One of Jeffrey Epstein’s former top Deutsche Bank AG relationship managers left a financial services firm with ties to ultra-wealthy individuals caught up in US government files on the late financier. Stewart Oldfield stepped down at the end of April from Third Lake Associates, a US financial advisory and broker-dealer firm targeting real estate transactions where he served as chief executive offi...
One of Jeffrey Epstein’s former top Deutsche Bank AG relationship managers left a financial services firm with ties to ultra-wealthy individuals caught up in US government files on the late financier. Stewart Oldfield stepped down at the end of April from Third Lake Associates, a US financial advisory and broker-dealer firm targeting real estate transactions where he served as chief executive officer, according to regulatory filings. He was registered there for about two years, making it one of the shorter employment periods in his more than two-decade finance career, filings show. Oldfield and a representative for Third Lake Associates didn’t respond to requests for comment. While the reason for his departure remains unclear, the US Department of Justice released a trove of materials earlier this year related to its investigation on Epstein. In them, Oldfield’s work during his tenure at Deutsche Bank, leading a team that served the late financier, was detailed in several excerpts. His other clients while working in wealth management at Germany’s biggest bank included Third Lake Capital , a Florida-based family office for the billionaire Wanek dynasty behind US home-wear giant Ashley Furniture Industries . As a result, their private investment firm was one of several which also found some of their innermost details publicly disclosed as part of the so-called Epstein Files, raising concern over unwarranted harm to their reputations. Robert Forsythe , head of the Waneks’ family office, is an indirect shareholder of Third Lake Associates as well as another firm where Oldfield held an executive role, filings show. Both companies are registered to the same Florida address as the Waneks’ family office, along with others bearing the Third Lake title that span real estate development and accounting services. Read more: Deutsche Bank’s Epstein Files Throw Family Offices Into the Open In a Feb. 5 post on X, Ashley Furniture said neither the company nor its owners “ever” had a...
There are few investors who tend to be quoted as heavily as Warren Buffett. And there’s a reason for that. As the long-time CEO of Berkshire Hathaway, Buffett is known not just for his ability to choose great companies, but his patient, disciplined approach to investing. Rather than chase trends or react to headlines, Buffett ... Buffett Said Be Fearful When Others Are Greedy. By One Measure, This...
There are few investors who tend to be quoted as heavily as Warren Buffett. And there’s a reason for that. As the long-time CEO of Berkshire Hathaway, Buffett is known not just for his ability to choose great companies, but his patient, disciplined approach to investing. Rather than chase trends or react to headlines, Buffett ... Buffett Said Be Fearful When Others Are Greedy. By One Measure, This Is the Greediest Market in 25 Years.
Editor's note: Seeking Alpha is proud to welcome Peter Geppert as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Shabbir Jasdanwala/iStock via Getty Images Investment Thesis Management's first-quarter write-down ...
Editor's note: Seeking Alpha is proud to welcome Peter Geppert as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Shabbir Jasdanwala/iStock via Getty Images Investment Thesis Management's first-quarter write-down of goodwill confirmed the stock's bear thesis going into the earnings call. Definitive Healthcare ( DH ) has now written off its entire $197M of remaining goodwill. This write-down leaves zero goodwill on the books relative to total write-downs of $1.4B and a paltry $132M market cap. The company's revenue continues to shrink (-6% in Q1, with Q2 guidance between -8% and 9%) with valuable Enterprise customers dropping by 16 in a single quarter alone, which was more than all of 2024 combined. Although management scored some Q1 wins that they highlighted on their recent earnings call (margin expansion, AI launch, integration speed), the headwinds are real. Spectrum Equity's exit from the board due to dropping below the 5% investment threshold is a canary in the coal mine for a SaaS business whose revenue backlog is down 18% year-over-year. Sometimes cheap isn't value, it's the sign of a contracting business. I rate DH a sell. Company Overview DH is a classic case of a vendor that is being hit with the AI-fueled sell off of SaaS vendors. Their existing business model has customers pay recurring fees to the company in exchange for different types of data at different levels of the healthcare value chain (payers, providers, etc.). Their best customers to date have been the pharma sector along with some providers and other more niche players in the industry. The company went private in 2019 after Advent got a hold of it and then came back to market in September of 2021 at $27 per share and then quickly rocketed up to a high of $40 the next year. Fast forward to 2026, and now it hov...
