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Celsius Holdings: Navigating Challenges in the Energy Drink Market
The Motley Fool· 2025-06-24 23:00
Explore the exciting world of Celsius Holdings (CELH 5.98%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the prices of May 14, 2025. The video was published on Jun. 24, 2025. ...
Defense electronics and communications stocks will be big winners, says Raymond James' Orton
CNBC Television· 2025-06-24 18:37
next guest says it could provide an investment opportunity in companies that could benefit from those dollars. Joining us now for more is Matt Oughton, chief market strategist at Raymond James. And here on set with us, Surat City managing partner and portfolio manager at Dcla.He's also a CNBC contributor with us for the hour, if I'm not mistaken. So welcome, Matt, quickly to you. Does today provide a cautionary tale of investing in defense companies for that reason.Because they're all lower on these these c ...
SLB: Growth Investments Will Pay Off In Time
Seeking Alpha· 2025-06-24 18:12
Company Overview - SLB is reorienting its business to adapt to depressed activity levels, particularly in the onshore US market, with a focus on long-term growth in its New Energy and Digital businesses [1] Investment Strategy - Narweena, an asset manager led by Richard Durant, seeks to identify market dislocations due to poor understanding of long-term business prospects, aiming for excess risk-adjusted returns through secular growth opportunities in markets with barriers to entry [1] - The research process emphasizes company and industry fundamentals to uncover unique insights, with a high risk appetite and long-term investment horizon targeting deeply undervalued stocks [1] Market Dynamics - An aging population with low growth and stagnating productivity is expected to create new investment opportunities, contrasting with industries facing stagnation or secular decline, which may improve business performance due to reduced competition [1] - The economy is increasingly dominated by asset-light businesses, leading to a declining need for infrastructure investments, resulting in a large pool of capital chasing limited investment opportunities, driving up asset prices and compressing risk premia over time [1] Leadership Background - Richard Durant holds undergraduate degrees in engineering and finance from the University of Adelaide and an MBA from Nanyang Technological University, along with having passed the CFA exams [1]
The Simply Good Foods Company: Packaged For Growth, Priced For Value
Seeking Alpha· 2025-06-24 17:06
Core Insights - The analyst has a strong background in equity research and investment analysis, with a focus on the U.S. equity market and consumer staples sector, indicating a belief in the resilience of defensive stocks for long-term investment opportunities [1]. Group 1: Analyst Background - The analyst holds certifications as FMVA and FPWMP, which provide skills in financial statement analysis, valuation modeling, and investment portfolio construction [1]. - Participation in the CFA Research Challenge has equipped the analyst with practical experience in equity analysis and industry research [1]. - The analyst graduated with a CGPA of 3.6 in Finance from Alexandria University in 2024, showcasing a solid academic foundation [1]. Group 2: Professional Experience - The analyst has worked with a confidential client, preparing investment reports across various sectors including healthcare, consumer staples, and industrials, enhancing the ability to evaluate companies across diverse industries [1]. - In 2023, the analyst joined AIESEC, further developing leadership, communication, and teamwork skills through global exchange and project collaboration [1].
チャリティじゃなく、チャンスを | Tatsuo Yamashita | TEDxAPU
TEDx Talks· 2025-06-24 16:50
「障がいが重すぎるから、養護学校にも入れない」そんな理不尽な現実に立たされた少年が、出会いと挑戦を通じて理事長となり、今では1,000人を超える障がいのある人たちの雇用を支える存在に。 人生を変えたのは、人との出会い。そして、自らもその“出会い”になろうと歩み続けた道のり。このトークでは、障がい、挫折、葛藤を超えてきた山下さんが、「No Charity, but a Chance(保護ではなく、機会を)」という太陽の家の理念のもと、希望と行動の大切さを語ります。 できない理由ではなく、“できる方法”を探す。誰もが社会の一員として輝ける未来へ。それは、あなたの出会いから始まるかもしれません。 At the age of one, he developed polio due to persistent high fever, and became wheelchair-bound. In 1984, he joined Mitsubishi Corporation Taiyo Co., Ltd., an IT company, and became its president and CEO in 2014 a ...
Faut-il être inspiré pour devenir inspirant ? | Bryan LONGET | TEDxPromenade des Anglais
TEDx Talks· 2025-06-24 15:57
[Musique] [Applaudissements] As-ton besoin d'inspiration pour réussir ou a-t-on besoin d'une source d'inspiration, de plusieurs sources d'inspiration pour réussir ? Le personnage que vous voyez derrière moi, c'est maître Yoda. Beaucoup d'entre nous le connaissent. Ça a été une source d'inspiration pour des générations de Jedi. Ça a été aussi une source d'inspiration pour de nombreuses personnes. La question qu'on peut se poser, c'est que est-ce que lui a eu une source d'inspiration ? Est-ce qu'il a été insp ...
OII Wins $33 Million Contract to Supply Submarine Support Systems
ZACKS· 2025-06-24 12:40
Key Takeaways Oceaneering International, Inc. (OII) recently announced a major win for its Aerospace and Defense Technologies (ADTech) segment, a $33 million single-award fixed-price IDIQ contract to deliver critical support equipment for Virginia Class Submarines. Awarded by the Naval Surface Warfare Center Philadelphia Division ("NSWCPD"), this strategic contract sets Oceaneering's continued position as a trusted partner in the defense sector and reflects its advanced engineering capabilities in underwate ...
D-Wave: Quantum Supremacy Just Got Real
Seeking Alpha· 2025-06-24 12:38
Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...
How BIM is transforming the built environment | Ikhwan Firdaus | TEDxUTM
TEDx Talks· 2025-06-23 16:41
Building information modeling beam. Does it mean anything to you. What if I told you it is one of the skill that can help you compete and fast track through your career making you instantly employable placing you ahead of hundreds of graduates.a skill many architectural and engineering students heard about but few truly explore and it changed my life. A very good afternoon ladies and gentlemen. My name is Iwan Feros and I just graduated few months in August at from UTM Sander.Not too long ago, I was where m ...
CoreWeave Soars, Nebius Waits Its Turn
Seeking Alpha· 2025-06-23 15:00
Since my last coverage in May , Nebius Group ( NBIS ) is up 35%, a solid gain, but CoreWeave ( CRWV ) has surged over 200% since my earlier coverage in April, dominating the AI infrastructure spotlight. TheHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investmen ...