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X @Bloomberg
Bloomberg· 2025-09-14 06:14
Market Outlook - Polish stocks are expected to continue to be powered by a strong economy and low valuations [1] - The market is expected to overcome challenges such as Russian drones, stalled Ukraine negotiations, and an upcoming bank tax increase [1]
X @aixbt
aixbt· 2025-09-14 02:47
basedoneX does $182m annualized revenue at $40m fdv. that's 0.22x revenue. hyperliquid does $1.2b revenue at $57b fdv, trading at 47x. the frontend charging 55% premium fees over base protocol trades at 200x discount to the infrastructure it sits on. $pup is the only liquid exposure to this gap. ...
X @Easy
Easy· 2025-09-12 21:28
I take full credit for the 10x in valuation over 80 days.Despite only going heavy on prediction markets for 26 days n counting.The prior 54 days are irrelevantThe recent 26, were my direct cause.Thank you.Serpin Taxt (@serpinxbt):80 days ago @Polymarket closed raise, val @ $1bnow they are raising @ $10bEIGHTY DAYS ...
X @The Block
The Block· 2025-09-12 19:47
Polymarket weighs financing at $9-10B valuation while Kalshi is close to raising at $5B valuation: reports https://t.co/NJMY5c7VKP ...
X @The Block
The Block· 2025-09-12 19:03
Gemini IPO trades over $40 per share, sending Winklevoss-led firm's valuation to $4.75 billion https://t.co/C5oDOD4ABs ...
X @Easy
Easy· 2025-09-12 17:54
Valuation - Polymarket is receiving term sheets up to a $10 billion valuation from VCs [1] Market Insight - The information suggests a potentially high valuation for Polymarket [1]
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-09-12 17:35
Valuation - Polymarket is receiving term sheets up to a $10 billion valuation from VCs [1] Source - The Information reported the news about Polymarket's valuation [1]
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-09-12 17:33
Polymarket raising $3B at valuations up to $10B 🤯 https://t.co/NwG0ljUYXd ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-09-12 17:29
Source: https://t.co/fS2Tw0oPX7zoomer (@zoomerfied):[ ZOOMER ]POLYMARKET TRIPLES VALUATION AND TARGETS $3B IN LATEST FUNDING ROUND, 50% HIGHER THAN KALSHI'S PREVIOUS ROUND: BUSINESS INSIDER ...
How Should Investors Play TEN Stock Post Q2 Earnings Beat?
ZACKS· 2025-09-12 16:56
Core Viewpoint - Tsakos Energy Navigation Limited (TEN) reported strong second-quarter 2025 results, with earnings and revenues exceeding expectations, raising questions about the stock's investment potential [1]. Group 1: Q2 & 1H25 Performance - In Q2 2025, TEN's earnings per share were 67 cents, beating the Zacks Consensus Estimate by 8 cents, but down 46.8% year-over-year [2][9]. - Total revenues for Q2 reached $161.4 million, surpassing the Zacks Consensus Estimate of $156.9 million, although this represented a 24.6% decline year-over-year due to reduced spot contracts [2][9]. - Vessel operating expenses increased by 6% year-over-year in Q2, primarily due to larger vessel sizes, upgrades, and inflation, impacting profitability [3]. Group 2: Fleet and Financial Health - TEN's fleet utilization improved to 96.9% in the first half of 2025, supported by more vessels under term contracts and fewer in dry-dockings [6][9]. - The company's balance sheet remains robust, with a fleet market value of $3.8 billion against $1.8 billion in debt, indicating strong cash reserves [6]. Group 3: Year-to-Date Price Performance - Despite challenges such as tariff issues and inflation, TEN shares have increased in double digits year-to-date, outperforming the Zacks Transportation - Shipping industry, but lagging behind peers Euroseas and Global Ship Lease [7]. Group 4: Valuation and Earnings Estimates - TEN is considered undervalued, trading at a forward price/sales ratio of 0.87, significantly lower than the industry average of 2.18, with a Value Score of A [11]. - However, earnings estimates for 2025 and 2026 have declined due to headwinds like falling spot contracts and rising operating costs [14]. Group 5: Strategic Outlook - The company is pursuing a strategy to expand its fleet by divesting older vessels and acquiring new ones under long-term contracts, which is viewed positively [15]. - Nonetheless, challenges such as declining spot rates, high interest expenses, and geopolitical tensions affecting trade flows are significant concerns [16].