Anthropic Voids Unauthorized Share Transfers, Triggering Bloodbath In Tokenized Markets Anthropic warned investors that any unapproved sale or transfer of its private shares, including those packaged through tokenized products, is void and will not be recognized on the company’s books, escalating tensions over how restricted pre-IPO equity can be repackaged for retail traders. The AI company behin...
Anthropic Voids Unauthorized Share Transfers, Triggering Bloodbath In Tokenized Markets Anthropic warned investors that any unapproved sale or transfer of its private shares, including those packaged through tokenized products, is void and will not be recognized on the company’s books, escalating tensions over how restricted pre-IPO equity can be repackaged for retail traders. The AI company behind Claude quietly updated its investor-warning page Monday , stating that both preferred and common stock are subject to transfer restrictions contained in its bylaws. The notice, first published in February and revised this week, explicitly bans special purpose vehicles from acquiring its stock and casts doubt on structures claiming economic exposure to Anthropic shares. “ Any sale or transfer of Anthropic stock, or any interest in Anthropic stock, that has not been approved by our Board of Directors is void and will not be recognized on our books and records ,” the company said. “ This means that if someone purports to sell Anthropic shares without proper board approval, that transaction is invalid. ” Anthropic added that it does not permit special purpose vehicles to acquire its stock and that any such transfers are void. It also warned that third parties offering Anthropic shares to the public through direct sales, forward contracts, tokenized securities, or similar mechanisms are likely engaged in fraud or offering investments that may have no value. "We do not permit special purpose vehicles (SPVs) to acquire Anthropic stock and any transfer of shares to an SPV are void under our transfer restrictions. Offers to invest in Anthropic’s past or future financing rounds through an SPV are prohibited." The company listed several firms as unauthorized , including Open Door Partners, Unicorns Exchange, Pachamama, Lionheart Ventures, Sydecar, Upmarket, and new offerings on Hiive and Forge Global. Tokenized Markets in the Crosshairs The update directly addresses the growing mark...
McDonald's Corporation ( MCD ) hit a 52-week low on Monday as investors wait out the impact of the company's value push in the U.S. and headwinds for the international business in certain regions. JPMorgan clipped its price target on McDonald's ( MCD ) to $305 from $325 while keeping an Overweight rating in place. Analyst John Ivankoe said the firm is perhaps less positive than many on the brand’s...
McDonald's Corporation ( MCD ) hit a 52-week low on Monday as investors wait out the impact of the company's value push in the U.S. and headwinds for the international business in certain regions. JPMorgan clipped its price target on McDonald's ( MCD ) to $305 from $325 while keeping an Overweight rating in place. Analyst John Ivankoe said the firm is perhaps less positive than many on the brand’s ability to pull significant sales away from purpose-built specialty beverage and/or chicken operations. "Instead, we view such efforts as a major step for the brand to remain current/relevant and allow traffic levels to be maintained even vs. strong competitors," he noted. The firm sees McDonald's ( MCD ) as a core holding for investors, with most legacy competitors unable to match the brand improvement initiatives in plac On Seeking Alpha, Investing Group leader Samuel Smith is also positive on the setup for McDonald's ( MCD ). "While MCD does face some current headwinds and therefore is not risk-free, I believe that overall, MCD is an attractive buy opportunity for long-term dividend growth investors," wrote Smith. He thinks investors will be rewarded down the road and will also capture dividend growth. Shares of McDonald's ( MCD ) were up 1.2% in Tuesday morning trading to $277.70 vs. the 52-week high of $341.75. More on McDonald's The More McDonald's Drops, The More I Want To Buy This Dividend Growth Machine McDonald's Q1 Review: Strong Fundamentals Shine In A Troubled Sector McDonald's Corporation (MCD) Q1 2026 Earnings Call Transcript McDonald’s breaks below prior support; resistance now seen near $280 Did value meals kill the smashburger star?
AGC Inc. ( ASGLY ): Q1 GAAP EPS of ¥107.57. Revenue of ¥538B (+7.8% Y/Y). More on AGC Inc. AGC Inc. (ASGLY) Q1 2026 Earnings Call Transcript AGC Inc. 2026 Q1 - Results - Earnings Call Presentation Historical earnings data for AGC Inc. Dividend scorecard for AGC Inc. Financial information for AGC Inc.
