Core Viewpoint - CRH plc is a leading global building materials company with strong institutional interest and a positive outlook from analysts [1][5]. Investment Activity - CDAM UK Ltd increased its investment in CRH by 0.7%, now holding 621,082 shares valued at approximately $57 million, representing 9.5% of its portfolio [2]. - Financiere des Professionnels Fonds d'investissement inc. acquired a new position in CRH worth around $246,000, indicating growing institutional interest [3]. - Ninety One UK Ltd raised its stake in CRH by 13.1%, now owning 3,143,490 shares valued at $288.6 million, further highlighting institutional confidence [3]. Stock Performance - CRH's stock is currently trading at $120.54, reflecting a $0.58 increase or 0.48% for the day, with a market capitalization of approximately $80.8 billion [4]. - The stock has experienced a low of $76.75 and a high of $121.99 over the past year, indicating significant price movement [4].

According to the latest 13F filings, several major institutional investors increased their holdings in Visa Inc. (V), signaling broad confidence in the company’s dominant payment network, strong free cash flow generation, and durable long-term growth. Here are the most significant additions from the quarter:TCI Fund Management LTD (Chris Hohn)Shares: 28,057,351  Change: +8,989,793  Value: $9.58BChris Hohn made the largest purchase, from our list, this quarter, adding nearly 9 million shares. The aggressive ...

Core Insights - Ninepoint Investment Partners has acquired approximately $18.7 million worth of Transocean stock, indicating a bullish outlook on the company [1][5]. Company Overview - Transocean operates a specialized fleet of ultra-deepwater and harsh environment drilling rigs, making it a leading provider of offshore drilling services globally [2]. - The company's business model is based on multi-year contracts with major oil and gas producers, which provides revenue visibility despite cyclical industry conditions [2]. - Transocean's competitive advantage lies in its technical expertise and a modern fleet capable of operating in challenging offshore environments [2]. Recent Performance - As of November 11, 2025, Transocean shares were priced at $4.23, reflecting a 6.0% decline over the past year and underperforming the S&P 500 by 19.6 percentage points [3]. - Over the last three years, Transocean stock has delivered a total return of -1%, while the S&P 500 has generated a total return of 74% [6]. Financial Position - Transocean's balance sheet has improved, with net debt decreasing from a three-year high of $6.9 billion to under $5.0 billion [7]. - The company recently reported solid third-quarter earnings results that exceeded analyst estimates for both revenue and earnings per share (EPS) [7]. Investment Position - Ninepoint Partners LP's new position in Transocean represents 2.6% of its 13F reportable assets under management (AUM) [4]. - The acquisition of 6,000,000 shares makes Transocean the firm's eighth-largest position overall, indicating a significant institutional purchase [5].

All right. Well, Bitcoin finally seeing some gains today after major losses last week. Is this a sign that a bounceback is on the horizon.Well, joining us now is Emily Parker. She is senior strategic adviser at Coin Check Group, Japan's leading crypto exchange. Emily, it's great to have you on.Obviously, you saw a huge draw down in Bitcoin and other crypto assets. Uh, has the flushing out happened here. Can are are we headed for a crypto crypto winter or are we dodging that bullet, I guess, is the way I sho ...

All right. A check on cryptocurrency Bitcoin briefly falling below 93,007 $14 to erase a more than 30% gain this year. It peaked, of course, as a record of more than 126,000 in October.Bitcoin ether Solana in positive territory as we speak right now. Institutional buyers pulling back after that Bitcoin tumble. Let's get perspective from Zen koan managing partner and CEO at Revel Capital from the office.Also with us as be Powell, head of capital markets and strategic intelligence at search. Good to have you ...

Core Insights - Allworth Financial LP increased its holdings in TE Connectivity by 68.1% in Q2, owning 2,422 shares valued at $409,000 [2] - TE Connectivity reported Q3 earnings of $2.44 EPS, exceeding estimates of $2.29, with revenue of $4.75 billion, up 16.7% year-over-year [5] - The company declared a quarterly dividend of $0.71, representing an annualized yield of 1.2% [6] Institutional Holdings - Nordea Investment Management AB raised its stake in TE Connectivity by 54.4%, now owning 1,605,782 shares valued at $269.72 million [3] - 91.43% of TE Connectivity's stock is owned by institutional investors and hedge funds [3] - KLP Kapitalforvaltning AS increased its holdings by 3.5%, now owning 110,533 shares valued at $18.69 million [3] Stock Performance - TE Connectivity shares opened at $237.14, with a market capitalization of $69.76 billion and a PE ratio of 38.56 [4] - The stock has a one-year low of $116.30 and a high of $250.67 [4] - The company has a debt-to-equity ratio of 0.38 and a current ratio of 1.56 [4] Insider Activity - EVP John S. Jenkins sold 25,021 shares at an average price of $247.73, representing a 54.48% decrease in ownership [7] - In the last ninety days, insiders sold 131,171 shares worth $31.38 million [7] - Insiders currently own 0.90% of the company's stock [7] Analyst Ratings - Evercore ISI raised its price target for TE Connectivity from $250.00 to $260.00, maintaining an "outperform" rating [8] - JPMorgan Chase & Co. increased its target price from $204.00 to $260.00, giving a "neutral" rating [9] - The average rating for TE Connectivity is "Moderate Buy" with a consensus target price of $241.58 [9] Company Overview - TE Connectivity manufactures and sells connectivity and sensor solutions across various regions, operating through three segments: Transportation Solutions, Industrial Solutions, and Communications Solutions [10]

