Social Media Ideas for Investment-Thesis

Upstart: Improving Investment Setup At A 10x P/E

What Makes Hilton Grand (HGV) an Investment Bet?

Alexandria Real Estate: Thesis Has Evolved, Same Hold, Different Goalposts

Klarna Proves Their Successful Fintech Acquisition Model - Value Thesis Still Compelling

Pagaya Technologies: Undervalued With Multiple Tailwinds Converging

Why the capital cycle approach is a powerful framework for long-term investing

Edward Chancellor advocates the capital cycle approach, urging investors to focus on industry supply, capital allocation and management quality instead of demand forecasts. He argu...

VCIT: A Low-Cost Intermediate Fixed-Income Allocation

iQIYI: Contrarian Bet On A Strategic Content Pivot

Veeva Systems: The AI Thesis Is More Tangible Now

Why Value Investing and Behavioural Finance - Not Predictions - Should Drive This Market Cycle

Two years of FII outflows have not stopped domestic SIP investors from buying. Here's what Value Research's own CEO says that actually means for you.

Apogee Enterprises: Hedge Against AI Portfolio Risk

INNIO: A High-Risk Bet On The AI Infrastructure Boom

This investing strategy digs deeper to find hidden stocks riding the AI wave

There are plenty of ways to jump into the generative-AI hardware infrastructure expansion beyond the familiar chip makers and hyperscalers.

Power Integrations: Nvidia Is The Optionality, Industrial Power Is The Thesis

Is FTAI Infrastructure (FIP) an Undervalued Equity?

Bill Ackman Drives a Tesla: Here's Why He Won't Buy the Stock

Ackman explains the core of his investment philosophy rooted in the wisdom of Warren Buffett.

DXYZ Is A Great Way To Play Anthropic Pre-IPO

Pfizer: The AI Hedge That Pays You To Stay Defensive

RDVI: Targeting A Positive Income Outcome With Capital Appreciation

Intel: Optimism Is Getting Expensive

TPG Mortgage Investment Trust: A High-Yield REIT Reflecting Neutral Market Signals

Why Does DeepSeek Pursue Alpha in Finance?

A research analyst's perspective on where AI and finance intersect As of 2026, generative AI is used pervasively in investment research. So in this already-crowded market, why do...

The case for applying an old-school dividend strategy to investing today

Portfolio managers from Fidelity, Columbia Threadneedle and JPMorgan said the case for dividend investing remains strong, even if it receives less emphasis than other strategies th...

Beyond Dividends: Jussi Askola's REIT Playbook For Total Return