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Seeking Alpha

Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. From in-depth anal

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Seeking Alpha
seekingalpha.com > article > 4945874-the-broyhill-q2-2026-letter

The Broyhill Q2 2026 Letter

3+ hour, 12+ min ago (1495+ words) tanit boonruen/iStock via Getty Images For two decades, these letters have asked you to slow down while everything around you sped up: to think in decades while markets measure in minutes. I have applied that standard rigorously to your…...

Seeking Alpha
seekingalpha.com > article > 4945870-tracking-ron-barons-bamco-portfolio-q2-2026-update

Tracking Ron Baron’s BAMCO Portfolio – Q2 2026 Update (MUTF:BARIX)

6+ hour, 40+ min ago (104+ words) Seeking Alpha - Ron Baron's BAMCO 13F portfolio doubled to $66.6B, with Space Exploration Technologies (SPCX), Tesla (TSLA), MSCI, Arch Capital, and Hyatt Hotels comprising ~52%. - SPCX dominates at ~37% after IPO allocation and participation in funding rounds prior to the IPO; TSLA remains a…...

Seeking Alpha
seekingalpha.com > news > 4642300-elevance-leads-ubs-health-benefits-survey-as-employers-brace-for-higher-costs

Elevance leads UBS health benefits survey as employers brace for higher costs (ELV:NYSE)

9+ hour, 22+ min ago (16+ words) Seeking Alpha...

Seeking Alpha
seekingalpha.com > news > 4642286-ge-healthcare-is-said-to-near-1b-sofie-biosciences-deal

GE HealthCare is said to near $1B Sofie Biosciences deal (GEHC:NASDAQ)

14+ hour, 29+ min ago (98+ words) Seeking Alpha FinkAvenue/iStock Editorial via Getty Images GE HealthCare Technologies (GEHC) is in advanced talks to acquire Sofie Biosciences for about $1 billion, a move that would expand its presence in radioactive diagnostic agents used with medical scans, the Financial…...

Seeking Alpha
seekingalpha.com > news > 4642284-south-korea-extends-stock-trading-into-evening-hours

South Korea extends stock trading into evening hours (EWY:NYSEARCA)

15+ hour, 12+ min ago (91+ words) Seeking Alpha South Korea’s main stock exchange is extending trading until 8 p.m. as it seeks to attract more overseas investors and move closer to its goal of round-the-clock markets. Starting Monday, investors will be able to trade nearly all locally…...

Seeking Alpha
seekingalpha.com > article > 4945844-rent-the-runway-profit-is-maturing-but-subscriber-declines-remain-concerning-rating-upgrade

Rent the Runway: Profit Is Maturing, But Subscriber Declines Remain Concerning

15+ hour, 50+ min ago (58+ words) (Rating Upgrade) Seeking Alpha - Rent the Runway has suffered a ~70% share price decline in 2026 despite maintaining >20% y/y revenue growth and positive adjusted EBITDA. - I now rate RENT as neutral, seeing a more balanced risk/reward profile at current depressed…...

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seekingalpha.com > article > 4945088-if-i-were-retiring-in-2032-this-is-what-id-own

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