Question-and-Answer SessionBill, as I walk over to you, just starting off. There's a lot going on in Atkore. As you know, you're undergoing a strategic review, which includes a lot of potential alternatives, potential sale of the company, maybe some divestitures. So any sort of update on to what's going on? And why did the Board, you think, decide to go this route?William WaltzPresident, CEO & Director Yes. So I'll try to do it, Andy, great kickoff question. Chronologically, I assume like all companies, but ...

PresentationGreat. Well, next up, it's my pleasure to have Vontier Corporation, Mark Morelli, President and CEO; and Anshooman Aga, CFO. So I appreciate both of you coming down here. Maybe start off with a topic that's generated a lot of discussion in the last sort of month or so, in particular, around your software exposure, maybe kind of frame for us the scale of that software business in the overall sort of Vontier revenue mix? And help us understand why you think AI-related concerns are probably not mer ...

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PresentationWell, we're excited to welcome back the management team of Altria, long-time supporters of CAGNY. For decades, they've been leaders in the tobacco industry with iconic brands led by Marlboro. Today, they're leaders in moving beyond smoking. This includes exciting new products like on! PLUS and advocating for improved enforcement against illicit markets in the U.S., all while supporting strong cash returns to shareholders through the traditional businesses. We also note this is CEO, Billy Gifford ...

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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 ...