Tippapatt Roper Technologies (NASDAQ:ROP) is a serial acquirer and long-term owner of Vertical Market Software and Medical & Water products businesses. My interest in the company was first piqued after reading the chapter in the fantastic book Lessons from the Titans. Let’s see if the company looks attractive right now. What makes Roper interesting? Roper’s…
The acquisition of a banking license in the UK could open up new revenue streams for Revolut, allowing the company to generate interest income at a time when interest rates are at multi-year highs. European fintech giant Revolut has announced the appointment of former Barclays executive Francesca Carlesi as its new UK CEO, signaling a…
Sean Gallup Shopify Inc. (NYSE:SHOP) shares have fallen more than 20% since our last coverage, but regained momentum earlier this week after rival PayPal Holdings (PYPL) posted a better-than-expected quarter and markets cheered on a seemingly dovish Fed. The upsurge was further reinforced by Shopify’s solid Q3 results released today, with a double beat that…
MicroStrategy, the software firm led by prominent Bitcoin evangelist Michael Saylor, is once again demonstrating the potential of Bitcoin as a store of value. With a strategic approach to accumulating the Bitcoin through the entirety of the most recent bear market, the company is now sitting on a nearly $1 billion gain. MicroStrategy’s journey into…
Dan Kitwood Introduction Over the last few months, the indexes have been carried by the big tech stocks. While the rest of the market has struggled and many stocks have been struggling. As such, some interesting value opportunities are now arising. You might be thinking, “The economy is struggling, the market outlook isn’t great, and…
SNB said that all transactions conducted during this test phase will be secured by digital bonds and settled on SDX using the wCBDC framework. The Swiss National Bank (SNB) has announced its partnership with SIX Digital Exchange (SDX) and other prominent commercial banks in Switzerland for the initiation of a pilot project aimed at testing…
Spencer Platt In this article, I will discuss the huge growth opportunity that Pinterest (NYSE:PINS) has going forward and why I’m not buying. The Opportunity Pinterest annual revenue growth (stratosphere.io) Since 2017, Pinterest has grown revenues at a compounded rate of 37%. The contributors can be broken down to Monthly Active Users (MAU) growth contributing…
Binance cuts ties with Advcash soon after selling its Russian operations to the crypto exchange CommEX. Binance is set to terminate its collaboration with payment provider Advcash, thereby discontinuing ruble-based transactions. This strategic decision aligns with Binance’s ongoing efforts to withdraw from the Russian market. Binance reportedly sent an email to one of its clients,…
gremlin ePlus (PLUS) provides IT solutions to a number of industries. The company has had a good long-term history of organic growth and select acquisitions to enlarge ePlus’ footprint. The company has achieved clearly higher margins from FY2021 forward after almost a decade of very stable EBIT margins. The company seems reasonably priced at a…
In a move that showcases the expanding demand for Bitcoin, St. Galler Kantonalbank (SGKB) has become the latest major Swiss bank to offer Bitcoin and crypto buying services. Announced Thursday, SGKB partnered with SEBA Bank to offer its retail customers cryptocurrency trading and custody services, a venture that marks another step in the expanding world…
SIphotography/iStock via Getty Images Investment Thesis PayPal (NASDAQ:PYPL) recently released a meek and lackluster earnings report. And yet, this has led to my recommendation to buy the stock. Why, you ask? In my experience, global brands occasionally undergo a price drop, making them appealing at around 10x EPS. Looking ahead to the next twelve months,…
Elon Musk criticized NFTs and offered a solution which seemed to praise Bitcoin Ordinals as they solve the problem the Tesla CEO highlighted. X (formerly Twitter) Chairman Elon Musk recently spoke on a podcast deriding non-fungible tokens (NFTs). However, while speaking, Elon Musk seemed to unintentionally make a case for Bitcoin NFTs, known as Bitcoin Ordinals….
