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Stock impact report

Harry Qelm Baabsman's 2025 Half-Year Letter To Investors [Seeking Alpha]

Nextpower Inc. - Class A (NXT) 
Company Research Source: Seeking Alpha
Despite underperforming the MSCI World Index since inception, Steppe Eagle delivered strong YTD returns, aided by volatility and selective buying during market dislocations. We see a shift from growth to value stocks ahead, favoring sectors like clean energy, mature tech, and undervalued consumer names for future outperformance. Key portfolio contributors include Nextracker, gold/silver, and solar companies; we remain disciplined, trimming weaker positions and holding for the long run. Editor's note: Seeking Alpha is proud to welcome Harry Qelm Baabsman 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 » Gary Yeowell Fellow Investor, Unitholder, Reader, The Half-year report was designed as a concise mid-way check: how the portfolio is doing, what tendencies are in play, and which changes t Show less Read more
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