Core Insights - Ouster's stock has faced pressure despite strong returns in 2026, likely due to valuation concerns and changing investor sentiment towards drone stocks [1] Group 1: Company Overview - Ouster (OUST) has experienced significant stock performance fluctuations, with recent pressures attributed to valuation issues [1] Group 2: Investment Strategy - Narweena, an asset manager led by Richard Durant, focuses on identifying market dislocations caused by misunderstandings of long-term business prospects [1] - The firm aims to achieve excess risk-adjusted returns by targeting businesses with secular growth opportunities in markets with high barriers to entry [1] - Narweena's investment approach emphasizes company and industry fundamentals to uncover unique insights, with a preference for smaller cap stocks [1] Group 3: Market Trends - An aging population, low population growth, and stagnating productivity are expected to create new investment opportunities distinct from historical trends [1] - Many industries may face stagnation or secular decline, which could paradoxically enhance business performance due to reduced competition [1] - The shift towards asset-light businesses and declining infrastructure investment needs are contributing to a competitive landscape where capital is chasing limited opportunities, leading to rising asset prices and compressed risk premia [1] Group 4: Leadership Background - Richard Durant holds undergraduate degrees in engineering and finance from the University of Adelaide and an MBA from Nanyang Technological University, along with having passed the CFA exams [1]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Ouster, Inc. (OUST) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Ouster currently has an average broker ...

SAN FRANCISCO--(BUSINESS WIRE)--Ouster, Inc. (Nasdaq: OUST) ("Ouster†or the "Company†), a global leader in high-performance lidar sensors and intelligent software solutions that bring Physical AI to life, announced today the appointment of Phillip M. Eyler to its Board of Directors. Mr. Eyler will also serve on the Compensation Committee of the Board. Mr. Eyler brings more than 30 years of engineering, operations, and business expertise to the Ouster Board, including a wealth of experience developing and ...

Ouster, Inc. (NASDAQ:OUST) is among the best hardware stocks to buy according to analysts. As reported by TheFly on December 8, Ouster, Inc. (NASDAQ:OUST) is one of the companies well-positioned to benefit from the potential deployment of autonomous delivery robots and humanoids, according to Andres Sheppard of Cantor Fitzgerald. This follows Trump’s approval of U.S. manufacturing of low-cost “tiny cars,” expected to include both ICE and EV models, priced between $8,000 and $13,000. The production will co ...

Core Insights - The article identifies 7 hidden multibagger stocks that have shown significant returns and potential upside, emphasizing the importance of selecting stocks with strong fundamentals and growth prospects [1][5]. Group 1: Stock Selection Criteria - Stocks were selected based on a minimum return of 75% over the past year and a market capitalization of at least $1 billion [1]. - The shortlisted stocks were required to have at least 30% potential upside, leading to a ranking of the top 7 stocks [1]. Group 2: Market Outlook - The S&P 500 index is expected to show positive performance for the third consecutive year, with AI adoption potentially driving a productivity boom similar to the late 90s [3]. - Goldman Sachs anticipates that reducing tariff uncertainties could enhance economic security, leading to increased capital deployment in defense, energy, and infrastructure sectors [4]. Group 3: Individual Stock Highlights - **Praxis Precision Medicines, Inc. (NASDAQ:PRAX)**: Achieved a 264% price return over the past year with a potential upside of 33%. The company reported positive results from a key study on a treatment for severe epilepsy [6][8]. - **Solaris Resources Inc. (NYSEAMERICAN:SLSR)**: Recorded a 139% price return with a potential upside of 43.36%. The company is focused on copper and other minerals, with a significant project expected to produce 4.5 million tonnes of Copper Equivalent [10][11]. - **Ouster Inc. (NASDAQ:OUST)**: Experienced a 138.5% price return and has a potential upside of 55.37%. The company is noted for its strong client base and growth prospects in lidar sensor technology [14][15]. - **Xeris Biopharma Holdings, Inc. (NASDAQ:XERS)**: Achieved a 75% price return with a potential upside of 61.3%. The company is advancing a new formulation for hypothyroidism treatment [18][19]. - **Applied Digital Corporation (NASDAQ:APLD)**: Saw a 192.6% price return and has a potential upside of 62.36%. The company is investing in advanced cooling systems for data centers, positioning itself for growth in the AI sector [21][22]. - **IREN Limited (NASDAQ:IREN)**: Recorded a 190.5% price return with a potential upside of 91.23%. Despite recent funding challenges, the company has strong fundamentals supported by a significant AI contract with Microsoft [24][26]. - **UniQURE (NASDAQ:QURE)**: Achieved a 186% price return with a potential upside of 117.16%. The company is developing a gene therapy for Huntington's disease, although it faces regulatory challenges [28][29].

to say. Joining us now is Ken Janella, who's the CFO of Alistster. Thank you so much for your time today, Ken.So, you're in the business of LAR sensors. Um, I just wanted to get a sense of, pardon the pun, exactly what that means. I mean, we had some pictures up just before we went to the break, so I'm thinking, you know, things like your iPhone, um, of course those boxes on wheels, which you see delivering your food on the back of your car, etc. Just give us a sense of what you're in the business of.>> Wel ...

