Thanks for reading! We look for high quality stocks trading at attractive valuations in our Marketplace service entitled Cash Flow Compounders: The Best Stocks in the World. Our focus is high return on equity, high free cash flow stocks with a proven track record in compounding earnings at higher than market rates. There we provide in depth research, with 2-4 new, high quality ideas per month. Check out our recent blog discussing our Alpha. Sign up for a 2 week trial to get my latest ideas!We discussed Adob ...

My recent coverage of UroGen Pharma (NASDAQ: URGN ) was the prospective risk-taker's manifesto on a very shaky FDA decision. Now that this thesis has worked out, the "predictions" laid out in that article appear to be nearlyI have my PhD in biochemistry and have worked for years analyzing clinical trials and biotech companies. It is my passion to educate everyone possible on the science behind the businesses that we invest in, and it's my mission to help you do your due diligence and not get burned by the p ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within 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. This article is intended to provide informational content and should not be viewed as an exhaustive an ...

Following yet another strong quarter, Oracle Corporation's (NYSE: ORCL ) shares have skyrocketed by more than 13% on the day and with that, the stock now sits at an all-time high and the co-founder Larry Ellison is now the second-richest person - after his close friendVladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom ...

Let’s get educational! It’s like going to college but with more numbers and no parties. On the positive side, the price is right. Why educational articles? That’s too many questions. We’re going to talk about AGNC Investment Corp (AGNC) because consensus EPS was around $1.62 for the year and that would be 19.6% on the Q1 2025 tangible book value of $8.25. That’s really high. If you’re not familiar with mortgage REITs, that might sound reasonable. It is not. Now we’re looking into the earnings: AGNCYou’ll no ...

David A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end funds and alternative investment funds such as hedge funds and private credit. With over 30 years’ experience in investing, David holds a Master of Science (MS) Degree in Finance, with a concentration in Investment Analysis, from Boston University, a Certificate in Financial Planning, and ...

I specialize in analyzing individual stocks. With a strong educational background in both finance and economics, I’ve developed a deep fascination with the stock market and the potential it offers to investors at all levels. I keep a close watch on market trends, particularly in the tech sector. My investment philosophy centers on simplicity, as I believe that while complex analysis can be valuable, fundamental financial ratios and metrics often provide the clearest insights. I write for Seeking Alpha to co ...

Some tickers are covered more than others on the site, so with The Undercovered Dozen our Editors highlight twelve actionable investment ideas on tickers with less coverage. These ideas can range from "boring" large caps to promising up-and-coming small caps. Specifically, the inclusion criteria for "undercovered" include: market cap greater than $100 million, more than 800 symbol page views in the last 90 days on Seeking Alpha, and fewer than two articles published in the past 30 days. Follow this account ...

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Today, we will look at the Invesco Variable Rate Preferred ETF (NYSEARCA: VRP ) portfolio and its holdings and try to make a guess about what kind of return we can expect from its portfolio in theAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and n ...

Since my last coverage on SentinelOne (NYSE: S ), the stock has dropped 15% and underperformed the S&P 500’s gain. At that time, the thesis was centered on SentinelOne’s differentiated AI platform and its potential to disrupt legacy cybersecurity companies byHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc ...