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Oracle: Sell Before The AI Bubble Bursts (NYSE:ORCL)
Seeking Alpha· 2026-01-19 23:25
甲骨文公司股价表现与市场观点 - 甲骨文公司股票在近几个月出现了显著贬值 并且这种贬值趋势可能尚未结束 [1] - 尽管公司在过去两个季度大幅增加了其剩余履约义务 但业务存在风险 [1] 华尔街空头研究机构观点 - 华尔街空头是一个由资产管理者和交易员组成的社群 他们对公司估值采取务实态度 [1] - 该机构提供独特的研究 主要对估值过高、业务衰退、增长前景疲弱的公司持看空观点 [1] - 其研究旨在从这些公司可能发生的贬值中寻找资本化机会 [1]
Paramount Resources: A Lot Of Cash Goes Well With La Niña
Seeking Alpha· 2026-01-19 23:24
文章核心观点 - 作者在其服务“石油与天然气价值研究”中专注于寻找石油和天然气领域被低估的公司 重点关注公司的资产负债表 竞争地位和发展前景 [1] - 作者认为石油和天然气是一个周期性兴衰行业 需要耐心和经验 其投资策略是寻找关注度低的石油公司和不受青睐的中游公司 以发掘有吸引力的机会 [2] 作者背景与服务 - 作者化名Long Player 是一名退休的注册会计师 拥有MBA和硕士学位 多年来专注于石油和天然气行业研究 [2] - 作者领导“石油与天然气价值研究”投资小组 该小组提供一个活跃的聊天室 供投资者讨论最新信息和分享观点 [2] - 其付费研究服务“石油与天然气价值研究”的会员可以优先获得分析报告 并看到一些未在免费网站发布的公司分析 [1] 分析案例与持仓 - 本文是对Paramount Resources等相关公司进行分析的一个示例 [1] - 作者披露其通过股票 期权或其他衍生品对PRMRF拥有实质性的多头头寸 [3]
Alger Spectra Fund Q4 2025 Portfolio Update
Seeking Alpha· 2026-01-19 23:20
新闻内容分析 - 提供的文档内容不包含任何实质性的新闻、事件、财报或行业及公司信息 文档内容仅为技术性提示 要求用户启用浏览器Javascript和cookies 并禁用广告拦截器以继续访问 [1]
AST SpaceMobile: The Story’s Exploding, But Don't Chase The Breakout Yet (NASDAQ:ASTS)
Seeking Alpha· 2026-01-19 23:00
I thought the bubble on AST SpaceMobile, Inc. ( ASTS ) would implode to end 2025, but I was wrong. Not only did ASTS defy my wildest imagination (and expectations), but the stock of the space-based cellular broadband network operatorJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by ro ...
Lincoln National: Continued Solid Performance Amidst Improvements Into 2026
Seeking Alpha· 2026-01-19 22:51
Analyst’s Disclosure:I/we have a beneficial long position in the shares of LNC, SCRYY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial ...
Boralex: Underfollowed Renewable Energy Company Trading At A Discount
Seeking Alpha· 2026-01-19 22:36
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in BRLXF over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The inf ...
PepsiCo: A Blue-Chip Dividend Aristocrat And Dividend King Ripe For Picking
Seeking Alpha· 2026-01-19 22:30
新闻内容分析 - 提供的文档内容不包含任何实质性的新闻、事件、财报或行业信息 文档内容仅为技术性提示 要求用户启用浏览器Javascript和cookies 并可能涉及禁用广告拦截器 [1] - 根据任务要求 无法从当前内容中提取关于公司或行业的任何核心观点、财务数据、事件详情或投资机会 [1]
AIPI: If You Are Not AI Bear, Then This 38% Yielder Is For You
Seeking Alpha· 2026-01-19 22:15
人物背景 - Roberts Berzins拥有超过十年的金融管理经验,协助顶级企业制定财务战略并执行大规模融资 [1] - 其在拉脱维亚为制度化房地产投资信托基金框架做出重大努力,以提升泛波罗的海资本市场的流动性 [1] - 其他政策层面工作包括制定国家国有企业融资指引以及引导私人资本进入经济适用房库存的框架 [1] - Roberts Berzins持有CFA特许资格和ESG投资证书,曾在芝加哥期货交易所实习,并积极参与支持泛波罗的海资本市场发展的“思想领导力”活动 [1] 分析师披露 - 分析师通过股票所有权、期权或其他衍生品对FEPI和QQQI持有实质性的多头头寸 [2] - 文章表达分析师个人观点,且除Seeking Alpha外未获得其他报酬 [2] - 分析师与文章中提及的任何公司均无业务关系 [2] 平台披露 - 过往表现并不保证未来结果 [3] - 文章内容不构成针对任何特定投资者的投资建议 [3] - 所表达的观点可能不代表Seeking Alpha的整体意见 [3] - Seeking Alpha并非持牌证券交易商、经纪商、美国投资顾问或投资银行 [3] - 其分析师为第三方作者,包括可能未经任何机构或监管机构许可或认证的专业投资者和个人投资者 [3]
LCI Industries: Massive Upside Is Possible
Seeking Alpha· 2026-01-19 22:13
服务核心定位 - 提供专注于石油和天然气领域的投资服务和社区 [1] - 服务核心聚焦于现金流以及能够产生现金流的公司 [1] - 旨在发掘具有真实潜力的价值和增长前景 [1] 订阅者服务内容 - 订阅者可使用一个包含50多只股票的投资组合模型账户 [1] - 提供对勘探与生产公司的深入现金流分析 [1] - 提供关于该行业的实时聊天讨论 [1] 推广信息 - 提供为期两周的免费试用 [2] - 推广语为“获得石油和天然气的新机遇” [2]
LCI Industries: Massive Upside Is Possible (NYSE:LCII)
Seeking Alpha· 2026-01-19 22:13
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...