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X @Bloomberg
Bloomberg· 2025-11-21 12:16
Indian e-commerce platform Meesho, which plans to launch its IPO in the first half of December, is seeking a valuation of about 530 billion rupees, sources say https://t.co/YnpMfj6f72 ...
Costco Stock Has Had a Tough Year. Time to Buy?
The Motley Fool· 2025-11-21 09:11
Core Insights - Costco's stock has experienced a decline despite strong business performance, with shares trading below $900 and showing a negative return for 2025 [1][2] Business Performance - Costco remains a robust retailer, with a successful membership model and private-label brands driving consistent traffic and high renewal rates [2] - In fiscal Q4, net sales increased by 8% year-over-year to $84.4 billion, while full-year net sales rose by 8.1% to $269.9 billion, primarily due to strong comparable sales growth [3] - Comparable sales grew by 5.7%, with e-commerce sales increasing by 13.6% in the quarter and 15.6% for the year [3] - Earnings per share in Q4 rose by 11% year-over-year, supported by the opening of 10 new warehouses, including several internationally [4] Membership and Revenue - Membership fee income grew by 14% year-over-year to approximately $1.72 billion, with 81 million paid household memberships, a 6.3% increase from the previous year [5] - Executive members, who increased by 9.3% year-over-year, accounted for nearly three-quarters of worldwide sales [5] - Renewal rates in the U.S. and Canada dipped to 92.3%, with worldwide renewal at 89.8%, attributed to more online signups and a past promotional campaign [6] Valuation Concerns - Costco's current price-to-earnings ratio stands at 49, significantly higher than the S&P 500's ratio of about 26, indicating limited margin for error if growth slows [7][9] - While membership fee income is growing, the recent increase in membership fees may limit future growth in this area, as such increases are typically spaced out by more than five years [10] Financial Position - Costco ended fiscal 2025 with over $15 billion in cash and short-term investments against $5.7 billion in long-term debt, resulting in a net cash position that supports dividends and ongoing expansion [11] Investment Outlook - Investors may be overpaying for Costco shares given the high valuation, and it may be prudent for new investors to wait for a better entry point [12]
X @Wu Blockchain
Wu Blockchain· 2025-11-20 22:34
According to TechCrunch, Kalshi recently closed a $1 billion funding round at an $11 billion valuation, led by existing backers Sequoia and CapitalG, with participation from a16z, Paradigm, and others. The platform now reports $50 billion in annualized trading volume and offers event contracts in more than 140 countries, while continuing to face legal challenges from certain U.S. state regulators. https://t.co/KPW1lbhZX0 ...
CrowdStrike's George Kurtz takes minority stake in Merdeces F1
CNBC Television· 2025-11-20 21:19
Hi Mike, good to see you. We're going to break the news right here, right now. Here with me is Toto Wolf.He is the CEO, team principal of the Mercedes F1 team, and George Curtz is the founder and CEO of Crowd Strike. This has been rumored, but now it's official. George, tell us about the news.>> It's official. Uh, I took a minority stake in the uh, Mercedes F1 team um, in partnership with Toto and couldn't be more excited about something that's been in the making for a bit and it really comes off the heels ...
X @TechCrunch
TechCrunch· 2025-11-20 20:29
Source: Kalshi’s valuation jumps to $11B after raising massive $1B round https://t.co/IUkXEn8L2E ...
Tim Seymour: Markets still have concerns around circular AI investments
Youtube· 2025-11-20 19:36
Core Viewpoint - The market is experiencing volatility, particularly in tech valuations, with Nvidia being highlighted as a strong player in AI infrastructure, while concerns linger for other companies in the sector [2][3]. Company Performance - Walmart reported a strong earnings performance, with a 5.8% increase in stock price, indicating effective investment in technology and e-commerce, despite a slightly weaker gross margin [4][5]. - The company is focusing more on profit than revenue, which is a notable shift for the world's largest retailer [5][6]. - Walmart's transition from the New York Stock Exchange to the NASDAQ 100 reflects its positioning as a tech-like company, attracting a different investor base [6][7]. Market Dynamics - The market is currently cautious about valuations, with Walmart trading at 36 times forward earnings, which raises questions about its risk at these price levels [5][7]. - There is a demographic focus on both lower and higher-income consumers, which could impact Walmart's performance if a growth scare occurs [8]. - Walmart's significant investments in technology and logistics are paying off, distinguishing it from competitors, particularly Costco [9].
Tim Seymour: Markets still have concerns around circular AI investments
CNBC Television· 2025-11-20 19:36
points. Let's bring in Tim Seymour, CIO of Seymour Asset Management and a CNBC contributor. >> Help me make sense of these wild moves.>> Well, not for the faint of heart. I I still think there's a question about tech valuations, although Nvidia's valuation doesn't really bother me, but uh and you've moved with a couple of the the other call them mag sevens as we do uh that where value is kind of interesting again if you're looking at meta and whatnot. I I just think there's this confluence of we still don't ...
Yum! Brands, Pizza Hut And The Billion-Dollar Slice: A Sale Could Unlock Value (NYSE:YUM)
Seeking Alpha· 2025-11-20 17:58
Group 1 - The article discusses the expertise of a research firm focused on the U.S. restaurant industry, covering various segments from quick-service to fine dining [1] - The firm employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly in micro and small-cap companies [1] - The research has been featured on multiple financial platforms, indicating a broad recognition of the firm's insights and analysis [1] Group 2 - The analyst has a strong academic background with an MBA in Controllership and Accounting Forensics, and a Bachelor's in Business Administration, enhancing the credibility of the research [1] - Specialized training in valuation, financial modeling, and restaurant operations contributes to the depth of analysis provided by the firm [1]
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-11-20 14:33
Polymarket valuation up another $2B-3B since OctoberThe monthly re-raises continue 📈zoomer (@zoomerfied):[ ZOOMER ]POLYMARKET LOOKING TO RAISE ADDITIONAL FUNDS AT A $12B VALUATION, UP FROM PREVIOUS $10B ROUND: BBG ...
X @CoinMarketCap
CoinMarketCap· 2025-11-20 11:15
We're thrilled to introduce our new metric: Minted Market Cap (MMC).Check out our blog post 👇https://t.co/gMdYOigmvVIn crypto, Market Cap can mean many things.Different metrics share the same label.Let’s disambiguate 👇Here are the main flavors of market cap, ranked by valuation size:- FDV = Max Supply × Price- MMC = Total Supply (net of burns) × Price- UMC = Unlocked Supply × Price- CMC = Circulating/Public Float × PriceOn CoinMarketCap, coins are ranked by Circulating Market Cap (CMC).This reflects the pub ...