officer at Wealth Management. Alan, good morning. Good to see you, Frank.>> Always a pleasure to be here with you. >> So we were just kind of showing what we like to call the wall of worry using some air quotes there. Is there one of those in particular that you see as the biggest worry specifically for the markets.>> I think the biggest worry right now is around uncertainty, which breeds volatility and complexity. And when you look across the landscape, whether it be the situation in Washington, which you ...

Alyssa Thompson's Angel City FC, valued at $250 million in a sale that closed in September, is now worth $280 million, according to Forbes estimates. https://t.co/vKxmJTQAwm https://t.co/vKxmJTQAwm ...

Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]

Uh Ed, we now have a market that uh you know is has kind of completed whatever uh we're going to call what happened in the spring, that severe correction. In fact, one of the fastest rebounds from a 15% plus pullback in the S&P 500 we've seen. What does that tell us.And I guess what is the overall market behavior suggest to you. Yeah, Mike, it certainly has been risk on since the the April lows. We went through a retesting period for a couple of weeks, but then once we got into late April, it's been very mu ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Collegium Pharmaceuticals (NASDAQ: COLL ) stock trades at >$30 per share, and its market cap is just shy of $1bn (at the time of writing). According to its Q1 2025 quarterly report / 10Q submission :The group is fo ...

Will the old ways of valuing a startup ever come back into vogue? For now, venture capitalists are relying on vibes https://t.co/v6WGvxJsHV ...

A strong stock as of late has been Amphenol (APH) . Shares have been marching higher, with the stock up 8.6% over the past month. The stock hit a new 52-week high of $98.07 in the previous session. Amphenol has gained 40.6% since the start of the year compared to the 6.1% gain for the Zacks Computer and Technology sector and the 40.3% return for the Zacks Electronics - Connectors industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zacks C ...

SYMBOL - 07 June 2025, Baden-Württemberg, Rottweil: The Snapchat app can be seen on the display of a ... More smartphone. Photo: Silas Stein/dpa (Photo by Silas Stein/picture alliance via Getty Images)dpa/picture alliance via Getty Images Snap’s stock (NYSE:SNAP) rose 7% on Friday, June 27, following comments from a research institution regarding advancements in Snap’s direct response advertising. This favorable news might enable Snap to surpass the consensus earnings estimate for the ongoing quarter. Never ...

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Core Insights - Carnival's shares have risen approximately 11% in the past month and nearly 40% over the last 12 months, driven by strong second-quarter results that exceeded expectations [2][3] - The company reported revenue of approximately $6.33 billion, a 9% increase year-over-year, and net income of $565 million, up from $92 million a year ago [2] - Carnival has raised its full-year forecast, projecting adjusted net income to be 40% greater compared to 2024, indicating strong demand for leisure cruising post-Covid-19 [2] Financial Performance - Carnival's revenues have shown significant growth, with a 12.7% increase from $23 billion to $25 billion in the last 12 months, compared to a 5.5% growth for the S&P 500 [6] - The company's quarterly revenues increased by 7.5% to $5.8 billion in the latest quarter from $5.4 billion the previous year, while the S&P 500 saw a 4.8% improvement [7] - Carnival's operating income over the past four quarters was $3.8 billion, reflecting a moderate operating margin of 15.1% [7] Valuation Metrics - Carnival's price-to-sales (P/S) ratio is 1.3 compared to 3.1 for the S&P 500, indicating it may be slightly undervalued [4][6] - The price-to-earnings (P/E) ratio for Carnival stands at 16.4, while the S&P 500's P/E is 26.9, suggesting a more attractive valuation [6] Financial Stability - Carnival's debt was $28 billion at the end of the most recent quarter, with a market capitalization of $34 billion, resulting in a debt-to-equity ratio of 84.4% [8] - The company's cash (including cash equivalents) is $833 million out of total assets of $49 billion, leading to a cash-to-assets ratio of 1.7% [8] Resilience in Downturns - CCL stock has historically performed worse than the S&P 500 during downturns, with significant declines during the Covid pandemic and the inflation shock [9][10][11] - The stock has not yet recovered to its pre-crisis peak values, indicating potential vulnerabilities in economic downturns [10][11]