Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, which has contributed to her investment acumen [1] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, emphasizes portfolio strategy, valuation, and macroeconomics, aiming to make financial literacy accessible [1] Group 2 - The article mentions a previous "buy" rating on Twilio Inc. (NYSE: TWLO) following a selloff after Q2 FY25 earnings, indicating a potential investment opportunity [1]

🚨 JUST IN: Polymarket eyes between $12 billion to $15 billion valuation in new funding talks, up from $1 billion just 4 months ago, Bloomberg reports. https://t.co/UaCyAHwwEf ...

And there it is - Polymarket now at $15B and climbingAggr News (@AggrNews):*POLYMARKET IS SEEKING FUNDING AT A VALUATION OF UP TO $15B ...

Valuation - Kalshi is receiving funding offers at over $10 billion valuation [1] - The valuation is happening just weeks after raising $300 million at $5 billion [1] Funding - Kalshi raised $300 million recently [1]

Group 1 - The REIT Forum offers exclusive investment ideas and access to subscriber-only portfolios [1] - Amrita leads a family office fund in Vancouver focused on sustainable, growth-driven companies that maximize shareholder equity [2] - The Pragmatic Optimist newsletter, co-founded by Amrita, emphasizes portfolio strategy, valuation, and macroeconomics [2] Group 2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms to enhance user acquisition [2] - The newsletter has been recognized as a top finance newsletter and aims to simplify financial literacy and macroeconomic concepts [2]

As we await those earnings reports, BD8 Capital Partners founder and CEO Barbara Durand and senior markets commentator Mike Sani. Uh Barb, first um eerie weird kind of setup to earnings with Netflix down so much like 10% today on I mean blame Brazil a little odd, but what should investors watch for particularly when it comes to Tesla perhaps another one that's been hot reaction-wise to gauge how the market's feeling. Well, I think the the uh Netflix, you know, draw down is really reflective of what's happen ...

Kalshi and Polymarket are raising at higher valuations every 2 weeks at this point*Walter Bloomberg (@DeItaone):*KALSHI SAID TO GET INVESTOR OFFERS AT MORE THAN $10B VALUATION ...

Kalshi fielding investment offers at up to $12 billion valuation shortly after major funding round: Bloomberg https://t.co/1pRFdl6xh8 ...

Group 1 - The S&P 500 is near all-time highs, causing concern among investors regarding valuations [1] - A recommendation is made for gradual portfolio shifts away from large-cap tech stocks that have driven gains this year [1] - The analyst has extensive experience in technology companies and has been a contributor to Seeking Alpha since 2017 [1]

Core Viewpoint - Carter's, Inc. is expected to report a decline in both revenue and earnings for the third quarter of 2025, with challenges stemming from macroeconomic pressures and a tough retail environment [1][4]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for third-quarter revenues is $751 million, reflecting a decrease of 0.98% compared to the same quarter last year [2]. - The consensus estimate for quarterly earnings is 78 cents per share, indicating a significant drop of 52.4% from the previous year's figure [2]. Recent Performance and Trends - Carter's has a trailing four-quarter earnings surprise of 7.5% on average, but the last reported quarter saw a substantial miss of 60.5% against the Zacks Consensus Estimate [3]. - The U.S. Retail segment has shown modest improvement, with a 2% comparable sales gain in July and strong sales in the baby category, which increased by double digits [5]. Challenges and Market Conditions - The company faces persistent inflation and high interest rates, which are impacting its core demographic of families with young children [4]. - Discretionary spending constraints are affecting apparel demand, and the promotional marketplace is likely to have restrained top-line growth [6]. - Higher selling, general and administrative expenses (SG&A) as a percentage of sales are straining operating margins due to fixed cost deleverage from lower sales [7]. Strategic Initiatives - Carter's is focusing on strategic initiatives to improve long-term performance, including enhancing merchandise assortments and refining inventory management [9]. - The company is also implementing improved pricing strategies and strengthening its e-commerce capabilities to adapt to changing consumer preferences [9]. Valuation Perspective - From a valuation standpoint, Carter's is trading at a forward 12-month price-to-earnings ratio of 12.12X, which is below its five-year high of 21.14X and the industry average of 28.76X, presenting an attractive opportunity for investors [13]. - Over the past three months, CRI's shares have declined by 9.1%, compared to an 11.4% decline in the industry [14].