Semiconductor stocks were largely higher to start the week, led by renewed strength in some of the sector's biggest companies, including Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD). Nvidia shares rose nearly 3% in late morning trading, while AMD added 2.7% ...

anilakkus/iStock via Getty Images Dear Baron WealthBuilder Fund Shareholder: Baron WealthBuilder Fund® (the Fund) is an allocation strategy that invests exclusively in Baron Funds. Its investments span market caps, sectors, and geographies to provide growth equity diversification. The Fund performed well as equity markets rallied to new all-time highs during the second quarter, recouping all losses from the prior quarter. The Fund appreciated 10.45% (Institutional Shares) during the June quarter, perfor ...

I analyze oil and gas companies like Crescent Energy and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up h ...

I analyze oil and gas companies like Crescent Energy and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up h ...

Dogness (International) Corporation (NASDAQ: DOGZ ), a designer and manufacturer of pet products, has really struggled in 2025, with the stock posting big losses. This weakness makes it rather easy for many to be bearish on DOGZ, which may evenWelcome to my author's site. As an avid follower of SeekingAlpha, I take great interest in articles posted as the subject matter is often something that appeals to me. However, I will sometimes encounter an article that I might not agree with. My purpose is to present ...

Palo Alto Networks, Inc.'s (NASDAQ: PANW ) transition to a comprehensive security platform has already played out. Forward-looking investment theses should now look beyond the consolidated platform and gauge how well the AI-led traction and identity platform'sI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a fo ...

Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analys ...

Blink Charging (NASDAQ: BLNK ) has a business model that is unprofitable and under pressure from back-to-back quarters of negative free cash flow ("FCF") that have made a position in the common shares a hard avoid. Critically, the policy backdrop of Trump's drill, baby, drill mantra standsThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus ...

Since my last analysis on Occidental Petroleum Corporation (NYSE: OXY ), which was a buy at a time of geopolitical tensions, the stock has given investors a total return of 11.35%, which is not tooAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has b ...

Thanks to our global coverage we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, us at the Value Lab might be of inspiration.They le ...