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My Biggest Investment For 2025: An Update On Patria Investments
Seeking Alpha· 2025-06-20 12:15
Earlier this year, I wrote an article entitled " My Biggest Investment for 2025 ", which explained that Patria Investments (NASDAQ: PAX ) had become my single largest holding.Join Now to Access Our Top Picks for July 2025!Your timing is perfect! We’ve just released our latest top investment picks, and by joining today, you’ll gain immediate access to these exciting opportunities.We invest thousands of hours and over $100,000 annually into researching the most profitable investment opportunities—all to bring ...
伊朗石油大撤退:卫星图像揭示德黑兰的"清仓式"出口策略
Hua Er Jie Jian Wen· 2025-06-20 00:05
伊朗正以史无前例的速度将原油推向全球市场,同时采取精密的物流调度来规避潜在打击,为可能到来的更大规模冲突做最后准备。 6月19日据媒体报道,伊朗正在向最关键的石油出口终端哈尔克岛上持续输送原油,试图在窗口期内将尽可能多的石油推向全球市场。卫星数据显 示: 在6月11日,即以色列发动袭击的前几天,哈尔克岛上巨大储油罐的浮动顶盖因未装满而投下明显的阴影。 但仅仅一周后,6月18日的图像显示,这些阴影消失了——罐顶升至最高点,表明储油罐已接近满负荷。 利用卫星图像追踪伊朗等国秘密石油贸易的公司TankerTrackers的联合创始人Samir Madani证实了这一观察,他指出: 幽灵船队:油轮的快闪与分散策略 岛上的原油库存确实出现了上升。 值得注意的是,库存上涨的同时,出口量也在激增。自6月13日以色列攻击开始后的五天内,伊朗石油出口量平均达到每日233万桶,较今年截至6 月14日的平均水平激增44%。 报道分析称,这种现象极不寻常。按照常理,如果出口量大幅增加,储罐应该在清空而非装满。唯一的解释是:伊朗正在同时向该设施输送更多 原油,试图在窗口期内将尽可能多的石油推向全球市场。 根据标普全球商品洞察2024年 ...
FinVolution Group Announces Proposed Offering of US$130 Million Convertible Senior Notes
Prnewswire· 2025-06-20 00:00
Core Viewpoint - FinVolution Group announced a proposed offering of convertible senior notes totaling US$130 million, with an option for an additional US$20 million, aimed at institutional buyers under Rule 144A of the Securities Act [1][9] Group 1: Notes Offering Details - The convertible senior notes will mature on July 1, 2030, unless repurchased, redeemed, or converted prior to that date [3] - Holders can convert their notes into cash, American Depositary Shares (ADSs), or a combination of both at the company's discretion [4] - The company plans to use the net proceeds from the offering for international business expansions, replenishing working capital, and funding a concurrent repurchase of ADSs [2] Group 2: Repurchase and Market Impact - The concurrent repurchase will involve buying back ADSs from certain purchasers of the notes, facilitating initial hedging for those investors [6] - The repurchase activities may influence the market price of the ADSs and the trading price of the notes [7][8] - The repurchase price for the notes will be equal to 100% of the principal amount plus any accrued interest [5] Group 3: Company Overview - FinVolution Group is a leading fintech platform in China, Indonesia, and the Philippines, established in 2007, focusing on connecting young borrowers with financial institutions [11] - As of March 31, 2025, the company had 216.2 million cumulative registered users across its platforms [11]
90%的人买完第一套房就不投了!投资房产失败的5大坑,你中招了吗
Sou Hu Cai Jing· 2025-06-19 23:35
他们选自己熟悉的区域,或买一套"看起来舒服"的房子,却不是基于增长潜力或租金回报的考虑。 大多数人开始投资房产时都怀揣着宏大的梦想,但现实是,90%的人永远停留在第一套房产。 问题是,投资房不是用来自己住的,它的目标是带来回报,不是舒适感。 当房产表现不佳,无法升值时,就没法通过套现来加杠杆,结果只能被困多年,甚至连本都难以回收。 他们往往会在财务和战略上遇到阻碍,而问题的根源,通常是他们买入了一套表现不佳的房产,这不仅 拖累了现金流,也让他们失去了继续借贷的能力。 那么,问题到底出在哪里?更重要的是,我们如何避免重蹈覆辙? 以下是多数投资者卡在第一套房的五大原因,以及那10%成功者——那些将房产投资当成"经营企业"而 非"买第一套自住房"的人——是如何做出区别的。 1. 买错了房子 新手投资者最容易掉进的陷阱就是:感情用事,而不是用数据决策。 破解之道:选择房产时要看数据! 看人口增长、基础设施规划、租赁市场紧张程度以及当地经济活跃度。评估租金收益率、租户需求、区 域人口结构和长期增长潜力,而不是你是否愿意住在那里。 2. 没有明确的投资策略 很多人买完第一套房后停下,是因为他们从没打算走到第二套。 他们买 ...
