Core Points - Rosen Law Firm is reminding investors of Sina Corporation about the November 18, 2025 deadline to join a securities class action related to the merger that occurred between October 13, 2020, and March 22, 2021 [1][2] Group 1: Class Action Details - Investors who sold ordinary shares during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by November 18, 2025 [3] - The lawsuit alleges that defendants created a fraudulent scheme to depress the value of Sina's shares to avoid paying a fair price during the merger [5] Group 2: Allegations Against Defendants - The defendants are accused of misrepresenting and omitting material information in Sina's proxy materials, which were necessary for shareholders to make informed decisions regarding the merger [5] - Specific allegations include the concealment of the true value of Sina's investment in TuSimple and that the merger offer of $43.30 per share significantly undervalued Sina's ordinary shares [5] Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest settlement against a Chinese company and being ranked No. 1 for securities class action settlements in 2017 [4] - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]

Key Points - DoorDash (DASH) shares surged 6% after announcing a partnership with Old Navy, marking a significant expansion into on-demand apparel delivery beyond its core restaurant delivery business [3][7] - Bristol-Myers Squibb (BMY) stock fell 4.1% following the discontinuation of a late-stage clinical trial for the heart treatment milvexian, impacting investor sentiment [6][7] - Micron Technology (MU) was named a "top pick" by Morgan Stanley, with a price target increase, as demand for memory chips, particularly for AI data centers, surged, leading to a 4.2% gain in its shares [4] - Warner Bros. Discovery (WBD) shares rose 4% amid reports of potential acquisition offers from Paramount Skydance, Comcast, and Netflix, while Netflix's shares dropped 3.6% ahead of a 10-for-1 stock split [5]

Core Insights - Warren Buffett and Berkshire Hathaway Inc. disclosed their third-quarter transactions through a 13F filing, highlighting new positions and changes in existing holdings [1] New Positions - In the third quarter, Berkshire Hathaway established a new position in Alphabet Inc Class A, acquiring 17,846,142 shares, making it a top-10 holding for the company [2] Exited Positions - Berkshire Hathaway exited its position in DR Horton Inc, a stock it had purchased in the previous quarter [3] Changes to Positions - The filing revealed significant changes in existing stock positions, including a reduction in Apple shares, decreasing its stake to 238,212,764 shares, although Apple remains the largest position for Berkshire [4] Top Holdings - The top holdings in the fund include: - Chubb Limited: +16% - Domino's Pizza: +13% - SiriusXM Holdings: +4% - Lamar Advertising Holdings: +3% - VeriSign Inc: -32% - Apple Inc: -15% - Bank of America Corporation: -6% - DaVita Inc: -5% - Nucor Corporation: -3% [5] Additional Holdings - Other notable holdings include: - Apple: 23% - American Express: 19% - Bank of America: 11% - Coca-Cola: 9% - Chevron: 7.1% [6] Other Holdings - Additional positions include: - Occidental Petroleum: 4.8% - Moody's Corporation: 4.4% - Chubb: 3.3% - Kraft Heinz Company: 3.2% - Alphabet Inc: 1.6% [9]

“Narcos” and follow-up shows now account for 40% of Netflix’s revenue from Latin American crime titles, according to one data firm. The boom in this content bothers many in the region https://t.co/WYry1ZMwTN ...

Market Overview - Tech sector was the biggest market mover, with the Nasdaq Composite experiencing its best single-day percentage gain since May, followed by a decline due to valuation concerns [1] - The Dow Jones Industrial Average closed above 48,000 for the first time, while both the Dow and S&P 500 are on track for weekly gains despite significant daily drops [2] Sector Performance - Chip stocks faced pressure from SoftBank's sale of its entire Nvidia stake for $5.83 billion and disappointing earnings from Kioxia [3] - Airline stocks were highlighted due to flight reductions and delays, while gold futures surged, pushing gold stocks toward recent record highs [3] Earnings Reports - Walt Disney reported disappointing revenue, leading to a sharp decline in shares [4] - Rigetti Computing also fell after missing revenue expectations, while BigBear.ai saw a surge following a mixed report and acquisition announcement [4] Upcoming Events - The White House indicated that October jobs and inflation data might not be released, but other economic data is scheduled for next week [5] - Nvidia's earnings report is highly anticipated, set to be released after the close on November 19, and Netflix announced a 10-for-1 stock split effective Monday [5]

Core Viewpoint - Nexstar Media Group, Inc. (NXST) has experienced a moderate performance over the past year, with a stock gain of approximately 12%, but has seen a steady decline since announcing the acquisition of TEGNA Inc. (TGNA) earlier this year [1] Group 1 - The stock of Nexstar Media Group has been on a downward trend following the announcement of the TEGNA acquisition [1] - The company has over fifteen years of experience in making contrarian bets based on macro views and stock-specific turnaround stories [1]