Leon Neal/Getty Images News Dear readers/followers, My coverage on Rheinmetall (OTCPK:RNMBF) (OTCPK:RNMBY) has been almost long-term here, and I have been a successful investor in the company, my position being up more than 60% RoR in less than 2 years. Unfortunately, the totality of this upside was limited by the fact that I did not…
In addition to the AI generative AI tools, Google has introduced a set of fresh features aimed at supporting and promoting small businesses, providing them with increased visibility in the digital marketplace. Google, one of the leading global technology companies in the United States, has announced the launch of a series of powerful AI-driven tools…
Ralf Hahn It has been over a year since I have taken a closer look at Pacira BioSciences (NASDAQ:PCRX) and the company’s performance, and a brief review points to a company that is dealing with multiple challenges that have impacted their growth trajectory. As a result, the market has punished PCRX and the ticker has…
This milestone comes hard on the heels of criticism received by the project from several quarters. The digital identity project, Worldcoin, has reportedly now been downloaded 4 million times on the iOS and Android app stores. That was revealed by the development team, Tools for Humanity (TFH), on Wednesday. Worldcoin launched officially on July 24…
Techa Tungateja/iStock via Getty Images In early August I published my 4th article on Medical Properties Trust (NYSE:MPW), in which I urged readers not to buy the heavy 14% dip after the Q2 results announcement. As time has shown, that recommendation has proven correct: MPW is down 43.71% [total return] since that call: Seeking Alpha,…
Hashkey opened its retail crypto trading services in mid-August this year and has seen its trading volume scale to over $100 million in October. After Hong Kong unlocked its gates wide open for the cryptocurrency industry earlier this year, more investors have proliferated into the young market to tap into the Web 3.0 prowess. A…
better lights for people and planet FotografieLink/iStock via Getty Images Signify N.V. (OTCPK:SFFYF) is a well-known producer of LED and more technological lights under the Philips, Philips Hue, Interact, Philips Dynalite, Color Kinetics, Wiz, and several more. The company has constantly been pioneering better, cozier, more efficient lighting solutions that benefit people’s lives and the…
With this approval, PayPal joins firms like Interactive Brokers, Bitstamp, and Komainu that have been granted crypto registration this year. Payments company PayPal Holdings Inc (NASDAQ: PYPL) has received approval from the UK’s Financial Conduct Authority (FCA) to offer cryptocurrency services. Official FCA data shows that as of October 31, 2023, PayPal is registered for…
tadamichi By Tracy Chen, CFA, CAIA The traditional risk parity portfolio has come under scrutiny. The classic asset allocation of 60% stocks/40% bonds is built upon the thesis that stocks and bonds when paired together can provide shock absorption to achieve attractive risk-adjusted returns. These diversification benefits rely on the historical correlation between stock and…
HSBC’s foray into blockchain technology differentiates it from previous attempts by other financial institutions to streamline gold investing. HSBC Holdings Plc (LSE: HSBA), one of the world’s premier bullion banks, has introduced a platform that utilizes blockchain technology to tokenize ownership of physical gold stored in its London vault. This innovative move marks a significant…
martin-dm Dear Baron Discovery Fund Shareholder: Performance Baron Discovery Fund’s 10-Year Anniversary On September 30, 2023, Baron Discovery Fund® (the Fund) reached its 10-year anniversary. As long-term investors, we are most focused on our alpha creation over time. Using that criteria, investors who bought our Fund on day one would be up, on a cumulative…
Most predictions are optimistic about a Bitcoin bull run considering the expected spot ETF approval and the upcoming halving. International asset manager AllianceBernstein Holding LP has joined a growing list of entities that are bullish about the effects of a spot Bitcoin ETF. According to Bernstein, Bitcoin could hit $150,000 by 2025 if the United…
princigalli/iStock via Getty Images In my first article in July this year, I argued that Pool Corporation (NASDAQ:POOL) stock was a ‘strong sell’, which was against the general consensus at the time. I concluded that its high price of $385, its lackluster outlook and several other risks could sink the stock by 20% to reach…
RTimages/iStock via Getty Images When I last wrote about Reviva Pharmaceuticals Holdings (NASDAQ:RVPH) in September, I rated it a buy ahead of upcoming results from the phase 3 RECOVER study of its antipsychotic brilaroxazine in schizophrenia. This article takes a look at the results from RECOVER-1, announced on October 30, and what lies ahead now….
