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Tesla begins Cybertruck sales in Qatar (TSLA:NASDAQ)
Seeking Alpha· 2025-10-03 11:59
Tesla (NASDAQ:TSLA) is set to launch Cybertruck sales in Qatar, marking its latest step in a Middle East expansion that follows the April debut of its first showroom and service center in Saudi Arabia. The company’s expansion into the oil-rich ...
Intel: I Got This Wrong But Here's Why I'm Still Not Buying Yet (NASDAQ:INTC)
Seeking Alpha· 2025-10-03 11:53
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. But first and foremost, I encourage readers to judge me on my performance.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 multipl ...
Texas Pacific Land Stock: Premium Justified, Buy This Ideal Royalty Play (NYSE:TPL)
Seeking Alpha· 2025-10-03 11:46
Texas Pacific Land (NYSE: TPL ), for me, is like a hidden gem of Wall Street, that does not attract the spotlight like Exxon ( XOM ) and Chevron ( CVX ) but supports the veryMr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, b ...
Texas Pacific Land: Premium Justified, Buy This Ideal Royalty Play
Seeking Alpha· 2025-10-03 11:46
Texas Pacific Land (NYSE: TPL ), for me, is like a hidden gem of Wall Street, that does not attract the spotlight like Exxon ( XOM ) and Chevron ( CVX ) but supports the veryMr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, b ...
United Natural Foods: Solid 2025 Results, But Not The Bargain It Once Was
Seeking Alpha· 2025-10-03 11:44
When I last wrote about United Natural Foods, Inc. (NYSE: UNFI ) back in December 2022, I argued that the company was undervalued despite the risks. At the time, UNFI had just started FY 2023 with upward sales growth, anI am a freelancer with a business education who loves to discover new ideas for long and short term investments."Stop hoping for a promotion that's not coming. Instead, start a business at which you want to work." Sallie KrawcheckAnalyst’s Disclosure:I/we have no stock, option or similar der ...
CoreWeave: Bears Are Wrong - This Is Not A Circular Economy, Reiterate Strong Buy
Seeking Alpha· 2025-10-03 11:43
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
MP Materials Stock: A Small, Long-Term Position Is In Order (NYSE:MP)
Seeking Alpha· 2025-10-03 11:31
2025 has been quite the year so far for rare earths producer MP Materials (NYSE: MP ) with its 340% YTD uptick triggered by the Trump administration's disruptive trade policy that ended up in a series ofThe profile is run by Manika Premsingh , who heads the investing group Green Growth Giants and also runs another Seeking Alpha profile in her own name. She is a macroeconomist, with over 20 years of experience in industries including investment management, stock broking, investment banking.Analyst’s Disclosu ...
MP Materials: A Small, Long-Term Position Is In Order
Seeking Alpha· 2025-10-03 11:31
2025 has been quite the year so far for rare earths producer MP Materials (NYSE: MP ) with its 340% YTD uptick triggered by the Trump administration's disruptive trade policy that ended up in a series ofThe profile is run by Manika Premsingh , who heads the investing group Green Growth Giants and also runs another Seeking Alpha profile in her own name. She is a macroeconomist, with over 20 years of experience in industries including investment management, stock broking, investment banking.Analyst’s Disclosu ...
Analyzing The Labor Market
Seeking Alpha· 2025-10-03 11:30
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty ImagesSeeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the newest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here are the latest trending news heading into the weekend:Pay pushback: A group of Tesla (TSLA) shareholders and state officials called on i ...
Rolls-Royce Aerospace Stock Doubled Again, But I Still See More Upside Ahead
Seeking Alpha· 2025-10-03 11:30
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Rolls-Royce ( OTCPK:RYCEF , OTCPK:RYCEY , OTC:RLLCF ) easily has been one of my favorite aerospace and defense investing ideas. Since my last report , the stock price has doubled, easily outperforming the S&P 500, andDhierin runs the investing grou ...