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Five9 Is A Buy After Assessing AI Trends And Upcoming Earnings (Rating Upgrade)
Seeking Alpha· 2025-07-21 07:47
Core Viewpoint - The research service "Asia Value & Moat Stocks" targets value investors looking for Asia-listed stocks that exhibit a significant disparity between market price and intrinsic value, focusing on deep value balance sheet bargains and wide moat stocks [1] Group 1: Investment Focus - The service emphasizes deep value balance sheet bargains, which include net cash stocks, net-nets, low price-to-book (P/B) stocks, and sum-of-the-parts discounts [1] - It also highlights wide moat stocks, which are characterized by strong earnings power at a discount, including high-quality businesses and "Magic Formula" stocks [1] Group 2: Market Emphasis - The primary focus of the investment ideas is on the Hong Kong market, providing a range of watch lists with monthly updates for investors [1]
Speed Running Mary Meeker's AI Trends | The Brainstorm EP 90
ARK Invest· 2025-06-04 20:00
[Music] Welcome to the brainstorm episode 90 today in person. Great to see you guys. We're going through and speedrunning the Mary Maker AI trends report.340 slides in 20 15 minutes. We'll see if we can do it. Uh pull up your Subway Surfer next to this because this is going to be uh fastpaced here.Biggest takeaway maybe we just start there. The whole 340 slides to me is this is happening fast, very fast. Any Yeah. Any other takeway.And we kind of already knew that. So So is that the only trend. Are we done. ...