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Natural Gas Services Provides Key Support For Oil And Gas Production
Seeking Alpha· 2025-06-17 20:38
I am a big fan of companies that follow an easy-to-understand, yet highly profitable business model. Such is the case with Natural Gas Services (NYSE: NGS ) . The company provides equipment and services that help oil andI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits o ...
New Jersey Resources: Undervalued Growth In A Defensive Utility Sector
Seeking Alpha· 2025-06-17 20:35
New Jersey Resources Corporation (NYSE: NJR ) stands out among mid cap regulated utilities. The company's portfolio is balanced; its core utility franchise is expanding, and-crucially-management has a clear line of sight to further earnings growth. Even asI hold a PhD in Machine Learning focused on Economics and Finance and have academic affiliations with IESE Business School, ESADE Business School, and the Barcelona Supercomputing Center. My professional experience includes working at Deloitte Financial Ad ...
AMD's Chiplet Revolution: The Next AI Gold Rush
Seeking Alpha· 2025-06-17 20:11
个人背景与专业领域 - 作者为一家大型财富500强企业全资子公司的DevOps工程师,专注于AI工具和应用程序的实际构建、部署和维护 [1] - 在生成式AI系统的科学原理方面具备深入知识,拥有机器学习算法、模型训练和模型部署的第一手经验 [1] - 正在获取更高级的AWS机器学习认证以进一步提升AI和机器学习专业能力 [1] 内容创作与市场排名 - 通过Seeking Alpha平台以投资视角分享AI和机器学习见解 [1] - 根据TipRanks数据(2025年5月15日),在30,634名财经博主中排名第856位,在40,003名专家中排名第1,404位 [1] 持仓披露 - 持有AMD股票的长期多头仓位,形式包括股票所有权、期权或其他衍生品 [1]
Is The Market Recognizing Veralto's Quality?
Seeking Alpha· 2025-06-17 20:02
Veralto Corporation(NYSE: VLTO ) is an American provider of water analytics, water treatment, marking and coding, packaging and color solutions. They used to be a division inside DHR, and was spun off in 2023. Below are the returns since IPO:I am an independent analyst and investor interested in investing at the intersection of value and growth. My method is a highly qualitative focus on mostly small caps, looking for both long term compounders as well as some special situations. On Twitter @GrowthyValueAna ...
GigaCloud: Tariff Challenges Remain A Disruption To Growth Potential
Seeking Alpha· 2025-06-17 19:51
I wrote about GigaCloud Technology Inc. (NASDAQ: GCT ) last year as I liked its business model and long-term growth story. However, the industry that it is aiming to disrupt, cross-border trade and logistics, is facing economic disruptions due to theNine to 5 by day. Hobbyist stock trader by night. I got an MBA and a CFA ... so that should count for something. I only care about my own greedy interests and I love feeding trolls. Not your financial advisor. Information for entertainment purposes only. Diamond ...
Digital Turbine: Transformation Is Progressing (Rating Upgrade)
Seeking Alpha· 2025-06-17 19:30
Digital Turbine业绩表现 - Digital Turbine在FY25第四季度业绩表现参差不齐 但股价仍上涨[1] - 公司业务持续面临挑战[1] Narweena投资策略 - Narweena专注于因市场误解长期前景而产生的错位机会[1] - 通过识别具有长期增长机会且存在进入壁垒的企业获取超额风险调整回报[1] - 研究聚焦公司和行业基本面 旨在发现独特见解[1] - 偏好高风险承受能力和长期投资期限 寻找深度低估股票[1] - 投资重点为小盘股和竞争优势不明显的市场[1] 宏观经济背景 - 人口老龄化 低人口增长和生产力停滞将创造不同于过去的机会[1] - 许多行业可能面临停滞或长期衰退 竞争减少可能意外改善业务表现[1] - 部分企业将面临成本上升和规模不经济[1] - 经济日益由轻资产企业主导 基础设施投资需求随时间下降[1] - 大量资本追逐有限投资机会 推高资产价格并压缩风险溢价[1] Richard Durant背景 - 拥有阿德莱德大学工程和金融荣誉学士学位[1] - 南洋理工大学MBA(院长荣誉名单)[1] - 通过CFA考试[1]
Freeport-McMoRan: Teed Up To Benefit As Copper Shortage Is Set To Expand Soon
Seeking Alpha· 2025-06-17 19:04
Freeport-McMoRan (NYSE: FCX ) is one of the world's largest copper and gold miners. The company was founded in 1912 in Texas to mine sulfur using the efficient Frasch process. By 1932, Freeport had expanded operations toInvest Heroes LLC is a CIS-based research firm founded in 2018. Since then, we provide equity and fixed income research services which become more and more well-known locally among both professional investors and private clients. Here’s what we do: - Cover top 120+ Russian, US and Chinese st ...
Texas Roadhouse: Still Serving Value, Still Serving Alpha
Seeking Alpha· 2025-06-17 18:47
Ever since I published my article “ Taking Advantage of the Selloff: 2 Full-Service Restaurants I’d Like to Buy on the Dip ” right after the S&P 500 took a hit on August 5th last year, I’ve stayed bullish onAnalyst’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 Se ...
AbbVie's Diversification Strategy Cushions Venetoclax MDS Blow
Seeking Alpha· 2025-06-17 18:42
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 ...
Acadia Realty: Street Retail And 4.2% Yield From Double-Digit Leasing Spreads
Seeking Alpha· 2025-06-17 18:34
公司概况 - Acadia Realty Trust (NYSE: AKR) 是一家内部管理的权益型房地产投资信托基金(REIT) 专注于美国最具吸引力和高壁垒的零售地产 包括纽约市的SoHo、West Village、Williamsburg和Flatiron District等核心区域 [1] 行业动态 - 股票市场作为长期财富创造或毁灭的聚合机制 每日价格波动会累积成显著影响 重点关注领域包括被低估的高增长公司、高股息股票、REITs以及绿色能源企业 [1]