Ian Forsyth/Getty Images News Tesla (TSLA) reported its fair share of troubles for the third-quarter, including a concerning short term margin trend that reflected the company’s aggressive pricing measures. However, one electric vehicle company that is absolutely crushing it right now is Chinese car brand BYD (OTCPK:BYDDF). I believe BYD will soon be able to…
Henrik5000 Overview Global markets in Q3 2023 were characterized by a decline in bullish sentiment that had lifted stocks out of a bear market in the first half of the year, with the MSCI ACWI Index declining by 3.3% in the third quarter. Investors were increasingly confident that a recession was not coming this year,…
jetcityimage My Thesis As an investor whose primary focus is the quality of the business, AutoZone (NYSE:AZO) impresses me. It offers excellent service, predictability, and impressive figures in terms of ROC and margins, and it’s additionally engaged in share buybacks, often referred to as share cannibalization. AutoZone has demonstrated a proven formula for outperforming the…
Procore Technologies, Inc. (NYSE:PCOR) Q3 2023 Earnings Conference Call November 1, 2023 5:00 PM ET Company Participants Matthew Puljiz – Vice President, Finance Tooey Courtemanche – Founder, President and Chief Executive Officer Howard Fu – Chief Financial Officer Conference Call Participants Brent Bracelin – Piper Sandler DJ Hynes – Canaccord Saket Kalia – Barclays Mike…
Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Q3 2023 Earnings Conference Call November 1, 2023 5:00 PM ET Company Participants Joon Park – Head, Investor Relations Sandeep Sahai – Chief Executive Officer Jim Cox – Chief Financial Officer Conference Call Participants Rishi Jaluria – RBC Ella Smith – JPMorgan Michael Infante – Morgan Stanley David Unger –…
tum3123 Sify Technologies (NASDAQ:SIFY) recently announced ESG efforts and capacity investments. It also reported that the use of AI models by clients may accelerate future business growth. There are other market participants that expect significant business growth. Besides, the growth of 5G in India may bring significant net sales growth. Yes, there are some risks…
Cross Country Healthcare, Inc. (NASDAQ:CCRN) Q3 2023 Earnings Conference Call November 1, 2023 5:00 PM ET Company Participants Josh Vogel – Vice President of Investor Relations John Martins – President and Chief Executive Officer Bill Burns – Chief Financial Officer Dan White – Chief Commercial Officer Marc Krug – Group President of Delivery Conference Call…
LeMaitre Vascular, Inc. (NASDAQ:LMAT) Q3 2023 Earnings Conference Call November 1, 2023 5:00 PM ET Company Participants Joseph Pellegrino – Chief Financial Officer George LeMaitre – Chief Executive Officer David Roberts – President Conference Call Participants Brooks O’Neil – Lake Street Capital Markets LLC Michael Petusky – Barrington Research Associates, Inc. James Sidoti – Sidoti…
INmune Bio, Inc. (NASDAQ:INMB) Q3 2023 Earnings Conference Call November 1, 2023 4:30 PM ET Company Participants David Moss – Chief Financial Officer RJ Tesi – Chief Executive Officer Mark Lowdell – Chief Scientific Officer Conference Call Participants Joel Beatty – Baird Tom Shrader – BTIG Daniel Carlson – Tailwinds Research Operator Greetings and welcome…
MediaAlpha, Inc. (NYSE:MAX) Q3 2023 Results Conference Call November 1, 2023 5:00 PM ET Company Participants Denise Garcia – IR Steve Yi – CEO Pat Thompson – CFO Conference Call Participants Michael Graham – Canaccord Genuity Mike Zremski – Bank of Montreal Ben Hendrix – RBC Thomas McJoynt – KBW Operator Thank you for standing…
Triplepoint Venture Growth BDC Corporation (NYSE:TPVG) Q3 2023 Earnings Conference Call November 1, 2023 5:00 PM ET Company Participants James Labe – Co-Founder, Chairman & CEO Sajal Srivastava – Co-Founder, President, CIO, Secretary, Treasurer & Director Christopher Mathieu – CFO Conference Call Participants Finian O’Shea – Wells Fargo Securities Crispin Love – Piper Sandler &…
insjoy Higher for how much longer? “The extent of additional policy firming that may be appropriate…” The FOMC voted unanimously to keep its five policy rates unchanged today, with the top of its policy rates at 5.50%, as had been broadly messaged in recent weeks in speeches by Fed governors. It was the second meeting…
