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Can Sea Limited More Than Double to Regain Its All-Time Highs?
The Motley Fool· 2025-06-24 00:18
Don't look now, but one of the best stocks over the past 18 months has been Sea Limited (SE 0.08%). In fact, since early 2024, the stock has nearly quintupled, up 400%. Sea's trial by (Free) Fire While investors shouldn't expect new all-time highs tomorrow, Sea's trials have made it a stronger company on the other side. Over time, high-quality, "anti-fragile" compounders can go up much more than one might think. Sea boomed during the pandemic, when its mobile gaming, e-commerce, and digital payments busines ...
How A Poet's Words Shed Light On Nike's Business And Earnings
Seeking Alpha· 2025-06-23 16:12
Few stocks are being debated as much as Nike (NYSE: NKE ) this year. Leaving aside big tech and AI plays, I think that Nike, together with Hershey ( HSY ), Starbucks ( SBUX ), and Intel (I focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is a much safer driver of gains than low ...
高盛:浦发银行_亚洲金融企业日要点
Goldman Sachs· 2025-06-23 02:09
17 June 2025 | 6:23PM HKT Shanghai Pudong Development Bank (600000.SS): Asia Financials Corporate Day Takeaways We hosted Shanghai Pudong Development Bank (SPDB, Not Covered) investor relations team at Asia Financials Corporate Day and summarize the key takeaways as follows: Claire Ouyang +852-2978-6686 | claire.x.ouyang@gs.com Goldman Sachs (Asia) L.L.C. Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have ...
X @Investopedia
Investopedia· 2025-06-20 19:00
Improved same-restaurant sales and more locations helped Darden Restaurants exceed profit forecasts. https://t.co/cM4QBP2qLc ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-20 16:45
One of the biggest scams for government spending is non profitsElon Musk“One of the biggest scam fraud hauls we've uncovered, which is really crazy, is that the government can give money to a so-called nonprofit with very few controls.”https://t.co/ghV51gJERY ...
PERMIAN BASIN ROYALTY TRUST ANNOUNCES JUNE CASH DISTRIBUTION AND EXCESS COST POSITION ON WADDELL RANCH PROPERTIES
Prnewswire· 2025-06-20 12:00
DALLAS, June 20, 2025 /PRNewswire/ -- Argent Trust Company, as Trustee of the Permian Basin Royalty Trust (NYSE: PBT) ("Permian" or the "Trust") today declared a cash distribution to the holders of its units of beneficial interest of $0.012976 per unit, payable on July 15, 2025, to unit holders of record on June 30, 2025. The distribution does not include proceeds from the Waddell Ranch properties, as total production costs ("Production Costs") exceeded gross proceeds ("Gross Proceeds") for the month of Apr ...
大揭秘,OpenAI被扒了个底朝天!
华尔街见闻· 2025-06-20 10:44
(图片由豆包AI生成 提示词档案揭秘) 一个超过50页,逾万字的交互式报告,揭露了OpenAI从非营利研究实验室演变为营利巨头的全过程。 近期,由两大非营利科技监督组织——Midas Project与Tech Oversight Project——联合发布了一份名为《OpenAI档案》的深度调查报告。 该报告由Midas Project执行董事Tyler Johnston主导,历时近一年的公开信息收集与一个月的集中撰写。报告被称为"迄今为止,针对OpenAI在公司治理实 践、领导层诚信及组织文化方面,已记录在案的担忧的最全面汇编"。 通过梳理公司披露文件、法律诉讼、公开信及媒体报道等大量公开资料,这份超过一万字的交互式报告发现, OpenAI正在系统性地、有预谋完成了从"为人类 谋福祉"到"为投资者谋利润"的根本性转变,CEO奥特曼存在长期、有据可查的言行不一、操纵信息和规避监督的行为模式,且个人投资与公司业务的深度捆 绑。OpenAI在安全和透明度方面言行不一,其公开承诺与内部实践严重脱节。 报告分为四大主题,一是重组、二是首席执行官诚信、三是透明度和安全性、四是利益冲突。 其中,OpenAI高管和董事会成 ...
Spotify's Q1 Profitability Takes Off: What's the Secret Sauce?
ZACKS· 2025-06-19 15:56
Key Takeaways SPOT's Q1 operating income skyrocketed 203% as revenues rose 15% and expenses dropped 3% year over year. The gross margin hit 31.6%, with the Premium and Ad-Supported segments gaining 332 and 885 bps, respectively. SPOT's ROIC beat AMZN's 24%, but its ROE lagged AAPL's 167.2% and AMZN's 24.1% by a wide margin.Spotify Technology S.A.’s (SPOT) first-quarter 2025 profitability was top-tier, driven by robust top-line growth and disciplined expense management. Revenues increased 15% year over yea ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-19 03:26
“I have no equity in OpenAI – I'm doing this because I love it.”Sam AltmanI still don’t get how Open Ai went from non profit to for maximum profit.https://t.co/hlQbvoouD9 ...
Will Higher Production Volumes of R2 Boost Rivian's Gross Profit?
ZACKS· 2025-06-18 15:41
Core Insights - Rivian Automotive, Inc. reported a gross profit of $206 million in Q1 2025, marking its second consecutive quarter of positive gross profit and the highest gross margin to date, reflecting improved cost efficiency [1][9] - The company expects to receive $1 billion in funding from its joint venture with Volkswagen Group by the end of June [2] - Rivian maintains a positive outlook for the full year 2025, anticipating a quicker path to profitability with the upcoming launch of the R2 model in H1 2026 [3] Financial Performance - Rivian's gross profit increased from a loss of $527 million in Q1 2024 and a profit of $170 million in Q4 2024, driven by lower variable costs, increased revenue per vehicle, and better fixed-cost management [1][9] - Rivian's shares have gained 2.5% year-to-date, outperforming the Zacks Automotive-Domestic industry, which has seen a decline of 27.2% [7] Competitor Analysis - Tesla reported a gross profit of $3.15 billion in Q1 2025, down from $3.7 billion in the same quarter last year, attributed to declining volumes and discount offers [5] - Lucid incurred a gross loss of $228.5 million in Q1 2025 but showed improvement in gross margin, moving from negative 134.3% to negative 97.2% year-over-year [6] Valuation and Estimates - Rivian is currently trading at a forward sales multiple of 2.37, which is lower than the industry average of 2.62, indicating it may be undervalued [11] - The Zacks Consensus Estimate for Rivian's EPS has increased by 42 cents for 2025 and 15 cents for 2026 over the past 60 days [12]