Sofia Navarro

Sofia Navarro

REITs & Infrastructure Analyst

Real estate and infrastructure analyst covering REITs, data centers, and communications infrastructure. Background in real estate underwriting and debt structuring. Focuses on lease economics, same-store NOI, cap rates, and balance-sheet resilience through rate cycles.

Articles 760

Jan 8, 2026 Trade Ideas

Barnes & Noble Education (BNED): Deep Value, Real Cash Flow - 4x EBITDA, Buy the Turnaround

Small market cap, improving operating margins, and an enterprise value near 4x EBITDA creates an asymmetric long opportunity.

Barnes & Noble Education is trading at roughly $8.09 (as of 01/08/2026) with an implied enterprise value around $390M and trailing-12-month EBITDA nea...

Trade Idea Long
Jan 7, 2026 Finance

Federal Transportation Funding Cut by $160 Million to California Amid CDL Compliance Dispute

Secretary Duffy Enforces Withholding Over Undocumented Driver Licensing Controversy, Signaling Enforcement Shift

The U.S. Department of Transportation, led by Secretary Sean Duffy, has announced the retraction of nearly $160 million in federal funding to Californ...

Mastering Stock Trading Taxation: A Clear Guide to Minimizing Tax Impact and Maximizing After-Tax Returns
Jan 7, 2026 Education

Mastering Stock Trading Taxation: A Clear Guide to Minimizing Tax Impact and Maximizing After-Tax Returns

For beginner and intermediate stock traders seeking to understand tax principles and integrate tax-efficient strategies into their trading plans

Stock trading taxes can significantly affect your net profits, yet many traders overlook key tax concepts and planning strategies. This guide explains...

Essential Social Security Guidelines for 2026: What Retirees Must Understand
Jan 7, 2026 Business News

Essential Social Security Guidelines for 2026: What Retirees Must Understand

Navigating work limits, tax implications, and retirement age rules to optimize Social Security benefits in 2026

As Social Security regulations evolve annually, retirees and soon-to-be retirees must familiarize themselves with the specific changes and constants g...

Jan 7, 2026 Finance

Supreme Court Set to Decide Fate of Contested Trump-Era Tariffs: Market Implications and Key Considerations

Potential Ruling on President Trump's Use of IEEPA to Impose Tariffs Could Affect Multiple Industries and Financial Markets

The U.S. Supreme Court is expected to issue a ruling as soon as Friday regarding tariffs imposed under President Donald Trump's administration using t...

Jan 7, 2026 Finance

Hyperscale Data's Asset Valuation Sparks Investor Interest Amid Preliminary Financial Updates

Company Reveals Estimated Total and Net Assets as of End-2025, Reports Significant Cash and Bitcoin Holdings

Hyperscale Data, Inc. disclosed its latest estimated financial position as of December 31, 2025, highlighting total assets of approximately $369 milli...

Jan 7, 2026 Finance

CoStar Group Sets Ambitious Goals for 2026 and Beyond with New Buyback Program

The company anticipates robust revenue growth, substantial EBITDA expansion, and strategic AI deployment while focusing on profitability improvements in residential platforms.

CoStar Group, Inc. has unveiled its strategic objectives for 2026 and subsequent years, projecting significant financial advances along with governanc...

Jan 7, 2026 Finance

AppLovin Sees Share Price Uptick Amid Rising Axon Platform Adoption

Growing e-commerce advertiser base and positive analyst outlook highlight potential Q4 upside

AppLovin Corporation's stock experienced a notable rise on Wednesday following reports of increased adoption of its Axon advertising platform. Industr...

Jan 7, 2026 Finance

US Labor Data Reporting Faces Challenges Amid Staffing Shortages and Government Shutdown

Significant personnel losses at the BLS highlight potential weaknesses in economic data reliability as market optimism grows

The Bureau of Labor Statistics (BLS) is confronting substantial staffing shortages, including a 25% reduction in personnel and vacancies in nearly 40%...

Legal Disputes Escalate Over Administration’s Suspension of Major East Coast Offshore Wind Projects
Jan 7, 2026 News & Politics

Legal Disputes Escalate Over Administration’s Suspension of Major East Coast Offshore Wind Projects

Developers and state governments challenge lease freezes citing financial and operational impacts amid national security claims

The Trump administration's decision to suspend leases for five prominent offshore wind projects on the East Coast, citing national security concerns, ...