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 (NASDAQ:MSFT) has disabled some services it provides to the Israel Ministry of Defense over allegations the ministry had used Azure to conduct mass surveillance of civilians in Gaza and the West Bank. "As we publicly announced on August 15, we ...

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 ...

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 ...

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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 ...

Currently Brazil's second-largest supermarket chain, Sendas Distribuidora ( OTC:ASAIY ), popularly known as Assaí Atacadista, has been a major beneficiary of a very favorable scenario for cash-and-carry (C&C), reaping the rewards of rapid store expansion across the countryEquity Research Analyst at DM Martins Research.The best opportunities often don’t scream for attention. I cover stocks that are often undercovered, focusing primarily on Brazil and Latin America — but I also occasionally write about global ...

PresentationAdam BubesGoldman Sachs Group, Inc., Research Division Thanks for joining us today. I'm Adam Bubes, I'm an engineering and construction analyst here at Goldman Sachs. And I'm delighted to host today's panel on water and land efficiency. Rising temperatures, growing and aging global populations and a heightened focus on overall resource security have all intensified to focus on water and land efficiency. We're increasingly seeing headlines in the press about problems related to too much or too li ...

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Kinder Morgan (NYSE: KMI ) is a rapidly-growing midstream platform with considerable distributable cash flow and earnings strength. The energy enterprise is growing quickly in its core natural gas business and it has added billions of dollarsAnalyst’s Disclosure:I/we have a beneficial long position in the shares of KIM, EPD, ENB, MPLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other tha ...