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Monogram Technologies Inc. (MGRM) Q1 2024 Earnings Call Transcript

Monogram Technologies Inc. (NASDAQ:MGRM) Q1 2024 Earnings Conference Call May 22, 2024 4:30 PM ET Company Participants Larry Holub – Investor Relations, MZ Group North AmericaNoel Knape – Chief Financial OfficerBen Sexson – Chief Executive Officer Larry Holub Welcome to the Monogram Technologies First Quarter 2024 Business Update Conference Call. I’m Larry Holub, Director at…

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Presto Automation Inc. (PRST) Q3 2024 Earnings Call Transcript

Presto Automation Inc. (NASDAQ:PRST) Q3 2024 Earnings Conference Call May 22, 2024 5:00 PM ET Company Participants Conference Call Participants Chris Cast – IRGee Lefevre – Interim CEOStanley Mbugua – Interim CFO Operator Greetings, and welcome to Presto’s Financial Third Quarter 2024 Earnings Call. As a reminder, this conference is being recorded. It is now…

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Nvidia: Earnings Beat And A Surprise Stock Split (NASDAQ:NVDA)

Antonio Bordunovi Article Thesis NVIDIA Corporation (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, showcasing excellent business growth and great profitability. Shares reacted positively to these results, although the share price reaction was a lot more muted compared to some of the company’s past earnings beats….

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Brinker International Should Continue To Outperform (NYSE:EAT)

Tom Werner/DigitalVision via Getty Images Investment Thesis Brinker International, Inc. (NYSE:EAT) is well-positioned to deliver good growth in the near as well as long term. The company’s sales should benefit from improving key performance indicators such as customer satisfaction, employee turnover, and social media buzz, which all are trending in the right direction. This should…

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SPLV: Think Twice Before You Buy This Low Volatility ETF

DNY59 Investment Thesis On October 7, 2023, I recommended that readers avoid the Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) and suggested that the iShares MSCI USA Min Vol Factor ETF (USMV) was a suitable alternative. Since that article was published, SPLV has lagged behind USMV by 2.24% (14.60% vs. 16.84%) on total returns, continuing…

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Heroux-Devtek Inc. (HERXF) Q4 2024 Earnings Call Transcript

Heroux-Devtek Inc. (OTCPK:HERXF) Q4 2024 Earnings Call Transcript May 22, 2024 8:30 AM ET Company Participants Martin Brassard – President and CEOStephane Arsenault – VP and CFO Conference Call Participants Konark Gupta – ScotiabankBenoit Poirier – DesjardinsCameron Doerksen – National Bank FinancialTim James – TD Cowen Operator Good morning. My name is Joelle and I…

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Payoneer Global: Still Priced For Disaster (NASDAQ:PAYO)

We Are/DigitalVision via Getty Images Payoneer Global Inc. (NASDAQ:PAYO) reported another quarter of strong growth, yet the stock continues to flutter below $6. The global payments company is starting to execute their business plan of focusing on key payments customers, and B2B payments volumes are soaring. My investment thesis remains ultra-bullish on the cheap stock…

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The Prognosis For Pfizer (NYSE:PFE)

JHVEPhoto Not really needing any introduction, Pfizer Inc. (NYSE:PFE) is a New York City-based biopharmaceutical behemoth that generated revenues of more than $240 billion in 2021-2023, primarily from vaccines and cancer medicines, which are sold in more than 200 countries across the planet. The December 2023 $43 billion acquisition of Seagen added at least two…

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The Wrong Lessons of Pizza Day

The following is an excerpt on Bitcoin Pizza Day from “Fiat Ruins Everything” by Jimmy Song. Visit the Bitcoin Magazine Store to order a print, digital or audio copy of the book. Pizza Day is often viewed with a sense of regret. The well-known story goes like this: many years ago, Laszlo Hanyecz bought two…

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Warner Bros. Discovery, Inc. (WBD) J.P. Morgan’s 52nd Annual Global Technology, Media and Communications Conference

Warner Bros. Discovery, Inc. (NASDAQ:WBD) J.P. Morgan’s 52nd Annual Global Technology, Media and Communications Conference May 22, 2024 10:40 AM ET Company Participants Gunnar Wiedenfels – Chief Financial Officer Conference Call Participants David Karnovsky – J.P. Morgan David Karnovsky Okay, great. We’ll get started. My name is David Karnovsky, I cover media, entertainment and advertising…

