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Performance Vs. Expectations: Rethinking Nvidia And AMD Valuations
Seeking Alpha· 2025-07-11 13:58
Core Viewpoint - Nvidia Corporation (NASDAQ: NVDA) has been viewed with caution due to high expectations that are priced for perfection, despite its technological leadership [1]. Company Analysis - Nvidia is recognized for its strong technological position in the market, which remains undisputed [1]. - The current market sentiment reflects a high level of optimism, which may not be sustainable if performance does not meet these elevated expectations [1]. Investment Insights - The analysis emphasizes the importance of understanding market trends and corporate earnings to identify potential investment opportunities [1]. - A long-term perspective on value creation is highlighted as essential for investors aiming to outperform the market [1].
Aris Mining Is Trading Dirt Cheap: Would You Scoop Up the Stock?
ZACKS· 2025-07-11 12:26
Key Takeaways Aris Mining is trading at a 63% discount to the industry average on a forward P/E basis. A 54.4% stock rally over a year is backed by gold price gains and solid operational performance. Segovia expansion and Marmato ramp-up aim to boost output to around 500,000 ounces annually.Aris Mining Corporation (ARMN) looks attractive from a valuation standpoint. ARMN is currently trading at a forward price/earnings of 4.58X, a roughly 63% discount when stacked up with the Zacks Mining – Gold industry’ ...
X @Bloomberg
Bloomberg· 2025-07-11 12:08
Nvidia became the first company in history to achieve a $4 trillion market valuation, cementing its status as a kingpin in the global financial market.@TomMackenzieTV unpacks Nvidia's climb and what lies ahead https://t.co/ETJCeoM0On https://t.co/FtPfhR8Z0E ...
Buy Or Sell P&G Stock At $160?
Forbes· 2025-07-11 11:20
Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty ImagesSOPA Images/LightRocket via Getty Images Procter & Gamble (NYSE:PG) recently raised its quarterly dividend to $1.0568 per share, an increase from $1.0065. Nevertheless, PG’s stock has lagged behind the broader S&P 500 year-to-date, dropping 5% while the index rose by 7%. This decline can be attributed mainly to the company revising its full fiscal year outlook (ending in June) in response to a slowdown in consumer demand. Despite t ...
Bright Horizons Family Solutions: From Decline To Rise
Seeking Alpha· 2025-07-11 11:03
During the pandemic, it experienced a significant decline, but by 2024, it showed it was not only recovering from its losses but actually exceeding its previous figures, with current revenue of nearly $3 billion and healthy cash flow. In that event, II am a financial analyst currently studying for the Chartered Financial Analyst (CFA) - I have learned to invest mostly by Mark Meldrum courses. My analyses follow an approach based on the triangulation between valuation by multiples, discounted cash flow (DCF) ...
Up More Than 330% Since 2023, Is It Too Late to Buy Netflix Stock?
The Motley Fool· 2025-07-11 09:45
Netflix (NFLX -2.98%) has continually proven its doubters wrong. It has made streaming profitable, and done so while creating plenty of its own movies and television shows. It has also gotten into gaming and live sporting events, diversifying its growth opportunities along the way. The business has been unstoppable in recent years.Growth investors have been rewarding the company for its tremendous results. Since 2023, shares of Netflix have increased by more than 330%. The question now is whether the stock ...
X @Bloomberg
Bloomberg· 2025-07-10 23:10
Which company became the first in history to reach a $4 trillion market valuation?Place your bets in the latest edition of Pointed, Bloomberg’s weekly news quiz for risk-takers ⤵️ https://t.co/r8PBxuKKsm ...
KYN: A Long-Term Midstream Play
Seeking Alpha· 2025-07-10 20:49
I am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, and qualitative analysis, demonstrated with hands-on roles in private equity, asset management and Real Estate. On Seeking Alpha, I aim to write about companies I find interesting sharing my insights and ...
Brown-Forman: Mr. Market Has Thrown In The Towel
Seeking Alpha· 2025-07-10 16:43
Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in brand and intangible assets valuation, particularly in the technology, telecom, and banking sectors [1] Group 1 - Vladimir Dimitrov has worked with some of the largest global brands during his career in London [1] - He graduated from the London School of Economics and focuses on identifying reasonably priced businesses with sustainable long-term competitive advantages [1]
WNBA Commissioner: Our teams are seeing valuations go up from $5M to $260M on average
CNBC Television· 2025-07-10 16:00
Let's bring in Dominic Chew. He's at the American Century Championship in Tahoe and joins us with a special guest. Hey Dom.Absolutely. Kathy Englebert, the WNBA commissioner is with us right now and as she just mentioned, a magnificent setting for not just golf, but for everything else in Lake Tahoe. Thank you for being here with us.Great to be here, Don. All right, so let's talk a little bit about first why you're here. You are going to be playing in this celebrity am golf tournament that happens.Why are y ...