>> Big banks in the US are boosting dividends and stock buybacks, sending a clear sign of capital strength following the Fed's latest stress test and just ahead of earnings season. Our next guest says this is one of the most attractive entry points into the banking sector in decades. Joining us now, Steven Alexopoulos TD Cowen U.S. Large Cap Bank Analyst.Steven, great to have you with us. It's interesting to say that this is the best time right now, considering so many banks have run up and are sitting at n ...

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Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuations [1]

officer at Wealth Management. Alan, good morning. Good to see you, Frank.>> Always a pleasure to be here with you. >> So we were just kind of showing what we like to call the wall of worry using some air quotes there. Is there one of those in particular that you see as the biggest worry specifically for the markets.>> I think the biggest worry right now is around uncertainty, which breeds volatility and complexity. And when you look across the landscape, whether it be the situation in Washington, which you ...

Alyssa Thompson's Angel City FC, valued at $250 million in a sale that closed in September, is now worth $280 million, according to Forbes estimates. https://t.co/vKxmJTQAwm https://t.co/vKxmJTQAwm ...

Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]

Uh Ed, we now have a market that uh you know is has kind of completed whatever uh we're going to call what happened in the spring, that severe correction. In fact, one of the fastest rebounds from a 15% plus pullback in the S&P 500 we've seen. What does that tell us.And I guess what is the overall market behavior suggest to you. Yeah, Mike, it certainly has been risk on since the the April lows. We went through a retesting period for a couple of weeks, but then once we got into late April, it's been very mu ...

Core Insights - Aeva (AEVA) has achieved a significantly high valuation, indicating strong market interest and potential growth in the lidar technology sector [1] - Comparatively, Ouster (OUST) is viewed as a safer investment option, while Innoviz (NASDAQ: INVZ) is also highlighted for its potential [1] - The current focus is on evaluating lidar companies based on their technology, market adoption, and revenue growth, reflecting a shift in investment analysis from solar manufacturers and renewable yieldcos [1]

In the age of AI startups, traditional valuation measures such as projected revenue growth, customer churn and cash burn are becoming less sacrosanct than they used to be. But at what cost? https://t.co/3lTov87bcd ...

Which MLS team had the highest valuation in 2025? https://t.co/5QvgPYBmSZ https://t.co/5QvgPYBmSZ ...