Bitcoin treasury firm Metaplanet is roaring on the Tokyo Stock Exchange, with the stock price gaining 15% during the Jan. 5 trading session. The company has shared a recent disclosure over plans to buy back 150 million worth of shares. This recovery coincides with Bitcoin price regaining strength and moving back to $92,500. Metaplanet Stock Grabs Spotlight with 15% Upside Along with the MSTR stock, the Metaplanet stock also made a strong upside with BTC price surging closer to $93,000. The company also ...

Core Viewpoint - NB Private Equity Partners (NBPE) reported its monthly NAV estimate as of 30 November 2025, highlighting a total NAV of $1.2 billion and a total return of 4.0% year-to-date [1][2]. NAV Highlights - The NAV total return (TR) for NBPE was 4.0% year-to-date, 4.1% over one year, 9.5% over three years, 59.2% over five years, and 164.9% over ten years [3]. - The MSCI World TR showed significantly higher returns, with 20.6% year-to-date and 223.3% over ten years [3]. - The share price TR was 4.3% year-to-date and 235.1% over ten years, indicating strong performance compared to the FTSE All-Share TR [3]. Portfolio Update - The NAV performance was primarily driven by private company valuations, with a total of $157 million in realizations received year-to-date and $23 million deployed in new investments [4][5]. - The NAV per share was reported at $27.67 (£20.88), with a total return of 0.5% for the month [6]. - Approximately 92% of the valuation information was based on Q3 private company data, with private investments appreciating by 1.3% on a constant currency basis [6]. Share Buybacks - In November 2025, approximately 695,000 shares were repurchased at a weighted average discount of 24%, resulting in an NAV per share accretion of approximately $0.12 [11]. - Year-to-date, NBPE has repurchased around 2.9 million shares for $57 million at a weighted average discount of 26%, contributing to an NAV accretion of approximately $0.48 per share [11]. Investment Opportunities - NBPE has a strong pipeline of investment opportunities, particularly in mid-life co-investments and co-underwrite opportunities, supported by $289 million in total liquidity as of 30 November 2025 [8][9]. - The liquidity comprises $79 million in cash and liquid investments, along with a $210 million undrawn credit line [9]. Portfolio Composition - As of 30 November 2025, 78% of the portfolio was invested in North America, while 22% was in Europe [13]. - The industry distribution of the portfolio includes 20% in Tech, Media & Telecom, 19% in Consumer/E-commerce, and 19% in Industrials/Industrial Technology [13].

Core Viewpoint - BASF SE has been actively conducting a share buyback program, with a total of 6,481,675 shares repurchased from November 3, 2025, to December 12, 2025, indicating a strategic move to enhance shareholder value [2][4]. Share Buyback Details - From December 8, 2025, to December 12, 2025, BASF SE repurchased 938,051 shares as part of its ongoing share buyback initiative [2]. - The daily repurchase volumes and corresponding volume-weighted average share prices are detailed, showing fluctuations in share prices across different trading venues [3]. - The shares are being purchased through a bank commissioned by BASF SE, primarily on the Frankfurt Stock Exchange (Xetra) and other trading platforms [4].

Core Insights - Lululemon Athletica Inc. reported better-than-expected third-quarter results, with earnings of $2.59 per share, surpassing analyst estimates by 14.15% [1] - The company raised its full-year guidance for fiscal 2025, projecting GAAP EPS between $12.92 and $13.02 and revenue between $10.96 billion and $11.05 billion [2] Financial Performance - Quarterly revenue reached $2.57 billion, exceeding the Street estimate of $2.48 billion and showing an increase from $2.4 billion in the same period last year [1] - The company’s stock rose 10.7% to $207.01 in pre-market trading following the earnings announcement [2] Guidance and Strategic Moves - Lululemon announced a CEO succession plan and authorized an increase to its share buyback program [2] - Analysts adjusted their price targets for Lululemon post-earnings, with B of A Securities raising it from $185 to $220, Telsey Advisory Group from $200 to $215, and Jefferies from $120 to $170 [3]

