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RAAA: A New And Exciting Leveraged AAA CLO Fund From Reckoner
Seeking Alpha· 2025-07-14 11:04
公司和行业背景 - 公司是首个在Seeking Alpha平台上报道AAA CLO基金的分析机构 重点关注Janus Henderson AAA CLO ETF (NYSEARCA: JAAA) [1] - 公司拥有投资银行现金及衍生品交易背景 专注于提供资本市场工具和交易的透明度与分析 [1] - 公司研究领域包括封闭式基金(CEFs)、交易所交易基金(ETFs)和特殊情境投资 目标为低波动率下的高年化回报 [1] - 公司团队具备20年以上投资经验 核心成员毕业于顶尖大学金融专业 [1] 研究覆盖历史 - 2022年已对JAAA ETF进行过前瞻性分析 显示出对该领域的早期洞察力 [1]
Indian Equities Are A Good Opportunity, But PIN Is Not The Best Fund
Seeking Alpha· 2025-07-14 11:03
Invesco India ETF (PIN)基金概况 - Invesco India ETF旨在为投资者提供优质印度股票的投资机会 该基金以富时印度指数(FTSE India Index)作为构建基础[1]
DATA BREACH ALERT: Edelson Lechtzin LLP Is Investigating Claims On Behalf Of Artivion, Inc. Customers Whose Data May Have Been Compromised
GlobeNewswire News Room· 2025-07-14 11:02
公司背景 - Artivion Inc 是一家全球性医疗设备公司 总部位于美国乔治亚州肯尼索 专注于生产和分销用于心脏及血管手术的医疗设备及可植入组织 [2] - 公司成立于1984年 原名CryoLife 业务涵盖医疗设备制造 加工及分销 [2] 数据泄露事件 - 2024年11月20日 Artivion发现网络遭未授权第三方入侵 系统文件被窃取 可能包含姓名 社会安全号码 驾照号码及直接存款信息等敏感数据 [3] - 入侵活动持续至11月21日 公司随即启动调查并采取系统防护措施 [3] 法律调查进展 - 律师事务所Edelson Lechtzin LLP正在调查此次数据隐私事件 拟针对个人信息泄露受害者发起集体诉讼 [1][4] - 该律所专长领域包括数据泄露 证券欺诈 反垄断违法等集体诉讼案件 [5]
MTY Food Group's Q2 Dip Is Noise, The Franchise Engine Keeps Delivering
Seeking Alpha· 2025-07-14 10:55
Philipp is a seasoned value investor with nearly 20 years of experience in the field. He takes a global approach to investment opportunities, seeking out undervalued companies that offer a significant margin of safety, leading to attractive dividend yields and returns. While he does not limit his investments to specific sectors or countries, he focuses only on companies he thoroughly understands and can reasonably assess for future growth potential. Philipp is particularly enthusiastic when he identifies a ...
JPMorgan Chase: Best In Class Bank Has More Room To Grow
Seeking Alpha· 2025-07-14 10:02
公司背景 - TQP Research由一名拥有多年结构化金融、资本市场和信用风险经验的注册会计师运营 [1] - 采用价值导向的投资方法 重点关注符合沃伦·巴菲特、查理·芒格和沃尔特·施洛斯等人提出的长期成功标准的企业 [1] - 主要关注跨行业的微型市值和小型市值投资机会 [1] 投资方法 - 专注于识别具有长期成功潜力的企业 采用价值投资策略 [1] - 投资范围涵盖所有行业的微型市值和小型市值公司 [1] 社区互动 - 积极与社区成员互动 欢迎提问和分享想法 [1]
JPMorgan Preparing to Charge FinTechs for Consumer Bank Data
PYMNTS.com· 2025-07-14 09:41
JPMorgan has reportedly told FinTechs it will begin charging for access to customer bank info.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.That’s according to a report Friday (July 11) from Bloomberg News, which ...
Compania de Minas Buenaventura: More Gold At Lower Costs
Seeking Alpha· 2025-07-14 09:14
公司分析 - 公司Compañía de Minas Buenaventura SAA (NYSE: BVN) 在过去20年受到关注 但黄金价值主张的确定性不足是主要阻碍因素 [1] - 公司业务涉及矿业 与航空、石油、零售、金融科技和电子商务等多元化行业形成对比 [1] 行业经验 - 行业分析经验超过30年 涵盖宏观、货币和政治驱动因素 并应用于新技术和创新商业模式的理解 [1] - 行业经历多次危机 包括龙舌兰危机、亚洲金融危机、互联网泡沫、911事件、大衰退和新冠疫情 积累了跨学科经验 [1] 个人背景 - 分析经验包括创业经历 涉及出口、保理和印刷行业 为多领域分析提供独特视角 [1]
QQQY: Underperformance And Upcoming Change
Seeking Alpha· 2025-07-14 09:12
Defiance Nasdaq 100 Target 30 Income ETF (QQQY)表现 - Defiance Nasdaq 100 Target 30 Income ETF (NASDAQ: QQQY) 表现不佳 可被视为一场灾难 [1] - 该ETF于2023年9月推出 但在2024年8月不到一年内 因价格持续下跌 被迫进行1比3的反向股票分割 [1] 分析师背景 - 分析师采用长期投资策略 专注于通过低风险ETF和CEF投资宏观理念 [1] - 分析师拥有近十年股票和外汇交易经验 目前与合作伙伴共同管理一个家族基金 [1] - 分析师还涉足房地产投资 并担任自由撰稿人和Matrixtrade的撰稿人 [1]
CARsgen Successfully Defends Its GPC3 CAR-T Patent at the EPO
Prnewswire· 2025-07-14 08:00
SHANGHAI, July 13, 2025 /PRNewswire/ -- CARsgen Therapeutics Holdings Limited (Stock Code: 2171.HK), a company focused on developing innovative CAR T-cell therapies, announces a favorable outcome in opposition proceedings before the European Patent Office (EPO) concerning its European patent EP3445407, which covers its GPC3-targeted CAR-T cell therapy. The patent was granted by the EPO in 2022 and opposed by two parties in 2023. Following oral proceedings, the EPO Opposition Division issued a decision to ma ...
CoreWeave: Market Hates A Good Deal
Seeking Alpha· 2025-07-14 08:00
The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal. 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 ...