On Holding’s (ONON) Management Is “So Good,” Says Jim Cramer
Yahoo Finance· 2025-11-15 18:02
We recently published 11 Stocks on Jim Cramer’s Radar. On Holding AG (NYSE:ONON) is one of the stocks Jim Cramer recently discussed. Shoe retailer On Holding AG (NYSE:ONON) reported a blockbuster set of earnings yesterday after it raised its full-year guidance for the third time in a row. The results saw the firm post CHF794 million in revenue and CHF0.47 in earnings, both of which beat analyst estimates. On Holding AG (NYSE:ONON) also guided CHF2.98 billion (up from previous CHF2.91 billion) in full-year ...
A Collector Just Struck Out on a Babe Ruth Rookie Card Sale — Losing $3.2 Million On What Could Be The Biggest Flop On Trading Card History
Yahoo Finance· 2025-11-15 18:01
A recent swing and miss at auction, amounting to a near $3.2 million loss on the sale of a 1914 Baltimore News Babe Ruth rookie card, could be a sign of what's potentially ahead in the trading card industry. The owner of the rare and historically significant card — only 10 to 15 are believed to exist — sold the card through Heritage Auctions on Oct. 24 for $4.02 million, well below the $7.2 million the collector paid for the card in 2023, Sports Illustrated reported. Don't Miss: Missed Nvidia and Tesla? ...
8 Steps To Live Below Your Means, According to Frugal Living Expert Austin Williams
Yahoo Finance· 2025-11-15 18:01
Are you struggling to make ends meet? Are you trying to work toward a major financial goal, like buying a house or sending your child to college, but falling short? For You: 6 Things You Must Do When Your Savings Reach $50,000 Read Next: 9 Downsizing Tips for the Middle Class To Save on Monthly Expenses Frugal living expert Austin Williams can help. He’s a testament to the power of living below your means to take control of your finances. All you have to do is follow his eight steps below. 1. Understand ...
Tech Corner: COIN's Moving to Texas
Youtube· 2025-11-15 18:00
Core Insights - Coinbase operates as a platform for crypto assets, providing services to consumers, institutions, and developers, with two primary revenue streams: transaction revenues and subscription/service revenues [2][3][4] Revenue Performance - In Q3, Coinbase reported a non-GAAP EPS of $1.44, beating estimates by $0.27 per share [6] - Revenue reached $1.87 billion, up 54.5% year-over-year, with transaction revenue exceeding $1 billion, a 37% increase quarter-over-quarter [7] Strategic Initiatives - Recent acquisitions, including Derabit and CoinDCX, enhance Coinbase's capabilities in derivatives and international markets [5][9] - Partnerships, such as with Circle Corp, support stable coin growth and subscription services [8][9] Market Positioning - Coinbase differentiates itself through regulatory compliance, security, and a user-friendly interface [5] - The company is positioned as a leader in the evolving crypto landscape, supported by a comprehensive product suite and strategic investments [9][10] Growth Projections - Forward revenue estimates for the next four quarters are projected to grow by 41%, significantly higher than the 5-year average of 21.5% [10] - Expected EBITDA growth is over 56% of sales, contrasting with a historical average EBITDA loss of 1.8% [10] Valuation and Risks - Coinbase has a high forward PE ratio of 38 compared to the sector median of 10.87%, though it aligns with its 5-year average of 41 [12] - The company faces cyclicality risks due to reliance on crypto trading volumes, which can compress revenue during downturns [13] Technical Analysis - The stock is down approximately 35% from year-to-date highs, indicating weak technical conditions [14] - Despite a rising 50-day moving average, the stock trades below this support level, suggesting bearish sentiment [15] Summary - Coinbase aims to leverage a trusted platform for consumer access, institutional brokerage, and developer tools while expanding subscription services [16] - The combination of regulatory alignment, user-friendly platform, and growing recurring revenue base supports a balanced outlook despite elevated valuations and market sensitivity [17]
Where Will Navitas Be in 3 Years?
