Jardine House, Hongkong – The company’s HQ BERK OZDEMIR/iStock Editorial via Getty Images A few years ago, I took a deep dive into Jardine Matheson Holdings Limited (OTCPK:JARLF;OTCPK:JMHLY). At the time, there were actually two ways to get exposure to the same business, albeit at slightly different relative position sizes, as a second listed holding…
Clear Channel Outdoor Holdings, Inc. (NYSE:CCO) Q1 2024 Earnings Conference Call May 9, 2024 8:30 AM ET Company Participants Eileen McLaughlin – Investor RelationsScott Wells – Chief Executive OfficerDavid Sailer – Chief Financial OfficerJustin Cochrane – Chief Executive Officer, Clear Channel UK and Europe Conference Call Participants Cameron McVeigh – Morgan StanleyDaniel Osley – Wells…
baona Thesis I rate Clear Secure (NYSE:YOU) as a ‘Buy’ due to its strong growth, prudent financial management, and modest valuation. Company Overview Clear Secure is a New York City-based developer of an identity verification platform. Clear aims to make identity verification a frictionless service. The company currently has two main product offerings: CLEAR Plus…
MicroStockHub A year ago, I wrote a review of the Amplify High Income ETF (NYSEARCA:YYY). Although I liked the YYY ETF’s attractive 11% forward distribution yield, I urged caution, as the fund had not historically ‘earned’ its distribution. With a year gone by, I wanted to revisit my thesis on the YYY ETF to see…
Clear Secure (NYSE:YOU) is a US-based biometric identity verification company focusing on streamlining airport security. The company’s core offering is CLEAR Plus, a subscription service offering expedited airport security. Beyond airports, CLEAR Verified empowers businesses with identity verification, virtual queuing, and credential validation tools, while their free consumer app offers additional conveniences like health documentation…
jittawit.21 Investment Thesis SoundHound AI (SOUN) develops advanced AI solutions, enabling voice-based interactions. Their products range from automotive voice assistants to customer service solutions, making it easier for users to engage with devices and businesses using their voices. The business has an alluring narrative, but there are pesky details that keep me bearish on this…
In a significant stride towards the potential approval of Spot Bitcoin Exchange-Traded Funds (ETFs) in the United States, applicants have overcome a pivotal hurdle, marking a crucial milestone in their quest for regulatory approval from the U.S. Securities and Exchange Commission (SEC). As reported by Bloomberg, the applicants seeking approval for the eagerly anticipated spot…
heywoody/iStock via Getty Images Introduction Pretty close to exactly one year ago, I wrote my first article on Costco Wholesale (NASDAQ:COST), which was very well received. To this day, I think that article called “Costco Wholesale: A Union For Consumers” is one of the best pieces I have written on this platform. COST delivered a…
Despite Vanguard and State Street’s decision to abstain, the SEC is approaching a crucial deadline to announce its decision on the first Bitcoin ETF in early January. The anticipation surrounding the potential approval of spot Bitcoin Exchange-Traded Funds (ETFs) in the United States has reached its zenith. However, amid the frenzy, two major players in…
Tarcisio Schnaider/iStock Editorial via Getty Images Following the positive news of S&P Global Ratings, we are back to comment on CNH Industrial N.V. today (NYSE: NYSE:CNHI). Here at the Lab, we have a deep coverage of the Exor investments, and after the Q3 results, we decided to reduce our target price and estimates for the…
Richard Drury One of the latest entrants in the public equity markets from the auto manufacturers industry is VinFast Auto Ltd. (NASDAQ:VFS). This Vietnam-based electric vehicle company went public in August and after a quick rip up to $93 per share, the stock has since fallen about 95% from its all-time high just a few…
The new company will have a greater mining capacity than Hut 8. It will also have a more diverse revenue stream than its constituents. Pursuant to its pending merger with US Bitcoin Corp., Hut 8 Mining Corp. has announced the approval of its registration statement by the United States Securities and Exchange Commission (SEC). The…
schulzhattingen Air Products and Chemicals (NYSE:APD) just came out with Q4 earnings. EPS reached $3.15, beating the Wall Street consensus estimate of $3.12 and compared to earnings of $2.89 per share achieved a year ago. Over the last four quarters, APD has surpassed consensus earnings per share estimates three times. On the other hand, Q4…
imaginima Servers: A Story of Ongoing Growth AI, Networking, and the Hybrid Cloud The server market sits at the tail end of the global semiconductor ecosystem. After fabless companies design chips and fabs manufacture them, it’s on server OEMs and ODMs to incorporate leading technology into marketable products. Servers are the computers that power the…
WOO co-founder Jack Tan said the repurchase allows the company to move on “without further distractions from the 3AC fallout”. WOO Network has announced its decision to repurchase shares and tokens it sold to defunct Singaporean hedge fund Three Arrows Capital (3AC) back in 2021. The Taiwan-based trading platform and liquidity provider said in a…
The “Stand with Crypto” campaign will have a strategic focus on nine specific states in the United States: New Hampshire, Nevada, Ohio, Pennsylvania, Arizona, California, Georgia, Illinois, and Wisconsin. The Coinbase “Stand with Crypto” campaign is dedicated to advocating for favorable cryptocurrency legislation in the United States. This initiative follows extensive research by Coinbase, revealing…
Luis Alvarez Dear subscribers, Quality prevails – that’s the core of my investment approach. I don’t really care how long it takes for quality to recover, provided that it’s within a 5-7-year cycle. If I can get my quality for a cheap enough price, I’m willing to accept a very long correction period. There are…
SAND555 On 14 September, Taseko Mines (NYSE:TGB) finally received the long-awaited UIC permit from the US EPA for the Florence project. The market reaction was quite positive as shares rallied 12.3% during the day. Market reaction (Seeking Alpha) For some backstory, I’ve written a number of articles on the company with the most recent one…
MarioGuti Investment action Based on my current outlook and analysis of Clear Channel Outdoor’s (NYSE:CCO) 2Q23 results, I recommend a hold rating. I believe there is too much uncertainty in analyzing the business’s near-term performance, and I have no confidence in predicting when the macro environment will recover. On top of that, the business is…