Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...

Let's start at the bottom - I think Roblox (NYSE: RBLX ) stock is expensive. Yet, in this article, I will try to explain why the stock, in my opinion, is still a Buy. I believe Roblox is much more than a gamingI am a 33-year-old investor and former hedge fund trader with a background in software engineering and finance. My career began in a small investment house where I trained as an analyst, gaining fundamental insights into the financial markets. I then transitioned into programming, working as a softwar ...

Market Reaction to Jobs Report - The Dow Jones Industrial Average tumbled by more than 600 points (1.5%) due to a hotter-than-expected December jobs report, with rising U.S. Treasury yields and inflation concerns taking center stage [1] - Wells Fargo shares dropped 2.6%, Jefferies Financial fell 11.4%, and Blackstone declined by roughly 5% as financials struggled [1] Federal Reserve Rate Expectations - Traders see virtually no chance of a rate cut in January, with 75% expecting rates to remain unchanged in March and 40% anticipating only one rate cut in 2025 [2] - The Fed has reduced its forecast for 2025 rate cuts from four to two, reflecting market pessimism [5] Impact on Financial Institutions - Higher interest rates increase deposit costs and renew credit concerns, particularly for commercial real estate loans, affecting firms like Blackstone [6] - Elevated rates and volatility could hinder investment banking activity, despite hopes for a rebound in deal-making and IPOs [3][6] Economic Indicators and Outlook - December nonfarm payrolls added 256,000 jobs, exceeding the Dow Jones consensus by 100,000, with hourly wages growing 0.3% month-over-month and 3.9% year-over-year [5] - The steepening yield curve, indicating economic expansion, could benefit bank margins despite rising Treasury rates [7] Sector-Specific Insights - Jefferies reported a 200% year-over-year earnings increase, driven by a rebound in deal-making, though higher rates may slow activity [3] - The financial sector may benefit from looser regulation and less stringent capital requirements under the incoming administration [7] Inflation and Fed Policy - The strong jobs report reinforces the Fed's hawkish stance, with inflation data next week unlikely to prompt rate cuts soon [6] - Investors remain focused on sticky inflation and its implications for monetary policy [5]

Archer Aviation (ACHR -11.31%) stock saw strong bullish momentum across 2024's trading. The company's share price closed out last year's trading up 58.8%, according to data from S&P Global Market Intelligence. Archer Aviation stock gained ground across last year's trading thanks to business updates and bullish coverage from analysts. The company's share price also got a boost from political developments.Archer Aviation surged on multiple tailwinds in 2024While Archer Aviation isn't generating revenue, the c ...

High Tide Inc. (NASDAQ: HITI ) is a cannabis retailer that has proven to have a visionary CEO/founder who constantly looks for ways to improve the quality of its business. One of the most recent movements hasMy name is María Fernanda and I'm currently studying an MBA. My inspiration investors are Warren Buffett, Peter Lynch and Terry Smith, so I look for quality companies at a reasonable valuation. I believe that, in the long term, fundamentals are what drive the share price, so I look to predict what a bus ...

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Earnings Release - UnitedHealth Group Incorporated (NYSE: UNH) is scheduled to release its fourth-quarter earnings results on Thursday, January 16th [1] - The street expects the company's quarterly revenue to increase to $101.76 billion [1] - The street expects the company's earnings-per-share to decrease to $6.26 [1]

D-WAVE QUANTUM (QBTS) shares have surged 420.3% in the trailing six months compared with the broader Zacks Computer and Technology sector’s return of 3.7% and Internet - Software industry’s appreciation of 14.2%.QBTS has outperformed its peers, which includes International Business Machines (IBM) and Alphabet (GOOGL) . These companies are also making strong efforts in the quantum computing space.In late 2024, IBM launched its most advanced quantum computers, while Google’s Willow quantum chip demonstrated e ...

Accolade (ACCD) came out with a quarterly loss of $0.30 per share versus the Zacks Consensus Estimate of a loss of $0.31. This compares to loss of $0.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.23%. A quarter ago, it was expected that this company would post a loss of $0.45 per share when it actually produced a loss of $0.30, delivering a surprise of 33.33%.Over the last four quarters, the company has surpassed consen ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...