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La-Z-Boy: Well-Positioned To Conquer Industry Challenges
Seeking Alpha· 2025-06-18 11:39
I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...
Ces quatre principes qui vont vous transformer | Frédéric GALLOIS | TEDxMarseille
TEDx Talks· 2025-06-12 15:10
[Musique] J'aimerais bien vous poser une question. J'aimerais bien savoir si parmi vous, certains ont développé une méthode de préparation, une méthode de formation pour se mettre dans une configuration la plus favorable possible par rapport au défis, aux objectifs que vous vous donnez. Parce que moi, si je suis ici devant vous, c'est parce que j'avais un truc, j'avais une méthode de préparation qui m'a globalement donné satisfaction. Alors, je fais pas le malin, j'ai fait plein d'erreurs et il me reste enc ...
Limoneira Aiming For Growth, But Results Are Likely Years Off
Seeking Alpha· 2025-06-12 11:45
Lemons hold a special place in culinary culture. I like to cook a lot of seafood, and cooking it in lemon juice is for many things almost obligatory, at least so far as I’m concerned. But we also just take lemons for granted, and neverI’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Instit ...
Encouraging Q1 From Planet Labs Marks First Positive Operating Cash Flow
Seeking Alpha· 2025-06-06 11:11
Group 1 - Planet Labs' share price has experienced significant volatility recently, particularly following its Q4 earnings report, which led to a notable drop in price [1] - Despite the appealing low price after the earnings miss, the recommendation remains a hold, indicating cautious optimism about the company's future performance [1] Group 2 - The article emphasizes the importance of identifying underappreciated companies that can provide value to investors, aligning with a contrarian investment philosophy [1]
未来职业的两极分化:科技与人工服务?
Hu Xiu· 2025-06-04 23:21
本文来自微信公众号:阿朱说,作者:吕建伟,原文标题:《以后孩子们能干啥》,题图来自:视觉中 国 先老生常谈: 这个问题:大工业时代也是热议过、计算机时代也是热议过。但事实是:总有老职业衰退,总有新职业 出现,人们总能被动地勉强地适应新时代活了下来有口饭吃。 当然,我有几个原则,我个人感觉一直有效: 当然,我过去还说过成功三条: 1、科技是第一生产力; 2、用钱挣钱; 3、用人挣钱。 1、天时地利人; 2、胆大心细脸皮厚; 3、识人用人拧合人。 三 感觉中国以后和美国经济结构挺像: 美国北部东北部也是旧工业铁锈地带; 美国中部都是大农村不死不活跟着走; 二 日本xx的20年,7-11零售平价、优衣库平价、无印良品平价、大创平价(类似莎莎+名创优品)、萨莉 亚平价崛起。另外,还有乳品调味品饮料啤酒品类崛起。 日本当年自豪的家电、汽车衰落下去了。日本也没赶上计算机-互联网-手机这些新兴产业时代。中国在 智能新能源汽车时代崛起,中国也赶上了互联网-手机-AI这些新兴产业。 中国道路可能是:在国内用新浪潮产品找价值增量(比如华为做智能汽车)、在国外用成熟老产品找市 场增量。 一 专业技能+专业标准化SOP就是赚钱法宝, ...
Arcos Dorados: An Argentinian Recovery Is Materializing
Seeking Alpha· 2025-06-03 14:23
I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...
扣子加多维表格,可以干死80%的创业公司
Hu Xiu· 2025-05-29 01:44
3月时候GPT迎来了一波更新,在文生图、图生图领域带来了巨大更新,而紧接而至的却是一些创业公司的哀嚎: 当时对于这些CEO的痛苦、焦虑我更多是一种旁观者的姿态,还跟几个业内同学侃侃而谈:AI应用要围绕着模型互补展开,去解决模型难以触及的领域, 如果方向重合一定会被吊打。 谁曾想这个回旋镖很快就砸中了自己:我出来的创业方向是AI + 管理,去年做了一套AI Agent平台,可以很快帮助中小企业搭建AI SOP体系。 本来活得好好的,但今年因DeepSeek的发布,导致大家对AI的普遍接受程度大大提升,其影响对我来说有两点: 第一,订单咨询量大大提升,但成单率很低,订单多了导致我很兴奋,也导致了很多预估,因为最后发现80%是白嫖,打着订单的幌子把我当技术咨询 用...... 第二,信息差被打破了,之前我用自己的平台进行SOP搭建,多数公司都欣然接受。 但由于群体AI认知,10倍乃至100倍的普遍性提升加之抖音、视频号各种扣子拖拽教学,各个企业老板几乎被教育了一次,这导致的结果就是:人家会用为 什么不用扣子? 我如果提出私有化部署、数据安全等托词后,人家又会反问一句: 为什么不用dify? 一、被降维打击的创业团队 ...
Lucid Diagnostics(LUCD) - 2025 Q1 - Earnings Call Transcript
2025-05-14 13:30
Lucid Diagnostics (LUCD) Q1 2025 Earnings Call May 14, 2025 08:30 AM ET Speaker0 Good morning, and welcome to the Lucid Diagnostics First Quarter twenty twenty five Business Update Conference Call. Please note this event is being recorded. I would now like to turn the conference call over to Mr. Matt Reilly, Lucid Diagnostics Senior Director of Investor Relations. Please go ahead. Speaker1 Thank you, operator. Good morning, everyone. Thank you for participating in today's business update call. Joining me to ...
New Retrospective Study Reports Significantly Reduced Post-Operative GERD Rates with the Titan SGS™ Stapler from Teleflex Compared with Multi-Fire Staplers in Sleeve Gastrectomy
Globenewswire· 2025-05-13 10:30
Data also demonstrate significantly lower rates of postoperative reflux and decreased incidence of de novo gastroesophageal reflux disease (GERD) without affecting total weight loss at 1-year*, and shorter average hospital length of stay (LOS) associated with use of the Titan SGS™ Stapler compared with multi-fire staplers1 WAYNE, Pa., May 13, 2025 (GLOBE NEWSWIRE) -- Teleflex Incorporated (NYSE: TFX), a leading global provider of medical technologies, today announced the publication of a new retrospective a ...
花旗:歌尔股份-宣布新员工持股计划;重申 2025 - 2026 年关键绩效指标不变
花旗· 2025-05-12 03:14
Flash | 08 May 2025 12:20:00 ET │ 12 pages GoerTek (002241.SZ) New ESOP Announced; Restated Same KPI For 2025/26 CITI'S TAKE GoerTek released 2025 ESOP (Draft) on 8th May. We noted that: (1) the 2025/2026 financial performance target is the same with the 2023 ESOP. (2) 2025 revenue target is 41%/35% higher than CitiE/VAe, and NP target is 26%/22% below CitiE/VAe. (3) 2026 revenue target is 59%/46% higher than CitiE/VAe, and NP target is 26%/17% below CitiE/VAe. (4) The exercise price is set to be Rmb22.10, ...