Right before AI, I was totally fixated on like everybody should just get cash flow positive and people shouldn't burn money. I've completely inverted again. I don't think margins matter right now.I think delivering agents that work matter and uh and that's the only thing that matters >> because you can just if you can if you deliver agent that works uh in two years from now that agent will cost you know a tenth of what it does today to run. So, just like build agents that work. [music] >> Erin, thank you so ...

Following my coverage on Box, Inc. ( BOX ) in May ’25, in which I recommended a buy rating as the leading growth metrics remained very strong (billings and RPO) and the AI strategy was working, this post isI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to comp ...

Following my coverage on Box, Inc. ( BOX ) in May ’25, in which I recommended a buy rating as the leading growth metrics remained very strong (billings and RPO) and the AI strategy was working, this post isI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to comp ...

As we approach the end of 2025 with an SP 500 that is clinging to near record highs, investors should increasingly look to rotate more of our portfolios toward value-oriented stocks that have little correlation to the performance of the broaderWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regula ...

PresentationGood day, and thank you for standing by. Welcome to the Wolters Kluwer Investor Teaching Webcast and Conference Call. My name is Brika, and I will be your coordinator for today's event. [Operator Instructions]. Please be advised that today's call is being recorded. I will now hand you over to your host, Meg Geldens, Vice President, Investor Relations, to begin today's call.Margaret Helene Geldens Thank you, Brika. Hello, everyone. I'm Meg Geldens, Head of Investor Relations at Wolters Kluwer. Th ...

MINNEAPOLIS--(BUSINESS WIRE)--Marty Mauser, an aspiring ping pong champion in the new movie Marty Supreme said, "It's only a matter of time before I'm staring at you from the cover of a Wheaties box." Now is the time. Riding the internet-breaking Zoom meeting mania, where lead actor Timothée Chalamet made a call to the movie's marketing team to be on a Wheaties Box, fans can officially get their own limited- edition Marty Supreme Wheaties box, which drops December 8 at 1 p.m. ET, exclusively on. ...

Since my last Box ( BOX ) analysis , the stock has lost 3% in price; the company just reported Q3 earnings, which is the focus of this report. My price target for BOX is $36, and the current price is $31.80, soAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ...

Since my last Box ( BOX ) analysis , the stock has lost 3% in price; the company just reported Q3 earnings, which is the focus of this report. My price target for BOX is $36, and the current price is $31.80, soAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ...

Glowing Box logo in a digital cloud surrounded by organized files, highlighting secure cloud content management. Key Points Accelerating sales momentum and a growing backlog of contracted business indicate strong future revenue visibility for the company. Management demonstrated financial discipline through an expanded stock buyback program and a commitment to protect shareholder value. Customer adoption of the company's new artificial intelligence tools is successfully driving upgrades and increasing ...

To truly operate with an edge, you must have some way of discovering structural arbitrage — finding the variance between the outcome the masses are expecting and the outcome that is most likely to materialize. If a favorable variance exists relative to your hypothesis, you engage the opportunity (presuming that the delta is of significant girth). Otherwise, there’s no rational reason to take the risk. So, why am I focusing on Box Inc (BOX)? It just so happens that the security is flashing a quantitative s ...