The Motley Fool· 2025-11-15 18:00
Core Viewpoint - Navitas Semiconductor is undergoing a significant transformation to focus on the data center power chip market, moving away from its traditional mobile phone charger business, with expectations of becoming a different company in three years [2][6][11]. Company Strategy - The company plans to intentionally shift its focus from its traditional customer base in Chinese mobile phones to the data center and electrical infrastructure markets [6][11]. - Navitas has a history of innovation in gallium nitride (GaN) and has expanded its capabilities by acquiring GeneSiC, which specializes in silicon carbide (SiC) chips [6][7]. Market Opportunity - GaN is now considered a mainstream material for AI data centers, while SiC is essential for high-voltage applications in grid infrastructure [8]. - The new CEO, Chris Allexandre, emphasized that the transition represents a long-term, sustainable trend that will significantly increase the market size Navitas is addressing [8][11]. Leadership Changes - Chris Allexandre was appointed as the new CEO to lead the strategic pivot, bringing extensive experience from previous roles at major semiconductor companies [9][10]. - Allexandre's initial actions included a 60-day tour to engage with customers and partners, reflecting optimism about future opportunities [10]. Financial Performance - In Q3, Navitas reported revenue of $10 million and projected a decline to $7 million in Q4, indicating a deliberate withdrawal from certain revenue streams during the transition [12][13]. - The company is currently burning approximately $10 million to $11 million per quarter but has raised $100 million recently, providing a cash reserve of about $250 million to support its new strategy [16]. Future Outlook - While the company has significant potential in high-growth markets, there is uncertainty regarding long-term revenue and profit targets post-transition [14][15]. - Investors are advised to adopt a cautious approach as the company needs to secure more design wins to achieve its strategic goals [17].
Kinetic Partners Is Done With Trex: Should Investors Sell the Stock Too?
The Motley Fool· 2025-11-15 17:55
Company Overview - Trex is a leading U.S. manufacturer of wood-alternative decking and outdoor living products, serving both residential and commercial markets [5] - The company's strategy focuses on innovation in composite materials, broad distribution, and brand licensing to meet demand for sustainable, low-maintenance exterior solutions [5] - Trex generates revenue primarily through wholesale distribution, retail lumber dealers, and partnerships with large home improvement retailers [7] Financial Performance - As of November 14, 2025, Trex's stock price was $31.77, reflecting a 55% decline over the prior year [3][4] - The company's market capitalization stands at $3.41 billion, with trailing twelve months (TTM) revenue of $1.18 billion and net income of $197.9 million [4] Recent Developments - Kinetic Partners Management sold its entire position in Trex, amounting to approximately $57.6 million, during the third quarter of 2025 [2][3] - Following this transaction, Trex now represents 0% of Kinetic's reportable assets under management (AUM), down from 3.2% in the previous quarter [3] Competitive Position - Trex maintains a competitive edge through product durability, brand recognition, and an extensive distribution network [8] - The company markets core products under the Trex Transcend, Select, and Enhance brands, catering to customers seeking durable, low-maintenance outdoor building solutions [7] Market Outlook - Despite current challenges in the housing repair and remodeling market, Trex's eco-friendly products and leadership in the composite decking niche are expected to support a return to market-beating performance [10] - The stock's price-to-earnings (P/E) ratio is at its lowest level in the last decade, indicating potential investment opportunities [10]
Giyani Metals hits HPMSM demo milestone – ICYMI
Proactiveinvestors NA· 2025-11-15 17:47
