Shift4 Payments (NYSE:FOUR) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsChristopher Cruz - CFODominic Ball - VP of Equity ResearchTaylor Lauber - CEOThomas McCrohan - Head of Investor RelationsWill Nance - VPConference Call ParticipantsDan Dolev - Managing Director and Senior Fintech Equity Research AnalystDan Perlin - Managing Director and Senior Equity AnalystDarrin Peller - Managing Director and Senior AnalystTimothy Chiodo - Managing Director and Lead Equity Research AnalystO ...

Broyhill Asset Management, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. 2025 witnessed extreme market concentration and a strong focus on artificial intelligence, leaving many sectors behind. The Portfolio, which has been significantly reshaped, now trades at a substantial discount relative to the broader market. The firm strongly believes it will benefit as market fundamentals improve. For the year, the portfolio declined by 1.4%, un ...

Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady retu ...

Core Insights - The 2026 Talent Shortage Survey indicates that AI skills have become the most difficult for employers to find globally, surpassing traditional engineering and IT skills, with 72% of employers reporting hiring difficulties, a slight decrease from 74% the previous year [1][2] Group 1: Talent Shortage Overview - 72% of employers report difficulty filling roles, reflecting a significant shift in the talent landscape towards AI capabilities [1] - The largest companies (1,000-4,999 employees) report a 75% shortage rate, which is 11 percentage points higher than the smallest firms (under 10 employees at 64%) [1][2] - The Information industry faces the highest shortage at 75%, followed closely by Hospitality and Public Sector, Health & Social Services at 74% [1][2] Group 2: Employer Strategies - 91% of employers are employing a mix of strategies to address talent shortages, focusing on internal development and flexibility [1] - The leading strategies include Upskilling/Reskilling (27%), Schedule Flexibility (20%), and Location Flexibility (18%) [1][2] - To compete externally, Increasing Wages (19%) and Targeting New Talent Pools (18%) are critical strategies [1][2] Group 3: Skills Demand - AI Model & Application Development (20%) and AI Literacy (19%) are now the hardest-to-find skills, displacing traditional IT & Data skills which have fallen to seventh place [1][2] - Core human skills such as Communication, Collaboration & Teamwork (39%), Professionalism & Work Ethic (36%), and Adaptability & Willingness to Learn (34%) remain in high demand [1][2] Group 4: Geographic Variations - Talent scarcity varies significantly by location, with Germany (83%), France (74%), and the U.K. (73%) facing the most significant shortages, while the U.S. (69%) is slightly below the global average [1][2] - China (48%) is noted as the least constrained major market, indicating a fragmented global landscape [1][2]

Core Insights - The individual has a decade of experience in a Big 4 audit firm, focusing on banking, mining, and energy sectors, which provides a strong foundation in finance and strategy [1] - Currently serves as the Head of Finance for a leading retail real estate owner and operator, overseeing complex financial operations and strategy [1] - Active investor in the U.S. stock market for 13 years, with a portfolio that reflects a balanced approach, emphasizing value stocks while maintaining exposure to growth opportunities [1] - Investment philosophy is based on thorough research and a long-term perspective, aiding in navigating various market cycles successfully [1] - Aims to uncover promising under-the-radar stocks that may not be widely recognized in the market, leveraging a background in auditing and finance [1]

Playtika (NasdaqGS:PLTK) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker8Good day, and thank you for standing by. Welcome to the Playtika Q4 2025 Earnings Conference Call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, pl ...

Shift4 Payments (NYSE:FOUR) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker5Hello, and welcome to today's Shift4 Payments, Inc. Q4 2025 earnings conference call. At this time, all participants are in a listen-only mode. Later, you'll have the opportunity to ask questions during the question-and-answer session. To register to ask a question at any time, please press star 1 on your telephone keypad. We will be standing by should you need any assistance. It is now my pleasure to turn the meeting ov ...

Thryv (NasdaqCM:THRY) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker5Ladies and gentlemen, thank you for joining us, welcome to the Thryv Fourth Quarter 2025 Earnings Call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please raise your hand. If you have dialed into today's call, please press star nine to raise your hand and star six to unmute. I will now hand the conference over to Cameron Lessard, Senior Vice President, Corpor ...

Leidos Holdings, Inc. (NYSE:LDOS) is among the 20 Best Investments in 2026. RBC Flags Service-Focused Valuation, Cuts Leidos Holdings, Inc. (LDOS) Target from $230 to $215 The tenth position on our list is given to Leidos Holdings, Inc. (NYSE:LDOS). TheFly reported on February 18 that RBC Capital lowered its price target for LDOS to $215 from $230 and maintained an Outperform rating. The company’s fourth-quarter results were mixed, with the slowdown in Veterans Benefits Administration (VBA) activity pre ...

Broyhill Asset Management, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. 2025 witnessed extreme market concentration and a strong focus on artificial intelligence, leaving many sectors behind. The Portfolio, which has been significantly reshaped, now trades at a substantial discount relative to the broader market. The firm strongly believes it will benefit as market fundamentals improve. For the year, the portfolio declined by 1.4%, un ...