You've stressed the importance of profitability, also a resilient and scalable business. Talk to us about what you have achieved this year and what your path to profitability looks like. So in the last couple of months, this year, actually we shifted our focus to to be to think about how do we become more sustainable as a company.How do we get better value in economics. How do we get better capital allocation. And across all of our segments, enterprises, SMBs and consumer we have basically gone very, very d ...

Industry Overview - The marijuana industry is currently experiencing volatility, with potential changes in legislation under the Trump administration that may lead to the reclassification of marijuana for therapeutic use [2][3] - The cannabis sector is described as "the wild west," characterized by a lack of standardization and a diverse range of products from various suppliers, making it challenging for companies to achieve steady revenue growth [5][6] Company Insights - Company Tillray operates in the marijuana space, including CBD oils and beverages, and is noted as the fourth largest craft brew company in the U.S. [3] - Despite the potential for short-term opportunities due to legislative changes, Tillray faces significant challenges in standardizing its products and maintaining profitability [5][6] - Tillray's sales were approximately $830 million last year, with growth in the mid-single digits, but the company reported a loss of around $2 billion, which continues to pressure its equity [8] Market Dynamics - The cannabis ETF has seen a decline of over 85% from its peak, indicating a loss of enthusiasm in the market despite positive headlines regarding legalization [6] - Positive news in the marijuana sector often leads to short-term price increases, but these gains are not sustainable due to the industry's profitability challenges [7]

Joining us now is truest securities analyst David Smith. David, welcome. Okay, all all of this betting feels like a bit much to me.Sort of reminds me of the online poker boom, what was it, 15 years ago. What's the risk if consumers culturally pull back on risk or if there are some regulatory issues down the line. >> Thanks, John.um that is certainly a risk but all the trends lately have really pointed to you know uh increased risk seeking and volatility from retail investors. You can see that with um you kn ...

Financial Data and Key Metrics Changes - The company improved its gross margin this quarter, surpassing levels recorded in the first two quarters of the year, attributed to a more favorable sales mix [4][5] - Sales of Natuzzi Italia grew by 18% compared to the third quarter of last year, while sales of unbranded products decreased by 20% [5] Business Line Data and Key Metrics Changes - The company is focusing on supporting branded sales that offer higher margins, as evidenced by the growth in Natuzzi Italia sales [5] - The closure of the Shanghai factory last year resulted in cost savings on industrial operations in China, although labor costs in Italy remain a challenge [5][6] Market Data and Key Metrics Changes - Consumer confidence remains weak, impacting foot traffic in stores, particularly in the United States and Europe, despite marketing investments [4][6] - The company is actively participating in international trade events to enhance brand visibility and customer engagement [6][7] Company Strategy and Development Direction - The company is committed to reducing fixed costs while supporting sales, and is in discussions with the Italian government for aid to improve production efficiency [6] - The management is treating the contract trade division as a startup, focusing on bidding for new projects and leveraging brand awareness [22][26] Management Comments on Operating Environment and Future Outlook - Management expressed concerns about the geopolitical situation affecting consumer confidence and store traffic, but remains optimistic about improving sales next year compared to 2025 [18][19] - The target for profitability is set at EUR 28-29 million per month, with a focus on cost reduction and margin improvement [16] Other Important Information - The company is in the final rounds of CEO selection, with ongoing interviews to find the right candidate [27] Q&A Session Summary Question: What are the expectations from the upcoming meeting with the government? - Management is working on restructuring plans, including reducing the number of factories and workforce adjustments, requiring government and union agreements [12][13] Question: What is the outlook for the commercial division? - The company is making significant investments in the trade contract business, with ongoing projects in Dubai and Jerusalem, and expects a conservative revenue forecast of EUR 5 million to EUR 10 million for 2026 [21][26] Question: Update on CEO selection process? - The decision on the new CEO will be made soon, with ongoing interviews being conducted during weekends [27]

Poland approved energy tariffs for next year, setting the key parameter for the power industry’s profitability, in a move that is poised to slightly increase electricity bills https://t.co/q0YasYIwLE ...

Market Trends & Dynamics - Expectation of increased dispersion in MAG7 stocks as the AI trade shifts focus [1] - Broadening market participation is likely to continue, albeit unevenly [1] - Market breadth, measured by the percentage of S&P constituents outperforming the index, increased from 17% over the past 6 months to 61% over the past month [2] - Small caps show the best improvement in breadth relative to 50-day and 200-day moving averages among the three major indexes (Russell 2000, S&P, and NASDAQ) [3] - The economy is showing signs of slowing, a trend expected to persist into 2026 [5] Earnings & Multiples - Earnings have been driving market performance since August, offsetting flat multiple expansion [6] - Earnings trajectory needs to remain strong for another robust year in 2026 [6] Small Cap Analysis - Unprofitable stocks within the Russell 2000, representing approximately 40% of the index, have increased by 62% since April 8th, in contrast to the profitable stocks which are up 29% [8] - Recently, profitable stocks within small caps are showing more acceleration [9] - Recommendation to reduce exposure to unprofitable, lower-quality segments within small caps and increase exposure to higher-quality, profitable segments [9]

Follow GOOGL on Seeking Alpha here! Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not only entertain, but provide value and insights about the investments you care about. Today's episode is from this reque ...

Sea Limited (NYSE: SE) has become one of Southeast Asia’s leading tech companies. Built on three major businesses, namely E-Commerce (Shopee), Digital Financial Services (Monee), and Digital Entertainment (Garena), Sea has emerged as a technology powerhouse. But its current position shouldn’t be taken for granted. With intensifying competition, has Sea seen its best years?Sea at a Glance Garena first placed Sea on the global map with its hit mobile game, Free Fire.According to Udonis, Free Fire is one of th ...

Let's bring in Charlie Babrinskcoy. He's the vice chair of Aerial Investments. Charlie, it's great to see you again.Welcome. >> Thank you. Welcome back, Kelly.Great to see you. >> Thank you. And I you I one of my most memorable things right before I I think I I went out was that you had said to everybody, be careful with Oracle here.Think twice before getting involved. And that was maybe I don't know 30 40% from where we are now. So what what do you do with the stock now.Yeah, I think my exact words were tr ...

Fannie Mae and Freddie Mac have added billions of dollars of mortgage backed securities and home loans to their balance sheets in recent months. That's adding to speculation. They're trying to lower lending rates and boost profitability ahead of a potential secondary offering.Bloomberg's Scott Carpenter covers credit and joins us here on set. Scott, great to have you on, on the program. This is a story that has been persistent because Bill Ackman often tweets about Fannie and Freddie.The president and those ...