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Shell: Margin Over Volume
Seeking Alpha· 2025-06-17 23:33
Hi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. I studied in Belgium — did my bachelor’s in Antwerp, master’s at KU Leuven, and later completed an MBA in Finance at Vlerick. That journey gave me both theory and hands-on skills. Now I’m bu ...
Western Midstream: Impressive Value Proposition
Seeking Alpha· 2025-06-17 23:25
Western Midstream Partners (NYSE: WES ) is a high-quality distribution play for midstream investors as the company is expanding its operational footprint and pipeline network in its core markets. The pipeline operator has allocated the majority of its capital budgetAnalyst’s Disclosure:I/we have a beneficial long position in the shares of WES, OKE, EPD, ENB, KMI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving co ...
Nebius Group: Building AI Capacity With Blackwell; Initiate With 'Buy'
Seeking Alpha· 2025-06-17 23:13
公司背景 - Nebius Group在纳斯达克上市 股票代码为NBIS 专注于为企业和技术服务公司提供全栈AI云基础设施 [1] - 公司由Yandex分拆形成 Yandex被称为"俄罗斯谷歌" 出售了俄罗斯业务后成立Nebius 新实体与俄罗斯市场无关联 [1] 业务定位 - 业务聚焦于全球化发展 提供AI云基础设施解决方案 目标客户为企业级用户和技术服务公司 [1]
Remitly: Growth At A Reasonable Price In The Remittance Business
Seeking Alpha· 2025-06-17 22:56
Following positive momentum in Remitly Global's (NASDAQ: RELY ) stock after it posted Q1 earnings, the stock has dropped consistently, erasing all the gains. On May 7, Remitly announced quarterly revenues of $361.62 million and an adjusted EPS of $0.19, achievingHey there! My focus here is to provide you with insightful rating analysis on the world's leading financial firms to help you navigate and comprehend the latest investment opportunities while identifying potential pitfalls. My favorite picks are tho ...
RH: Brand Transformation Is Likely To Outrun Its Debt
Seeking Alpha· 2025-06-17 22:45
It has not been easy being an RH (NYSE: RH ) shareholder. Although my cost basis is quite low as the bulk of the shares I own were purchased during the Covid market crash in early 2020, it's only fairDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, with ...
SNAP: Underestimated For Its Future Potential
Seeking Alpha· 2025-06-17 22:34
I turned bullish on Snap (NYSE: SNAP ) almost 3 years ago, after its 90% drop from its all-time highs. I made it as part of my speculative investment in my barbell portfolio and viewed it as a long-termShri Upadhyaya's deep-seated passion for investing has seen a journey of over 15 years. A self-taught investor Shri intends to have skin in the game with most of his Buy and Sell recommendations. With a long stint in the algorithmic programming platform, Quantopian, Shri realized that most conventional tradin ...
Ouster Is The Best Pure Play On AI's Real-World Expansion
Seeking Alpha· 2025-06-17 22:01
At PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable insights to help you achieve better returns.All of the analysis we produce is designed to help you make smart decisions in the market, backed by expert research you won't find anywhere else.Follow us today and take control of your portfolio.Analyst’s Disclosure:I/we have a beneficial long posit ...
Kunlun Energy Has Competitive Edge And Re-Rating Catalysts
Seeking Alpha· 2025-06-17 21:24
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e., buying assets at a discount e.g., net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e., buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get sta ...
2 BDCs To Buy Before Rates Drop
Seeking Alpha· 2025-06-17 21:15
The way how BDCs (business development companies) make their money boils down to borrowing as cheap as possible in order to have capital that could be lent to relatively high-risk companies at much higher yields. This results in a spread, which can be enhancedRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latv ...
The Rise Of Astera Labs: A Leader In Data Center Connectivity And AI Solutions
Seeking Alpha· 2025-06-17 21:12
I have written many articles on companies involved in Artificial Intelligence ("AI"). Most of my previous articles focused on the titans of AI, such as NVIDIA ( NVDA ), Advanced Micro Devices (I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnalyst’s Disclosure ...