AGC Inc. ( ASGLY ): Q1 GAAP EPS of ¥107.57. Revenue of ¥538B (+7.8% Y/Y). More on AGC Inc. AGC Inc. (ASGLY) Q1 2026 Earnings Call Transcript AGC Inc. 2026 Q1 - Results - Earnings Call Presentation Historical earnings data for AGC Inc. Dividend scorecard for AGC Inc. Financial information for AGC Inc.
Pulling $5,000 a month from a portfolio is a common benchmark for early retirees who want a middle-class income floor without relying on full-time work. It can help cover property taxes, insurance, healthcare premiums, groceries, utilities, and the basics of a comfortable middle-class life in many parts of the country. Building it without leaning on a ... The 3-Bucket Income Portfolio: How to Buil...
Pulling $5,000 a month from a portfolio is a common benchmark for early retirees who want a middle-class income floor without relying on full-time work. It can help cover property taxes, insurance, healthcare premiums, groceries, utilities, and the basics of a comfortable middle-class life in many parts of the country. Building it without leaning on a ... The 3-Bucket Income Portfolio: How to Build $5,000 a Month From Dividends, Bonds, and REITs
Survivors to return to ‘scene of the crime’ for shadow congressional hearing into abuses committed by Epstein Survivors of r Jeffrey Epstein will return to the “scene of the crime” in Palm Beach, Florida, on Tuesday for a shadow congressional hearing into abuses committed by the late sex offender. Several members of the Democratic House oversight caucus are scheduled to join the victims and severa...
Survivors to return to ‘scene of the crime’ for shadow congressional hearing into abuses committed by Epstein Survivors of r Jeffrey Epstein will return to the “scene of the crime” in Palm Beach, Florida, on Tuesday for a shadow congressional hearing into abuses committed by the late sex offender. Several members of the Democratic House oversight caucus are scheduled to join the victims and several expert witnesses at the hearing close to Epstein’s former waterfront mansion where he procured girls as young as 14 to perform sexual services for wealthy guests. Continue reading...
Shares of Chipotle Mexican Grill (NYSE:CMG) currently trade around $32.50, while the average Wall Street price target sits at $43.66. That means analysts see an average of roughly 34% upside for the burrito chain today. Chipotle operates more than 4,042 company-owned restaurants and is one of the most closely watched names in fast casual restaurants. ... Analysts See Big Upside for Chipotle Stock ...
Shares of Chipotle Mexican Grill (NYSE:CMG) currently trade around $32.50, while the average Wall Street price target sits at $43.66. That means analysts see an average of roughly 34% upside for the burrito chain today. Chipotle operates more than 4,042 company-owned restaurants and is one of the most closely watched names in fast casual restaurants. ... Analysts See Big Upside for Chipotle Stock For This Reason
jetcityimage/iStock Editorial via Getty Images I've been bullish on Nvidia Corporation ( NVDA ) for a long time now, since the stock bottomed around $10 (split adjusted), and after about a 20x return, I remained bullish on Nvidia's prospects in my recent February article . Nvidia and the broader semiconductor segment iShares Semiconductor ETF ( SOXX ) have been on fire recently. However, I must hi...
jetcityimage/iStock Editorial via Getty Images I've been bullish on Nvidia Corporation ( NVDA ) for a long time now, since the stock bottomed around $10 (split adjusted), and after about a 20x return, I remained bullish on Nvidia's prospects in my recent February article . Nvidia and the broader semiconductor segment iShares Semiconductor ETF ( SOXX ) have been on fire recently. However, I must highlight that while Nvidia has risen by roughly 33% from the recent low, the broader SOXX ETF has surged by over 70% in the same relatively short timeframe. Therefore, despite Nvidia remaining the "top" company in AI, it's clearly not leading anymore. While it may be healthy to see new leadership or the broadening of the "AI-trade," it's not healthy to see a former leader underperforming. We see a similar dynamic occurring with Palantir ( PLTR ), as the stock is about 33% below its all-time high from last year. Instead, we now have new leadership in the chip space. For instance, companies like Micron ( MU ), Sandisk ( SNDK ), and other memory providers have surged by hundreds of percent in the last several months alone. Still, despite other companies taking over AI market leadership, Nvidia remains the ultimate bellwether in the AI market. Therefore, Nvidia's upcoming earnings are extremely important, as they should illustrate whether the AI infrastructure buildout remains in a healthy growth phase, or whether it may be starting to slow. Also, Nvidia, more than any other company, can potentially keep the recent leg of the semiconductor rally going, if it reports solid earnings and excellent guidance. On the other side of the equation, if Nvidia doesn't live up to the market's expectations, it can cause the broader AI chip and infrastructure space to cool off and potentially correct. Recent Earnings - Essentially Blockbuster Nvidia's previous quarter was quite solid, as the company reported Q4 Non-GAAP EPS of $1.62 , a beat of 8 cents. Revenue of $68.13B was also a big beat (...
