Core Insights - Sirius XM is a leading provider of satellite radio and audio entertainment services in the U.S., leveraging a subscription-driven business model complemented by advertising and licensing to generate consistent revenue streams [6] Company Overview - Sirius XM reported a total revenue of $8.56 billion and a net income of $805 million for the trailing twelve months (TTM) [4] - The company has a dividend yield of 4.91% and its stock price was $22.60 as of February 5, 2026 [4] - The subscriber base stood at 31.3 million at the end of 2025, which is a decline compared to the end of 2021 [7][10] Financial Performance - The company's free cash flow increased by 37% to $1.24 billion in 2025, indicating a recovery after a dip in 2024 [10] - Approximately 29.3% of free cash flow was utilized to meet dividend obligations in 2025, suggesting sufficient cash generation to potentially reduce outstanding shares and increase dividend payouts [11] Investment Activity - CHECK Capital Management increased its stake in Sirius XM by 821,657 shares during the fourth quarter of 2025, with an estimated transaction value of $17.66 million [2] - Following this transaction, Sirius XM represented 1.68% of CHECK Capital's $3.44 billion reportable U.S. equity assets [8] - Despite the increase in stake, Sirius XM is not among CHECK Capital's top five holdings, ranking as the seventh-largest stock in their portfolio [7]

Core Viewpoint - Chewy's stock has significantly declined over the past five years, dropping more than 80% from its peak in early 2021, but there are signs that the company's long-term strategy is beginning to pay off, making it a potentially attractive investment opportunity [1][2]. Group 1: Company Overview - Chewy is an online retailer specializing in pet food, toys, treats, and medicine, operating solely as an e-commerce platform without any physical retail presence [2]. - The company competes with Amazon in the online pet supply market, holding approximately one-third market share, similar to Amazon's share [3]. Group 2: Financial Performance - In the fiscal third quarter, Chewy reported revenue of $3.1 billion, reflecting an 8.3% year-over-year increase, continuing a consistent growth trend [3]. - A significant portion of Chewy's revenue, 83.9%, came from subscription-based recurring shipments, up from 80% in the same quarter the previous year, indicating a growing customer base willing to spend nearly $600 annually [5][6]. Group 3: Profitability and Growth Potential - Chewy has transitioned from a loss-making position to profitability at a faster rate than its revenue growth, suggesting a sustainable shift towards positive earnings [4]. - The company's ability to retain customers through subscription services is expected to drive continued bottom-line growth, as it is more cost-effective to maintain existing customers than to acquire new ones [6].

Company Overview - Sirius XM Holdings is a leading provider of subscription-based satellite radio and streaming audio services in the United States, serving over five thousand employees and a broad customer base [6] - The company generates revenue primarily through subscription fees, complemented by income from connected vehicle services, targeting individual consumers, automotive partners, and commercial clients [8] - As of January 15, 2026, Sirius XM Holdings reported a revenue of $8.55 billion and a net income of $993 million, with a dividend yield of 5.29% [4] Recent Developments - On January 16, 2026, Penn Davis McFarland disclosed the sale of 498,032 shares of Sirius XM Holdings, valued at an estimated $10.71 million based on quarterly average pricing [1][2] - The quarter-end value of the fund's Sirius XM Holdings position declined by $12.04 million, reflecting both the share sale and stock price changes over the period [2] - Following the sale, Sirius XM Holdings now accounts for 0.26% of Penn Davis McFarland's 13F AUM, down from 1.5% in the previous quarter [7] Stock Performance - As of January 15, 2026, Sirius XM Holdings shares were priced at $20.91, representing a decline of 59.87% over the past year, significantly underperforming the S&P 500 by 76.7 percentage points [7] - The stock offers a 5.3% dividend yield and has a P/E ratio of around 7.5, although these attributes may not justify continued investment given the stock's downward trend [9] - The company has been losing subscribers steadily, and its satellite radio monopoly is diminishing as users increasingly prefer streaming media from smartphones [10]

Market Overview - The S&P 500 increased by 1.1% as AI-related stocks surged following Nvidia's strong quarterly earnings, with Nvidia shares rising over 4% and Broadcom increasing nearly 6% [1] - The delayed September jobs report indicated an addition of 119,000 jobs, significantly surpassing the estimate of 51,000, which is positive for the market [1] Company Performance - Palo Alto Networks reported better-than-expected quarterly results, exceeding key metrics such as adjusted EPS, total remaining performance obligation (RPO), and next-generation security annual recurring revenue (ARR), which is crucial for its subscription-based model [1] - The company announced plans to acquire Chronosphere for $3.35 billion, a move viewed positively due to Chronosphere's ARR growth, likely enhancing analyst sentiment towards Palo Alto Networks [1] Leadership Changes - Eaton's CFO Olivier Leonetti will depart next year as part of a planned transition, with management reaffirming the company's 2025 guidance, indicating stability despite the leadership change [1] - A well-planned transition is emphasized as critical to avoid investor concerns regarding the company's stability and future [1] Additional Stocks Mentioned - Other stocks discussed included Walmart, Abbott Laboratories, Williams-Sonoma, Block, and Jacobs Solutions, indicating a broad interest in various sectors [1]

