Apple's Hidden Moat Unlocked
Seeking Alpha· 2025-07-02 22:00
苹果公司表现与生态系统 - 自上次覆盖以来,苹果股价上涨6.4%,略低于标普500指数的6.8%涨幅 [1] - 苹果拥有堡垒般的生态系统,包含24亿台活跃设备的互联网络 [1] 投资策略与方法论 - 投资风格聚焦于高潜力赢家,寻找不对称机会(上行潜力至少是下行风险的2-3倍) [1] - 利用市场低效和逆向洞察,最大化长期复利同时保护资本 [1] - 投资期限为4-5年,以度过市场波动 [1] 高确信机会识别标准 - 领导力与管理分析:业务扩展记录、明智资本配置、持续收入增长 [1] - 市场颠覆与竞争定位:强大技术护城河、先发优势、网络效应 [1] - 财务健康与风险管理:可持续收入增长、强劲资产负债表、避免过度稀释 [1] - 估值与不对称风险/回报:收入倍数比较、机构支持分析、下行保护 [1] 投资组合构建 - 核心持仓(50-70%):高确信度稳定标的 [1] - 成长型押注(20-40%):高风险高回报机会 [1] - 投机性持仓(5-10%):具有巨大潜力的颠覆性标的 [1]
Pomerantz Law Firm Announces the Filing of a Class Action Against Apple Inc. and Certain Officers - AAPL
Prnewswire· 2025-07-02 22:00
NEW YORK, July 2, 2025 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Apple Inc. ("Apple" or the "Company") (NASDAQ: AAPL) and certain officers. The class action, filed in the United States District Court for the Northern District of California, and docketed under 25-cv-05197, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Apple securities between June 10, 2024 and June 9, 2025, both dates ...
Canadian Natural Resources Has It All: Value, Growth, And Dividend Growth
Seeking Alpha· 2025-07-02 22:00
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Energy remains one of my favorite sectors at the moment, given its massive undervaluation compared to overvalued sectors like tech. Some within the energy se ...
HII Launches Virginia-class Submarine Arkansas (SSN 800) at Newport News Shipbuilding
Globenewswire· 2025-07-02 22:00
文章核心观点 HII公司旗下纽波特纽斯造船厂(NNS)将弗吉尼亚级潜艇“阿肯色”号(SSN 800)下水,公司致力于为美国海军提高潜艇建造节奏和产量 [1][2] 潜艇下水情况 - 弗吉尼亚级潜艇“阿肯色”号(SSN 800)在NNS被转移至浮船坞后下水,由拖船拖至造船厂潜艇码头进行最后舾装、测试和船员认证 [1] - 该潜艇是第27艘弗吉尼亚级潜艇,将是NNS交付的第13艘 [3] - 潜艇赞助商是“小石城九人组”的六名女性 [2] 公司表态 - NNS海军项目副总裁表示公司致力于为美国海军提高潜艇建造节奏和产量,核动力潜艇对国家安全至关重要,为“阿肯色”号下水感到自豪 [2] 公司介绍 - HII是全球全领域国防供应商,使命是为国家提供强大舰船和全领域解决方案,为客户创造优势以维护全球和平与自由 [6] - 作为美国最大军事造船厂,有超135年提升美国国家安全的历史,提供从舰船到无人系统、网络、情报监视侦察、人工智能/机器学习和合成训练等关键能力,总部位于弗吉尼亚,员工达44000人 [7] 相关资源 - 新闻发布的相关照片可在http://hii.com/news/hii-launches-virginia-class-submarine-arkansas-ssn-800-at-newport-news-shipbuilding/查看 [5] - 公告的一张照片可在https://www.globenewswire.com/NewsRoom/AttachmentNg/c609754d-2ea8-40c1-a687-94530e80f334查看 [8] 联系方式 - 联系人Todd Corillo,邮箱Todd.T.Corillo@hii - co.com,电话(757) 688 - 3220 [8]
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in DoubleVerify Holdings, Inc. of Class Action Lawsuit and Upcoming Deadlines - DV
Prnewswire· 2025-07-02 22:00
NEW YORK, July 2, 2025 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against DoubleVerify Holdings, Inc. ("DoubleVerify" or the "Company")(NYSE: DV). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.The class action concerns whether DoubleVerify and certain of ...
Onfolio Holdings Inc. Subsidiary Pace Generative Drives 358% AI Traffic Improvement For Enterprise Client
Globenewswire· 2025-07-02 22:00
WILMINGTON, Del., July 02, 2025 (GLOBE NEWSWIRE) -- Onfolio Holdings Inc. (Nasdaq: ONFO, ONFOW) (OTC: ONFOP) (the "Company" or "Onfolio"), a company that acquires and manages a diversified portfolio of online businesses, today announced that its wholly owned subsidiary, Pace Generative LLC, has released its first case study, reporting significant results for an enterprise client. Pace Generative is a Generative Engine Optimization agency helping clients increase the traffic they receive from Google AI Overv ...
Beyond Blackwell: The Hidden Catalysts Powering Nvidia's Next Leg Up
Seeking Alpha· 2025-07-02 21:53
投资策略与方法 - 采用全行业覆盖策略 只要存在相对于标普500的超额收益潜力 就会进行跨行业分析和投资 [1] - 典型持仓周期从几个季度到数年不等 注重中长期价值挖掘 [1] - 建立并维护包含历史财务数据、关键指标、业绩指引与市场预期差异的综合性电子表格 进行系统化跟踪 [1] 研究框架 - 重点关注影响DCF估值的五大核心驱动因素:收入增长 成本与利润率 现金流转化率 资本支出及投资 利率环境 [1] - 通过行业新闻 研究报告及其他分析师观点构建多维研究体系 特别关注管理层变动时的深度背景调查 [1] - 较少使用长期财务预测模型 更侧重历史业绩验证和短期关键驱动因素分析 [1]
Tesla reports double-digit drop in second quarter vehicle deliveries
Proactiveinvestors NA· 2025-07-02 21:52
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Will AbbVie's Acquisition Spree Aid Pipeline Growth?
ZACKS· 2025-07-02 21:51
Key Takeaways ABBV is expanding its pipeline with over 20 early-stage deals across immunology, oncology and neuroscience. The $2.1 billion Capstan deal adds a first-in-class CAR-T therapy and proprietary RNA delivery platform. Acquisitions of ImmunoGen and Cerevel have diversified ABBV's portfolio across multiple therapeutic areas.AbbVie (ABBV) has been actively ramping up its deal-making efforts lately, thereby strengthening its pipeline. While immunology remains its core area, the company is also signin ...
Is Quest Diagnostics Stock a Smart Pick for Your Portfolio Now?
ZACKS· 2025-07-02 21:51
Key Takeaways DGX posted strong Q1 growth across brain health, oncology and women's health diagnostics. Strategic deals like LifeLabs and PathAI Diagnostics strengthen DGX's core and adjacent markets. DGX targets 3% annual cost savings with automation, Project Nova and GenAI partnerships.Quest Diagnostics Inc. (DGX) is investing in advanced diagnostics to deliver and scale innovative services that improve patient care and drive growth. The company’s growth strategy includes pursuing value-creating, strate ...