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Nvidia shares fall ahead of earnings on Wednesday
Bloomberg Television· 2025-11-17 17:22
Stock movers. You mentioned it right at the top. Lots of M&A and all that.Yeah, the Amazon transaction, $12 billion in bonds. Let's get an update. It's a podcast.Lisa, Will. You got it. Okay.I want to start with it in video NVDA, you know, their shares have been down more than one and a half percent. And this is what's happening. A filing is showing that Peter Charles hedge fund tail macro, it's sold off its holdings in NVIDIA during the third quarter.And how much are we talking. We'll get to the numbers. O ...
Overlooked Stock: SEE Seals Win on Take-Private Talks
Youtube· 2025-11-13 21:30
Core Viewpoint - Sealed Air's shares have surged over 16% following reports of potential discussions to go private, indicating strong market interest and speculation around its valuation [1][4]. Company Overview - Sealed Air is recognized as a leading provider of packaging solutions, including food-grade packaging and automatic equipment for food safety, with well-known products like bubble wrap and packaging for e-commerce [2][3][5]. Market Performance - The company has seen a year-to-date increase of 25% in its stock price, positioning it as a target for acquisition discussions [6]. - Despite the positive movement today, the overall competitive landscape for Sealed Air and its peers has been challenging, with many competitors underperforming over the past year and three years [3][4]. Valuation Insights - Analysts from Jeffre have set a price target for Sealed Air between $40 and $48, based on historical valuation multiples, with current trading levels reflecting a discount to historical averages [4][10]. - The stock is currently trading at approximately 11 times earnings and around one time sales, compared to a five-year average of 1.5 times sales, indicating potential for valuation adjustment [4][10]. Industry Context - The packaging industry is facing margin pressures due to rising costs of materials, such as timber, which are essential for packaging production [3]. - The potential for consolidation in the industry may arise as companies navigate competitive challenges and seek to enhance their market positions [4][10].