Group 1 - CyberArk Software Ltd. reported third-quarter revenue of $342.8 million, a 43% year-over-year increase, surpassing the consensus estimate of $328 million [1] - Adjusted earnings per share for the quarter were $1.20, reflecting a 28% increase from $0.94 a year ago, exceeding expectations of $0.93 [1] - The company achieved record net new annual recurring revenue (ARR) of $68 million for the quarter, marking a 16% year-over-year increase [2] Group 2 - Total ARR increased by 45% to $1.34 billion, indicating strong momentum in CyberArk's transition to a subscription-based business model [2] - The strong quarterly results come as CyberArk prepares for its merger with Palo Alto Networks, which is expected to enhance market reach and capitalize on the growing demand for identity security solutions [3]

Core Insights - Virtual healthcare is rapidly evolving, with Hims & Hers Health, Inc. (HIMS) and American Well Corporation (AMWL) leading the charge in different segments of the market [1][2] - HIMS focuses on a direct-to-consumer model offering personalized wellness services, while AMWL targets B2B solutions for healthcare organizations [2] Company Overview - HIMS is a consumer-focused digital health platform providing services such as mental health support, skincare, sexual health, and weight-loss treatments [1] - AMWL specializes in scalable telehealth infrastructure for hospitals, insurers, and health systems, emphasizing platform development and system integration [2] Stock Performance & Valuation - Over the past three months, HIMS stock has decreased by 16%, while AMWL has increased by 0.6%. However, HIMS has seen a significant annual increase of 198.8%, compared to AMWL's decline of 14.9% [3] - HIMS has a forward price-to-sales (P/S) ratio of 3.8, above its three-year median of 2.4, while AMWL's ratio is at 0.4, below its median of 1.1 [5] Growth Metrics - HIMS reported 2.4 million subscribers in Q2 2025, marking a 30.8% year-over-year growth, with average revenue per user increasing to $74 [6][10] - AMWL's software subscriptions accounted for 57.1% of total revenue, reflecting a 47.1% year-over-year increase [12] Strategic Initiatives - HIMS is expanding internationally through acquisitions, including ZAVA, and plans to enter the Canadian market in 2026 [9] - AMWL is enhancing its business model by focusing on higher-margin subscription-based software revenues and optimizing costs, leading to a significant reduction in EBITDA losses [12][13] Earnings Projections - The Zacks Consensus Estimate for HIMS' 2025 earnings per share suggests a 122.2% improvement from 2024 [16] - For AMWL, the 2025 loss per share is projected to improve by 55.8% from 2024 [18] Price Targets - Analysts have set an average price target of $48.67 for HIMS, indicating a potential increase of 10.6% from the last close [20] - The average price target for AMWL is $9.50, suggesting a potential increase of 36.7% from the last close [21] Investment Recommendation - AMWL is positioned as a more compelling investment choice due to its focus on scalable telehealth infrastructure and lower execution risk [23] - HIMS, while showing strong profitability and user engagement, may face challenges going forward, making it less favorable for current investment [24]

Welcome to a new episode of the opening bid unfiltered podcast. I'm Yo Finds executive editor Brian Sazi. Like I always say, it's a podcast that will make you a smarter uh investor period.And we have a real uh treat on this episode, someone uh whose career I followed for a very long time and I'm really honored to have here at our round table at the NASDAQ in Times Square. That's Ted Leonis uh founder, chairman, and CEO of Monumental Sports Entertainment. Good to see you, Ted.Appreciate it. Great to see you. ...

Table of Contents As filed with the Securities and Exchange Commission on June 10, 2024 Registration No. 333-276681 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 The Beachbody Company, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or other jurisdiction of incorporation or organization) Delaware 3600 85-3222090 (Primary Standard Industrial Classification Code Number) 400 Continen ...

Table of Contents As filed with the Securities and Exchange Commission on April 30, 2024 Registration No. 333-276681 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 The Beachbody Company, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or other jurisdiction of incorporation or organization) Delaware 3600 85-3222090 (Primary Standard Industrial Classification Code Number) 400 Contine ...

Registration No. 333-276681 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 The Beachbody Company, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or other jurisdiction of incorporation or organization) Delaware 3600 85-3222090 (Primary Standard Industrial Classification Code Number) 400 Continental Blvd, Suite 400 Table of Contents As filed with the Securities and Exchange Commissi ...