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Week Ahead: SCOTUS Decision On Tariffs? 8 Fed Officials Speak As The Market Discounts Almost 65 Bp Of Cuts This Year
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GE Vernova: Even Rapid Growth Doesn’t Justify These Prices (Rating Downgrade) (NYSE:GEV)
Daniel is an avid and active professional investor.
He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham’s investment philosophy and a contrarian approach to the market and the securities therein. Learn more.
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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The Weak Dollar Narrative
The Weak Dollar Narrative
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InvestingPro’s Fair Value model predicted Figure Technology’s 52% collapse

InvestingPro’s Fair Value model predicted Figure Technology’s 52% collapse
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Sealed Air shares surge 69% after InvestingPro’s undervalued call

Sealed Air shares surge 69% after InvestingPro’s undervalued call
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UK minimum wage is raising youth unemployment, Bank of England’s Mann says

UK minimum wage is raising youth unemployment, Bank of England’s Mann says
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Impinj: Why Lower Growth Could Continue To Linger For A While
Impinj: Why Lower Growth Could Continue To Linger For A While
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Hercules Capital: 3 Reasons Why The Market Is Wrong (Rating Upgrade)
Hercules Capital: 3 Reasons Why The Market Is Wrong (Rating Upgrade)
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Don’t get sense EU countries ready to give Ukraine date for membership, EU’s Kallas says

Don’t get sense EU countries ready to give Ukraine date for membership, EU’s Kallas says
Business
Targa Resources: Industry Shrinkage Portends Potential Recession, No Growth In The Future
Long Player believes oil and gas is a boom-bust, cyclical industry. It takes patience, and it certainly helps to have experience. He has been focusing on this industry for years. He is a retired CPA, and holds an MBA and MA.
He leads the investing group Oil & Gas Value Research. He looks for under-followed oil companies and out-of-favor midstream companies that offer compelling opportunities. The group includes an active chat room in which Oil & Gas investors discuss recent information and share ideas. Learn more.
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.
Disclaimer: I am not an investment advisor, and this article is not meant to be a recommendation of the purchase or sale of stock. Investors are advised to review all company documents and press releases to see if the company fits their own investment qualifications.
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.
Business
Carnival tribute to Brazil’s Lula in Rio sparks political backlash

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