I had a buy rating for StubHub Holdings ( STUB ) previously, as it is a leading player in the industry it competes in and has a path to move into the primary ticketing space. SoI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management quality ...

The VC arms of Google and Nvidia have invested in Swedish vibe coding startup Lovable's $330 million Series B at a $6.6 billion valuation, the company announced on Thursday.The news confirms an earlier story from CNBC, which reported on Tuesday that Lovable had raised at that valuation, trebling its valuation from its previous round in July, and that the investors included U.S. VC firms Accel and Khosla Ventures. CapitalG, one of Google's VC divisions, and Menlo Ventures led the round. Alongside Accel and K ...

Plus, Trump's media company is merging with a fusion venture and Ford unveiled Detroit's biggest EV bust ...

Tilray and Canopy Growth shares are among big gainers Thursday. ...

Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund focuses on owning a concentrated portfolio of U.S. large-cap stocks. For the third quarter of 2025, the fund reported a net return of 7.46% outperforming its benchmark, the Russell 1000 Value Index, which returned 5.33% for the same period. During the quarter, the portfolio reduced its weight in the IT sector to increase ho ...

Financial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics platforms. This initiative aims to provide an in-depth analysis of the dynamics driving the asset management market. On Seeking Alpha, we combine insights from rigorous data analysis with actionable opinions and ratings on ETF ...

Key Takeaways MCD reintroduced MONOPOLY in October with a digital-first structure focused on app downloads and repeat use.MCD said MONOPOLY materially boosted app activity and drew incremental users into its digital ecosystem.MONOPOLY ran alongside Extra Value Meals, supporting a solid Q4 start and expected U.S. comps growth.McDonald’s Corporation (MCD) is leaning on the return of MONOPOLY as a key tactical lever in the fiscal fourth quarter, positioning the promotion not just as a traffic driver but also a ...

Key Takeaways Gold prices jumped in 2025 on easing rate hopes, dollar shifts, and rising geopolitical risks.GFI gains from higher gold prices, with solid earnings growth and improving estimates.Low rates cut gold's opportunity cost, boosting demand for miners like Gold Fields.Gold prices have posted a solid performance in 2025, with the recent gold rally on Wall Street highlighting the metal’s renewed appeal as a store of value. After a volatile start to the year, gold gradually gained traction as investors ...

DALLAS--(BUSINESS WIRE)--LibertyStream Infrastructure Partners Inc. (TSXV: LIB | OTCQB: VLTLF | FSE: I2D) ("LibertyStream†or the "Company†) is pleased to announce an operations update from its field activities in the Permian Basin, Texas, and to welcome Mr. Jack Crancer to its management team. Building on the significant milestones achieved in 2025 and strengthened by key leadership additions, LibertyStream aims to leverage its strategic position to become the first company in North America to advance dir ...

Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund focuses on owning a concentrated portfolio of U.S. large-cap stocks. For the third quarter of 2025, the fund reported a net return of 7.46% outperforming its benchmark, the Russell 1000 Value Index, which returned 5.33% for the same period. During the quarter, the portfolio reduced its weight in the IT sector to increase ho ...