jetcityimage/iStock Editorial via Getty Images I've been bullish on Nvidia Corporation ( NVDA ) for a long time now, since the stock bottomed around $10 (split adjusted), and after about a 20x return, I remained bullish on Nvidia's prospects in my recent February article . Nvidia and the broader semiconductor segment iShares Semiconductor ETF ( SOXX ) have been on fire recently. However, I must hi...
jetcityimage/iStock Editorial via Getty Images I've been bullish on Nvidia Corporation ( NVDA ) for a long time now, since the stock bottomed around $10 (split adjusted), and after about a 20x return, I remained bullish on Nvidia's prospects in my recent February article . Nvidia and the broader semiconductor segment iShares Semiconductor ETF ( SOXX ) have been on fire recently. However, I must highlight that while Nvidia has risen by roughly 33% from the recent low, the broader SOXX ETF has surged by over 70% in the same relatively short timeframe. Therefore, despite Nvidia remaining the "top" company in AI, it's clearly not leading anymore. While it may be healthy to see new leadership or the broadening of the "AI-trade," it's not healthy to see a former leader underperforming. We see a similar dynamic occurring with Palantir ( PLTR ), as the stock is about 33% below its all-time high from last year. Instead, we now have new leadership in the chip space. For instance, companies like Micron ( MU ), Sandisk ( SNDK ), and other memory providers have surged by hundreds of percent in the last several months alone. Still, despite other companies taking over AI market leadership, Nvidia remains the ultimate bellwether in the AI market. Therefore, Nvidia's upcoming earnings are extremely important, as they should illustrate whether the AI infrastructure buildout remains in a healthy growth phase, or whether it may be starting to slow. Also, Nvidia, more than any other company, can potentially keep the recent leg of the semiconductor rally going, if it reports solid earnings and excellent guidance. On the other side of the equation, if Nvidia doesn't live up to the market's expectations, it can cause the broader AI chip and infrastructure space to cool off and potentially correct. Recent Earnings - Essentially Blockbuster Nvidia's previous quarter was quite solid, as the company reported Q4 Non-GAAP EPS of $1.62 , a beat of 8 cents. Revenue of $68.13B was also a big beat (...
Tim Miller’s teen daughter disappeared in 1984, tied to a series of deaths in the Texas ‘killing fields’. After decades, he received a tip that unlocked everything Tim Miller is good at finding missing people – or rather, their bodies. Four years ago, a stranger called him and left a rambling message claiming that he had important information about an unsolved murder case. Miller, who lives in Tex...
Tim Miller’s teen daughter disappeared in 1984, tied to a series of deaths in the Texas ‘killing fields’. After decades, he received a tip that unlocked everything Tim Miller is good at finding missing people – or rather, their bodies. Four years ago, a stranger called him and left a rambling message claiming that he had important information about an unsolved murder case. Miller, who lives in Texas and runs a non-profit search-and-recovery organization called EquuSearch, did not treat the message as a high priority. The caller sounded as if he might have been drunk or on drugs. Although tips are vital to EquuSearch’s work, the tip line brings a certain number of hoaxes, cranks and innuendo. Some of the people who leave messages, Miller told me, “probably ought to get their medication checked”. Continue reading...
Judge’s ruling was not disclosed to jurors in two trials and can only now be revealed after reporting restrictions lifted Four Palestine Action activists convicted after a retrial over a violent protest at an Israeli arms manufacturer’s UK site face being sentenced as terrorists despite the jury not being told this. In an unprecedented move in a criminal damage case, the judge, Mr Justice Johnson...
Judge’s ruling was not disclosed to jurors in two trials and can only now be revealed after reporting restrictions lifted Four Palestine Action activists convicted after a retrial over a violent protest at an Israeli arms manufacturer’s UK site face being sentenced as terrorists despite the jury not being told this. In an unprecedented move in a criminal damage case, the judge, Mr Justice Johnson, ruled before the first trial that there appeared to be a “terrorist connection” to the offences – even though the protest took place before Palestine Action was proscribed – but this could not be told to the jury. The finding and the restriction on telling the jury continued for the retrial. Continue reading...