Core Insights - Recent market volatility has drawn parallels to the meme stock phenomenon of 2021, with significant price fluctuations observed in companies like Kohl's and Opendoor [2] - Maintaining discipline and focusing on fundamental analysis is crucial for investors during chaotic market conditions [3] Company Overview - Korn Ferry (KFY) is positioned as an industry leader with a strong alignment of executive and shareholder interests, high yield supported by robust cash flows, and an undervalued stock [4][5] - The company has a proprietary dataset that has expanded significantly, increasing from 4 billion data points in fiscal 2Q20 to over 10 billion by fiscal 4Q25 [8] Financial Performance - Korn Ferry's total fee revenue grew 4% year-over-year in fiscal 4Q25, with a long-term growth trend of 10% and 9% compounded annually over the last 10 and 20 years, respectively [12] - The company has achieved revenue and net operating profit after-tax (NOPAT) growth of 8% and 13% compounded annually since fiscal 1999 [14] - Korn Ferry's Core Earnings increased from $82 million in fiscal 2015 to $228 million in fiscal 2025, reflecting an 11% compounded annual growth rate [15] Market Position and Growth Opportunities - Korn Ferry operates in five business segments and is recognized as the 1 executive recruiting firm in the U.S. as of 2025 [10] - The HR and recruitment services market is projected to grow 15% compounded annually from 2024 to 2034, providing a favorable environment for Korn Ferry [13] Profitability and Shareholder Returns - Korn Ferry boasts industry-leading profitability, with a return on invested capital (ROIC) increasing from 12.3% in fiscal 2015 to 13.6% in fiscal 2025 [19] - The company has returned over $240 million in dividends since fiscal 2020 and has repurchased $457 million in shares during the same period, indicating strong capital return strategies [23][24] Financial Stability - Korn Ferry generated $1.1 billion in free cash flow from fiscal 2020 to fiscal 2025, equating to 35% of the company's enterprise value, ensuring the ability to fund dividends and share repurchases [26] - The company maintains a strong balance sheet and an attractive credit rating, positioning it well to navigate economic uncertainties [28][30] Challenges and Market Dynamics - A tight labor market may pose challenges for recruitment service providers, with hiring trends showing a decline since mid-2020 [31] - Despite these challenges, Korn Ferry's focus on high-level executive roles provides some insulation against broader hiring slowdowns [32]

The $OPEN comeback story is just beginning.The company needs to hire a dynamic leader who is prepared to lead the organization in the modern world.Create a product that leverages AI, embrace the retail investor base, and focus on executing with speed.Opendoor can be the story of 2025. ...

Wow.$OPEN CEO Carrie Wheeler just stepped down.Power to the people. ...

The housing trade is on.“Warren Buffett places fresh wager on the housing market.” - @NewsLambertNo reason why $OPEN can’t be a big beneficiary of the boom when interest rates drop.Whoever can marry technology and housing will be a big winner.https://t.co/IAza1a9yIx ...

Stock Performance - OPEN 股价上涨 25%，收盘价一年多来首次突破 3 美元 [1] Company Outlook - 行业期望管理层能够继续利用这一势头，建立一个伟大的企业，重新定义住宅房地产 [1] - 行业对公司长期发展持乐观态度 [1]

Core Viewpoint - KBW downgraded Opendoor Technologies' rating from "Market Perform" to "Underperform" with a target price set at $1 [1] Group 1 - The downgrade reflects a negative outlook on Opendoor Technologies' performance in the market [1]

It seems like a no brainer for $OPEN to put bitcoin on its balance sheet.Residential real estate 🤝 Digital real estate ...

Things are about to get interesting.@carriecwheeler interview incoming.$OPEN https://t.co/ZdgKUlcsZG ...

Company Invitation & Strategy - Public invitation extended to Opendoor CEO Carrie Wheeler for a recorded conversation [1] - Discussion sought on the current state of Opendoor's business [1] - Focus on plans for continued growth in the coming months and years [1] - Aim to disseminate Opendoor's message to a wider audience [1] - Goal to help Opendoor realize its full potential [1] Call to Action - Direct question posed to Carrie Wheeler regarding her participation [2]

Investment & Market Perspective - The investor has purchased shares in $OPEN, indicating a positive outlook on the company [1] - Retail investors are considered a powerful force in financial markets, capable of driving growth and innovation [1] - The combination of capital, attention, and insights from retail investors is expected to improve the business in the long run [1] Company Focus - Opendoor is aiming to accelerate their business and transform the residential real estate market [1]