Sarepta Therapeutics, Inc. (NASDAQ:SRPT) Q3 2023 Earnings Conference Call November 1, 2023 4:30 PM ET Company Participants Francesca Nolan – IR Director Douglas Ingram – President and CEO Louise Rodino-Klapac – EEVP, Chief Scientific Officer and Head of Research & Development Dallan Murray – EVP & Chief Customer Officer Ian Estepan – EVP & CFO…
Potbelly Corporation (NASDAQ:PBPB) Q3 2023 Results Conference Call November 1, 2023 5:00 PM ET Company Participants Bob Wright – President, CEO Steve Cirulis – SVP, CFO Adiya Dixon – Chief Legal Officer and Secretary Conference Call Participants Todd Brooks – The Benchmark Company Jeremy Hamblin – Craig-Hallum Capital Group Mark Smith – Lake Street Capital…
Envista Holdings Corporation (NYSE:NVST) Q3 2023 Earnings Conference Call November 1, 2023 5:00 PM ET Company Participants Stephen Keller – Principal Financial Officer Amir Aghdaei – President & Chief Executive Officer Conference Call Participants Elizabeth Anderson – Evercore ISI Jeff Johnson – Baird Jon Block – Stifel Nathan Rich – Goldman Sachs Jason Bednar –…
InterRent Real Estate Investment Trust (OTC:IIPZF) Q3 2023 Earnings Conference Call November 1, 2023 1:00 PM ET Company Participants Renee Wei – Director, IR & Sustainability Brad Cutsey – President and CEO, Trustee Dave Nevins – COO Curt Millar – CFO Conference Call Participants Fred Blondeau – Laurentian Bank Securities Mike Markidis – BMO Capital…
alexsl Popular, Inc. (NASDAQ:BPOP) is the largest banking institution in terms of both assets and deposits in Puerto Rico. It is also among the top 50 banks in the United States by assets. Since the release of Q3 2023, Popular has seen a positive market reaction, experiencing a price-per-share increase of about 10 percent despite…
haydenbird The Calamos Global Dynamic Income Fund (NASDAQ:CHW) is a closed-end fund, or CEF, from Calamos Investments, which admittedly is not the most well-known fund house among investors. This does not prevent the CHW fund from being a possible source of income for shareholders, as its 11.49% current yield is among the highest in the…
Maksym Isachenko/iStock via Getty Images The Q3 Earnings Season for the Gold Miners Index (GDX) began last week, and one of the most recent companies to report its results is Equinox Gold Corp. (NYSE:EQX). Overall, the company had a better quarter with a 7% decline in all-in sustaining costs [AISC] and a 4% increase in…
da-kuk Check Point Software’s (NASDAQ:CHKP) third quarter results were fairly unimpressive, but it was notable that Check Point’s growth rate appears to have stabilized, and the company was far more upbeat about its prospects going forward. Only time will tell if Check Point’s optimism is reflective of improving conditions across the cybersecurity market or is…
MicroStrategy, a leading business intelligence and software company, has continued its steadfast commitment to Bitcoin by purchasing an additional 155 BTC at a total cost of $5.3 million, Founder & Chairman Michael Saylor announced today. The purchase came as Bitcoin’s price has been experiencing upward momentum, reaching a recent yearly high of $35,000. The company initially…
HeliRy Frontline plc (NYSE:FRO) recently acquired 24 VLCCs (very large crude carriers) from Euronav (EURN) in a complex deal with Compagnie Maritime Belge that also buys Frontline’s 26% stake in Euronav at $18.43/share. CMB will then bid for the Euronav shares at the same price (a mandatory result from the stake sale). Frontline has said…
This article is featured in Bitcoin Magazine’s “The Withdrawal Issue”. Click here to subscribe now. A PDF pamphlet of this article is available for download. Music Industry Misfortune The music industry is notorious for preying on the artists on which its existence depends. In the early days of recorded music, this exploitation started with unfavorable…
Urilux/iStock via Getty Images Investment Overview TG Therapeutics (NASDAQ:TGTX) announced its Q3 earning today, and the company’s share price is buoyant, up nearly 30% in trading. With that said, the share price remains down >60% since I gave TG Therapeutics a “sell” recommendation in a note for Seeking Alpha in July. For a fuller history…