valuation at $40b is extraction.valuation at $10b is extraction.valuation at $1b is extraction.valuation at $100m is extraction.trump tokens, regardless of fdv, are always extraction vehicles. ...

Core Insights - The triple net REIT sector is experiencing significant changes due to rising cap rates, the reintroduction of rent escalators, and improved valuations, creating new investment opportunities [2][8][40] Group 1: Factors Reviving the Triple Net Sector - Cap rates have risen considerably, now ranging from 7% to 9.5% for high-quality triple net assets, which is conducive to healthy acquisition pipelines [4][8] - Escalators have returned, with many transactions now featuring escalators of 2% to 3.5%, enhancing long-term growth potential [6][12] - Valuations are cheaper, with triple net REITs trading at an average price to AFFO of 12.9X compared to the average REIT at 16.1X, indicating a favorable investment environment [19][21] Group 2: Company-Specific Insights - W.P. Carey (WPC) has a significant acquisition pipeline with $1.1 billion in new investments at mid-9% cap rates, supported by a low cost of capital [26][30] - Broadstone Net Lease (BNL) is capitalizing on a massive build-to-suit pipeline, which is projected to enhance long-term growth due to the development of new properties at high cap rates [32][35] - Gladstone Commercial (GOOD) is leveraging in-house credit underwriting capabilities to secure high cap rate acquisitions, resulting in a current dividend yield of 9% and potential for double-digit total returns [37][39] Group 3: Market Dynamics - The demand for triple net REITs has decreased in a higher interest rate environment, but the growth potential from escalators is expected to attract investors back to the sector [40][41] - Current market valuations do not fully account for the growth potential alongside dividend yields, suggesting that multiples may re-rate higher as companies demonstrate consistent growth [41]

We've known Dash punches above its weight class for some time now, but it'll be interesting to hear what @DigitalGoldTalk has to say.Tune in, two hours from now!Digital Cash Network (@DigitalCashNet):Tomorrow (Friday) at 11am EDT/3pm UTC John Gotts of the @DigitalGoldOrg comes on the Dash Podcast to talk about Dash's fair valuation compared to its market caphttps://t.co/htakqEOsjZ ...

Plasma’s XPL token trades above $4.5 billion fully diluted valuation in pre-markets https://t.co/hlzJK8uk7J ...

Introducing America's Top CPAs For Valuations: https://t.co/jPdiKq6jxJ https://t.co/bhyGODdnZn ...

There is nothing systemically or otherwise that would stand in the way of our valuations continuing to grow the way that men's valuations have grown in professional sports. And if you spoke with Alexis O'Haney, you know that his thesis is that this sport will reach a billion dollar valuation before any other could or would in the in a the short trajectory of our growth thus thus far. So, we're really confident that we're on the right track and we have to continue to do the things that increase the value pro ...

report today after the bell. That stock in the red as we head into the close as well. Joining me now is TD Cowen senior retail analyst John Kernen John.It's good to have you here. What's the setup. I mean into Ross and the remainder of retail season.We've obviously heard from Walmart also of course heard from TJX a few days ago or a couple of days ago. So how do things look from here. >> Yeah, sure.Broadly, retailers and consumers are showing decent strength as we head into the fall. We're almost through Q2 ...

Tough timing amid the current pressure on some of the companies. What do you make of this questioning. Yeah.So, you know, importantly, the reason we launched this fund is we believe this is the most profound technology shift that we will see in our lifetimes. So whatever happens over the next couple of months is going to happen. But the direction of travel over the next 20 years we think is very positive as it relates to AI.And if we just, you know, reflect back over the last 25 years and the cloud, the soc ...

Market Valuation & Trends - US stock market is considered overvalued, with 27% of S&P 100 stocks having a PE ratio of at least 50 [1] - MAG 7 stocks have become relatively cheaper this year, despite driving a significant portion of the S&P 500's returns [1][2] - Big tech is outperforming and overshadowing small cap tech companies [2] Retail Investor Activity - Retail investors are heavily investing in tech stocks, buying over $3 billion daily, marking a historical high [2] - Retail investors' capital is contributing to the increase in stock values [3] Professional Investor Sentiment - Professional investors are raising concerns about a potential market crash or bubble [3] Corporate Performance - Many companies are exceeding earnings expectations, despite market critiques [4] Long-Term Investor Strategy - Long-term investors remain confident and plan to continue buying stocks, regardless of price fluctuations [4]

Core Insights - Walmart Inc. reported strong sales of $177.4 billion for the latest quarter, reflecting an increase of nearly 5% despite a $1.5 billion impact from weaker currencies [1] Financial Performance - The company's sales growth indicates resilience in the U.S. consumer market, serving as a reliable indicator of consumer spending trends [1] Currency Impact - The reported sales figure includes a significant negative impact of $1.5 billion due to currency fluctuations, highlighting the challenges posed by global currency dynamics [1]