Group 1 - Aon plc plans to announce its second quarter results on July 25, 2025, with a news release at 5:00 am Central Time [1] - The conference call will be hosted by Aon's President and CEO Greg Case and CFO Edmund Reese at 7:30 am CT on the same day, available live on Aon's Investor Relations website [1] - A replay of the conference call and the earnings release, along with a supplemental slide presentation, will be accessible shortly after the live webcast [1] Group 2 - Aon plc operates globally, providing clients in over 120 countries with insights and solutions to make better risk and people decisions [2] - The company focuses on actionable analytic insight, integrated Risk Capital, and Human Capital expertise to protect and enrich lives [2]

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 Viewpoint - Gray Media and the Carolina Panthers have formed a partnership to broadcast all three Panthers preseason games live in Spanish, targeting Spanish-speaking audiences across the Carolinas [1][5]. Group 1: Partnership Details - The partnership will allow Spanish-speaking fans to watch every Panthers preseason game on six Gray Telemundo affiliate stations in South Carolina and Eastern North Carolina starting this August [2]. - The Spanish-language broadcasts will feature experienced sportscasters Carlos Ramirez and Ariana Figueroa, enhancing the viewing experience for fans [4]. - This initiative is part of a broader effort to build inclusive experiences for Spanish-speaking viewers and strengthen connections with Latino fans in the region [5][6]. Group 2: Broadcast Schedule - The 2025 Panthers preseason schedule includes games against the Cleveland Browns, Houston Texans, and Pittsburgh Steelers, with specific dates and times outlined [7]. - The broadcasts will be available on various Telemundo stations, including WDKT, WTES, WZCH, WXIV, WTWL, and WTGC [3][7]. Group 3: Company Background - Gray Media, the parent company, is the largest owner of local television stations in the U.S., reaching approximately 37% of U.S. television households [6][8]. - Tepper Sports & Entertainment, which owns the Carolina Panthers, aims to make the greater Charlotte metro area a premier destination for sports and entertainment [9].

Core Insights - Investing in stocks based on valuation metrics, particularly the price-to-sales (P/S) ratio, can identify opportunities with strong upside potential, especially for unprofitable or early-stage companies [2][3][4] Valuation Metrics - The P/S ratio compares a company's market capitalization to its revenues, providing a clearer picture of value when earnings are minimal or volatile [3][6] - A P/S ratio below 1 indicates that investors are paying less than $1 for each $1 of revenue, marking a potential bargain [7][11] - The P/S ratio is preferred over the price-to-earnings (P/E) ratio as sales are harder to manipulate than earnings, making it a more reliable metric [8][9] Screening Parameters - Companies with low P/S ratios and strong fundamentals are highlighted as potential investment opportunities [11] - Additional screening parameters include P/E ratio, price-to-book ratio, and debt-to-equity ratio, ensuring a comprehensive evaluation of a stock's value [12] Company Highlights - **Hamilton Insurance Group, Ltd. (HG)**: Specializes in insurance and reinsurance, benefiting from strong execution and a clear growth roadmap, with gross premiums written rising significantly [13][14] - **The Greenbrier Companies, Inc. (GBX)**: A leading supplier in freight transportation markets, with a strong product lineup and revenue visibility, currently holding a Value Score of A and Zacks Rank 1 [15][16] - **Signet Jewelers (SIG)**: A major retailer of diamond jewelry, demonstrating strength in key segments and improving operational efficiency through strategic restructuring [17][18] - **Cognizant Technology Solutions (CTSH)**: A professional services company experiencing robust organic growth, particularly in Health Sciences and Financial Services, bolstered by acquisitions and AI initiatives [19][20] - **PagSeguro Digital (PAGS)**: Offers a suite of financial solutions in Brazil, focusing on innovation and sustainable growth, currently holding a Value Score of A and Zacks Rank 2 [21][22]

Group 1 - Trifork Switzerland has been selected as a subcontractor to Deloitte Switzerland for the DigiSanté framework agreement, focusing on healthcare standards [1][3] - The DigiSanté program aims to enhance the Swiss digital health infrastructure through standards-based development and secure data architecture [2][4] - The agreement allows for up to 144,000 hours of work over nine years, with a total value ranging from CHF 27.7 million to CHF 38.8 million [3] Group 2 - Deloitte and Trifork will leverage their combined expertise in standards and healthcare system architecture to support the Swiss Federal Office of Public Health [4][5] - Trifork has significant experience in regulated health software development and is involved in national initiatives like the electronic patient dossier [4][9] - The collaboration is seen as a strategic move to support the long-term goals of the Swiss Federal Office of Public Health [5]