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Ordinals Unleashed: How Ordinals Are Reshaping Bitcoin's Blockchain

This article is featured in Bitcoin Magazine’s “The Inscription Issue”. Click here to get your Annual Bitcoin Magazine Subscription. Bitcoin, Not Blockchain Bitcoin, not blockchain. This has been a prominent meme throughout the past two epochs, guiding noobs towards a Bitcoin-only way of life, away from the fraudulent “cryptos” promising greater “blockchain tech”. Yet, here…

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BlackRock: Investing In The Largest Asset Manager In The World

georgeclerk My thesis Investing in industry leaders is inherently less risky. Industry leaders usually have the most powerful brands, which is a strong competitive advantage in acquiring new customers. Having a best-in-class reputation also allows leaders to charge premium prices for their products and services, which results in strong profitability. The asset management industry is…

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NeurAxis, Inc. (NRXS) Q1 2024 Earnings Call Transcript

NeurAxis, Inc. (NYSE:NRXS) Q1 2024 Earnings Conference Call May 22, 2024 9:00 AM ET Company Participants Ben Shamsian – Investor RelationsBrian Carrico – Chief Executive OfficerTim Henrichs – Chief Financial Officer Operator Good day, and thank you for standing by. Welcome to NeurAxis Reports First Quarter 2024 Financial Results. At this time, all participants are…

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The Navigator Company, S.A. (POELF) Q1 2024 Earnings Call Transcript

The Navigator Company, S.A. (OTCPK:POELF) Q1 2024 Results Conference Call May 21, 2024 10:00 AM ET Company Participants Ana Canha – Investor Relations OfficerAntonio Redondo – Chief Executive OfficerFernando Araujo – Member of Executive Board & Executive DirectorNuno Santos – Executive DirectorJoao Le – DirectorDorival Almeida – DirectorAntonio Quirino Soares – Director Conference Call Participants…

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Toll Brothers, Inc. (TOL) Q2 2024 Earnings Call Transcript

Toll Brothers, Inc. (NYSE:TOL) Q2 2024 Earnings Conference Call May 22, 2024 8:30 AM ET Company Participants Douglas Yearley – Chairman, Chief Executive OfficerMartin Connor – Chief Financial Officer Robert Parahus – President, Chief Operating Officer Frederick Cooper – Senior Vice Present of Finance, Investor Relations Wendy Marlett – Chief Marketing OfficerGregg Ziegler – Senior…

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GDS Holdings Limited (GDS) Q1 2024 Earnings Call Transcript

GDS Holdings Limited (NASDAQ:GDS) Q1 2024 Results Conference Call May 22, 2024 8:00 AM ET Company Participants Laura Chen – Head of Investor RelationsWilliam Huang – Chairman, Chief Executive OfficerDaniel Newman – Chief Financial OfficerJamie Khoo – CEO of GDS International Conference Call Participants Jonathan Atkin – RBC Capital MarketsYang Liu – Morgan StanleyCooper Belanger…

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OP_CAT and the Infinite Nothing

Introduction You may have heard about re-enabling OP_CAT as a potential upgrade for bitcoin’s script language. Depending on where you get your news OP_CAT has been called “only 10 lines of code”, “the best way to enable experimentation with covenants”, “too powerful”, “dangerous and leading to miner centralization”, or “guaranteed to lead to a contentious…

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WalkMe Ltd. (WKME) Q1 2024 Earnings Call Transcript

WalkMe Ltd. (NASDAQ:WKME) Q1 2024 Earnings Conference Call May 22, 2024 8:00 AM ET Company Participants John Streppa – Investor RelationsDan Adika – Chief Executive Officer and Co-FounderScott Little – Chief Revenue OfficerHagit Ynon – Chief Financial Officer Conference Call Participants Scott Berg – NeedhamJosh Baer – Morgan StanleyAustin Cole – JMPMichael Berg – Wells…

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What Has Led To Japan’s Come-Back?

