Before diving into the investment thesis for this article, it may be useful for readers who're less familiar with Liberty to set the scene here. Investors who investTMT sector professional. Over 20 years of experience working in the sector in Europe and outside Europe. Decade of investing experience to keep in close touch with companies and themes that are relevant for my work. Education in Corporate Finance.Companies where I worked are among others: KPN, Chellomedia, Liberty Global, UPC Cablecom Switzerlan ...

🔥 INSIGHT: Bitcoin’s NVT Golden Cross shows the market moving from deep undervaluation toward equilibrium, a phase historically linked to accumulation and healthier price discovery. https://t.co/I0XXLmNm8s ...

📊 MARKETS: Bitcoin is transitioning from deep undervaluation toward equilibrium, a phase historically linked to accumulation and healthier price discovery, per CryptoQuant. https://t.co/oH8UntPqts ...

We came across a bullish thesis on Americold Realty Trust, Inc. on Nugget Capital Partners’s Substack. In this article, we will summarize the bulls’ thesis on COLD. Americold Realty Trust, Inc.'s share was trading at $10.99 as of December 1st. COLD’s forward P/E was 119.05 according to Yahoo Finance. animal, beef, beefsteak, bone, butcher, butchered, butchery, carcasses, cow, flesh, food, fresh, hairnet, hanging, holding company, hygiene, leg, man, meat, muscle, premium, protein, raw, refrigerated, roast, ...

In the ever-evolving and intensely competitive business landscape, conducting a thorough company analysis is of utmost importance for investors and industry followers. In this article, we will carry out an in-depth industry comparison, assessing Adobe (NASDAQ:ADBE) alongside its primary competitors in the Software industry. By meticulously examining key financial metrics, market positioning, and growth prospects, we aim to offer valuable insights to investors and shed light on company's performance within t ...

SOL about $900 underpriced here ...

Core Viewpoint - Alphabet's shares have increased by 64% over the past four months, indicating a significant rise in market valuation since the last analysis [1]. Group 1: Company Performance - The substantial increase in Alphabet's stock price suggests that the company was previously undervalued, as highlighted in the prior analysis [1]. Group 2: Analyst Background - The head of research for the pre-IPO and venture division has over 10 years of experience in investment banking, with a focus on biotechnology, internet, and media sectors [1]. - The analyst holds a CFA Charter since 2017 and is also a FRM Charter holder, indicating a strong professional background in finance [1].

RT Santiment (@santimentfeed)📊 Despite a decent rebound to start the week, crypto markets still show significant short and mid term losses among average wallet investments. According to network data, average returns of wallets active in the past 30 days are:🤯 Cardano $ADA: -19.2% (Extreme Undervaluation)😮 ChainLink $LINK: -13.0% (Strong Undervaluation)🙂 Ethereum $ETH: -6.3% (Mild Undervaluation)🙂 Bitcoin $BTC: -6.1% (Mild Undervaluation)🙂 XRP $XRP: -4.7% (Very Slight Undervaluation)🔖 Track when these coins ...

Core Insights - ASOS Plc is facing significant financial challenges, with a reported earnings per share (EPS) of -0.47, which is much lower than the estimated EPS of -0.15, indicating ongoing losses [2][6] - The company's actual revenue for the period was approximately $1.55 billion, falling short of the estimated $1.72 billion, attributed to weak consumer demand [3][6] - Despite these struggles, ASOS's price-to-sales ratio of 0.10 and enterprise value to sales ratio of 0.29 suggest that the stock may be undervalued [3][4][6] Financial Performance - The negative price-to-earnings (P/E) ratio of approximately -0.94 indicates that ASOS is struggling to generate profits [2] - The debt-to-equity ratio of 2.28 shows a high reliance on debt for financing, which could pose risks if profitability does not improve [4] - The current ratio of 1.18 indicates a slightly higher level of current assets compared to current liabilities, which is beneficial for short-term financial health [4] Strategic Focus - During the Q4 2025 earnings call, ASOS emphasized its focus on cost management and efforts to rejuvenate the brand's appeal to consumers [5] - The enterprise value to operating cash flow ratio of 6.70 highlights the company's operational efficiency amidst its financial challenges [5]

In hindsight we'll look at this period saying: Shit, I should have bought more #Altcoins.$SUI is providing such a case.Why?- It's relatively far away from the 20-Week MA, which provides a clear picture that it's probably trending back to the mean price in the coming period --> undervaluation. The previous case in Mar/Apr of 2025 gave a 100%+ return shortly after.- The higher timeframe support is clear and should be holding up as people reference this area as an area to be getting positioned.Why should peopl ...