Core Viewpoint - Nexstar Media Group, Inc. (NXST) has experienced a moderate performance over the past year, with a stock gain of approximately 12%, but has seen a steady decline following the announcement of a deal to acquire TEGNA Inc. (TGNA) [1] Company Performance - The stock of Nexstar Media Group, Inc. has gained about 12% over the past year [1] - Following the announcement of the acquisition of TEGNA Inc., the stock has been on a steady decline [1] Acquisition Impact - The announcement of the deal to buy TEGNA Inc. has negatively impacted the stock performance of Nexstar Media Group [1]

Group 1: Corporate Developments - Verizon (VZ) is set to implement its largest round of layoffs next week as the new CEO aims to cut costs and address customer losses [3] - Jeff Bezos' Blue Origin (BORGN) successfully launched NASA's Mars mission with the New Glenn rocket and recovered its booster for the first time [4] - Comcast and Netflix (NFLX) are preparing bids for Warner Bros. (WBD) [9] Group 2: Trade and Tariff Changes - The Trump administration plans to remove tariffs on certain goods from Ecuador, Argentina, Guatemala, and El Salvador to help reduce food prices for U.S. consumers [5][6] - The agreements include Argentina opening its market to U.S. live cattle and poultry, while bananas, coffee, beef, cocoa, and certain textiles from these countries will be exempt from tariffs [7] - Current U.S. tariff rates remain at 15% for Ecuador and 10% for Argentina, Guatemala, and El Salvador, with the deals expected to be signed within two weeks [7] Group 3: Economic Context - Heightened political concerns regarding inflation perceptions among U.S. consumers are driving efforts to reduce tariffs on food products [8] - CPI data indicates that banana prices rose by approximately 8% and coffee prices increased by 15% from January to September, while U.S. beef prices reached record levels due to various factors [8]

Group 1 - Verizon is planning to announce job cuts next week, potentially reducing its workforce by 20,000 positions, which is approximately 20% of the company [1] - Paramount, Comcast, and Netflix are preparing to make bids for Warner Brothers Discovery, indicating competitive interest in the media sector [1][2] - Under Armour and Steph Curry have ended their 13-year partnership, allowing Curry to seek a new retail partner for his brand [2] Group 2 - OpenAI and Apple have lost a legal bid against Elon Musk's XAI, which is seeking billions in damages, alleging anti-competitive behavior in the AI market [3] - Blue Origin successfully launched its new Glenn rocket with NASA spacecraft aimed at Mars and for the first time recovered the booster used in the launch [3]

Summary of Damai Entertainment Holdings Ltd Conference Call Company Overview - **Company**: Damai Entertainment Holdings Ltd - **Ticker**: 1060.HK - **Industry**: Greater China Media - **Market Cap**: US$3.974 billion - **Current Stock Price**: HK$1.04 - **Price Target**: HK$1.20, implying a 15% upside from the current price [6][11] Key Financial Highlights - **Total Revenue for 1HF26**: Rmb4.0 billion, up 33% year-over-year (YoY) and 11% half-over-half (HoH), exceeding Morgan Stanley estimates (MSe) by 4% and consensus by 6% [3][8] - **GAAP Net Profit**: Rmb520 million, a 54% YoY increase, surpassing the alert for a profit greater than Rmb500 million [4][8] - **Segment Performance**: - **IP Merchandising**: Rmb1.2 billion, up 105% YoY and 34% HoH, exceeding MSe by 2% and consensus by 6% [8] - **Live Content and Technology**: Rmb1.3 billion, up 15% YoY and 51% HoH, above MSe by 1% and consensus by 10% [8] - **Film Content and Technology**: Rmb1.1 billion, down 15% YoY and 27% HoH, below MSe by 2% and consensus by 10% [8] - **Drama Series Production**: Rmb0.48 billion, up 693% YoY but below MSe and consensus by 49% and 50% respectively [8] Operational Insights - **Cost of Sales and Services**: Increased to Rmb2.604 billion, a 50% YoY rise [10] - **Operating Profit Margin**: 12.7%, reflecting a 1.7 percentage point decrease from the previous period [10] - **Non-Operating Items**: Significant increase in profit before tax to Rmb632 million, a 45% YoY rise [10] Future Outlook - **Earnings Call Scheduled**: November 14, 2025, at 10:30 AM HKT [4] - **EPS Estimates**: Projected to grow from Rmb0.02 in FY25 to Rmb0.06 in FY28 [6] - **Valuation Methodology**: Sum-of-the-parts (SOTP) valuation suggests a 32x F2026e P/E and 1.0x PEG [11] Risks and Opportunities - **Upside Risks**: - Faster-than-expected revenue growth in the IP business and ticketing sector [13] - Expansion through cooperation with top IPs [13] - **Downside Risks**: - Slower-than-expected revenue growth in the IP business and potential loss of cooperation with key IPs [13] Additional Notes - **Average Daily Trading Value**: US$26 million [6] - **52-Week Price Range**: HK$0.40 - HK$1.37 [6] - **Analyst Rating**: Overweight, indicating expected performance above the industry average [6][62] This summary encapsulates the key points from the conference call, highlighting the financial performance, operational insights, future outlook, and associated risks for Damai Entertainment Holdings Ltd.