CAMBRIDGE, Mass.--(BUSINESS WIRE)--GE Vernova (NYSE: GEV) today announced that its Board of Directors has declared a $0.50 per share quarterly dividend—doubling from a $0.25 quarterly dividend. The quarterly dividend will be payable on February 2, 2026, to shareholders of record as of January 5, 2026. The Board of Directors has also approved a share repurchase authorization increase to $10 billion, from the prior authorization of $6 billion. GE Vernova has spent $3.3 billion of the authorizatio. ...

Nittetsu Mining is being urged by a key investor to sell real estate and other non-core assets and use the proceeds to buy back shares https://t.co/zdBjo9Jclg ...

Key Takeaways Kroger's Q3 EPS hit $1.05, beating estimates, with identical sales ex-fuel up 2.6% year over year. Gross margin improved to 22.8% on lower supply chain costs and the sale of Kroger Specialty Pharmacy.KR revised FY25 identical sales and EPS outlook, supported by strong e-commerce and brand performance.The Kroger Co. (KR) reported third-quarter fiscal 2025 results, wherein the bottom line increased year over year and beat the Zacks Consensus Estimate, while sales fell short of the consensus mark ...

Core Viewpoint - The company aims for annual dividend per share growth of 7% or more over the next two years and plans to initiate an annual share buyback program starting in 2026 [1] Group 1 - The company targets a 7% or more increase in annual dividend per share over the next two years [1] - An annual share buyback program is set to commence in 2026 [1]

Core Insights - Partners Group Private Equity (LSE: PEY) is preparing for a significant shareholder-return program due to successful exits generating fresh capital [1] Financial Performance - PEY recorded €65.4 million (approximately $76.4 million) in distributions during the first nine months of 2025, with a strong outlook for continued performance [2] - The firm is on track to achieve around €200 million ($233 million) in exit proceeds for both 2025 and 2026, which could facilitate substantial buybacks [3] Portfolio Strength - The underlying portfolio has seen valuations increase by over 10% year-on-year, driven by double-digit EBITDA growth and improved multiples across key holdings [4] - Recent public listings, such as those of Vishal Mega Mart and Galderma, have contributed positively to PEY's valuation gains [4] Buyback Strategy - Buybacks are considered an effective use of excess capital for listed private-equity vehicles, especially when shares are trading below NAV [5] - PEY may initiate a buyback program in early 2026, contingent on the completion of sales and capital allocation decisions [6] Shareholder Impact - If buybacks occur at the higher end of expectations, shareholders could experience an increase in NAV per share and a reduction in the current discount to NAV [7]

Core Insights - Investor Michael Burry shared a 2019 email from Keith Gill, highlighting early convictions regarding GameStop Corp.'s potential before its significant rise during the 2021 meme stock rally [1] Group 1: Burry's Advocacy - Burry urged GameStop's management to complete the remaining $237.6 million of its buyback authorization, which would retire over 80% of the company's outstanding shares, significantly increasing earnings per share [2] - He noted that GameStop had over $480 million in cash, sufficient to complete the share repurchase and still invest in the business and pay down debt, while the market capitalization was only $290 million [3] Group 2: Gill's Support - Keith Gill expressed support for Burry's analysis, agreeing that the board's inaction was concerning given the "absurdly low share price" [4] - Gill described GameStop's stock chart as "one of the ugliest" he had seen, indicating a strong belief in the stock's undervaluation despite market pessimism [4] Group 3: Stock Performance Context - The email exchange occurred nearly two years before GameStop's stock surged 1,294% in less than a month during the 2021 short-squeeze [5] - Currently, GameStop's shares are down 2,133% from their all-time high of $483 per share on January 28, 2021, and have decreased by 29.45% year-to-date [5]