The Pragmatic Optimist
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Powell Industries: Why I’m Downgrading My Rating To A 'Hold' (NASDAQ:POWL)
Seeking Alpha· 2025-11-21 15:27
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber-only portfolios.When I last wrote about Powell Industries, Inc. ( POWL ) in August, I reiterated my “buy” rating on the company as its new orders and backlog started ticking higher in Q3, with strength inAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's obje ...
Cloudflare: The Price Level I Plan To Load Up At
Seeking Alpha· 2025-11-17 08:25
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.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-winn ...
MercadoLibre: I'm Finally Turning Bullish (Rating Upgrade)
Seeking Alpha· 2025-11-11 22:02
Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, which has contributed to her investment acumen [1] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, emphasizes portfolio strategy, valuation, and macroeconomics, aiming to make financial literacy accessible [1] Group 2 - The article mentions that the author has a long position in Amazon (AMZN), indicating a personal investment interest in the company [2] - It clarifies that the article reflects the author's own opinions and is not influenced by compensation from any company mentioned [2] - The disclosure emphasizes that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [3]
Rocket Companies: Ideal Candidate For A Short Squeeze (NYSE:RKT)
Seeking Alpha· 2025-10-22 22:38
Group 1 - The REIT Forum offers exclusive investment ideas and access to subscriber-only portfolios [1] - Amrita leads a family office fund in Vancouver focused on sustainable, growth-driven companies that maximize shareholder equity [2] - The Pragmatic Optimist newsletter, co-founded by Amrita, emphasizes portfolio strategy, valuation, and macroeconomics [2] Group 2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms to enhance user acquisition [2] - The newsletter has been recognized as a top finance newsletter and aims to simplify financial literacy and macroeconomic concepts [2]
Rocket Companies: Ideal Candidate For A Short Squeeze
Seeking Alpha· 2025-10-22 22:38
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]
Rubrik: Why I'm Raising My Price Target (Rating Upgrade)
Seeking Alpha· 2025-10-13 14:37
Group 1 - The REIT Forum provides exclusive investment ideas and subscriber-only portfolios for investors seeking opportunities [1] - Rubrik (NYSE: RBRK) was previously rated as a "hold" with a recommendation to wait for a 15% pullback before initiating a position [1] Group 2 - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven companies that enhance shareholder equity [2] - The fund aims to maximize returns by investing in companies that meet growth-oriented goals, with a strong emphasis on financial literacy and accessible investment strategies [2] - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms to improve user acquisition during the pandemic [2]
Zeta Global: I Missed It Once, Not Missing It Again
Seeking Alpha· 2025-10-12 15:47
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 worked with venture capital firms, enhancing her expertise in user acquisition and investment portfolios [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, valuation, and macroeconomics [2] - The article emphasizes the importance of breaking down financial jargon to empower investors and improve their decision-making processes [2]
Chipotle's Inflection Is Finally Here (Rating Upgrade)
Seeking Alpha· 2025-10-05 15:00
Group 1 - The article discusses the investment outlook for Chipotle (CMG), reiterating a "hold" rating due to anticipated challenges ahead, particularly tougher comparisons in performance metrics [1] - The author emphasizes the importance of sustainable, growth-driven companies in investment strategies, aligning with the broader trend of maximizing shareholder equity [1] - The article highlights the author's background in high-growth supply-chain startups and venture capital, indicating a strong foundation in investment strategy and portfolio management [1] Group 2 - The author has no current stock or derivative positions in the companies mentioned but may consider initiating a long position in CMG within the next 72 hours [2] - The article is presented as an independent opinion, with no compensation received for the content, ensuring an unbiased perspective [2] - Seeking Alpha's platform is noted for featuring various analysts, including both professional and individual investors, which may influence the diversity of opinions presented [3]
Reddit Investors Got A Big Gift From OpenAI
Seeking Alpha· 2025-10-02 13:59
Group 1 - The article discusses the potential for a "revenge rally" for Reddit (NYSE: RDDT) in the second half of the year, with expectations that the company will exceed its Q2 revenue and earnings [1] - Amrita, who runs a family office fund in Vancouver, focuses on investing in sustainable, growth-driven companies that aim to maximize shareholder equity [1] - The fund's investment strategy is complemented by Amrita's award-winning newsletter, which emphasizes portfolio strategy, valuation, and macroeconomics [1] Group 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 [1] - The newsletter has gained recognition as a top finance newsletter and aims to simplify financial literacy and complex macroeconomic concepts for a broader audience [1]
Oracle's TikTok And Meta Updates Are Game Changers
Seeking Alpha· 2025-09-22 15:12
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 Pragmatic Optimist newsletter, co-founded by Amrita, emphasizes portfolio strategy, valuation, and macroeconomics [2] Group 2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms to enhance user acquisition [2] - The newsletter has been recognized as a top finance newsletter and aims to simplify financial literacy for a broader audience [2]