Seeking Alpha

搜索文档
SoundHound AI: Once-In-A-Generation Tech Platform Still In Its Infancy
Seeking Alpha· 2025-10-09 16:36
Sometimes, the idea of a certain technological paradigm shift is so inevitable that resisting it seems almost futile. When tech solutions offer utility that drives undeniable cost efficiencies, entire industries are forced to adapt. One such megatrend that's very clearly playing out is theI specialize in analyzing individual stocks. With a strong educational background in both finance and economics, I’ve developed a deep fascination with the stock market and the potential it offers to investors at all level ...
S&P Global: AI Analyzes, But Humans Decide (Rating Upgrade)
Seeking Alpha· 2025-10-09 16:34
I often hear talk about a potential AI bubble, but even amid this enthusiasm, you can still find solid, undervalued businesses. On one hand, AI is beneficial for all those companies that invest heavily in cloud computing/automation, butHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public ...
Progress Vs. Price: Evaluating Tempus AI’s High Valuation Thesis (NASDAQ:TEM)
Seeking Alpha· 2025-10-09 16:33
My thesis on Tempus AI, Inc. (NASDAQ: TEM ) around the end of July 2025 was watchful and in error, given the ~75% rally since the quarterly results in early August. My primary stance at that point wasI 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 former Vice President at Barclays, I led teams in model valida ...
Mohawk Industries: It's Premature To Upgrade This Play (NYSE:MHK)
Seeking Alpha· 2025-10-09 16:33
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Mohawk Industries: It's Premature To Upgrade This Play
Seeking Alpha· 2025-10-09 16:33
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Richardson Electronics, Ltd. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:RELL) 2025-10-09
Seeking Alpha· 2025-10-09 16:30
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...
The Market Loves Rollins. Maybe Too Much. (NYSE:ROL)
Seeking Alpha· 2025-10-09 16:27
Rollins, Inc. (NYSE: ROL ) is one of the best businesses we can find in this market. It is a stable, boring business that is growing at a high pace and showing little fluctuations. However, in the past, I always considered the stockMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitaliz ...
Tilray: Another Blah Quarter
Seeking Alpha· 2025-10-09 16:22
Analyst’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 it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The information contained herein is for informational purposes only. Nothing in this article should be ...
LG Display: Positive On Client's New Products And Potential Share Gains
Seeking Alpha· 2025-10-09 16:11
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...
Baytex Energy evaluating sale of US operations - report (BTE:NYSE)
Seeking Alpha· 2025-10-09 16:10
Baytex Energy (NYSE:BTE) is evaluating the sale of its operations in the Eagle Ford shale of south Texas. The Canadian oil and gas producer is using advisers to garner interest in the US business, which could get as much as $3 billion ...