Core Insights - The United States remains the leading location for tech talent, with San Francisco Bay Area, Seattle, and New York City among the top five cities globally [1] - China and India have established themselves as significant players in the tech talent market, each having five cities in the top 50 list [1][2] - Over one-third (36%) of the world's tech talent is concentrated in just 10 global tech locations, all of which are in the U.S. or India [2] Talent Demand and Workforce Dynamics - There is a notable increase in job postings requiring AI expertise, while traditional IT job listings are declining, highlighting a shift in demand for specific tech roles [4] - The technology workforce is becoming younger, with a 9% increase in workers under 25 from 2014 to 2022, significantly outpacing the all-industry average [5] - Companies are adjusting their location strategies in response to generative AI, with traditional hubs like San Francisco and New York being challenged by emerging markets such as Mexico City and São Paulo [6] Regional Highlights - In the Americas, the U.S. leads the tech talent market, with Toronto, Mexico City, and Montreal also ranking highly [11] - The Asia-Pacific region features three of the top 10 tech markets, including Beijing, Bengaluru, and Tokyo, and accounts for 28% of the global top 50 [11] - The EMEA region has the most markets in the top 50, led by London, Paris, and Dublin [11] Strategic Insights - Executives are increasingly pressured to make informed decisions regarding talent and location strategies due to the evolving workforce dynamics driven by AI [7] - There is a growing trend among tech leaders to invest in advanced workforce and space analytics solutions, with 59% of executives planning to use labor market analytics more proactively [8]

Parker Burke Parker Burke joins Fluke Corporation as Group President Everett, Washington, July 07, 2025 (GLOBE NEWSWIRE) -- Fluke Corporation today announced the appointment of Parker Burke as President and Group President of Fortive’s Connected Reliability Group effective July 7, 2025. In this dual role, Parker will lead Fluke and Fluke Reliability in delivering technology and services that help customers around the world reduce downtime, increase safety, and unlock operational resilience. Parker brin ...

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1][2] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that exhibit recent price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify potential opportunities [3] Group 2: Jones Lang LaSalle (JLL) Analysis - Jones Lang LaSalle (JLL) has shown significant price momentum, with a four-week price change of 14.2% and a 12-week gain of 23.5% [4][5] - JLL has a beta of 1.34, indicating it moves 34% more than the market, suggesting strong momentum [5] - The stock has a Momentum Score of B, indicating a favorable time to invest [6] - JLL has received a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investor interest [7] - The stock is trading at a Price-to-Sales ratio of 0.51, suggesting it is undervalued at 51 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides JLL, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies tailored to various investing styles, aimed at outperforming the market [9]

Core Insights - Brera Holdings PLC is focusing on expanding its global portfolio of men's and women's football clubs through a multi-club ownership strategy, highlighting the growing interest from family office investors in professional sports assets [1][2][8] - Family offices are emerging as significant players in professional sports investments, controlling approximately $5.9 trillion in assets worldwide, and reshaping ownership dynamics by investing in major franchises [2][3] - Brera's portfolio club, S.S. Juve Stabia, has seen a remarkable 245% increase in market value, reaching $32 million, indicating the effectiveness of Brera's ownership and the club's competitive growth in Italy's Serie B [2][3] Company Overview - Brera Holdings PLC aims to create social impact through its football business by developing a global portfolio of emerging football clubs, building on the legacy of Brera FC, which it acquired in 2022 [4][8] - The company has expanded its reach into Africa and made strategic acquisitions, including a 90% stake in North Macedonia's Fudbalski Klub Akademija Pandev and a majority stake in SS Juve Stabia [5][8] - Brera Holdings is recognized for its innovative approach to value creation and socially impactful outcomes in the global sports industry [8]

Company Overview - DICK'S Sporting Goods has extended its partnership with the WNBA through the 2028 season, continuing its role as the Official Sporting Goods Retailer and an Official Marketing Partner [1][3] - The company operates over 850 stores and offers a wide range of sporting goods, including WNBA apparel and equipment, available at more than 300 locations [6][5] Partnership Details - The renewed agreement includes DICK'S as a Proud Partner of the Jr. WNBA, focusing on inspiring girls to play basketball and providing local youth programming [2][3] - GameChanger, a DICK'S company, will enhance youth sports experiences through live streaming, scheduling, and scorekeeping as an Official Marketing Partner of the WNBA [2] Community Engagement - DICK'S has been involved in the "It's Her Shot" initiative, promoting youth participation in basketball for girls aged 8-18, hosting 20 events and reaching over 3,000 young athletes since 2021 [4] - The company has donated over $300,000 to youth organizations through its community initiatives [4] Market Impact - DICK'S aims to make WNBA jerseys more accessible, ensuring availability across all 13 WNBA markets and supporting jersey sales to amplify the visibility of the league's players [5] - The WNBA has been recognized as the fastest-growing brand in 2024 and ranked No. 4 on Fast Company's list of the World's 50 Most Innovative Companies of 2025, indicating a strong market presence [9]