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The AI Market Bubble Will Pop When
Seeking Alpha· 2026-01-14 01:47
Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .The market advanced across the board in the first full trading week of 2026. Encouragingly, the rally was led by the small-cap Russell 2000, which rose just over three and a half percent last week. This is an encouragingBret Jensen has ...
Planet Fitness, Inc. (PLNT) Presents at ICR Conference 2026 Transcript
Seeking Alpha· 2026-01-14 01:46
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Haemonetics Corporation (HAE) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-14 01:46
PresentationHi, everyone. My name is Rohin Patel. I'm a med tech analyst at JPMorgan. It's my pleasure to have Haemonetics here with us. And I'd like to introduce CEO, Chris Simon, for a presentation.Christopher SimonCEO, President & Director Thanks, Rohin, and thank you to JPMorgan for hosting the conference and giving us an opportunity to discuss our strategy and plans for long-term shareholder value creation. Thank you all for joining, both here in the room and on the WebEx. First point, just a necessar ...
Buy Southern Copper At A Discount And Get A Free Railway, I Spy A Bargain In Plain Sight
Seeking Alpha· 2026-01-14 01:45
With huge investments in electrification, and data center build outs on the horizon, metals and rare earths hit the limelight in 2025. Copper has been on a tear, and projections are that supply deficits will continue to propel prices up in 2026.The author has an honours degree in economics and politics with a focus on economic development. With 36 years of experience in executive management he has extensive knowledge of insurance/reinsurance, Global and Asia Pacific markets, climate change and ESG. He inves ...
Prospect Capital Is The Last Remaining BDC Bond Opportunity With A +8% Yield (NASDAQ:PSEC)
Seeking Alpha· 2026-01-14 01:44
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.A year ago, we started a series looking for opportunities with yields of around 8% in the world of BDCs. At the beginning, we found and described quite a few such cases, but recently they have become increasingly rare. At the moment, the only such example inArbitrage Trader, aka Denislav Iliev has been day trading ...
Smithfield Foods Looks Tasty Enough For An Upgrade
Seeking Alpha· 2026-01-14 01:43
服务介绍 - 提供专注于石油和天然气的投资服务和社区 [1] - 服务核心关注现金流及其创造公司 旨在发掘具有真实潜力的价值和增长前景 [1] 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] - 设有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]
Peter Thiel's Massive AI Miss: Why The 'Zero To One' Timeline Collapsed
Seeking Alpha· 2026-01-14 01:37
作者背景 - 作者Brett Ashcroft Green为认证财务规划师 专长为私人信贷和商业房地产夹层融资 曾在一家大型家族办公室担任业务总监 [1] - 作者精通中文 曾在商业和法律场景中使用 并担任过法庭口译员 其职业生涯大部分时间在中国及亚洲度过 [1] - 作者曾与领先的商业房地产开发商合作 包括The Witkoff Group, Kushner Companies, The Durst Organization和Fortress Investment Group [1] 作者持仓披露 - 作者通过股票所有权、期权或其他衍生品持有AMZN, GOOGL, SPY, VOO, QQQ, DIA, META, WMT, AAPL的多头头寸 [2]
loanDepot: One Winner From Mortgage-Spread Compression (NYSE:LDI)
Seeking Alpha· 2026-01-14 01:32
股价表现 - 截至2025年12月31日 loanDepot Inc (LDI) 股价交易于2美元 [1] - 在此之前的周五 股价曾达到3.14美元 随后回落至当前2.91美元的水平 [1] - 当前2.91美元的股价 较近期高点3.14美元下跌了37% [1]
loanDepot: One Winner From Mortgage-Spread Compression
Seeking Alpha· 2026-01-14 01:32
股价表现 - 2025年12月31日,loanDepot Inc (LDI) 股价交易于2美元 [1] - 在此之前的周五,该股股价曾达到3.14美元,随后回落至当前2.91美元的水平 [1] - 当前2.91美元的股价较近期高点3.14美元上涨了37% [1]
ReposiTrak: Better Business, Fairer Price, Still Not A Buy
Seeking Alpha· 2026-01-14 01:26
公司概况 - ReposiTrak Inc (TRAK) 是一家微型市值SaaS(软件即服务)公司 [1] - 公司为零售商和供应商提供技术 帮助其遵循供应链规则 提升食品安全并追踪产品在供应链中的流转 [1] 业务模式与市场定位 - 公司大部分收入来自其SaaS服务 [1] - 分析师的研究主要聚焦于中小型市值公司 因为这些公司往往被许多投资者忽视 [1] - 分析师偶尔也会研究大型公司 以更全面地了解整体股票市场 [1]