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Stride : Buy The Growth, Hold The Risks
Seeking Alpha· 2025-05-02 01:46
Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in identifying high-growth investment opportunities [1] - It highlights the significance of combining risk management with long-term value creation in investment strategies [1] Company Analysis - The analyst has over 20 years of experience in equity valuation and market trends, indicating a strong background in assessing company performance [1] - The former Vice President at Barclays has led teams in model validation and stress testing, showcasing expertise in regulatory finance [1] Industry Trends - There is a keen interest in macroeconomic trends and corporate earnings, which are critical for understanding market dynamics [1] - The focus on data-driven insights suggests a growing reliance on quantitative analysis in investment decision-making [1]
MAA(MAA) - 2025 Q1 - Earnings Call Transcript
2025-05-01 14:00
Mid-America Apartment Communities (MAA) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Andrew Schaeffer - Senior VP, Treasurer & Director of Capital MarketsBradley Hill - President & CEOTimothy Argo - Executive VP, Chief Strategy & Analysis OfficerClay Holder - Executive VP & CFOEric Wolfe - DirectorDaniel Tricarico - Associate Director - Equity ResearchCooper Clark - VP - Equity ResearchJana Galan - DirectorJulien Blouin - Vice PresidentJohn Kim - Managing Director - US Real EstateAlex ...
Hershey(HSY) - 2025 Q1 - Earnings Call Transcript
2025-05-01 00:00
The Hershey Company (HSY) Q1 2025 Earnings Call April 30, 2025 08:00 PM ET Company Participants Anoori Naughton - Senior Director - Investor RelationsMichele Buck - Chairman, President & CEOSteve Voskuil - Senior Vice President & Chief Financial Officer Anoori Naughton Good morning, and welcome to the pre recorded discussion of The Hershey Company's First Quarter twenty twenty five Earnings Results. I'm Inori Naughton, Senior Director of Investor Relations. Joining me today are Hershey's Chairman and CEO, M ...
24个大中城市环比上涨:房价开始要涨了吗?
Sou Hu Cai Jing· 2025-04-29 00:53
好久没给大家聊楼市了,最近看到好些小伙伴想听听国内地产,加上最近不少报道说是房价上涨了,那今天咱们就来聊聊国内地产:为什么现在都在说房 价上涨了?真实的楼市情况如何?楼市今年走势会是什么样?普通人要不要上车? 先来说说最近不少房产博主,以及媒体都在吹风房价上涨。 这事根据堂主的观察,有两个原因。 第一个原因是最新的楼市数据出来了。 上周统计局发布2025年3月份的楼市数据。 70个大中城市中,新建商品住宅销售价格环比上涨的有24个,比上月增加6个; 二手住宅环比上涨城市有10个,比上月增加7个。 这个数据看起来挺不错的, 但是,代表楼市风向标的四个一线城市,数据却很不统一 一手房方面,上海和深圳分别上涨0.7%和0.1%,北京和广州则分别下降0.2%和0.1%。 二手房方面,北京、上海、深圳分别上涨0.5%,0.4%和0.3%,广州则是下降0.2%。 | | 城市 | 环比 | 同比 | 1-3月平均 | | | 环比 | 同比 | 1-3月平均 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 上年同月 | 上年同 ...
A Stock in the Lending Space with Room for Growth
The Motley Fool· 2025-04-28 23:30
Explore the exciting world of Upstart Holdings (UPST -1.15%) 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 March 19, 2025. The video was published on April 28, 2025. ...
摩根士丹利:中国煤炭_煤炭周报更新_焦炭产量增加
摩根· 2025-04-27 03:56
Key Takeaways Spot thermal coal price declined slightly: QHD 5500 was flat WoW at Rmb678/t as of April 18. CCI 5500 was down 0.3% WoW to Rmb670/t. BSPI was flat WoW at Rmb678/t. Mine-mouth prices for Shanxi Datong 5800 was down 2.3% WoW to Rmb548/t. Seaborne price declined: NEWC price fell 2.1% WoW to US$94/t as of April 18. Inventory piling at QHD port: QHD inventory increased 11.2% WoW to 6.85mt. Inventory at Bohai Rim ports decreased 0.9% WoW to 29.9mt as of April 18. Stable coking coal prices: Liulin No ...
AON(AON) - 2025 Q1 - Earnings Call Transcript
2025-04-25 15:20
Aon plc (NYSE:AON) Q1 2025 Earnings Conference Call April 25, 2025 8:30 AM ET Company Participants Greg Case - Chief Executive Officer Edmund Reese - Chief Financial Officer Conference Call Participants Andrew Kligerman - TD Securities Elyse Greenspan - Wells Fargo David Motemaden - Evercore ISI Paul Newsome - Piper Sandler Meyer Shields - KBW Jimmy Bhullar - JPMorgan Cave Montazeri - Deutsche Bank Operator Good morning, and thank you for holding. Welcome to Aon Plc's First Quarter 2025 Conference Call. At ...
Boyd Gaming (BYD) - 2025 Q1 - Earnings Call Transcript
2025-04-25 01:58
David Strow Good afternoon, and welcome to the Boyd Gaming First Quarter 2025 Earnings Conference Call. My name is David Strow, Vice President of Corporate Communications for Boyd Gaming. I will be the moderator for today's call, which we are hosting on Thursday, April 24, 2025. At this time, all lines are in listen-only mode. Following our remarks, we will conduct a question-and-answer session. [Operator Instructions]. Our speakers for today's call are Keith Smith, President and Chief Executive Officer; an ...
East Properties(EGP) - 2025 Q1 - Earnings Call Transcript
2025-04-25 00:06
EastGroup Properties, Inc. (NYSE:EGP) Q1 2025 Earnings Conference Call April 24, 2025 11:00 AM ET Company Participants Marshall Loeb - President and CEO Brent Wood - CFO Conference Call Participants Blaine Heck - Wells Fargo Samir Khanal - Bank of America Craig Mailman - Citi Alexander Goldfarb - Piper Sandler John Kim - BMO Capital Markets Vikram Malhotra - Mizuho Securities Ronald Kamdem - Morgan Stanley Todd Thomas - KeyBanc Capital Markets Omotayo Okusanya - Deutsche Bank Mick Mueller - JPMorgan Rich An ...
Discover Lowers Provision for Credit Losses Amid ‘Positive Credit Trends'
PYMNTS.com· 2025-04-24 00:06
Positive credit trends contributed to “solid first quarter financial performance” at Discover Financial Services, Discover Interim CEO and President Michael Shepherd said in a Wednesday (April 23) earnings release.The digital banking and payment services company saw its net income leap 30% year over year in the first quarter to reach $1.1 billion, according to the release.Shepherd said Discover’s financial performance benefited from “strong net interest margin and positive credit trends.”The company’s net i ...