Core Insights - The article emphasizes the importance of generating alpha through independent investment strategies, focusing on a generalist approach across various sectors with potential alpha compared to the S&P 500 [1]. Investment Strategy - The investment strategy involves managing a family portfolio primarily through a Self Managed Super Fund, with a typical holding period ranging from a few quarters to multiple years [1]. - The research methodology includes building comprehensive spreadsheets that track historical financial data, key metrics, guidance trends, and performance indicators [1]. Research Approach - The analysis does not heavily rely on Discounted Cash Flow (DCF) models for long-term projections, instead focusing on assessing a company's historical performance and outlook on five key drivers: revenues, costs and margins, cash flow conversion, capital expenditures, and interest rates [1]. Market Positioning - The article indicates a potential interest in initiating a long position in COIN within the next 72 hours, suggesting a proactive approach to investment opportunities [1].

Key Takeaways MSTR purchased 10,100 BTC for $1.05B between June 9 and June 15, averaging $104,080 per coin. MSTR funded the buy through ATM equity sales and a $979.7M preferred share IPO on June 10. MSTR now aims for a 25% BTC yield and $15B total Bitcoin gain in 2025.MicroStrategy (MSTR) , doing business as “Strategy,” is the world’s largest corporate holder of Bitcoin, which reinforced its bullish stance by purchasing 10,100 BTC for $1.05 billion, at an average price of $104,080 per coin between June 9 ...

Core Insights - Electrify Expo has launched the Electrify Weekender program, allowing attendees to extend their electric vehicle (EV) experiences beyond the festival, enhancing buyer confidence before making a purchase [1][2] - Tesla is the exclusive partner for the Electrify Weekender program at the Los Angeles event, highlighting its leadership in the EV industry and commitment to accessibility and adoption [2][8] Program Details - The Electrify Weekender program enables attendees to sign up for extended test drives either in advance or on-site, coordinating with local stores for a two-day driving experience [3] - Participants can choose their preferred EV model, facilitating a personalized experience that integrates EVs into their daily lives [8] Event Schedule - The 2025 Electrify Expo tour includes stops in major cities such as Seattle, San Francisco, Chicago, and New York, providing opportunities for more consumers to engage with EV technology [7][9]

Core Insights - Unisys Corporation (UIS) is increasing its focus on Licensing and Support (L&S) services, with 2025 revenue expectations raised to $410 million from $390 million due to higher client demand and longer renewals [1][9] Group 1: Revenue and Performance - The upward revision in L&S revenue is attributed to increased consumption patterns and longer-term renewals, as clients depend more on Unisys' Clear Path Forward platforms for AI adoption and data integration [2][9] - Many renewals are being executed earlier and for longer durations, indicating a stronger client commitment to data reliability and compute efficiency [3] - Approximately 65% of annual L&S revenues are expected in the second half of 2025, which is anticipated to stabilize full-year revenue and cash flow outlook [4] Group 2: Market Position and Valuation - Unisys shares have increased by 2.4% over the past three months, while the industry average rose by 3.4%, with competitors like C3.ai, Dynatrace, and Fujitsu showing higher gains [5] - UIS is currently trading at a forward 12-month price-to-sales (P/S) multiple of 0.15X, significantly below the industry average of 19.26X, suggesting an attractive investment opportunity [8] Group 3: Earnings Estimates - The Zacks Consensus Estimate for Unisys' 2025 earnings per share has been revised upward from 25 cents to 58 cents, reflecting strong analyst confidence in the stock's near-term prospects [10] - Projections indicate a 28.9% rise in earnings for Unisys in 2025, compared to growth rates of 9.8%, 13.7%, and 42.3% for competitors C3.ai, Dynatrace, and Fujitsu, respectively [12]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive focuses on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

[Music] [Applause] [Music] See, I had an amazing family, incredible friends, and I didn't ever feel like anything was missing. by not knowing my birth family or my birth culture. And for as far back as I can remember, my life was full. But our stories, they always run deeper than what we can remember. Ah, over the last four years, what was once just my fun fact has now become a central part of my funky Georgian American life. something that has redefined my every move, given me a new sense of purpose, and h ...

Key Takeaways JPM filed a trademark for "JPMD," tied to digital asset trading, transfer, and payment services. JPM's move follows rising stablecoin interest and $1B daily use of its JPM Coin for wholesale payments. JPM is in talks with major banks like BAC on launching a joint stablecoin amid evolving regulations.On June 15, JPMorgan (JPM) filed a trademark application for “JPMD” with the United States Patent and Trademark Office (USPTO), suggesting potential plans related to digital currency. This move i ...

Overview of the Scandal - The report exposes a systematic trafficking of newborns in Georgia, particularly during the 1990s and early 2000s after the collapse of the Soviet Union [2][4] - Corrupt medical professionals stole newborn infants from hospitals and sold them through an illegal adoption system [2][3] - Families were given false stories about their babies' deaths, with nonexistent hospital graveyards mentioned [3] Investigation and Discoveries - An investigative project, "The Stolen Babies of Georgia," seeks justice for this hidden crime through photojournalism [4] - A Facebook group called "Vedzip" (meaning "I'm searching for now") with over 288,000 members has facilitated reunions through DNA tests, reuniting over 1,000 families [7][8] - Forged documents and fabricated birth parent information were used in the illegal adoptions [13][14] Impact and Personal Stories - Families mourned for decades, only to discover their children were stolen [5] - The story of twin sisters, Ano and Taco, separated at birth and reunited after 21 years through a TikTok video, highlights the impact of these crimes [9][10] - A mother, Ena, was told her twins died, but later discovered the suitcase supposedly containing their bodies was filled with wine branches [20] Call to Action and Justice - The report emphasizes the urgent need for official investigations and acknowledgement of these crimes [15][16] - The goal is to uncover the truth and provide answers to the families who have been denied them for decades, not vengeance [16] - The report highlights the resilience of those searching for the truth and calls for continued efforts to expose these stories and ask hard questions to facilitate healing [21]

12 June 2025 | 11:15AM EDT The Goldman Sachs Group, Inc. Where to Invest Now Tariff Truce (for now) June 2025 David Kostin Chief US Equity Strategist Goldman, Sachs & Co. 1-212-902-6781 david.kostin@gs.com Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. c45a43530f604d12bcb9a82b5aa6b9f6 US Equity Market 2 c45a43530f604d12bcb9a82b5aa ...

Core Viewpoint - Freshworks Inc. (NASDAQ: FRSH) has experienced a significant decline of 72% from its all-time high (ATH) in 2021, with a year-to-date return of negative 7.6% [1] Company Performance - The stock's poor performance may lead many investors to dismiss it, but a focus on fundamentals is essential for a comprehensive analysis [1] Investment Strategy - The analysis emphasizes the importance of identifying strong businesses at reasonable prices for long-term investment, with a particular interest in technology companies and a global investment perspective [1]