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The Federal Reserve: A Question Of Credibility

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New Fed Chair Changes The Conversation
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FTHNX: A Buy On Proven Behavioral Edge Into A Small-Cap Rotation (MUTF:FTHNX)

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Northern Small Cap Index Fund Q1 2026 Commentary (Mutual Fund:NSIDX)

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I focus on a rigorous fundamentals-foremost equity and credit research. I currently work as a financial advisor/planner, and do analysis in my free time. I have an undergrad in business administration, an MBA in finance, and currently am a doctoral candidate (a DBA with a concentration in Finance and Investment Management). My research style typically involves process-driven research, followed by blending several valuation models together to get a blended, 12 month price target. I enjoy utilizing full DCF analysis in conjunction with SOTP, peer/multiples analysis, and risk-adjusted approaches. I thoroughly enjoy reading filings, technical documentation relevant to the sector, and then translating that data into conclusions with actionable insights. I enjoy learning about the various sectors and companies I find myself researching, and always feel like there is something to learn. As a curious individual, equity and credit research is very fulfilling, and even fun!I always try to find 2-4 variables that drive value or hinder growth, stress test them, and then let fundamental evidence incorporated with book-value set my viewpoint for the research project. I enjoy the energy sector, commodities, tech, and financial sectors the most. I joined Seeking Alpha to share my thoughts with a wide audience. I originally started with sharing my analysis with a few of my friends who are also advisors and/or analysts. I am always open to a myriad of viewpoints, as I feel the most accurate viewpoints and research is made through a collection of great minds working together to figure something out. If you appreciate thorough research, and want to learn more about a company beyond just what is inside of their books, then I believe you will enjoy the research that I work on.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of FTHNX 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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Soccer-FIFA faces fresh transparency calls after retreat on World Cup sell-off plan

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Soccer-FIFA faces fresh transparency calls after retreat on World Cup sell-off plan

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The New York Times Company Has Exceeded My Expectations (NYSE:NYT)

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The New York Times Company Has Exceeded My Expectations (NYSE:NYT)

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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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Divi’s Labs Q1 Results: Net profit rises 66% YoY to Rs 902 crore, revenue up 28%

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Divi's Labs Q1 Results: Net profit rises 66% YoY to Rs 902 crore, revenue up 28%
Pharma player Divi’s Laboratories on Saturday reported a consolidated net profit of Rs 902 crore for the April-June quarter of FY26, marking a 65.5% year-on-year rise from the Rs 545 crore reported in the corresponding quarter of the previous financial year.

The firm’s revenue from operations meanwhile rose around 28% YoY to Rs 3,080 crore in Q1 FY27, from Rs 2,410 crore reported in the year-ago period. Its total income increased over 24% YoY to Rs 3,144 crore, while total expenses rose more than 9% YoY to Rs 1,964 crore during the quarter which ended on June 30, 2026.

For the quarter, Divi’s Labs reported a forex loss of Rs 7 crore as against a forex gain of Rs 39 crore for the corresponding quarter of the previous financial year. Profit before tax (PBT) for the quarter rose to Rs 1,180 crore, as against a PBT of Rs 733 crores for the corresponding quarter of the previous financial year.

Along with the Q1 earnings, Divi’s Labs said that its board of directors have approved the appointment of B Vara Prasad and J Srinivasa Rao as senior management personnel of the company, with effect from August 1.

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ITC Q1 profit plunges 27% due to record cigarette taxes and West Asia crisis

Divi’s Labs share price

Divi’s Labs shares gained nearly 3% to close at Rs 8,056 apiece on Friday, before the quarterly earnings were announced on Saturday. The stock has gained over 11.5% in one week and 23% in a month.

The shares of the company have overall jumped more than 27% in 2026 so far. In the longer term, the stock has delivered 23% returns over one year, 119% in three years and 65% in five years. The company’s market capitalisation stands at nearly Rs 2.15 lakh crore.
Also read | Bajaj Finserv Q1 Results: Net profit rises 12% YoY to Rs 3,132 crore; shares rally 5%
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)

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AlzChem Group AG (ALZCF) Q2 2026 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript