NASDAQ:OKTA)
Seeking Alpha· 2025-12-03 17:57
Group 1 - The article discusses the investment strategy of a boutique family office fund based in Vancouver, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [2] - The fund's leader, Amrita, has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, which has contributed to her expertise in maximizing returns for clients [2] - Amrita's newsletter, The Pragmatic Optimist, has gained recognition as a top finance newsletter, emphasizing the importance of financial literacy and simplifying complex macroeconomic concepts for a broader audience [2] Group 2 - The article highlights the importance of democratizing financial literacy and making investment strategies more accessible to the general public [2] - It mentions that Amrita's work aims to empower individuals by breaking down financial jargon and providing easily digestible information [2] - The newsletter's success indicates a growing interest in investment strategies that prioritize sustainability and shareholder value [2]
Powell Industries: Why I’m Downgrading My Rating To A 'Hold' (NASDAQ:POWL)
Seeking Alpha· 2025-11-21 15:27
Group 1 - The article discusses the positive outlook for Powell Industries, Inc. (POWL), highlighting an increase in new orders and backlog in Q3, which supports a "buy" rating for the company [1] - Amrita, who leads a family office fund, focuses on investing in sustainable, growth-driven companies that aim to maximize shareholder equity [1] - The fund's strategy is complemented by Amrita's experience in high-growth supply-chain start-ups and her efforts in user acquisition during the pandemic, which enhanced returns for clients [1] Group 2 - Amrita's newsletter, The Pragmatic Optimist, emphasizes portfolio strategy, valuation, and macroeconomics, aiming to make financial literacy accessible and understandable [1] - The newsletter has gained recognition as a top finance newsletter on popular platforms, indicating its influence and reach in the investment community [1]