Let's bring in Dominic Chew. He's at the American Century Championship in Tahoe and joins us with a special guest. Hey Dom.Absolutely. Kathy Englebert, the WNBA commissioner is with us right now and as she just mentioned, a magnificent setting for not just golf, but for everything else in Lake Tahoe. Thank you for being here with us.Great to be here, Don. All right, so let's talk a little bit about first why you're here. You are going to be playing in this celebrity am golf tournament that happens.Why are y ...

Core Insights - SoFi Technologies (SOFI) stock has recently reached a 52-week high of $20, reflecting a +30% gain in 2025 and over +200% increase in the last three years [1][2] Growth Targets - SoFi's management is targeting 30% member growth and 20% revenue growth, aiming to exceed $3 billion in revenue for the current year [3] Subscriber Growth - As of the end of Q1, SoFi reported a record 10.9 million subscribers, a 34% increase from the same quarter last year [4] Revenue Projections - Zacks projects SoFi's total sales to rise 25% in fiscal 2025 to $3.29 billion, up from $2.61 billion last year, with FY26 sales expected to increase another 19% to $3.93 billion [4][5] Market Opportunities - Proposed federal caps on graduate student loans are likely to drive borrowers towards private lenders, potentially expanding SoFi's market share [6] - SoFi plans to re-enter the cryptocurrency market, offering trading, staking, and crypto-backed loans, which may attract investor interest [8] Strategic Partnerships - SoFi has formed key partnerships, including with Capitalize Inc. for retirement services and expanded loan platform agreements with Fortress Investment Group, enhancing its lending capacity [9] Institutional Ownership - Significant stakes in SoFi by institutions like BlackRock, State Street, and Vanguard Group indicate strong confidence in the company's business model, with institutional ownership exceeding 40% [10] Financial Position - SoFi has $2.71 billion in cash and equivalents, with total assets of $37.74 billion, surpassing total liabilities of $31.07 billion, indicating a solid balance sheet [11] Investment Outlook - Despite a recent rally, SoFi holds a Zacks Rank 3 (Hold) and is trading at a 70X forward earnings multiple, suggesting potential for better buying opportunities in the future [12]

LGBTQ+ Rights & Legal Framework - Hong Kong proposes a legal recognition framework for same-sex partnerships [1] - This marks a significant advancement for the LGBTQ+ community in Hong Kong [1]

What did you get done this quarter?For Pudgy Penguins, the list includes:- Getting CBOE to file for a PENGU + Pudgy ETF- Ringing the bell at Nasdaq- Partnerships with Nascar and Lufthansa- First Pudgy children's book with Randomhouse- Launch of Pengu Clash- PENGU on Upbit and Revolut- Pudgy Pez dispensers- Reaching 800M+ views per day+ a lot moreThis is the Pudgy Proliferation. It's happening in front of you... ...

Core Insights - AIM ImmunoTech Inc. presented its drug Ampligen at the U.S.-Poland Science and Technology Symposium 2025, highlighting its potential in immunotherapy [1][2] - Dr. Pawel Kalinski emphasized the importance of public-private partnerships in advancing cancer research and treatment development [2][4] - The conference focused on "Opportunities in Singularity," showcasing collaboration between various institutions and organizations [3] Company Overview - AIM ImmunoTech Inc. is an immuno-pharma company dedicated to developing therapeutics for cancers, immune disorders, and viral diseases, including COVID-19 [5] - Ampligen, the company's lead product, is a first-in-class investigational drug that acts as a dsRNA and TLR3 agonist with broad-spectrum activity in clinical trials [5] Future Initiatives - The CEO of AIM stated the goal of establishing clinical partnerships and licensing agreements in Europe, particularly in Poland, to enhance cancer research [4]

Core Insights - Coach has successfully rebranded and attracted younger consumers, with over two-thirds of nearly 900,000 new customers in North America being Gen Z and millennials [1][2] - The company reported a 15% revenue growth year-over-year and achieved a gross margin of 77.1% [2] - Coach's market capitalization increased by approximately 140% from January 2020 to January 2025 [5] Brand Strategy - The focus on the "timeless Gen Z client" has led to positive outcomes for Coach, enhancing its brand image and market presence [1][2] - Successful product launches, such as the Brooklyn, Tabby, and Rogue handbags, have contributed to Coach's resurgence, with the Brooklyn being named the hottest fashion product of Q4 last year [3] - Demand for Coach products on the global shopping platform Lyst increased by 332% year-over-year [3] Customization and Innovation - Coach has embraced customization, allowing customers to purchase and create personalized bag charms, with searches for related items on Pinterest growing significantly [4] - The introduction of immersive concept stores, Coach Play, and the expansion into hospitality with Coach Coffee shops reflect the brand's innovative approach [4] Market Position - Coach is recognized for transforming from a mediocre mall brand to a credible luxury contender, showcasing its ability to elevate brand perception in a competitive market [3][6] - The timing of Coach's strategy aligns well with consumer sentiments regarding value for money in luxury goods [6]

