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Sixth Street Specialty: Still Not A Buy, Here's Why
Seeking Alpha· 2025-12-17 04:33
作者背景与投资理念 - 作者为金融专业人士,在并购和商业估值领域拥有深厚经验,日常工作涉及财务建模、商业及财务尽职调查、交易条款谈判等[1] - 作者的投资理念融合价值投资智慧与对稳定收入的追求,认为股息投资是实现财务自由最易行的途径之一[1] - 作者专注于科技、房地产、软件、金融和消费品等行业,这些领域既是其专业咨询方向,也构成了其个人投资组合的核心[1] 文章性质与披露 - 文章表达作者个人观点,作者未因撰写此文获得除Seeking Alpha平台外的任何报酬[2] - 作者披露其通过股票、期权或其他衍生品对TSLX公司持有有益的长期多头头寸[2] - 作者与文中提及的任何公司均无业务关系[2] - 文章内容不构成任何形式的投资推荐或投资建议[3] - Seeking Alpha声明其并非持牌证券交易商、经纪商、美国投资顾问或投资银行,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[4]
Sodexo S.A. (SDXAY) Shareholder/Analyst Call - Slideshow (OTCMKTS:SDXAY) 2025-12-16
Seeking Alpha· 2025-12-17 04:31
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Generac: Lagging Among Industrials, Banking On AI Demand
Seeking Alpha· 2025-12-17 04:24
Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams that include senior editors, investment strategists, marketing managers, data analysts, and executives, I contribute ideas to help make content relevant, accessible, and measurable. Having ...
Alvotech (ALVO) Discusses Launch of $125 Million Commercial Bond Offering and Business Update Transcript
Seeking Alpha· 2025-12-17 04:19
PresentationI'm pleased to introduce the CEO of the company; Robert Wessman, the CFO of the company; Linda Jonsdottir, the CEO; Joseph McClellan, and the Head of Investor Relations, which is Patrik Ling. There is one page in the presentation with the convertible bond terms. We can go through that afterwards. There will also be a Q&A session [Operator Instructions].Robert WessmanCEO, Founder & Executive Chairman Yes. Thank you so much. First of all, I want to thank you, everyone, for joining in here today, a ...
Chatham Lodging Trust: Attractive Valuation Heading Into 2026 (NYSE:CLDT)
Seeking Alpha· 2025-12-17 04:18
2025 has been a challenging year for the U.S. economy, with unemployment increasing to 4.6% in November and the longest-lasting government shutdown sapping economic momentum in the final quarter of the year. ThisI ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I ap ...
Chatham Lodging Trust: Attractive Valuation Heading Into 2026
Seeking Alpha· 2025-12-17 04:18
2025 has been a challenging year for the U.S. economy, with unemployment increasing to 4.6% in November and the longest-lasting government shutdown sapping economic momentum in the final quarter of the year. ThisI ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I ap ...
Innospec: Personal Care Margins Crack, But The Cycle Will Turn Again (NASDAQ:IOSP)
Seeking Alpha· 2025-12-17 04:17
Writing about Innospec ( IOSP ) earlier this year , I noted the risk that this specialty chemicals company could see increased pressure in its Performance Chemicals and Oilfield Services businesses, and that indeed has comeAnalyst’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 (ot ...
Innospec: Personal Care Margins Crack, But The Cycle Will Turn Again
Seeking Alpha· 2025-12-17 04:17
Writing about Innospec ( IOSP ) earlier this year , I noted the risk that this specialty chemicals company could see increased pressure in its Performance Chemicals and Oilfield Services businesses, and that indeed has comeAnalyst’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 (ot ...
Pfizer Q4 2026 Financial Guidance (NYSE:PFE) 2025-12-16
Seeking Alpha· 2025-12-17 03:53
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或禁用广告拦截器以继续访问 [1]
Taiwan Semiconductor: This Is The GARP Moment You've Waited For
Seeking Alpha· 2025-12-17 03:48
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