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X @Bloomberg
Bloomberg· 2025-09-29 09:12
Global equities are likely to extend a rally into the year end given a resilient US economy, supportive valuations and a dovish pivot from the Federal Reserve, according to Goldman strategists https://t.co/L6Oh2uMRYu ...
Craving Volatility? Be Careful What You Wish For
Seeking Alpha· 2025-09-29 06:47
Group 1 - Volatility is inherent in liquid markets like the stock market, with new prices emerging every millisecond, indicating that short-term fluctuations are not a concern for long-term investors [1] - The approach taken is primarily value-oriented, emphasizing that valuation is not a reliable short- to mid-term timing indicator but rather a signal for long-term opportunities or risks [1] - The articles produced prioritize the written word and presented data over simple ratings, often resulting in hold/neutral ratings even when there is a bullish or bearish inclination [1] Group 2 - There is no stock, option, or similar derivative position held in any of the companies mentioned, nor are there plans to initiate such positions in the near future [2] - The article expresses personal opinions and is not influenced by compensation from any company mentioned, ensuring an independent perspective [2] - Seeking Alpha does not guarantee future results based on past performance, and the views expressed may not represent the platform as a whole [3]
X @The Wall Street Journal
Ottobock Targets Valuation of Up to Around $5 Billion in Frankfurt IPO https://t.co/hXuV4NNm2c ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-28 23:28
This extends to all "opinionated" chains launching these days, btw.I don't care if you're onboarding a gajillion people - if you're simply charging for blockspace with a tx fee you'll be out-earned.As tech matures and apps get more sophisticated they will eat more and more of each $ they generate, compressing the base layer returns.That means you need to have insane capacity as a blockchain to earn even moderate app-like revenue.It just doesn't work.Will take awhile for this to play out, but it's the way th ...
X @Investopedia
Investopedia· 2025-09-28 17:00
Pre-money vs. post-money: two ways of valuing a startup. The difference? Whether funding is counted before or after investment—shaping ownership stakes and growth.Learn more: https://t.co/BQRfrZlJ8q https://t.co/V7t9IrxHqu ...
X @Crypto Rover
Crypto Rover· 2025-09-28 11:32
💥BREAKING:KRAKEN COULD RAISE $800 MILLION AT A $20 BILLION VALUATION – BLOOMBERG. https://t.co/FUQV5LSFEs ...
Village Super Market: Mirrors Weis, But Way Cheaper
Seeking Alpha· 2025-09-28 10:43
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 analyst has a strong academic background, holding an MBA in Controllership and Accounting Forensics, and has specialized training in valuation and financial modeling [1] Group 2 - The research has been featured on multiple platforms, indicating a broad reach and recognition in the industry [1] - The firm also covers related sectors such as consumer discretionary, food & beverage, and casinos & gaming, showcasing a diverse analytical approach [1]
Jabil: Capacity Constraints And High Valuation Are Concerns
Seeking Alpha· 2025-09-28 09:45
分组1 - The analyst assigned a hold rating to Jabil Inc. (NYSE: JBL) in June due to high valuation at 19x NTM PE, despite a positive view on the company's fundamentals [1] - The company has demonstrated strong fundamentals and is viewed positively for its long-term growth potential [1] 分组2 - The investment approach focuses on value investing principles, emphasizing the purchase of quality companies at a discount to their intrinsic value [1] - The strategy involves holding investments for the long term to allow for compounding of earnings and shareholder returns [1]
This Washington-Based Company Just Shared Earnings, and Things Are Better Than Expected
The Motley Fool· 2025-09-28 08:05
Core Insights - Costco continues to demonstrate strong performance, outpacing traditional retail competitors and expanding its global footprint [1][2] - The company reported an 8% revenue increase to $86.2 billion, slightly exceeding estimates, with comparable sales rising 6.4% [4] - Earnings per share increased by 11% to $5.87, surpassing consensus expectations [4] Financial Performance - Revenue for the quarter reached $86.2 billion, up from $79.9 billion a year ago, slightly above the estimated $86.1 billion [4] - Comparable sales, adjusted for foreign currency and fuel prices, rose 6.4%, exceeding the consensus estimate of 5.9% [4] - Gross margin improved to 11.13%, an increase of 13 basis points year-over-year [5] - Membership income grew by 14%, with paid memberships increasing by 6.3% to 81 million [5] Membership and Expansion - Costco's recent warehouse expansions have allowed for increased sales of high-priced discretionary items [5] - The company has introduced extended store hours for executive members, which has led to an uptick in membership upgrades [6] - Membership renewal rates remain high, with a 92% renewal rate in North America and 90% worldwide [9] Market Position and Valuation - Despite strong earnings, Costco's stock fell by 0.8% in after-hours trading, reflecting its stable nature and low volatility [7] - The company does not provide forward guidance, contributing to a stable but potentially stagnant growth outlook [8] - Costco's price-to-earnings ratio stands at 51.8, indicating a premium valuation compared to other retailers, which may limit future stock growth [9][10]
X @TechCrunch
TechCrunch· 2025-09-26 19:32
https://t.co/hutMIvvcWL is boosting its valuation as part of an employee stock buy-back program, and now says it's profitable. https://t.co/c5iOy744J9 ...