如何成为高效首席数据官
Sou Hu Cai Jing· 2025-06-19 21:50
数据无处不在,但没有一兆 字节可以视为理所当然。首席数据官(CDO)是负责从企业数据中获取最 大价值的高管。CDO通常监督数据管理功能并制定组织的数据战略,包括 数据治理、数据质量、数据 分析和数据安全。 Liberty Mutual保险公司首席企业数据和数据科学官Emily Lyons表示,要成为有效的CDO,需要构建多 种能力。在一次在线采访中,她指出需要深入了解所服务的业务,以及数据如何帮助该业务保持竞争力 并推动成功。"这是制定强有力数据战略的关键。" AI和数据服务公司Indicium的联合创始人兼CDO Daniel Avancini表示,CDO必须了解业务的每个部分, 包括其挑战和机遇,以及数据和AI如何帮助高效解决这些挑战。在电子邮件采访中,他说,解决挑战 通常意味着投资新的数据平台、聘请顶级数据工程师或举办如何更好使用现有工具的培训课程。"关键 是首先关注业务目标,数据排在第二位。" 内部支持 拥抱变化 当今的IT世界正在快速变化,影响着CDO的前进道路。Lyons说:"看看最近两年技术的进步,特别是生 成式AI。理解新兴技术对路线图的影响并确定如何利用这些进步是成功的关键。" Avanci ...
Smith & Wesson: Dividends And Share Buybacks Could Be At Risk (Rating Downgrade)
Seeking Alpha· 2025-06-19 17:13
Group 1 - Smith & Wesson (NASDAQ: SWBI) gained significant attention during the last U.S. presidential election due to differing political views on gun control [1] - The focus is on identifying companies with a market capitalization of less than $10 billion that have a proven ability to reinvest capital for impressive returns [1] - The ideal companies should demonstrate a long-term capability of capital compounding with a high enough compound annual growth rate to potentially deliver tenfold returns or greater [1] Group 2 - A conservative investment strategy is primarily adopted, with occasional pursuits of opportunities that present a favorable risk-reward ratio [1] - The approach emphasizes maintaining a long-term perspective on investments to generate higher returns compared to market indices [1]
Walmart vs. The TJX Companies: Which Retailer Has the Edge in 2025?
ZACKS· 2025-06-19 14:51
Key Takeaways WMT's omnichannel model, ad revenues and memberships drive steady growth and margin expansion. TJX posted 3% comp sales growth and expanded its store base to 5,121 with strong global performance. WMT shares have surged 39.8% over 12 months, outpacing TJX's 11% rise and the broader market.As consumers prioritize value in today’s cost-conscious retail environment, two retail leaders — Walmart Inc. (WMT) and The TJX Companies, Inc. (TJX) — have emerged as top contenders for investor attention. ...
Vertiqal Studios Expands North American Sales Leadership with Strategic Hires in West Coast and Canada
Newsfile· 2025-06-19 11:15
Vertiqal Studios Expands North American Sales Leadership with Strategic Hires in West Coast and CanadaJune 19, 2025 7:15 AM EDT | Source: Vertiqal StudiosToronto, Ontario--(Newsfile Corp. - June 19, 2025) - Vertiqal Studios Corp. (TSX: VRTS) (OTC Pink: VERTF) (FSE: 9PY0) ("the Company") — Vertiqal Studios, the digital media company behind some of the largest and most engaged Gen Z and Millennial-facing social channels, today announced the addition of two industry veterans - Pano Rongakos and S ...
Can a Massive Bitcoin Investment Save GameStop?
The Motley Fool· 2025-06-19 08:21
Perennial meme stock GameStop (GME 1.91%) has taken its shareholders on another roller-coaster ride of volatility so far in 2025. In May, its stock price soared to $35.81, near a 52-week high, but it has since plummeted to under $23 per share. It's currently down 30% year to date.The niche retailer continues to grapple with a changing operating environment as the video game industry increasingly shifts toward digital content that can be directly downloaded to players' machines. In its efforts to stay releva ...
NGL Energy Partners Preferred B: High Income Prospects And Risk Mitigated
Seeking Alpha· 2025-06-18 21:16
Core Insights - The article emphasizes a versatile investment strategy suitable for various investor profiles, including dividend investors, value seekers, and those looking for growth opportunities [1]. Summary by Categories - **Investment Strategy**: The article outlines a comprehensive investment strategy that can accommodate different types of investors, highlighting its adaptability to various market conditions and investor goals [1].