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Avantor: Unloved Lab And Medical Testing Supplier Under Heavy Accumulation
Seeking Alpha· 2025-06-27 04:55
Core Insights - The article highlights the investment strategies and achievements of Paul Franke, a seasoned investor with 39 years of trading experience, emphasizing his contrarian stock selection style and algorithmic analysis for identifying investment opportunities [1]. Investment Strategy - Paul Franke developed a system called "Victory Formation," which focuses on supply/demand imbalances indicated by specific stock price and volume movements [1]. - The strategy recommends investors to maintain a diversified portfolio of at least 50 well-positioned stocks and to use stop-loss levels of 10% or 20% on individual investments to enhance market outperformance [1]. Focus Areas - The "Bottom Fishing Club" articles target deep value candidates or stocks showing significant positive technical momentum reversals [1]. - The "Volume Breakout Report" articles analyze positive trend changes supported by strong price and volume trading actions [1].
Achieve Life Sciences Announces Partnership with Omnicom to Execute Integrated, Data-Driven Launch of the First Potential New Treatment for Nicotine Dependence in Nearly Two Decades
GlobeNewswire News Room· 2025-06-26 20:02
Omnicom cross-agency collaboration to drive technology-led, innovative launch strategy Partnership brings together promising science, top-tier talent, and advanced technologies to enable a faster, smarter, and more effective path to address a critical public health need SEATTLE and VANCOUVER, British Columbia, June 26, 2025 (GLOBE NEWSWIRE) -- Achieve Life Sciences, Inc. (Nasdaq: ACHV), a late-stage specialty pharmaceutical company focused on the global development and commercialization of cytisinicline as ...
Bernstein's Stacy Rasgon: AI trade is back on
CNBC Television· 2025-06-26 19:57
Let's bring in Bernstein senior analyst Stacy Rasc. Stacy um you know when it comes to really I guess the marquee names the the sort of acknowledged leaders in uh the AI story Nvidia Broadcom it feels as if not much has changed over the last several months except for investors perception of how much risk there is to that story. That's exactly it.you you go back five or 6 months beginning of the year, especially around, you know, the deepseek moment. Um, people thought the AI trade was over, right. They thou ...
X @Andy
Andy· 2025-06-26 19:34
RT The Rollup (@therollupco)We asked @hosseeb of @dragonfly_xyz if he thinks the top of proof of stake is in."We're probably going downhill from here.""Staking mania was definitely a little bit of an illusion.""This idea that you're paying for security is kind of a meme.""This kind of economic fiction, I think, had to go away at some point." ...
Alliance Entertainment Secures Exclusive North American Distribution for Master Replicas Collectibles
Globenewswire· 2025-06-26 12:30
Core Insights - Alliance Entertainment has formed a partnership with Master Replicas to become the exclusive North American distributor for their premium pop culture collectibles [1][3][5] - This collaboration aims to enhance the availability of officially licensed collectibles from popular science fiction franchises, leveraging Alliance's extensive distribution channels [3][4] - The partnership aligns with Alliance's strategy to strengthen its position in the global collectibles market by combining product authenticity with a broad retail reach [4][5] Company Overview - Alliance Entertainment is a leading distributor and fulfillment partner in the entertainment and pop culture collectibles industry, offering over 325,000 unique in-stock SKUs [7] - The company serves more than 35,000 retail locations and provides e-commerce fulfillment for major retailers, showcasing a vast catalog that includes licensed merchandise and collectibles [7] - Alliance's operational expertise and exclusive licensing partnerships position it as a trusted partner for top entertainment brands [7] Industry Context - The partnership with Master Replicas adds a significant name to Alliance's portfolio, enhancing its offerings in the collectibles market [5] - Master Replicas specializes in creating high-quality products from leading science fiction brands, ensuring accuracy by collaborating with original concept artists and visual effects teams [6] - This collaboration is expected to drive retail sell-through and increase engagement with franchise fans across North America [3][4]
Kalshi CEO on hitting $2B valuation: We're one of the fastest growing companies in America
CNBC Television· 2025-06-26 11:47
Tarek Mansour, Kalshi co-founder and CEO, joins 'Squawk Box' to discuss the company hitting $2 billion in valuation after its latest funding round, where the increased funding will be allocated towards, state of prediction markets, NYC mayoral race, and more. ...
