PresentationI'm Kyle Menges, U.S. machinery analyst here at Citi. Joined by the Oshkosh team, Matt Field, CFO; and Pat Davidson, IR. I think it would be good just to get some quick overview, just how your portfolio has evolved over time, more balanced now between access, vocational and transport. Maybe that's a good place to start, just a high-level overview of the portfolio and the evolution.Matthew FieldExecutive VP & Chief Financial Officer Yes, thank you for having us today. So really, what Oshkosh for ...

Thesis Summary In my last article, I argued that Uber (UBER) was way too cheap. Since then, the stock has fallen roughly 15%. So what has changed? Fundamentally, very little. If anything, the outlook for business has ...

Vladimir 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 sectors. He graduated from the London School of Economics and is interested in finding reasonably priced businesses with sustainable long-term competitive advantages.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of ...

Question-and-Answer SessionBrandon OglenskiBarclays Bank PLC, Research Division Well, I'm glad we got you in here for one. But hopefully, the first of many for your company. So like we've done in the past, for those in the audience here, if you could just pick up the little keypad in front of you, we'll queue up question one. Do you currently own Ryder, yes, overweight; 2, market weight; 3, underweight or 4, no ownership. And thanks, everyone, for participating. Again, we do compile these and publish them p ...

Question-and-Answer SessionKen, maybe, obviously, since you guys just reported last week and the stock had quite the reaction, maybe let's just start there in terms of the results. There was the weather-related surprises. Can you just talk through that? Like when did you notice that weather was an impact and how you quantify that, I guess?Kenneth KrauseExecutive VP & CFO Sure. Well, thanks for having us again, Manav, and great to be here, and thank you all for your interest in Rollins. And It's, again, grea ...

Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...

PresentationAnd with that, I would like to hand over to Daniel Fitzgerald to kick off this presentation.We will finish the presentation with a Q&A session. So please feel free to send across questions as you go along, and we will collect and go through them at the end.Good afternoon, and welcome to Orron Energy's Capital Markets Day. Today, we will be joined by our CEO, Daniel Fitzgerald; CFO, Espen Hennie; and Commercial Director, Axel Wikner, who will present the 2025 results and the latest strategy of Or ...

Core Viewpoint - The presentation features Cognex Corporation, with a focus on the company's performance and market demand, particularly in Q1 [1][2]. Group 1: Stock Ownership and Sentiment - A majority of attendees at the presentation currently own Cognex stock [1]. - The general sentiment towards Cognex stock is positive among the attendees [1]. Group 2: Demand and Growth Expectations - The CFO of Cognex, Dennis Fehr, is expected to provide insights on demand trends for Q1 [2]. - There is an anticipation of universally bullish EPS growth for Cognex compared to its peers [2].

Question-and-Answer SessionMaybe start off with the broad demand backdrop specifically around the shorter cycle industrial activity in IPS and AMC. A lot of people sort of curious about if there's real green shoots in the U.S. industrial economy. Kind of what's your perspective on that?Louis PinkhamCEO & Director I think the indicators are pretty mixed at this point. And by the way, Julian, thank you for hosting us. It's a pleasure to be here, and it's good to see all of our investors, but to your question, ...

Has AI turned heel? So far this month, software-as-a-service stocks have become more like “dis-service” names. Their once stalwart high-margin, high-ARR business models are quickly being rethought as AI further infiltrates the corporate enterprise landscape.Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My ...