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Yara International: A Hidden Food Security Powerhouse Trading At Just 5x EV/EBITDA
Seeking Alpha· 2025-09-25 17:27
Group 1 - Yara International is one of the world's largest fertilizer producers, operating in over 60 countries and supplying crop nutrition to more than 150 markets [2] - The company plays a critical role in global food security and is investing in clean ammonia and low-carbon solutions [2]
Viatris: Indore Plant Could Boost 2026 Numbers (NASDAQ:VTRS)
Seeking Alpha· 2025-09-25 17:16
Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.On our last coverage of Viatris Inc. (NASDAQ: VTRS ), we gave the complete record of the company's hits (less of these) and misses (way more of these). We also warned those trying to bottom fish at the first dayTrapping V ...
Viatris: Indore Plant Could Boost 2026 Numbers
Seeking Alpha· 2025-09-25 17:16
Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.On our last coverage of Viatris Inc. (NASDAQ: VTRS ) we gave the complete record of the company's hits (less of these) and misses (way more of these). We also warned those trying to bottom fish at the first dayTrapping Va ...
CarMax Turns Into An Car Crash After Quarterly Results (NYSE:KMX)
Seeking Alpha· 2025-09-25 17:14
Thesis : KMX’s poor quarterly results took a big bite out of the company’s valuation. Following the steep decline, I suspect share prices are bottoming out and may recover a bit. It is, in my opinion, too late to sell, althoughMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful in ...
CarMax Turns Into An Car Crash After Quarterly Results
Seeking Alpha· 2025-09-25 17:14
Thesis : KMX’s poor quarterly results took a big bite out of the company’s valuation. Following the steep decline, I suspect share prices are bottoming out and may recover a bit. It is, in my opinion, too late to sell, althoughMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful in ...
Microsoft disables some services to Israel over mass surveillance allegations (MSFT:NASDAQ)
Seeking Alpha· 2025-09-25 17:12
Core Viewpoint - Microsoft has disabled certain services for the Israel Ministry of Defense due to allegations of the ministry using Azure for mass surveillance of civilians in Gaza and the West Bank [2] Group 1 - Microsoft publicly announced the service suspension on August 15 [2]
Freeport-McMoRan: Too Much Uncertainty After Grasberg Incident (NYSE:FCX)
Seeking Alpha· 2025-09-25 17:07
As investors we often tend to neglect certain idiosyncratic risks that are both rare and hard to predict. The recent event at Freeport-McMoRan's (NYSE: FCX ) Grasberg Block Cave mine (GBC) in Indonesia is a perfect example of just that and unfortunately itVladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking ...
Forge Global: Favorable View Of Bank Alliance And Profitability Prospects
Seeking Alpha· 2025-09-25 17:03
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e., buying assets at a discount, e.g., net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e., buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions, and wide moat compounders). Sign up here to get s ...
Malibu Boats, Inc. (MBUU) Analyst/Investor Day - Slideshow (NASDAQ:MBUU) 2025-09-25
Seeking Alpha· 2025-09-25 17:02
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Corteva, Nutrien decline after U.S. vows probe of farm-input suppliers (CTVA:NYSE)
Seeking Alpha· 2025-09-25 16:48
Shares of seed and fertilizer suppliers tumbled on Thursday after the U.S. government said it would take a closer look at competition in the market for key farm inputs. Corteva Inc. (NYSE:CTVA) led the declines, sliding about 5.1%, while fertilizer makers ...