Here's how a Putin-led war with NATO could play out
Bloomberg Television· 2025-06-25 19:52
European officials tracking the ramp up of Vladimir Putin's military are wrestling with a threat that would have been scarcely plausible a few years ago. War with Russia. So, here's one way Russia could attack Europe, how Europe might respond, and how it could cost the global economy up to $ 1.5% trillion in the first year.The first step of an attack could be a staged incident that gives Russia a pretext. One former Lithuanian official has suggested Russia could stop the Moscow to Kolinrad train as it trave ...
Robinhood(HOOD) - 2025 FY - Earnings Call Transcript
2025-06-25 19:00
Financial Data and Key Metrics Changes - The company reported significant growth in retirement assets, now exceeding $18 billion [13] - The acquisition of TradePMR has enhanced the company's capabilities in connecting financial advisors to a new generation of investors [14] - The credit card rollout has accelerated, with expectations to reach approximately 300,000 cardholders by mid-year [22][23] Business Line Data and Key Metrics Changes - The active trading platform, Legend, has seen numerous new features and improvements, including advanced charting tools and options for crypto trading [10][12] - The company has launched a prediction markets hub, with over 1.5 billion event contracts traded since its launch [12] - Robinhood strategies have managed nearly $350 million in assets for around 100,000 funded accounts [13] Market Data and Key Metrics Changes - The company has expanded its offerings in the UK and EU, including the launch of crypto staking and options trading [15] - The acquisition of Bitstamp has added an institutional business and expanded the company's global presence [15] - The company has over 500,000 funded customers outside the US [15] Company Strategy and Development Direction - The long-term vision includes becoming the number one platform for active traders, increasing wallet share, and building a global financial ecosystem [7][8] - The company aims to transition from serving only traders to addressing all financial needs of customers [13] - The focus on artificial intelligence and crypto as foundational elements of the company's future strategy [16][17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's growth trajectory and the successful integration of new products and services [24][28] - The company is well-positioned to benefit from the increasing adoption of stablecoins and regulatory clarity in the market [31][34] - Management emphasized the importance of expanding into younger demographics and providing investment opportunities for children [36][38] Other Important Information - The company is preparing to launch Robinhood Banking, which will offer traditional banking services and a private banking experience for the mass market [19][20] - The company is actively working on a dividend forecasting tool, although no specific timeline was provided [41] - The company is exploring the introduction of custodial accounts for younger investors [35][38] Q&A Session Summary Question: When will Robinhood Banking launch? - Robinhood Banking is on track to launch this fall, offering traditional banking services including checks [19][20] Question: When will the credit card be rolled out to more people? - The credit card rollout has been accelerating, with expectations to reach about 300,000 cardholders by mid-year [21][23] Question: Where do we see Robinhood in five years? - The company aims to achieve significant market share in all tradable assets and expand its wallet share to include all financial assets [24][26] Question: When will Robinhood issue its own yielding stablecoin? - The company is strategically positioned to benefit from stablecoin adoption and is working with partners on USDG [31][34] Question: When will custodial accounts be available? - The company is looking to expand to younger customers and is working on initiatives to provide investment opportunities for children [35][38] Question: Does Robinhood have plans around S&P 500 inclusion? - The company believes it meets eligibility requirements but is focused on growing its business and delivering for customers [39][40] Question: When will we get a dividend forecasting tracking tool? - The company is working on this tool but does not have a specific timeline for its release [41] Question: How long before investors can invest in fixed assets like CDs and bonds? - Currently, fixed income ETFs are available, and the company is considering additional fixed income options [46][47]
Why Should Prediction Markets Matter?
Bloomberg Originals· 2025-06-25 18:00
you think about it, it's not just um the market anymore. Now, you can bet on kind of anything, right. If you think about these election betting platforms, I I actually think prediction markets are fantastic because, you know, we're in this sort of era of informationational breakdown.It's so hard to sense make about what's true and what's not. Like if I want to know like what's the likelihood that this thing that you know some big political things happened and someone makes this statement about it I would go ...
A dive into the history of Iran | 60 Minutes Archive
60 Minutes· 2025-06-25 15:20
These three 60 Minutes stories illustrate how revolutionary powers came to be and help explain the current day conflict in Iran. From 1974 and 1976, Mike Wallace's interviews with the Shah of Iran Mohammed Reza Pahlavi. And from 1979, Wallace's interview with Iran's Ayatollah Khomeini, just weeks after the Iran Hostage Crisis began. "60 Minutes" is the most successful television broadcast in history. Offering hard-hitting investigative reports, interviews, feature segments and profiles of people in the news ...