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3i Group plc - Special Call
Seeking Alpha· 2025-09-25 17:57
ConversationI would now like to hand the conference over to the CEO of 3i Group, Simon Borrows, to open the presentation. Please go ahead.Good day, and thank you for standing by. [Operator Instructions] Welcome to the 3i Group plc Capital Markets Seminar. [Operator Instructions] Please be advised that today's conference is being recorded.Simon BorrowsCEO & Executive Director Good morning, and welcome to our 3i Capital Markets Seminar. I'm Simon Borrows, Chief Executive of 3i. I'm joined today by James Hatch ...
CarMax: Q2 Plunge Creates Opportunity (Upgrade) (NYSE:KMX)
Seeking Alpha· 2025-09-25 17:52
Shares of CarMax (NYSE: KMX ) have been a poor performer over the past year, and investors received more bad news Thursday morning. Very weak results sent shares plunging 20% in early trading, and the stock is now down nearly 40% from a year ago. Thus far, newOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an art ...
CarMax: Q2 Plunge Creates Opportunity (Upgrade)
Seeking Alpha· 2025-09-25 17:52
Shares of CarMax (NYSE: KMX ) have been a poor performer over the past year, and investors received more bad news Thursday morning. Very weak results sent shares plunging 20% in early trading, and the stock is now down nearly 40% from a year ago. Thus far, newOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an art ...
D-Wave Quantum: The Only Quantum You Can Use Today, But I Would Still Sell
Seeking Alpha· 2025-09-25 17:50
In my previous breakdown of the quantum computing industry, I argued that the “Holy Grail” general-purpose quantum computer (the one that could crack every encryption and simulate molecules at a scale unimaginable for today’s machines) is still years, maybe decadesI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in ...
Accelerating NextDecade Offers Long-Term Growth (NASDAQ:NEXT)
Seeking Alpha· 2025-09-25 17:42
I am not an Artificial Intelligence expert, although I try my best to follow what's going on. What is clear, however, is the AI boom is already pushing up demand for electricity . This in turnAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NEXT over the next 72 hours. I wrote this article myself, and it expres ...
Vertex Pharmaceuticals: Trikafta And Alyftrek Cement Market Leadership
Seeking Alpha· 2025-09-25 17:39
With over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technology, and pharmaceutical companies.Allka Research's journey in the investment landscape is marked by a commitment to delivering substantial returns and strategic insights to its clients. In a world filled with complexities, Allka Re ...
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 ...