What’s the best VC investment in crypto? ...

Core Insights - Costco's stock is considered expensive, trading at 55.8 times trailing earnings and 59.6 times free cash flow, yet it has delivered a total return of 2,320% over the last 15 years, significantly outperforming the S&P 500's 663% gain [1][3] Group 1: Financial Performance - Costco has a consistent history of growing cash profits while effectively utilizing new capital over time [4] - The company generates substantial free cash flow, which can be used for dividends, share buybacks, acquisitions, or increasing cash reserves, indicating strong real cash profits [6] - Costco's return on invested capital (ROIC) is nearly double that of Walmart and Target, and even surpasses Amazon's ROIC, showcasing its effective profit utilization [7] Group 2: Business Efficiency - The combination of higher ROIC and growing cash flows creates a self-reinforcing cycle of continuous business improvements, benefiting shareholders [8]

Group 1 - The Progressive Corporation (PGR) is recognized for its transparency in the property and casualty (P&C) insurance sector, providing detailed monthly results [1] - The analysis of PGR is conducted by an actuary with experience in insurance and reinsurance, contributing to the Cash Flow Club, which focuses on company cash flows and capital access [1] - The Cash Flow Club offers features such as access to a leader's personal income portfolio targeting yields of over 6%, community chat, a "Best Opportunities" List, and performance transparency across various sectors [1]

Jesse Draper's Halogen Ventures closes $30M Fund III to focus on 'future of family' | TechCrunch https://t.co/u9MdAca4Yo ...

Stablecoin startups surpass 2021 venture capital peak as institutional money pours in https://t.co/BPSWiOpEky ...

Key Takeaways BCS is cutting costs and streamlining operations, with 2 billion euros in savings expected by 2026. Barclays is reinvesting in high-growth markets, including India, and payments via Brookfield. BCS earnings are forecast to grow 21.2% in 2025 and 23.3% in 2026, outpacing HSBC's outlook.Barclays PLC (BCS) and HSBC Holdings PLC (HSBC) are often the first names that come to mind when discussing prominent foreign banks. Both are based in London and have been streamlining their operations to enhan ...

Key Takeaways RGA's new business volumes and favorable longevity experience position it well for sustained long-term growth. Free cash flow conversion has remained above 85% in recent quarters, reflecting solid underlying earnings. RGA remains active in deploying capital into growth opportunities while returning excess to shareholders.Reinsurance Group of America (RGA) shares are trading at a discount to the Zacks Life Insurance industry. Its forward price-to-book value of 1.14X is lower than the industry ...

Key Takeaways JPM shares hit an all-time high on rate cut optimism despite the Fed's cautious stance. The bank projects 2025 NII to potentially exceed guidance by $1B amid expansion efforts. IB outlook weakens near term, but markets revenue and long-term deal pipeline remain strong.JPMorgan’s (JPM) shares touched an all-time high of $289.41 on Thursday as incoming economic data, including jobless claims and the third estimate for gross domestic product (GDP) for the first quarter, indicate interest rate c ...

Market Trends - Prediction markets are currently very popular, attracting significant venture capital investment [1] - Polymarket and Kalshi are reportedly raising nearly $400 million in funding [1] Company Valuation - Polymarket is reportedly securing a $1 billion valuation [1] - Kalshi is reportedly securing a $2 billion valuation [1] Key Players - Leading venture capital firms including Founders Fund and Paradigm are involved [1]

Core Insights - Energy Transfer LP's systematic capital-expenditure strategy significantly enhances its long-term growth outlook through investments in high-return projects across its midstream network [1] - The company is focusing on pipeline expansions, fractionation units, and export terminals to improve asset integration and drive volume growth [2] - Disciplined capital deployment supports long-term cost efficiencies and margin expansion, with a planned investment of $5 billion in 2025 [3][8] - The capital expenditure strategy underpins the ability to generate resilient cash flows and sustain distributions to unitholders [4] Capital Expenditure Strategy - Energy Transfer's capital expenditure enhances midstream operations by expanding pipeline infrastructure, increasing storage capacity, and boosting system reliability [5] - The company invested $955 million in the first quarter of 2025 and plans to invest $5 billion for the full year to strengthen its infrastructure [3][8] Earnings Estimates - The Zacks Consensus Estimate for Energy Transfer's earnings per unit indicates an increase of 2.86% for 2025 and 4.26% for 2026 over the past 60 days [7][8] Price Performance - Energy Transfer's trailing 12-month return on equity (ROE) is 11.47%, lower than the industry average of 13.95% [9] - Units of Energy Transfer have risen 2.3% in the past month, contrasting with a decline of 0.5% in the Zacks Oil and Gas - Production Pipeline - MLB industry [10]