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Stock impact report

East 72 Dynasty Trust Q4 2025 Quarterly Report [Seeking Alpha]

Sportradar Group AG (SRAD) 
Company Research Source: Seeking Alpha
There is a flip-side to the rerating of US technology: the derating of other securities, from a 'base' that was already pessimistic. Some of the discounts to NAV/intrinsic value that we now observe are not just hefty but rather more prevalent than might be expected. Dalin Ou/iStock via Getty Images We are excited about 2026. Not just because the author's favourite sports teams are presently all heading in an upwards direction. More so because the opportunity set for our style and philosophical approach to equity investment is now deeper and wider than for some time, despite market indices flirting with record highs and above normal valuations. Equity markets have a familiar stench at present. Greed, impatience, hubris. "If it's not contributing this quarter, it's no good." Trustees moving more money to replicate extremely concentrated benchmarks because active management "no longer works." Increased use of statistical prowess to capture momentum, irrespective of the business Show less Read more
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