Elliot’s Musings
ElliotOpinions on companies and markets. Not investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 54 | Subscribers | Read | alphaseeker84.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Navigating mREITs: A Deep Dive into NLY’s Yield, Risks, and Opportunities
I’ve always been a fan of the mREIT business, which has historically produced solid yields in the right interest rate environments. This week, I want to dive into the space and highlight what investors should be paying attention to. Using N...
From Macro Trends to Micro Bets: A Market Outlook and Deep Dive into Atkore
In my early September post, I anticipated that the market sell-off was over and that, given the oversold conditions, equity markets were poised for a rebound. Indeed, they bounced back, gaining over 4% the previous week and adding another 1...
MDB’s AI Potential: Growth Ahead, but Valuation Leaves No Room for Error
has emerged as a dominant player in the database market, carving out a niche for itself by offering a flexible, scalable alternative to traditional relational databases. The company’s core offering is a document-based NoSQL database, which ...
GOOG at $150: Reaching My Target and Why It Might Be a Buy Now
has taken a hit recently, down nearly 9% in the past month, significantly underperforming other mega-cap stocks. The reasons for the drop center around investor worries about several key issues: potential disruptions to its core search busi...
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Authors
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This is a personal blog and not investment advice
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