Pope Leo urged U.S. President Donald Trump's administration on Tuesday not to try to oust Venezuelan President Nicolas Maduro using military force.Leo, the first U.S. pope, said it would be better to attempt dialogue or impose economic pressure on Venezuela if Washington wants to pursue change there.The Trump administration has been weighing options to combat what it has portrayed as Maduro's role in supplying illegal drugs that have killed Americans. The socialist Venezuelan president has denied having any ...

Core Viewpoint - The governance structure of Tata Trusts is undergoing significant changes with the induction of senior veterans and younger Tata family members, following the controversial ousting of Vijay Singh, which he claims was pre-planned [1][10]. Governance Changes - The governance landscape at Tata Trusts has shifted since the contentious meeting on September 11, leading to the rejection of Mehli Mistry's reappointment to the Sir Dorabji Tata Trust and the Sir Ratan Tata Trust [6]. - The board has inducted long-serving Tata executive Bhaskar Bhat and Neville Tata, while also limiting Venu Srinivasan's life term to three years in accordance with new state rules [6]. Ouster of Vijay Singh - Vijay Singh's removal as a nominee director was attributed to a faction of trustees attempting to alter the long-standing relationship between Tata Trusts and Tata Sons [5][10]. - Singh described the events leading to his ouster as orchestrated, claiming that the meeting on September 11 was planned to remove him [8][10]. - Singh emphasized that the argument for his removal, which was framed as a response to the listing of Tata Sons, lacked justification and appeared to be an afterthought [5][10]. Internal Conflicts - Singh noted that the months leading up to his exit were marked by contentious meetings demanding deeper visibility into Tata Sons' internal matters, which had not been an issue in the previous two years [4][10]. - The tone towards Tata Sons chairman Noel Tata changed significantly, with trustees making comments that indicated a break from past conduct [5][10]. Stake in Tata Sons - Tata Trusts holds a 66% stake in Tata Sons, the holding company of the Tata Group, which underscores the importance of governance dynamics within the Trusts [7].

Core Viewpoint - The speculation regarding the potential dismissal of FBI Director Kash Patel has been dismissed by President Trump and the White House, emphasizing the administration's support for Patel despite concerns about his controversial tenure [1][4][11]. Group 1: Internal Dynamics and Speculation - Reports indicated that top aides were frustrated with negative headlines surrounding Patel, leading to discussions about replacing him with Andrew Bailey, the FBI's co-deputy director [2]. - The potential ouster of Patel could signify a significant internal rift within the FBI, which is traditionally insulated from political pressure through 10-year terms [3]. - Trump's public endorsement of Patel and the White House's firm denial of the ouster rumors suggest a temporary resolution to the speculation [11]. Group 2: Patel's Tenure and Controversies - Patel's tenure as FBI Director has been marked by controversies, including a misstep in September 2025 where he prematurely claimed a suspect in a high-profile shooting had been captured, which was contradicted by local law enforcement [6][7]. - This incident led to internal backlash from former FBI agents, highlighting concerns over Patel's adherence to standard investigative protocols [9]. - Patel's proposals for structural changes within the FBI, including altering its intelligence-gathering role and purging personnel not aligned with Trump's agenda, have raised alarms among career agents and civil-liberties advocates [10]. Group 3: Implications for the FBI's Independence - The speculation about Patel's position reflects broader concerns regarding the independence of the FBI and the integrity of its investigations under a director closely associated with a polarizing political figure [12]. - While Trump's endorsement may have quelled immediate rumors, it does not address the underlying issues regarding the FBI's operational integrity and public trust [12].

Core Insights - The discussion emphasizes that volatility in investment portfolios is inevitable, and having some losing positions is essential for capturing future opportunities, particularly in high-growth areas like AI [1][12]. Group 1: Portfolio Management - A portfolio without losers may indicate overly conservative investment strategies, suggesting that investors are not taking enough risks to capitalize on significant opportunities [5][12]. - Companies with lower-quality management can exacerbate declines through poor communication and unclear guidance, yet some firms, like Ouster, may still have strong long-term prospects despite negative market sentiment [2][10]. Group 2: Market Dynamics - Recent market behavior has led to exaggerated sell-offs of smaller, speculative companies, which are often the first to be punished during periods of market pessimism [3][10]. - Specific examples include Power Solutions, which experienced a significant drop of 36% from its recommendation point, highlighting the volatility and risks associated with smaller stocks [7][8]. Group 3: Investment Strategy - The strategy involves taking smaller, high-risk positions to leverage potential long-term gains, with the understanding that these positions may appear weak in the short term due to market conditions [3][9]. - The importance of broad exposure across various investment ideas is stressed, as focusing solely on recent recommendations may lead to a narrow view of potential opportunities [3][9].