The Pragmatic Optimist (newsletter)
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CrowdStrike's ARR Slowing Fast - That's About To Change
Seeking Alpha· 2025-11-05 02:04
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote on CrowdStrike Holdings, Inc. (NASDAQ: CRWD ) at the start of August, I discussed that its competitive positioning won’t be affected by the Palo Alto Networks (NASDAQ:Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objecti ...
Disney's Price Hikes Don't Make Sense For Its Shares (NYSE:DIS)
Seeking Alpha· 2025-10-21 04:13
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.The Walt Disney Company (NYSE: DIS ) has been struggling for quite some time now. After reaching an all-time high of $200 per share at the start of 2021, the stock has been onAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to i ...
Why The Market Is Wrong About The Trade Desk
Seeking Alpha· 2025-09-11 23:01
核心观点 - 重申对The Trade Desk Inc的买入评级 认为亚马逊带来的竞争威胁被市场误解 [1] 分析师背景 - 分析师运营一家专注于可持续成长型公司的家族办公室基金 投资策略聚焦股东权益最大化和增长目标实现 [2] - 分析师共同运营获奖投资通讯The Pragmatic Optimist 内容涵盖投资组合策略 估值和宏观经济分析 [2] - 具有五年旧金山供应链初创公司战略领导经验 曾与风险投资机构及初创企业合作推动用户获取业务增长 [2] 持仓披露 - 分析师通过股票持有或衍生品方式长期做多The Trade Desk 亚马逊及谷歌股票 [3]