Valuation
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Seagate Technology: HAMR Drives Earnings Surge Ahead
Seeking Alpha· 2025-07-02 01:15
Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuations [1]
McKnight: Mid caps offer strong balance sheets and solid earnings growth
CNBC Television· 2025-07-01 11:25
officer at Wealth Management. Alan, good morning. Good to see you, Frank.>> Always a pleasure to be here with you. >> So we were just kind of showing what we like to call the wall of worry using some air quotes there. Is there one of those in particular that you see as the biggest worry specifically for the markets.>> I think the biggest worry right now is around uncertainty, which breeds volatility and complexity. And when you look across the landscape, whether it be the situation in Washington, which you ...
Twilio: Catalysts Propel AI Messaging Growth
Seeking Alpha· 2025-07-01 02:10
Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]
Market behavior is consistent with new highs in the second half: Ned Davis Research's Ed Clissold
CNBC Television· 2025-06-30 20:28
Uh Ed, we now have a market that uh you know is has kind of completed whatever uh we're going to call what happened in the spring, that severe correction. In fact, one of the fastest rebounds from a 15% plus pullback in the S&P 500 we've seen. What does that tell us.And I guess what is the overall market behavior suggest to you. Yeah, Mike, it certainly has been risk on since the the April lows. We went through a retesting period for a couple of weeks, but then once we got into late April, it's been very mu ...
Innoviz Technologies: Opportunity In The Valuation Shuffle
Seeking Alpha· 2025-06-30 13:00
Core Insights - Aeva (AEVA) has achieved a significantly high valuation, indicating strong market interest and potential growth in the lidar technology sector [1] - Comparatively, Ouster (OUST) is viewed as a safer investment option, while Innoviz (NASDAQ: INVZ) is also highlighted for its potential [1] - The current focus is on evaluating lidar companies based on their technology, market adoption, and revenue growth, reflecting a shift in investment analysis from solar manufacturers and renewable yieldcos [1]
X @The Economist
The Economist· 2025-06-29 08:30
In the age of AI startups, traditional valuation measures such as projected revenue growth, customer churn and cash burn are becoming less sacrosanct than they used to be. But at what cost? https://t.co/3lTov87bcd ...
I think Apple stock is just plain out of favor right now, says Jim Cramer
CNBC Television· 2025-06-28 00:11
We've had an incredible run over the past few months, but somehow it doesn't feel complete with Apple lagging far behind the averages. Granted, the stock still bounced off its early April lows, but it's not even back to where it was before President Trump announced his liberation day tariffs. For the past month or so, Apple's been trading sideways, basically hugging the $200 level while the rest of the tech sector's been roaring.And look, as much as I love Apple, the company which makes the world's best pro ...
X @Forbes
Forbes· 2025-06-27 10:20
Valuation & Revenue - The report likely discusses the WNBA's most valuable teams in 2025 [1] - The report likely contains revenue figures for WNBA teams [1] Industry Trends - The report likely analyzes the factors contributing to team valuations [1] - The report likely explores the growth and development of the WNBA [1]