Matteo Colombo/DigitalVision via Getty Images By Indrani De, CFA, PRM & Zhaoyi Yang, CFA, FRM Japanese equities have staged a strong come-back since 2023, leading many to query the reasons for the rally and wonder whether it can last. In this article, we highlight some of the key recent changes to the Japanese economy and…

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2 Big Yields Firing On All Cylinders

MarsBars Total return and capital appreciation are common measurements of investment performance. While each of those are worthwhile metrics to look at, an oft-overlooked measure is the payback period on an investment. Payback period usually takes a back seat to total returns, but it can be a highly useful tool for investors who prize getting…

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Bitcoin ETPs Get Approval to List on the London Stock Exchange

The UK’s Financial Conduct Authority (FCA) has approved asset manager WisdomTree to list Bitcoin and Ethereum exchange-traded products (ETPs) on the London Stock Exchange (LSE). BREAKING: 🇬🇧 Financial Conduct Authority has approved #Bitcoin ETPs to list on the London Stock Exchange. Gradually, then suddenly 🚀 pic.twitter.com/hMjN24qRMl — Bitcoin Magazine (@BitcoinMagazine) May 22, 2024 The FCA…

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PayPal’s Stock Is Still Dirt Cheap (NASDAQ:PYPL)

serg3d Investment thesis My previous bullish thesis about PayPal (NASDAQ:PYPL) aged well as the stock outperformed the broader market since February with an 8.5% rally. The company’s turnaround continues, and I see several positive developments. PayPal’s management expands its set of offerings together with bringing innovation to existing services, which leads to the improved experiences…

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Rithm Capital: Irresistible Value Proposition (NYSE:RITM)

Dragon Claws Rithm Capital Corp. (NYSE:RITM) is a well-managed mortgage real estate investment trust with strong distributable earnings results for the first quarter and a low dividend pay-out ratio. Furthermore, Rithm Capital has considerable investments in Mortgage Servicing Rights, whose values benefit from higher interest rates. With inflation seeing a bit of a resurgence in…

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Reddit Stock: OpenAI Deal Is Big (NYSE:RDDT)

Kent Nishimura/Getty Images News Investment Thesis I believe Reddit (NYSE:RDDT) and OpenAI’s collaboration is expected to enhance user experience across both platforms by integrating Reddit’s massive human conversation repository with OpenAI’s advanced AI capabilities through ChatGPT, and will offer real-time, structured, and unique content. This is necessary for OpenAI’s AI models to better comprehend and…

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SCHF: How International ETFs Might Outperform The U.S. Market (NYSEARCA:SCHF)

Nikada Investment Thesis Schwab International Equity ETF (NYSEARCA:SCHF) is a buy due to multiple macro-level factors impacting international equities. Despite lagging U.S. total market and S&P 500 funds over the past decade, international funds have strong potential looking forward due to their attractive valuations. SCHF also offers broad diversification at a low cost and a…

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Applied Materials’ Metrology/Inspection Share Plummets 30% In 2023 Hurt By China Sanctions

DNY59 Applied Materials (NASDAQ:AMAT) detailed its “eBeam Technology and Product Launch” in a webcast on December 14, 2022. The company uses this theatrical approach to introduce new products, and I discussed the launch in my December 20, 2022, Seeking Alpha article entitled “Applied Materials Ballyhooed E-Beam Inspection Sector Lost Share To KLA’s Optical.” According to…

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Valmont Industries: Improving Growth Prospects And Good Long-Term Opportunity (NYSE:VMI)

JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Valmont Industries (NYSE:VMI) is well-positioned to deliver medium to long-term growth. The company’s revenues should see a bottom in the coming quarters thanks to an increase in orders in North American business and a good project pipeline in Middle Eastern markets, which should help in the recovery of…

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Cardiff Oncology’s Onvansertib: A Speculative Buy With Promising Data (NASDAQ:CRDF)

Xesai Cardiff Oncology, Inc. (NASDAQ:CRDF) is a San Diego-based clinical-stage biotech focusing on developing innovative cancer treatments. CRDF’s leading drug candidate, Onvansertib, is a first-in-class oral Polo-like Kinase 1 [PLK1] inhibitor that interferes with cancer cell division and may hinder cancer growth. Onvansertib is an ongoing trial as a monotherapy in combination with SoC treatments…

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American Resources Corporation (AREC) Q1 2024 Earnings Call Transcript

American Resources Corporation (NASDAQ:AREC) Q1 2024 Earnings Conference Call May 21, 2024 4:30 PM ET Company Participants Mark LaVerghetta – Vice President of Corporate Finance and CommunicationsMark Jensen – Chairman and Chief Executive Officer Conference Call Participants Heiko Ihle – H.C. WainwrightMike Niehuser – ROTH Capital PartnersKeith Goodman – Maxim GroupMichael Lary – TGI Operator…

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