Editor's note: Seeking Alpha is proud to welcome Christopher Kirincic as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlockI provide actionable investment ideas with thorough analysis and repeatable timeless strategies. I focus on deeply undervalued stocks ranging from small-mega caps using reversions to historical price to earnings ratios, dividend yields and EBITDA multiples. Invest ...

Consumer habits have shifted, but spending remains strong, leaving big box stores like Walmart NYSE: WMT, TJX Companies NYSE: TJX, and Dick’s Sporting Goods NYSE: DKS in a solid position. Their dominating positions allow them to deliver value to consumers while gaining market share in a tepid retail environment. The takeaway is that these companies will sustain growth in 2025 and widen their margin, which is critical because cash flow and capital return are central to the investment thesis. These companies ...

Investors in Box, Inc. (BOX) need to pay close attention to the stock based on moves in the options market lately. That is because the Jan. 17, 2025 $20 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean ther ...

Company Performance - Jack In The Box and Del Taco have been underperformers in 2024, with losses exceeding 50% of the company's value [1] Analyst Background - The analyst specializes in restaurant stocks with a strong foundation in Business Administration and Accounting, complemented by an MBA in Forensic Accounting and Controllership [2] - The analyst leads a company focused on analyzing restaurant stocks in the U S market, covering multiple segments including QSR, fast casual, casual dining, fine dining, and family dining [2] - Advanced analytical models and specialized valuation techniques are employed to deliver detailed insights and actionable strategies for investors [2] - The analyst has experience in accounting and business consulting for companies across LATAM, serving as an independent accountant and consultant [2]

Following my coverage on Box, Inc. (NYSE: BOX ) in March, which I recommended a buy rating due to my expectation that it can achieve its growth targets in the coming years, this post is to provide anI 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 companies w ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36805 Box, Inc. (Exact name of registrant as specified in its charter) Delaware 20-2714444 (State or other jurisdiction of incorporation ...

We're closing in on the end of 2024, which has been an unusually strong year for stocks and other risk assets. I continue to assert that this is not the time to be complacent, but to be an active portfolio manager: andWith 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 regular contributor on Seeking A ...

Box, Inc. (NYSE:BOX) Q3 2025 Earnings Conference Call December 3, 2024 5:00 PM ET Company Participants Cynthia Hiponia - VP, IR Aaron Levie - Co-Founder and CEO Dylan Smith - Co-Founder and CFO Conference Call Participants Steve Enders - Citi Brian Peterson - Raymond James Josh Baer - Morgan Stanley Operator Ladies and gentlemen, good afternoon, and thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Box Third Quarte ...

| --- | --- | --- | |-------|-------|-------| | | | | | | | | | | | | Forward-looking statements & non-GAAP financial measures This presentation contains forward-looking statements that involve risks, uncertainties, and assumptions, including statements regarding Box's expectations regarding its growth and profitability, the size of its market opportunity, its investments in go-to-market programs, the demand for its products, the potential of AI and its impact on Box, the timing of recent and planned produc ...

Box (BOX) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.36 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.14%. A quarter ago, it was expected that this online storage provider would post earnings of $0.40 per share when it actually produced earnings of $0.44, delivering a surprise of 10%.Over the last four quarters, the company h ...