Business
Reassessing Brookfield Asset Management: Multiple Compression Despite Strong FRE (NYSE:BAM)
I 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 validation, stress testing, and regulatory finance, developing a deep expertise in both fundamental and technical analysis. Alongside my research partner (also my wife), I co-author investment research, combining our complementary strengths to deliver high-quality, data-driven insights. Our approach blends rigorous risk management with a long-term perspective on value creation. We have a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis, aiming to provide actionable ideas for investors seeking to outperform the market.
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.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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Business
Akebia Therapeutics, Inc. (AKBA) Discusses Pipeline Progress and Strategic Focus on Kidney Disease Treatments at R&D Day – Slideshow
Akebia Therapeutics, Inc. (AKBA) Discusses Pipeline Progress and Strategic Focus on Kidney Disease Treatments at R&D Day – Slideshow
Business
Asseco Poland S.A. 2025 Q4 – Results – Earnings Call Presentation (OTCMKTS:ASOZY) 2026-04-04
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Business
Forum Energy Technologies, Inc. (FET) Presents at Emerging Growth Conference 91 – Slideshow
Forum Energy Technologies, Inc. (FET) Presents at Emerging Growth Conference 91 – Slideshow
Business
Roivant Sciences Ltd. (ROIV) Discusses Brepocitinib Program Expansion and Phase III Batoclimab Data Update – Slideshow (NASDAQ:ROIV) 2026-04-04
Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team
Merck KGaA (MKKGY) Presents at BNP Paribas Exane Healthcare Conference – Slideshow
Trump, Israel pressure Iran ahead of deadline as search continues for missing US airman
David A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end funds and alternative investment funds such as hedge funds and private credit. With over 30 years’ experience in investing, David holds a Master of Science (MS) Degree in Finance, with a concentration in Investment Analysis, from Boston University, a Certificate in Financial Planning, and a Master’s in Business Administration (MBA) from Fordham University.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SPYI, QQQI, IWMI, BTCI, MLPI either through stock ownership, options, or other derivatives. 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.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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