lcva2 Introduction Back in November 2023, I wrote my first article on multinational business services provider Teleperformance SE (OTCPK:TLPFF, OTCPK:TLPFY). At the time, TP shares were trading at around €140, well below their all-time high of €400 in 2021. What looked like a deep value opportunity at first glance, however, turned out to be not…
Greggory DiSalvo Celestica Inc. (NYSE:CLS) is a high-performing IT solutions provider in the electronic manufacturing services industry. Although it’s categorized within the tech sector (XLK), Celestica is a relatively low-margin service provider, given the nature of its business model. Investors keen to learn more about its business can consider looking through Celestica’s company presentation prepared…
da-kuk It is no secret that artificial intelligence [AI] has been the growth story for the 2020s. The global AI market is expected to grow at a robust pace of 37.3% annually to reach about $1.7 trillion by the end of 2030. One of the main components that makes AI possible is integrated circuits [ICs]…
Editor’s note: Seeking Alpha is proud to welcome Amphion Research as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Wongsakorn Dulyavit I like to find businesses that are…
Thapana Onphalai Power Corporation of Canada (TSX:POW:CA), with its extensive and multifaceted operations in financial services, might be significantly undervalued. Despite the inherent complexities due to its vast network of interrelated entities and investments, the sum of its parts analysis and comparison with industry peers suggest a potential undervaluation. Introduction: Power Corporation, with a market…
Aslan Alphan/iStock via Getty Images Do you wonder why companies are willing to pay what appears to be a hefty premium for other companies? If so, take a look at the four points below. What happened? In the biggest blockbuster acquisition since acquiring Allergen for over $60 billion in 2019, AbbVie (NYSE:ABBV) has agreed to…
Maxiphoto Investment Thesis Despite the competitive landscape, Celestica Inc. (NYSE:CLS) has broad service offerings and a strategic focus on lifecycle solutions, positioning it as a crucial partner for businesses aiming for growth and innovation. Recently, Celestica reported impressive third-quarter earnings, where the company not only exceeded revenue expectations but also demonstrated significant growth in its…
JHVEPhoto Investment Thesis Background Leidos Holdings, Inc. (NYSE:LDOS), a Fortune 500 company and leader in technology, engineering, and science, provides services and solutions in the defense, intelligence, civil, and health markets, both domestically and internationally. The company is headquartered in Virginia, USA, and was founded in 1969. Tom Bell became the CEO in May 2023….
Everste Company Description Academy Sports and Outdoors (NASDAQ:ASO) – Consumer Discretionary – Specialty retailer Founded in 1938, Academy Sports And Outdoors (“the company”) is a sport, outdoor, and recreational goods retailer that offers a vast selection of value-priced goods in the United States. Currently, it operates 270 locations under the Academy Sports And Outdoors name,…
Ross Tomei/iStock via Getty Images Rapid Recap Since I penned my analysis of Samsara (NYSE:IOT) titled Inflection Quarter, the stock has been on a tear. Author’s work on Samsara I followed up my original analysis by arguing that: My thesis for investors’ upside comes less from the expectations for a higher re-rating on the stock’s…
stevelenzphoto/iStock via Getty Images Investment Thesis Thryv Holdings (NASDAQ:THRY) is the largest independent producer of Yellow Pages in the United States. It doesn’t take a genius to understand that this is a disastrous business and that it is basically a melting ice cube where time plays against it. This is exactly why I believe this…
SweetBabeeJay Research Brief Hidden amongst the majestic pine forests of the Pacific Northwest, an area I have visited several times, is a dividend quick pick I discovered this week among the regional banking sector. The parent firm behind regional banking brand Umpqua Bank, Columbia Banking System (NASDAQ:COLB), had its Q2 results on July 19th which…
ebrublue10 Twist Bioscience (NASDAQ:TWST) is slowly making progress in its core SynBio and NGS businesses, but its Biopharma business has execution issues and investment in data storage is being scaled back, potentially delaying commercialization. A greater focus on costs is leading to an improvement in margins, which should continue into FY2024 as production at the…
syahrir maulana Growth securities outperformed value securities in the first half of the year and are yet to slow down. Such momentum was primarily a result of big tech momentum and rallying within companies like Apple (AAPL), Microsoft (MSFT), and NVIDIA (NVDA). This rallying stemmed mainly from artificial intelligence (AI) hype. Despite the general outperformance…
Editor’s note: Seeking Alpha is proud to welcome Sapphire Wealth Insights as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » koto_feja Introduction Founded in 2008, BioNTech (NASDAQ:BNTX) has…
svetikd Caesars (CZR) was established in 1937 and manages casinos and resorts under various brands including Harrah’s, Caesars, Planet Hollywood and Horseshoe, which recently hosted the World Series of Poker. The stock has languished in recent years as debt levels have risen amid concerns over the cost of servicing the debt, which has created a…