The Pragmatic Optimist (newsletter)
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Meta Beats Microsoft At AI Monetization - Here's Why
Seeking Alpha· 2026-02-04 19:09
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 ...
CrowdStrike's ARR Slowing Fast - That's About To Change
Seeking Alpha· 2025-11-04 18:04
Group 1 - The article discusses the competitive positioning of CrowdStrike Holdings, Inc. (NASDAQ: CRWD) and its resilience against competitors like Palo Alto Networks (NASDAQ: PANW) [1] - The focus is on sustainable, growth-driven investment strategies that maximize shareholder equity [1] - The author emphasizes the importance of financial literacy and simplifying complex macroeconomic concepts for better understanding [1] Group 2 - The article highlights the author's background in high-growth supply-chain start-ups and experience with venture capital firms [1] - The newsletter, The Pragmatic Optimist, has gained recognition as a top finance newsletter, indicating a strong following and credibility in the investment community [1]
Disney's Price Hikes Don't Make Sense For Its Shares (NYSE:DIS)
Seeking Alpha· 2025-10-20 20:13
Group 1 - The Walt Disney Company (NYSE: DIS) has been experiencing a decline in stock price since reaching an all-time high of $200 per share at the beginning of 2021 [1] Group 2 - Amrita, who leads 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 centered around meeting growth-oriented goals [1] - Amrita has a background in high-growth supply-chain start-ups and has worked with venture capital firms to enhance user acquisition [1]
Why The Market Is Wrong About The Trade Desk
Seeking Alpha· 2025-09-11 15:01
Group 1 - The Trade Desk, Inc. (NASDAQ: TTD) is viewed positively, with a reiterated Buy rating, and the perceived threat from Amazon (AMZN) is considered misguided [1] Group 2 - Amrita leads a boutique 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]