Core Insights - Scorpio Tankers Inc. is a significant player in the shipping industry, focusing on the transportation of refined petroleum products [1] - The company has a modern fleet of tankers, ensuring efficient delivery services [1] - Recent institutional investments indicate growing confidence in Scorpio Tankers [2][3] Institutional Interest - Focus Partners Advisor Solutions LLC acquired 5,808 shares valued at approximately $227,000, reflecting increasing institutional interest [2] - Vanguard Group Inc. increased its holdings by 6.7%, now owning over $100 million worth of shares [3] - American Century Companies Inc. expanded its position by 4.3%, holding shares worth $61 million [3] Stock Performance - The current stock price of STNG is $60.74, with a slight decrease of 1.56% from its previous value [2] - The stock has shown volatility, with a yearly high of $63.05 and a low of $30.63 [4] - The market capitalization of Scorpio Tankers is approximately $3.1 billion, indicating its substantial presence in the industry [4] Trading Activity - Today's trading volume for STNG is 27,750 shares, indicating active investor interest [5] - Jonathan Chappell from Evercore ISI set a price target of $80 for STNG, suggesting a potential price increase of about 30.36% [1][6]

Core Insights - Fresenius Medical Care AG & Co. KGaA has received a consensus recommendation of "Hold" from seven research firms, with varying ratings including three sell, one hold, two buy, and one strong buy [2] - The average twelve-month price objective among brokers is $27.80 [2] Analyst Ratings - Zacks Research upgraded the stock from "hold" to "strong-buy" on October 6 [3] - Morgan Stanley maintained an "underweight" rating on August 12 [3] - UBS Group downgraded the stock from "sell" to "underperform" on October 15 [3] - Bank of America also downgraded the stock from "neutral" to "underperform" on October 15 [3] - Weiss Ratings upgraded the stock from "hold (c+)" to "buy (b-)" on October 8 [3] Institutional Investment Activity - Wayfinding Financial LLC purchased a new stake worth approximately $25,000 in Q1 [4] - TD Waterhouse Canada Inc. acquired a new stake worth about $36,000 in Q2 [4] - Brooklyn Investment Group increased its position by 424.5% in Q1, now owning 1,285 shares valued at $32,000 [4] - Atlantic Union Bankshares Corp bought a new stake worth about $43,000 in Q2 [4] - Hantz Financial Services Inc. grew its position by 568.5% in Q2, now owning 2,079 shares valued at $59,000 [4] - Institutional investors own 8.37% of the stock [4] Financial Performance - The stock opened at $26.83, with a market cap of $15.74 billion [6] - The company reported an EPS of $0.52 for the last quarter, exceeding the consensus estimate of $0.50 by $0.02 [7] - Revenue for the quarter was $5.54 billion, surpassing the consensus estimate of $5 billion [7] - The company has a net margin of 3.39% and a return on equity of 6.75% [7] - Analysts expect an EPS of 1.51 for the current fiscal year [7] Company Overview - Fresenius Medical Care AG & Co. KGaA provides dialysis and related services for individuals with renal diseases in Germany, North America, and internationally [9] - The company operates outpatient dialysis clinics and offers materials, training, and patient support services [9]

Core Insights - Mohawk Industries (NYSE:MHK) is a prominent global flooring manufacturer with a diverse product range, including carpets, rugs, ceramic tiles, and laminate flooring, operating in a competitive market alongside Shaw Industries and Armstrong Flooring [1] - Barclays analyst Matthew Bouley has set a price target of $122 for MHK, indicating a potential increase of 1.67% from its current price of $120 [1][5] Institutional Investment Activity - Institutional investors are actively increasing their stakes in Mohawk Industries, with Chicago Partners Investment Group LLC purchasing 1,873 shares valued at approximately $196,000 [2] - Alyeska Investment Group L.P. has significantly increased its stake by 436.4% in the first quarter, now holding 756,030 shares worth $86.3 million [2] - Sound Shore Management Inc. CT acquired a new stake valued at $61.2 million, while JPMorgan Chase and Co. expanded its investment by 12.8%, holding 3,626,004 shares [3] Stock Performance - MHK's current stock price is approximately $120.72, reflecting a slight increase of 0.69% or $0.82, with trading between $119.15 and $121.52 today [4] - Over the past year, MHK's stock has experienced volatility, with a high of $148.57 and a low of $96.24 [4] - The company's market capitalization is around $7.5 billion, with a trading volume of 126,573 shares on the NYSE [4]

Let's talk what's next for crypto with our panel. Melt Demir's Crucible Capital general partner along with Matt Hogan, Bitwise asset management CIO. Meltum, do do you can you tell me about last week and exactly what happened on that uh that day.It almost looked like margin selling. What What was that from. >> Leverage is a hell of a drug, Joe.That's that's what I can tell you. What we saw is uh cascading liquidation 2.0%. We saw this in 2022.In 2022, it was um borrowers that were offchain. This time, DeFi f ...