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Chris DeMuth Jr. shares some stock picks
Chris DeMuth Jr. discusses value investing and his top thoughts for the new year (0:25). 2 picks: Willis Lease and FTAI Aviation (3:00). Relevant ris…
4 months, 2 weeks ago
Innovative Industrial Properties: Leverage (for a REIT) is everything
Julian Lin runs Best of Breed Growth Stocks and discusses his high conviction pick: IIPR (0:35). Reasons to be bullish (3:00). IIPR's dividend safety…
4 months, 2 weeks ago
Quant Q&A with Steven Cress
Seeking Alpha's Head of Quant, Steven Cress, answers your questions! Credo Technology - why the high momentum rating? (0:45) Explaining the Z score (…
4 months, 2 weeks ago
Shipping market insights for 2026
J Mintzmyer of Value Investor's Edge discusses shipping performance in 2025, strategies for navigating market downturns, and the importance of focusi…
4 months, 3 weeks ago
There is no streaming war
Streaming and media expert Dan Rayburn shares why investors should only care about the Warner Bros/Netflix/Paramount deal if it happens (0:40). NFL a…
5 months ago
Unlocking dividend growth with The Dividend Kings
Scott Kaufman discusses leading The Dividend Kings, and focusing on dividend growth and value investing (0:25). Key metrics for evaluating dividend s…
5 months, 1 week ago
Steven Cress reviews his top 10 stocks for 2025
Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing his top 1…
5 months, 1 week ago
Keep it simple with bonds and ETFs
Rob Isbitts from Sungarden Investors Club on the S&P 500 sucking up all the air in the room and the top things he's thinking about (0:50). Building a…
5 months, 2 weeks ago
Nvidia and the H200 landscape; Broadcom's strategic positioning
How investors should think about Trump approving Nvidia's H200 GPUs to China according to Tech Contrarians (0:30). Broadcom earnings (9:10). Apple an…
5 months, 2 weeks ago
Life after Mag 7
Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' (0:50). Life after Mag 7 (2:30). Healthcare names of interest…
5 months, 3 weeks ago