Evaluating their growth profiles Enterprise Products Partners (EPD 0.74%) and MPLX (MPLX 1.51%) are two of the biggest master limited partnerships (MLPs). They operate large, integrated energy midstream assets that generate lots of stable cash flow, meaning they pay lucrative and steadily growing distributions. The MLPs have two of the best records of distribution growth in the sector. However, most investors will probably only want one in their portfolio, especially considering the tax complications of rec ...

Core Insights - The article discusses significant developments in the investment banking sector, highlighting trends and shifts in market dynamics [1] Group 1: Industry Trends - Investment banks are increasingly focusing on digital transformation to enhance operational efficiency and client engagement [1] - There is a notable rise in mergers and acquisitions activity, driven by favorable market conditions and low interest rates [1] - Regulatory changes are impacting the way investment banks operate, necessitating adjustments in compliance and risk management strategies [1] Group 2: Company Developments - Major investment banks reported strong quarterly earnings, with a year-over-year increase in revenue by approximately 15% [1] - Companies are expanding their service offerings to include more advisory roles in sustainability and ESG (Environmental, Social, and Governance) investments [1] - There is a growing emphasis on talent acquisition and retention, as firms compete for skilled professionals in a tightening labor market [1]

Core Viewpoint - Venu plans to invest approximately $3 billion in building venues over the next 3 to 4 years, with a focus on innovative financing models and public-private partnerships [1][3]. Company Developments - The company is set to break ground on a $350 million amphitheater in McKinney, Texas, which will be the largest fully seated, multi-seasonal amphitheater ever constructed [2]. - Currently, Venu is constructing about $1.2 billion worth of amphitheaters and aims to scale this to $3 billion in the coming years [3]. Financing Strategy - Venu's financing model includes 35% to 45% of funding coming from municipal partnerships, which may involve real estate, cash, and tax incentives [3]. - The company employs a fractional ownership model similar to condominium sales, which contributes to 35% to 45% of its overall financing [4]. Recent Financial Activity - Venu closed a $10.25 million equity investment with an institutional investor, issuing a new series of preferred stock with a stated value of $15,000 per share, convertible into common stock at an effective rate of $15 per share [6].

Core Viewpoint - Global Partners (GLP) is positioned as an attractive investment opportunity amid rising crude oil prices due to geopolitical tensions and supply disruptions [1][2]. Group 1: Market Context - Escalating tensions in the Middle East, particularly between Israel and Iran, have raised concerns about oil supply disruptions, as Iran is a significant oil producer [2]. - Wildfires in Canada have led to a reduction of approximately 350,000 barrels of oil production per day [2]. - OPEC has been unable to reach an agreement to increase global oil output, contributing to the current market dynamics [2]. - WTI crude prices have increased by 15% over the last month, surpassing $70 per barrel, despite a slight dip of over 1% on Monday [2]. Group 2: Company Performance - Global Partners operates a vast network of liquid energy terminals from Maine to Florida, facilitating the storage and distribution of various petroleum products [4]. - The company has achieved a total return of +23% in 2025, outperforming the broader market and its peers in the oil refining and marketing sector [5]. - GLP's total sales are projected to increase by 37% in fiscal 2025, reaching $23.55 billion, up from $17.16 billion the previous year [10]. - Annual earnings per share (EPS) are expected to rise by 18% this year and an additional 6% in FY26, reaching $3.03 per share [11]. Group 3: Dividend and Distribution - Global Partners, as a Master Limited Partnership (MLP), benefits from a tax structure that allows it to pass income directly to shareholders, making it appealing to income investors [8]. - The company currently has a payout ratio of 94%, with an annual distribution yield of 5.8% [9]. - GLP has increased its dividend 17 times in the last five years, resulting in an annual growth rate of nearly 11% during this period [9][10]. Group 4: Investment Outlook - The stock is currently rated as a Zacks Rank 1 (Strong Buy), indicating strong investor interest [12]. - The reasonable forward earnings multiple of 19.5X suggests potential for further price appreciation as crude prices rise [12].