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Grayscale Zcash Trust: A 20% ETF Conversion Arb Opportunity
Seeking Alpha· 2025-12-23 14:24
Back in October, I wrote about the Grayscale Zcash Trust ( ZCSH ) when the price of the underlying token had rallied 300% since the start of the year. It was my first time covering theFormer media research analyst. Main coverage areas are crypto, BTC miners, metal, and media equities. I'm not an investment advisor. I just share what I do with my own capital and why. Outside of Seeking Alpha, I also write the Heretic Speculator newsletter over at Substack.Analyst’s Disclosure:I/we have a beneficial long posi ...
Crexendo: The Use Of AI And International Expansion To Drive Growth
Seeking Alpha· 2025-12-23 14:24
David focuses on growth & momentum stocks that are reasonably priced and likely to outperform the market over the long-term. He is a long term investor of quality stocks and uses options for strategy. David told investors to buy in March 2009 at the bottom of the financial crisis. The S&P 500 increased 367% and the Nasdaq increased 685% from 2009 through 2019. He wants to help make people money by investing in high-quality growth stocks.Analyst’s Disclosure:I/we have no stock, option or similar derivative p ...
PNC Financial: FirstBank Acquisition, NII Vulnerability, Expensive (NYSE:PNC)
Seeking Alpha· 2025-12-23 14:18
In September 2025, The PNC Financial Services Group, Inc. ( PNC ) announced the acquisition of FirstBank , a regional lender with operations in Colorado and Arizona. PNC Financial Services pursued the acquisition of FirstBank inAnalyst’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 next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for i ...
My 10%+ Yield Cocktail Of 2026: 1 CEF, 1 BDC And 1 Covered Call ETF
Seeking Alpha· 2025-12-23 14:15
人物背景 - 该分析师拥有超过十年的金融管理经验 协助顶级企业制定财务战略并执行大规模融资 [1] - 该分析师在拉脱维亚为制度化房地产投资信托基金框架做出重大努力 旨在提升泛波罗的海资本市场的流动性 [1] - 该分析师参与的其他政策层面工作包括制定国家国有企业融资指南 以及建立引导私人资本进入经济适用房库存的框架 [1] - 该分析师持有特许金融分析师资格和环境、社会及治理投资证书 曾在芝加哥期货交易所实习 并积极参与支持泛波罗的海资本市场发展的思想领导活动 [1] 持仓披露 - 该分析师通过股票所有权、期权或其他衍生品 对FDUS、PDO、IAUI、QQQI持有有益的长期多头头寸 [2] - 该分析师声明文章为个人所写 表达个人观点 除来自Seeking Alpha外未获得其他补偿 与文章中提及的任何公司无业务关系 [2] 平台声明 - 平台声明过往表现不保证未来结果 所提供内容不构成针对任何特定投资者的投资建议 [3] - 平台声明所表达的任何观点或意见可能不代表Seeking Alpha整体立场 [3] - 平台声明其并非持牌证券交易商、经纪商、美国投资顾问或投资银行 其分析师为第三方作者 包括可能未经任何机构或监管机构许可或认证的专业投资者和个人投资者 [3]
CommScope Is Preparing To Reward Investors As Profits Surge
Seeking Alpha· 2025-12-23 14:15
Back in October , CommScope Holding Company, Inc. ( COMM ) traded at $15.64. Since then, the stock has climbed about 17% to $18.29, hitting a new high over $20 in December. This jump happened alongside better-than-expectedWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. ...
CommScope Is Preparing To Reward Investors As Profits Surge (NASDAQ:COMM)
Seeking Alpha· 2025-12-23 14:15
Back in October , CommScope Holding Company, Inc. ( COMM ) traded at $15.64. Since then, the stock has climbed about 17% to $18.29, hitting a new high over $20 in December. This jump happened alongside better-than-expectedWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. ...
Floor & Decor: Attractive Opportunity Against Challenging Macro Backdrop
Seeking Alpha· 2025-12-23 14:14
Floor and Decor ( FND ), like many retailers exposed to the frozen housing market, has experienced significant demand challenges including declining same store sales and EPS amid arguably the most challenging macroeconomic backdrop inI am a software engineer by profession and a lifelong student of the markets, combining analytical rigor with a deep fascination for businesses that have the potential to outperform their underlying indices over long time horizons. My investing background began over a decade ag ...
IWY: Mega-Cap Concentration, Not An AI Bubble. A Tactical 6-Month Call
Seeking Alpha· 2025-12-23 14:12
We argue that the ETF's greater concentration in mega-caps is currently an advantage over more diversified indices. Furthermore, we do not “buy” the idea of a bubble, and with favorable macroeconomic conditions, we recommend buying IWY with a six-monthAnalyst’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 next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not rece ...
TransMedics: A Stagnant Monopoly Facing Regulatory Pressure (NASDAQ:TMDX)
Seeking Alpha· 2025-12-23 14:06
TransMedics, Inc. is the manufacturer and supplier of its patented Organ Care System ( OCS ) that relies on warm-perfusion technologies to help transport viable organs long distances to recipients across theA longtime investor with a general interest in healthcare equities. I take a holistic investment approach that considers top-down and bottom-up valuation techniques. I find the more minute details of companies, including their capital structure and debt covenants, play an outsized role in equity valuatio ...
2026 Market Outlook - A Perfect Storm Is Brewing
Seeking Alpha· 2025-12-23 14:00
Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...