StepStone Group LP (STEP) Q4 2024 Earnings Call Transcript

StepStone Group LP (NASDAQ:STEP) Q4 2024 Results Conference Call May 23, 2024 5:00 PM ET Company Participants Seth Weiss – Head of Investor RelationsScott Hart – Chief Executive OfficerJason Ment – President, Co-Chief Operating OfficerMike McCabe – Head of StrategyDavid Park – Chief Financial Officer Conference Call Participants Nick Benoit – BarclaysMichael Cyprys – Morgan…

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Deckers Outdoor Corporation (DECK) Q4 2024 Earnings Call Transcript

Deckers Outdoor Corporation (NYSE:DECK) Q4 2024 Earnings Conference Call May 23, 2024 4:30 PM ET Company Participants Erinn Kohler – Vice President-IR and Corporate PlanningDave Powers – President and CEOSteve Fasching – CFOStefano Caroti – Chief Commercial Officer Conference Call Participants Laurent Vasilescu – BNP ParibasJay Sole – UBSJohn Kernan – TD CowenSam Poser –…

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Euroseas Ltd. (ESEA) Q1 2024 Earnings Call Transcript

Euroseas Ltd. (NASDAQ:ESEA) Q1 2024 Results Conference Call May 23, 2024 10:00 AM ET Company Participants Aristides Pittas – Chairman and Chief Executive OfficerTasos Aslidis – Chief Financial Officer Conference Call Participants Tate Sullivan – Maxim GroupKristoffer Skeie – Arctic Securities Operator Thank you for standing by, ladies and gentlemen, and welcome to Euroseas Conference…

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Trinity Biotech plc (TRIB) Q1 2024 Earnings Call Transcript

Trinity Biotech plc (NASDAQ:TRIB) Q1 2024 Results Conference Call May 23, 2024 8:30 AM ET Company Participants Eric Ribner – Investor RelationsJohn Gillard – Chief Executive OfficerDes Fitzgerald – Chief Financial Officer Conference Call Participants Jim Sidoti – Sidoti & Company Operator Greetings, and welcome to the Trinity Biotech First Quarter 2024 Earnings Call. [Operator…

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SEC Approves Spot Ethereum ETFs

The U.S. Securities and Exchange Commission (SEC) has just approved the first batch of spot Ethereum (ETH) ETFs. These ETFs could have huge implications across financial markets, given the popularity of the asset and acknowledging how spot Bitcoin ETFs were the fastest growing ETFs in the history of ETFs, according to BlackRock CEO Larry Fink. JUST…

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Ralph Lauren Corporation (RL) Q4 2024 Earnings Call Transcript

Ralph Lauren Corporation (NYSE:RL) Q4 2024 Earnings Call Transcript May 23, 2024 9:00 AM ET Company Participants Corinna Van der Ghinst – IRPatrice Louvet – President and CEOJane Nielsen – COO and CFO Conference Call Participants Jay Sole – UBSDana Telsey – Telsey Advisory GroupMatthew Boss – JPMorganMichael Binetti – Evercore ISIAshley Helgans – JefferiesJohn…

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SoundHound AI: This Growth Story Has A Problem (NASDAQ:SOUN)

Luis Alvarez The Company And Its Financials According to Seeking Alpha’s description, SoundHound AI, Inc. (NASDAQ:SOUN), a California-based $1.67-billion market cap firm, develops voice AI solutions for various industries including automotive, TV, IoT, and customer service. Their products include the Houndify platform, which offers tools for building voice assistants, and SoundHound Chat AI, which integrates…

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Combating Financial Repression With Bitcoin: Human Rights Activists to Gather at The 2024 Oslo Freedom Forum

The Oslo Freedom Forum (OFF) is set to return to the Norwegian capital June 3-5 for its 16th installment since 2009. The conference series, hosted by the New York-based non-profit Human Rights Foundation (HRF), will bring together humanitarians, artists, tech entrepreneurs, and world leaders to highlight the state of global human rights and spark conversations…

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Trustmark: A Low Yield At A Large Premium (NASDAQ:TRMK)

