points. Let's bring in Tim Seymour, CIO of Seymour Asset Management and a CNBC contributor. >> Help me make sense of these wild moves.>> Well, not for the faint of heart. I I still think there's a question about tech valuations, although Nvidia's valuation doesn't really bother me, but uh and you've moved with a couple of the the other call them mag sevens as we do uh that where value is kind of interesting again if you're looking at meta and whatnot. I I just think there's this confluence of we still don't ...

Group 1 - The article discusses the expertise of a research firm focused on the U.S. restaurant industry, covering various segments from quick-service to fine dining [1] - The firm employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly in micro and small-cap companies [1] - The research has been featured on multiple financial platforms, indicating a broad recognition of the firm's insights and analysis [1] Group 2 - The analyst has a strong academic background with an MBA in Controllership and Accounting Forensics, and a Bachelor's in Business Administration, enhancing the credibility of the research [1] - Specialized training in valuation, financial modeling, and restaurant operations contributes to the depth of analysis provided by the firm [1]

Polymarket valuation up another $2B-3B since OctoberThe monthly re-raises continue 📈zoomer (@zoomerfied):[ ZOOMER ]POLYMARKET LOOKING TO RAISE ADDITIONAL FUNDS AT A $12B VALUATION, UP FROM PREVIOUS $10B ROUND: BBG ...

We're thrilled to introduce our new metric: Minted Market Cap (MMC).Check out our blog post 👇https://t.co/gMdYOigmvVIn crypto, Market Cap can mean many things.Different metrics share the same label.Let’s disambiguate 👇Here are the main flavors of market cap, ranked by valuation size:- FDV = Max Supply × Price- MMC = Total Supply (net of burns) × Price- UMC = Unlocked Supply × Price- CMC = Circulating/Public Float × PriceOn CoinMarketCap, coins are ranked by Circulating Market Cap (CMC).This reflects the pub ...

A Chinese investment firm bought a block of ByteDance shares at a valuation of $480 billion, far above recent levels, a sign of strong investor interest in the parent company of video sensation TikTok https://t.co/uRLBvMnzRY ...

Core Insights - The article emphasizes the expertise of the research firm Goulart's Restaurant Stocks, which focuses on the U.S. restaurant industry, covering various segments from quick-service to fine dining [1] - The firm employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly in micro and small-cap companies often overlooked by mainstream analysts [1] Industry Focus - The research covers a broad range of sectors including consumer discretionary, food & beverage, casinos & gaming, and IPOs, with a strong emphasis on the restaurant industry [1] - The firm aims to uncover investment opportunities within the restaurant sector by applying strategic insights and valuation techniques [1] Research Methodology - The analysis incorporates advanced financial modeling and sector-specific key performance indicators (KPIs) to assess company valuations [1] - The firm combines hands-on finance and business management experience with academic knowledge, including an MBA in Controllership and Accounting Forensics [1]

Valuation Analysis - Vinted's potential valuation of €8 billion is considered high [1]

Core Viewpoint - The proposed merger between Akzo Nobel N.V. and Axalta Coating Systems Ltd. is viewed critically, with concerns about Axalta's decision to merge with a company that has a history of poor performance and value stagnation [1][2][3]. Company Performance - Axalta has demonstrated exceptional financial performance, maintaining adjusted EBITDA and adjusted EBITDA margin growth for 12 consecutive quarters [4]. - The company has a net leverage ratio of 2.5x, the lowest in its history, and plans to repurchase up to $250 million of its stock, deploying over 90% of its free cash flow to share repurchases this year [4]. - Axalta's revenue and operating income have shown fluctuations, with a notable decline in net income from €1,060 million in 2015 to €66 million in 2025 [5]. Valuation Concerns - The merger is perceived as a "sellout" of a well-performing business for a company (Akzo Nobel) that has historically underperformed, with earnings and adjusted earnings per share lower over one-, five-, and ten-year periods [2][3]. - The valuation of Akzo Nobel is questioned, as it is seen as a company with inferior assets and financial performance compared to Axalta [2][3]. Market Outlook - There is optimism regarding improved operating conditions in 2026, particularly in the Refinish demand environment in North America, as claims stabilize and destocking headwinds abate [4]. - Leading indicators for the Refinish market are starting to turn positive, suggesting a potential shift in market conditions [4].

Core Insights - Visa Inc. and American Express Company both reported strong earnings, but their growth drivers are diverging, necessitating a deeper analysis beyond headline figures to assess future momentum [1][9] Group 1: Earnings Performance - Visa reported Q4 fiscal 2025 EPS of $2.98, exceeding estimates by $0.01 and reflecting a 10% year-over-year increase, driven by robust transaction processing and payment volume growth [4] - American Express delivered Q3 fiscal 2025 EPS of $4.14, surpassing estimates by 4.6% and showing a 19% year-over-year increase, supported by strong spending from its premium customer base [6] Group 2: Key Operational Drivers - Visa's payment volume increased by 9% year-over-year, with processed transactions reaching 67.7 billion, a 10% rise, and cross-border volume growing by 12% [5] - American Express's network volumes reached $479.2 billion, a 9% year-over-year increase, with total interest income rising 8% to $6.6 billion [7] Group 3: Financial Outlook - Visa anticipates low double-digit revenue growth for fiscal 2026, with EPS expected to grow by 11.7% to $12.81 [8] - American Express expects revenue growth between 9% and 10% for 2025, with EPS projected in the range of $15.20 to $15.50, indicating a 15.3% increase [9][10] Group 4: Financial Flexibility - Visa ended the quarter with $17.2 billion in cash, a significant increase from $12 billion, and reduced long-term debt to $19.6 billion [11] - American Express reported $54.7 billion in cash, up from $40.6 billion, but long-term debt increased to $57.8 billion [12] Group 5: Shareholder Returns - Visa returned $6.1 billion to shareholders, with $4.9 billion in buybacks and $1.2 billion in dividends, maintaining a dividend yield of 0.83% [14] - American Express repurchased 7 million shares for $2.3 billion and paid $600 million in dividends, with a dividend yield of 0.96% [14] Group 6: Valuation and Price Performance - Visa shares have declined 6.6% over the past three months, trading at 24.62X, below its five-year median of 26.66X, suggesting potential valuation upside [16][19] - American Express trades at 19.70X, above its five-year median of 17.27X, indicating differing risk perspectives [19] Group 7: Conclusion - Visa's global scale, cleaner balance sheet, and steadier growth position it for more durable upside compared to American Express, despite both companies holding a Zacks Rank 3 (Hold) [23]

Funding & Valuation - Crypto exchange Kraken 完成 8 亿（800 million）美元融资 [1] - Kraken 估值达到 200 亿（20 billion）美元 [1]