First Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong background in investment, private equity and venture capital, I have a proven track record of delivering strong returns for readers. Articles on Seeking Alpha focus ...

分析师背景与研究方法 - 分析师专注于科技、创新和可持续发展领域的股权投资研究 [1] - 采用名为“第一性原理”的独特研究方法 将复杂问题分解至金融和科技层面的最基本要素 [1] - 该方法旨在发掘被忽视的投资机会 [1] - 分析师在投资、私募股权和风险投资领域拥有深厚背景 过往为读者带来了强劲的回报记录 [1] 研究覆盖范围与文章主题 - 在Seeking Alpha平台发布的文章聚焦于新兴技术、可持续投资以及创新与金融的交汇领域 [1] - 分析师热衷于与更广泛的受众分享见解并与投资者共同学习 [1] - 其目标是通过研究推动积极变革 为创造一个更具可持续性和创新性的世界做出贡献 [1]

分析师背景与研究方法 - 分析师自19岁开始学习市场 其交易决策基于宏观洞察和技术指标的结合 [1] - 分析师持续投入时间研究宏观与市场 甚至在运动时也在思考相关主题 [1] 分析师持仓与利益披露 - 分析师声明在文章提及的任何公司中均未持有股票、期权或类似衍生品头寸 [2] - 分析师声明在未来72小时内无计划发起任何此类头寸 [2] - 分析师声明文章为个人所写 表达个人观点 且除Seeking Alpha外未获得其他补偿 [2] - 分析师声明与文章中提及的任何股票所属公司均无业务关系 [2] 平台免责声明 - Seeking Alpha声明过往表现并不保证未来结果 [3] - Seeking Alpha声明文章不构成针对任何特定投资者的投资适宜性建议 [3] - Seeking Alpha声明所表达的观点可能不代表Seeking Alpha整体意见 [3] - Seeking Alpha声明自身并非持牌证券交易商、经纪商、美国投资顾问或投资银行 [3] - Seeking Alpha声明其分析师为第三方作者 包括专业和散户投资者 他们可能未受任何机构或监管机构许可或认证 [3]

Among the eight companies in the Diversified Financial Services industry that are scored by Seeking Alpha’s Quant rating, Alerus Financial Corporation ( ALRS ) is currently ranked at the top. The North Dakota-based firm is also one of the smallest, as one ofI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value ...

Since February, 2025, I have been bearish on Barings BDC Inc ( BBDC ), arguing that for the given discount and earnings power, there are better alternatives in the business development company aka BDC space - i.e., notRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic ca ...

Since February, 2025, I have been bearish on Barings BDC Inc ( BBDC ), arguing that for the given discount and earnings power, there are better alternatives in the business development company aka BDC space - i.e., notRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic ca ...

分析师投资理念与方法 - 投资策略核心是寻找被低估且具有长期结构性增长的公司 其特点是拥有强劲的资产负债表和优秀的管理团队 并处于具备长期增长前景的行业 [1] - 选股方法结合增长导向原则与严格的估值门槛 旨在为传统的安全边际增加额外保障 [1] - 投资组合构建仅分享相对于标普500指数有较大可能产生显著超额收益的股票头寸 [1] 分析师服务内容 - 提供的服务包括独家获取其最高确信度的选股、完整的个股研究报告、实时交易警报、宏观市场分析、独立的行业报告、经过筛选的观察清单以及可24/7联系分析师的社区聊天 [1]

I may have been a little harsh back in February when I said that DIVO was having a " hard time standing out in today's market. " It wasn't anything against Amplify ETFs in particular. It's just that, with all the US equity-basedNewsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | I am a macro-oriented and data-driven investor who obsesses over connecting dots that others don't see (or want to see), expressing my views through concentrated, asymmetrical, and hig ...

The Hecht Commodity Report is one of the most comprehensive commodities reports available today from a top-ranked author in commodities, forex, and precious metals. My weekly report covers the market movements of over 29 different commodities and provides bullish, bearish, and neutral calls, directional trading recommendations, and actionable ideas for traders and investors.As of December 26, 2025, gold ( XAUUSD:CUR ) was the worst-performing precious metal of the four trading on the CME’s COMEX and NYMEX d ...

James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...