Market Impact - China's food-delivery market battle has erased $100 billion (1000 亿) in market value from Alibaba [1] - The protracted battle shows no signs of abating, continuing to negatively impact profits and investor confidence [1]

Investment & TVL Discrepancy - Crypto领域已获得约1000亿美元的风险投资，涉及约6000轮投资[1] - 仅有3条链的生态系统TVL（总锁定价值）达到或超过200亿美元[1]

RT Santiment (@santimentfeed)📈 Bitcoin has made yet another historic all-time high, surging to a market value of $113,923 30 minutes ago. Despite $BTC's +13.6% price rise since its June 22nd local bottom, traders are not showing eagerness to move coins back on to exchanges (to potentially sell).🤯 In fact, among known exchange addresses, the long-term trend continues to show Bitcoin holders moving their coins into self custody wallets more and more. In the past 4 months alone, there has been a net drop of 31 ...

Group 1 - The analyst has a Master's degree in Corporate and Market Finance and focuses on identifying resilient and undervalued companies across all sectors [1] - There is a particular interest in the Energy sector due to its strategic and transitional importance, while also being open to opportunities in any industry with strong fundamentals and long-term value [1] - The approach emphasizes disciplined analysis, downside protection, and long-term thinking in a volatile market [1]

Group 1 - VICI Properties is a REIT focused on gaming and hospitality properties, formed from the Caesars private equity deal and subsequent bankruptcy, and has one of the largest portfolios of leisure assets [1] - The analyst emphasizes a strategy of identifying undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - The analyst expresses a preference for long-term value investing while also engaging in deal arbitrage opportunities, citing examples such as Microsoft/Activision Blizzard and Spirit Airlines/Jetblue [1] Group 2 - The analyst does not hold any stock or derivative positions in the companies mentioned and has no plans to initiate any positions within the next 72 hours [2] - The article reflects the analyst's personal opinions and is not compensated for it, aside from Seeking Alpha [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [3]

PITTSBURGH, July 10, 2025 /PRNewswire/ -- Kennametal Inc. (NYSE: KMT) today announced it has been named to TIME's list of America's Best Midsize Companies 2025, a prestigious recognition presented by TIME and Statista Inc., the leading statistics and industry ranking provider. The award highlights Kennametal's continued leadership in employee satisfaction, sustainability transparency and other relevant criteria."We are honored to be named one of America's Best Midsize Companies by TIME," said Sanjay Chowbey ...

Core Viewpoint - The article emphasizes a value investing approach with a focus on long-term horizons and an owner's mindset, avoiding short-selling recommendations [1]. Group 1 - The analysis is based on value investing principles, which prioritize the intrinsic value of securities over short-term market fluctuations [1]. - The author does not engage in short-selling or provide sell recommendations, indicating a commitment to long-term investment strategies [1]. - The article reflects the author's independent research and opinions, without any external compensation influencing the content [2]. Group 2 - There is a clear disclosure that the author holds no positions in the mentioned companies and has no plans to initiate any positions in the near future [2]. - The article does not provide specific investment advice or recommendations, aligning with a broader perspective on investment suitability [3]. - The content is authored by an individual who may not be licensed or certified, highlighting the importance of independent analysis in investment decisions [3].

📈 Bitcoin has made yet another historic all-time high, surging to a market value of $113,923 30 minutes ago. Despite $BTC's +13.6% price rise since its June 22nd local bottom, traders are not showing eagerness to move coins back on to exchanges (to potentially sell).🤯 In fact, among known exchange addresses, the long-term trend continues to show Bitcoin holders moving their coins into self custody wallets more and more. In the past 4 months alone, there has been a net drop of 315,830 Bitcoin on exchanges (- ...

Group 1 - WK Kellogg's shares increased by 34% following the announcement of Ferrero's acquisition plan at $23 per share [1][2] - The acquisition expands Ferrero's presence in the U.S. market by adding Kellogg's cereal brands to its portfolio [3] - Current Kellogg shareholders may not see further benefits as the share price is close to the acquisition price, suggesting limited upside potential [5] Group 2 - The acquisition highlights the value of consumer staples, which are often overlooked but can provide stability in investment portfolios [6] - The food sector, including companies like Kraft Heinz, Hershey, and General Mills, remains a viable investment opportunity amidst the hype surrounding technology stocks [7]

Core Viewpoint - Conagra Brands, Inc. reported contrasting performance in fiscal year 2025, with a focus on returning to volume growth in the first half and outlining strategies for long-term value creation in fiscal year 2026 [4][5]. Group 1: Fiscal Year 2025 Performance - The fiscal year 2025 was characterized by two distinct halves, with initial efforts aimed at regaining volume growth [5]. - The company made progress in the first half of fiscal 2025, indicating a positive trajectory [5]. Group 2: Future Outlook - The CEO provided insights into the near-term environment and the actions being taken to manage the business proactively for long-term value [4].