Core Insights - Giyani Metals Corp has achieved a significant milestone by producing high-purity manganese sulfate monohydrate (HPMSM) at its Johannesburg demo plant, marking a crucial step towards commercial production [2] - The company has reported positive results from the first phase of Charge CCCV's qualification program, indicating strong performance of its high-purity manganese oxide (HPMO) product [4][5] - Giyani's dual product offering of HPMSM and HPMO positions it uniquely in the evolving battery metals market, allowing flexibility in catering to various battery chemistries [6][7] Production and Technical Developments - The demonstration plant has provided valuable technical learnings that will inform the design of the full-scale facility and Definitive Feasibility Study (DFS), optimizing the process flowsheet [3] - The company is moving forward with the qualification process, with Phase 2 and Phase 3 testing scheduled to take place over the next several months [5] Market Position and Strategy - Giyani's ability to offer both HPMSM and HPMO gives it a competitive edge, as many competitors focus on only one product [6] - The flexibility to scale production based on the winning battery chemistry enhances the company's market adaptability [7] Future Milestones - Key upcoming milestones include the completion of the DFS by the end of Q1 2026, securing offtake partners, and project financing [8] - The company plans to initiate early works in Botswana and aims to begin construction in 2027, with commercial production expected to ramp up towards the end of 2028 and into 2029 [9]
Bitcoin Tumbles Deeper Into Bear Territory, Hard-Won Rally Could Be On Verge Of Vanishing
Yahoo Finance· 2025-11-15 17:46
Bitcoin (CRYPTO: BTC) has descended further into a bear market. The digital token’s price has seen a 22% drop from its peak in early October. The sell-off of Bitcoin intensified this week, with the cryptocurrency hitting a six-month low of $94,700 on Friday. Three primary factors have contributed to this sell-off. First, Bitcoin has been impacted by a wider sell-off in risk assets, especially tech stocks, as investors express concerns over high valuations. On Thursday, outflows from spot bitcoin ETFs reac ...
Troluce Capital Advisors Unloads Over One Million NuScale Power Shares
The Motley Fool· 2025-11-15 17:44
Core Insights - Troluce Capital Advisors LLC has sold its entire stake of 1,015,000 shares in NuScale Power Corporation, valued at $40,153,400 based on Q3 average price, and now holds no shares in its reportable portfolio [1][2] Company Overview - NuScale Power Corporation is a leading developer of modular nuclear reactor technology, focusing on scalable and flexible deployment of clean energy solutions [4] - The company utilizes its proprietary NuScale Power Module and VOYGR plant designs to meet the increasing demand for reliable, carbon-free power generation globally [4] - NuScale targets electric utilities, industrial operators, and infrastructure developers seeking scalable, carbon-free energy solutions [8] Financial Metrics - As of November 14, 2025, NuScale's stock price was $22.45, with a market capitalization of $6.7 billion and a revenue of $63.90 million for the trailing twelve months (TTM) [2] Market Dynamics - NuScale Power has experienced significant stock volatility, trading between $12.60 and $53 per share throughout the year, as investors speculate on its potential to address the power needs of AI data centers [5][9] - The company raised approximately $475 million through an at-the-market (ATM) stock offering in Q3 to support its capital needs [6] Strategic Positioning - NuScale's strategic focus on modularity and safety positions it competitively within the advanced nuclear sector, catering to utilities and industrial clients [4]
Disney and YouTube TV reach deal to end blackout
TechCrunch· 2025-11-15 17:38
Core Insights - YouTube TV and Disney have reached a deal after a two-week blackout, restoring Disney networks like ABC, ESPN, and FX to YouTube TV [1][2] - The agreement includes ESPN's new direct-to-consumer service being available on YouTube TV at no extra cost, along with the option to sell select Disney networks and the Disney+/Hulu bundle [1][2] Company Statements - Disney executives described the deal as recognizing the value of Disney's programming and providing YouTube TV subscribers with more flexibility and choice [2] - YouTube expressed apologies for the disruption and thanked subscribers for their patience during negotiations [3] Subscriber Impact - A survey indicated that 24% of YouTube TV's over 10 million subscribers had either canceled or planned to cancel their subscriptions due to the blackout, although YouTube claimed actual churn was manageable [6]