Jeremy Woodhouse/DigitalVision via Getty Images Trustmark Corporation (NASDAQ:TRMK), incorporated in 1968 and headquartered in Jackson, Mississippi, offers banking and other financial solutions in Alabama, Florida, Mississippi, and Texas. This is a company with strong liquidity and a long history, but the long-term performance is not attractive and the dividend yield is too low to offset…

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VPU: Only Fools Rush In (Rating Downgrade)

biffspandex Main Thesis & Background The purpose of this article is to evaluate the Vanguard Utilities Index Fund ETF Shares (NYSEARCA:VPU) as an investment option at its current market price. The fund’s stated objective is “to track the performance of a benchmark index that measures the investment return of stocks in the utilities sector” and…

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TopBuild Q1: Strong M&A Expertise And Productivity Initiatives Improving Margins (BLD)

The Good Brigade Synopsis TopBuild (NYSE:BLD) specialises in the installing and distribution of insulation to the construction industry. In addition, it also supplies other building material products. BLD’s past three years have shown robust net sales growth. Additionally, it also showed profit margins expansion annually as well. For its most recent quarter, net sales continued…

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Starbucks Passes The Greenblatt’s Magic Formula Filter (NASDAQ:SBUX)

JohnFScott Introduction In this article, we review Starbucks’ (NASDAQ:SBUX) recent financial record using the criteria offered by Mr. Joel Greenblatt in his bestselling book “The Little Book That Still Beats the Market”*. In particular, we review Starbucks’ return on tangible capital and earnings yield while making adjustments to reflect the methodology that Mr. Greenblatt employed….

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4 Equity Insights From A Mostly Sunny Earnings Season

Thomas Barwick/DigitalVision via Getty Images By Carrie King Strong Q1 earnings were a bright spot as sticky inflation and dimmed expectations for rate cuts cast some shade on U.S. equity markets. Fundamental Equities investor Carrie King looks beyond the headlines to offer four takeaways from the most recent earnings season. 1. Tech+ shines again S&P…

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Universal Corporation Q4: Tactical, Liquid Diversifier For The Equity Bucket (NYSE:UVV)

PPAMPicture Investment Summary Buying passive equity interests in high-quality companies typically involves two distinct routes: Names that can deploy incremental capital at a statistical advantage over an extensive period, continuously growing earnings. Expect these companies to trade higher. Entities producing equally high returns on their net tangible assets, but without the reinvestment runway to continuously…

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Semtech Corporation Stock: (Early But Costly) Realization Of An Irreversible Mistake

EuToch Acquiring a company and entering the big league through inorganic growth is always fascinating until the post-acquisition truths start crystallizing. Usually it takes a couple of years for the management to realize (and admit) that they probably overpaid and now need to write down some of the goodwill and intangibles. Interestingly, Semtech (NASDAQ:SMTC) management…

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CI&T Inc. (CINT) Q1 2024 Earnings Call Transcript

CI&T Inc. (NYSE:CINT) Q1 2024 Earnings Conference Call May 22, 2024 8:00 AM ET Company Participants Eduardo Galvao – Head, IRCesar Gon – Founder & CEOBruno Guicardi – Founder & President, North America and EuropeStanley Rodrigues – CFO Conference Call Participants Edoardo Rulli – UBSRyan Potter – CitiPuneet Jain – JPMorganJoey Vafi – CanaccordMoshe Katri…

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Mettler-Toledo Q1: Outstanding Business But Limited Growth Ahead (NYSE:MTD)

fullvalue/E+ via Getty Images Investment Thesis Mettler-Toledo International Inc. (NYSE:MTD) is the market leader in a highly profitable industry, generating exceptional returns on capital while increasing operating margins over decades. Despite the quality of the business and the positive surprise in Q1 results, the company has made some mistakes regarding capital allocation and debt ratios…

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NVIDIA Corporation (NVDA) Q1 2025 Earnings Call Transcript

NVIDIA Corporation (NASDAQ:NVDA) Q1 2025 Earnings Conference Call May 22, 2024 5:00 PM ET Company Participants Simona Jankowski – Vice President, Investor RelationsColette Kress – Executive Vice President and Chief Financial OfficerJensen Huang – President and Chief Executive Officer Conference Call Participants Stacy Rasgon – BernsteinTimothy Arcuri – UBSVivek Arya – Bank of America SecuritiesJoseph…

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