Since my strong buy rating , Oscar Health (NYSE: OSCR ), is up 21%, well ahead of the S&P 500’s 4%. With a valuation multiple of just ~0.45x revenues versus peers at 3.19x, Oscar still offers considerable upside. TheHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. ...

He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appealing Europe-focused investment opportunities not found elsewhere. The a focus is on high-quality ideas in the small-cap space, with emphasis on capital gains and dividend income for continuous cash flow. Features include: two model portfolios - the European Small Cap Ideas portfolio and the European REIT Portfolio, weekly updates, educational content to learn more about the European ...

Let's get to a mad dash for this Wednesday, a hump day. Glad you're back, feeling a bit better. Thank you.And we do have an exciting guest on the 10:00. We do. We have the CEO of Lyft joining us.And they have important news that is sending the stock up uh rather dramatically this morning. Yes. And that's a partnership with Whimo.Could be end up being bigger. Uh and this is the fully autonomous ride hail in Nashville in 2026. David Richer is one of the great ones.He's just a terrific guy. Really. Oh god, I l ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Babcock International Group ( OTCPK:BCKIF , OTCPK:BCKIY ) has gained 5.8% since my last report, performing more in line with the stock market. As a European defense contractor, I believe that the company can capitalize on Europe’sDhierin runs the i ...

What do you make of this proposal. Would it increase volatility. And how important is the transparency of quarterly reports as opposed to reports every six months.>> Yeah, I you know, we dealt with this in the 80s and 90s where there were proposals to mirror the Japanese companies. It reported on a semiannual basis and the idea was to get rid of short- termism and focus on the long term. If you look at American companies, they are these days focused on the long term.And investors, I think, need the transpar ...

Core Insights - Eli Lilly's GLP-1 pill has outperformed Novo Nordisk's GLP-1 pill in a phase three trial for type 2 diabetes, with a focus on both diabetes management and weight loss [1][2] - At the highest dose, Lilly's pill reduced blood sugar by 2.2% compared to 1.4% for Novo's oral version, and achieved a weight loss of approximately 9% versus 5% for Novo's product [2] - Lilly used about half the dose for weight loss compared to what Novo plans to use, which may affect real-world results [2][3] - Novo's pill is already available for diabetes at the tested dose, while it seeks approval for a higher dose to treat obesity [3] - Lilly's top scientist indicated that their drug has exceeded street estimates in three out of four studies, and variability in results is expected but not a primary concern for patients [4]

Ferguson Enterprises Inc. FERG posted better-than-expected fourth-quarter results on Tuesday.Ferguson Enterprises reported fourth-quarter 2024 sales of $8.5 billion, a 6.9% increase from last year, beating analyst estimates of $8.41 billion. Adjusted earnings per share were $3.48, ahead of expectations of $2.88 and up 16.8% from the prior year. GAAP diluted EPS was $3.55, up 59.2% from $2.23.Ferguson expects mid-single-digit revenue growth for calendar 2025. Adjusted operating margin is projected between 9. ...

Irish-based nutrition supplement maker Glanbia on Wednesday said it had agreed to sell its weight management brand SlimFast US to Heartland Food Products Group for an undisclosed sum. ...

We're going to talk about the Fed in just a minute, but first we got to start with Nvidia shares moving lower after the Chinese uh internet regulator told Chinese companies to not buy the chips. How do you view that for the market. I know you're not a tech analyst, but the idea of of Nvidia and it's waiting stock moving lower and potentially moving lower even more on these kind of reports.>> Yeah, the heaviest weighted stock in the world. So, yeah, it's going to have a small impact on things, but it's only ...

Key Takeaways CommScope's ANS revenues hit $322M, up 65% year over year, beating estimates of $251.2M.Growth came from DOCSIS 4.0 amplifier, node deployments and higher license sales.Virtual CMTS gained new customers, with management expecting strong demand to persist.CommScope Holding Company, Inc. (COMM) is benefiting from healthy traction in the Access Network Solutions (“ANS”) segment. The company generated $322 million in revenues from ANS, up 65% year over year, beating the Zacks Consensus Estimate of ...