Rick Lohner
August 27, 2026
Articles
Insights by our hedge fund managers & professionals
Heidi Chen
July 6, 2026
Rick Lohner
June 18, 2026
Rick Lohner
June 18, 2026
Equity research articles written by trendUp participants
TrendUp participants have contributed extensively to Seeking Alpha, publishing equity research across technology, energy, healthcare, and emerging markets. These articles reflect the analytical depth and diverse perspectives that participants develop through the program, offering insights into both widely followed and overlooked companies.
Featured Research
- Key Upcoming Catalysts Could Finally Turn Liquidia Profitable
- Calumet Specialty Products (CLMT) Stock: First Mover Among the Fuels of the Future
- Roblox: Sell If You Own, Short With Caution
- GMF and EEMA: Risk and Opportunity in Emerging Asian Markets
- Avantis Emerging Markets Value ETF May Be Heavily Undervalued
- RTX: Synthesizing Q3 Earnings—Data‑Driven Econometric Analysis of War
Alphabetical Archive
- After the Correction, Enphase Stock Is Starting to Look Interesting Again Analyzes Enphase Energy’s valuation reset and outlines catalysts that could renew growth momentum.
- American Battery Technology Company Soon to Be Public Leader in Battery Recycling Examines ABTC’s early lead in lithium recycling and its potential impact on domestic EV supply chains.
- Avantor: Long‑Term Buy With Potential for Opportunistic Entry Breaks down Avantor’s fundamentals and identifies strategic entry points for long‑term investors.
- Avantis Emerging Markets Value ETF May Be Heavily Undervalued Evaluates valuation metrics and macro factors supporting Avantis’s emerging markets strategy.
- Calumet Specialty Products (CLMT) Stock: First Mover Among the Fuels of the Future Explores Calumet’s transition toward renewable fuels and first‑mover advantage in specialty refining.
- Crocs: Still Undervalued and Well Positioned for Long‑Term Growth Highlights undervaluation in Crocs’s fundamentals and its growth trajectory across multiple markets.
- CubeSmart: Potentially Overvalued Amid Sector Hype Assesses valuation concerns within the self‑storage sector, with focus on CubeSmart’s premium pricing.
- Dollar General: A Discount‑Supermarket in Dollar‑Store Clothing Examines Dollar General’s evolving pricing strategy and competitive positioning in the discount segment.
- DraftKings Must Figure Out Its Margin Issue Before It’s Too Late Discusses margin pressures at DraftKings and what operational improvements are needed to sustain growth.
- F2Open: Harmed by Its SPAC Status Among Other Misunderstandings Explains how market bias against SPACs has contributed to mispricing of F2Open’s underlying business.
- GMF and EEMA: Risk and Opportunity in Emerging Asian Markets Compares GMF and EEMA ETFs and identifies macro trends shaping Asian equity opportunities.
- In the Murky MLM Space, Medifast Hold Promise Analyzes Medifast’s position in the MLM sector and key risks tied to regulatory and market perceptions.
- Inspire Medical Systems: A Potential Example of Market Mispricing Investigates why Inspire’s valuation may not fully reflect its growth prospects in sleep apnea solutions.
- iShares Robotics and Artificial Intelligence ETF: Built for the Future Reviews the ETF’s portfolio composition and exposure to leading robotics and AI innovators.
- Key Upcoming Catalysts Could Finally Turn Liquidia Profitable Outlines pivotal events and pipeline developments that could drive Liquidia into profitability.
- Livent May Actually Be Strongest Player in the Lithium Space (LTHM) Assesses Livent’s competitive position and cost advantages in the expanding lithium market.
- Mosaic’s Rise Might Not Last Evaluates Mosaic’s short‑term rally and whether fundamentals justify continued upside.
- Opendoor Must Adapt Its Business Model to Improve Flexibility—or Continue Value Freefall Analyzes Opendoor’s shifting housing market strategy and risks to its iBuyer model.
- Poor Loan Timing Suggests Blackstone Secured Lending Stock Might Be Overvalued Details why Blackstone’s loan timing raises valuation concerns amid shifting credit cycles.
- Quantitative Analysis Shows Boston Beer’s Current Valuation Is Lofty Quantitative deep dive into Boston Beer’s premium pricing and growth trajectory risks.
- Roblox: Sell If You Own, Short With Caution Evaluates Roblox’s valuation in the context of competition and slowing user growth trends.
- RTX: Synthesizing Q3 Earnings—Data‑Driven Econometric Analysis of War Links RTX’s performance to defense spending cycles and geopolitical conflict indicators.
- Ryde: Overpriced Ride‑Sharing Service Facing Intense Competition Explores Ryde’s competitive challenges and the pricing pressures in ride‑sharing markets.
- UGI: A Potential Buy Among Future Propane‑Price Hikes Analyzes UGI’s positioning in propane distribution and exposure to energy price swings.