ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” fourth-quarter 2025 investor letter. The investment philosophy of the strategy is to invest in leading companies that are undervalued by the market in terms of their future growth potential. A copy of the letter can be downloaded here. Large-cap stocks continued their strength in the quarter, driven by strong earnings growth from mega-cap companies and enthusiasm over generative AI. The ClearBridg ...

I am an electronics engineer, not a CFA. The information and data presented in this article were obtained from company documents and/or sources believed to be reliable, but have not been independently verified. Therefore, the author cannot guarantee their accuracy. Please do your own research and contact a qualified investment advisor. I am not responsible for the investment decisions you make. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is bei ...

lighter, lit token. Photo by BeInCrypto Zcash price has come under sharp pressure following internal turmoil within its core development team. The privacy-focused cryptocurrency recorded a steep decline as confidence weakened.  At the same time, market behavior suggests a possible rotation of capital from Zcash into Monero, raising questions about whether XMR could benefit from ZEC’s growing uncertainty. Zcash Developers Quit Electric Coin Company CEO Josh Swihart confirmed that the entire ECC team ste ...

Though a new year has begun, old uncertainties remain — personally and collectively — about the health of the economy. In J.P. Morgan’s 2026 market outlook, the firm warned that “downside risks remain elevated,” citing weak business sentiment and a slowing labor market. But what does this mean for the average person? In a world where everything feels so up in the air, prediction can only get you so far. Preparation is where you want to focus your energy. Certain skills are essential to navigating an unc ...

道琼斯工业平均指数技术分析 - 指数近期表现优于其他两大主要指数 但当前略显疲软 [2] - 回调可能在50日指数移动平均线及25,000点附近获得有力支撑 [1] - 指数在48,000点附近存在明显底部 50日指数移动平均线正上升至该区域 [3] - 若财政预算出现刺激性举措 将增加对该指数所含工业类公司的需求 [3] 标准普尔500指数技术分析 - 指数看似将小幅走软 但一直在震荡中缓慢上行 [4] - 市场波动可能与周五非农就业报告公布前的头寸调整及假期后人员返工有关 [5] - 指数在6,800点附近存在主要底部 50日指数移动平均线位于其上方亦提供支撑 [6] - 其走势与纳斯达克100指数相似 但波动性较低 因两者均非等权重且包含许多相同公司 [5][6] 宏观经济与市场情绪 - 市场关注美联储未来可能的政策动向 [1] - 若就业报告表现不佳 可能被视为对市场的利好消息 因这可能影响美联储政策 [1]

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of Ventyx Biosciences, Inc. (NASDAQ: VTYX) to Eli Lilly and Company for $14.00 per share is fair to Ventyx shareholders. Halper Sadeh encourages Ventyx shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@halpersadeh.com or zhalper@halpersadeh.com. The investigation concerns whether Ventyx and it. ...

投资策略与业绩表现 - ClearBridge大盘成长策略2025年第四季度跑输基准罗素1000成长指数约170个基点 全年跑输约900个基点[1] - 业绩不佳主要归因于对超大盘人工智能受益股以及低质量人工智能相关股票的配置不足[1] - 策略投资哲学是投资于那些未来增长潜力被市场低估的领先公司[1] 个股分析：Alphabet Inc (GOOG) - Alphabet在2025年第四季度末股价为322.43美元 市值达3.89万亿美元[2] - 其股价在2025年上涨超过60% 过去52周涨幅达65.02%[2][3] - 公司在2025年第三季度首次实现单季度营收1000亿美元[4] - 推动股价上涨的因素包括其Google Gemini聊天机器人和用于AI工作负载的TPU芯片取得成功[3] - 美国司法部反垄断案以低于市场担忧的处罚结果告终 但基金管理人后悔未在此后更积极地增持[3] 市场与行业动态 - 2025年第四季度大盘股持续走强 由超大盘公司的强劲盈利增长和对生成式人工智能的热情推动[1] - 截至2025年第三季度末 共有186只对冲基金持有Alphabet股票 较前一季度的178只有所增加[4] - Alphabet在对冲基金中最受欢迎股票榜单中位列第7[4]

I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years.A bit about how I approach research and coverage of a stock:I build ...

Oakoff Investments is a personal portfolio manager and a quantitative research analyst with 5 years helping readers find a reasonable balance between growth and value by sharing proprietary Wall Street information. He leads the investing group Beyond the Wall Investing with features that include: a fundamentals-based portfolio, weekly analysis on insights from institutional investors, regular alerts for short-term trade ideas based on technical signals, ticker feedback by request from readers, and community ...

核心交易事件 - Transcend Capital Inc 于2026年1月8日处置了Planet Ventures Inc 的30,000,000股普通股 约占发行人当前已发行流通普通股的14.70% [1] - 此次处置为私下交易 每股价格为0.04美元 [2] - 交易完成后 Transcend及其控制人Etienne Moshevich仍持有36,838,000股普通股 约占发行人当前已发行流通普通股的18.05% [1] 交易后股权与控制权结构 - 除普通股外 Transcend还持有一张本金为3,200,000美元的可转换债券 可按每股0.50美元的价格转换为发行人普通股 [1] - 假设仅转换该债券 Transcend将拥有和控制43,238,000股普通股 约占届时发行人已发行流通普通股的20.54% [1] 未来潜在行动 - 未来Transcend或Etienne Moshevich可能根据情况或市场条件 进一步收购或处置发行人的证券 [2] 信息披露与联系 - 更多信息及与此次处置相关的加拿大省级证券法下早期预警报告副本 可在SEDAR网站发行人档案中获取或通过指定邮箱联系Transcend [3]