Monty Rakusen/DigitalVision via Getty Images Summary Following my coverage of Xerox Holdings (NASDAQ:XRX) in January 2023, in which I recommended a sell rating as the business is still being challenged fundamentally and facing strong growth headwinds, this post is to provide an update on my thoughts on the business and stock. I reiterate my sell…
Originally published on Unchained.com. Unchained is the official US Collaborative Custody partner of Bitcoin Magazine and an integral sponsor of related content published through Bitcoin Magazine. For more information on services offered, custody products, and the relationship between Unchained and Bitcoin Magazine, please visit our website. As a bitcoin miner, you have a lot to…
PM Images What is Old is New Again “Whenever Charlie and I buy common stocks…, we approach the transaction as if we were buying into a private business. We look at the economic prospects of the business, the people in charge of running it, and the price we must pay… When investing, we view ourselves…
Hispanolistic/E+ via Getty Images Summary Readers may find my previous coverage via this link. My previous rating was a hold, as I believed National Vision Holdings (NASDAQ:EYE) long-term growth outlook was uncertain. My thought was to wait for growth normalization in the results before I turned bullish. I am revising my rating to buy as…
JHVEPhoto/iStock Editorial via Getty Images It’s been about a year and a half since I first wrote that there is significant value within the SendTech and Presort segments at Pitney Bowes Inc. (NYSE:PBI) and that the global e-commerce segment was dragging the company down. Since then: Hestia Capital spearheaded a proxy contest to make significant…
SweetBunFactory Through 2024, we expect further semiconductor industry growth driven by broad industry demand. Overview We believe the semiconductor industry is expected to continue to rebound significantly at a notable growth rate in 2024. The resurgence is driven by increasing demand from various industries and applications. While general optimism about the industry’s growth potential exists,…
AntonioGuillem/iStock via Getty Images Transcript Oscar Pulido: Welcome to The Bid, where we break down what’s happening in the markets and explore the forces changing the economy and finance. I’m your host, Oscar Pulido. In 2023, global equity markets experienced a notable surge driven by resilient economic growth and increased investor confidence. Setting an optimistic…
The newly launched ORBS guide on StakingRewards provides token holders access to robust analytics for optimizing staking strategies. The customizable dashboards offer at-a-glance visibility into key metrics. StakingRewards, a leading staking information platform, has published a comprehensive guide catering specifically to ORBS token holders interested in staking on the Orbs blockchain network. The newly released…
Three Images/DigitalVision via Getty Images At a Glance As Viatris (NASDAQ:VTRS) contends with shrinking revenues and increasing R&D expenses, the company’s aggressive divestiture strategy reveals a dual focus on operational streamlining and deleveraging. This isn’t just a balance sheet exercise but a reorientation towards higher-margin opportunities, exemplified by the retention of high-equity brands like Viagra…
Portra/E+ via Getty Images Investment Thesis Duckhorn Portfolio (NYSE:NAPA) has underperformed over the past year and has further declined by about a tenth since the Q4 print as a result of the departure of its long time CEO and conservative guidance. We believe the company is likely to achieve the top end of its revenue…
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. Chaumian ecash, a privacy-preserving payment system, was conceptualized in the early ’80s and known to be the first cryptocurrency ever invented. Although this technology experienced a period of dormancy, the advent…
According to the CMA, the AI principles will help to promote competition in the UK, while also protecting consumers from exploitation. The United Kingdom’s (UK) antitrust agency has set principles that should form the framework for guiding artificial intelligence (AI) regulation. The Competition and Markets Authority (CMA) published a press release on Monday and included…
Just_Super Arista Networks (NYSE:ANET) reported a very strong second quarter and announced guidance for the 3rd quarter, both of which were ahead of FactSet consensus. This reinforces a key tenet of my investment thesis: that the market will continue to underestimate the growth potential of this company and earnings upgrades will continue and drive value…