Andy Andrews Investment thesis Arm Holdings (NASDAQ:ARM) stock is one of the hottest amid the AI-fueled stock market craze. In these circumstances, it is crucial to differentiate bubbles from true disruptors. ARM definitely does not look like a bubble. Its undisputed dominance in CPUs for smartphones generates above 90% gross margin, which provides the company…
Copa Holdings, S.A. (NYSE:CPA) Q1 2024 Earnings Conference Call May 16, 2024 11:00 AM ET Company Participants Daniel Tapia – Director, IRPedro Heilbron – CEOJosé Montero – CFO Conference Call Participants Savi Syth – Raymond JamesDuane Pfennigwerth – EvercoreRogerio Araujo – Bank of AmericaHelane Becker – TD CowenAlberto Valerio – UBSMichael Linenberg – Deutsche BankPablo…
Xtant Medical Holdings, Inc. (NYSE:XTNT) Q1 2024 Results Conference Call May 15, 2024 4:30 PM ET Company Participants Brett Maas – Managing Partner, Hayden IRSean Browne – President and Chief Executive OfficerScott Neils – Chief Financial Officer Conference Call Participants Ryan Zimmerman – BTIGChase Knickerbocker – Craig-Hallum Operator Greetings. Welcome to the Xtant Medical Holdings,…
TILT Holdings Inc. (OTCQB:TLLTF) Q1 2024 Earnings Conference Call May 15, 2024 5:00 PM ET Company Participants Lynn Ricci – VP of IR & Corporate CommunicationsTim Conder – CEOBrad Hoch – Interim CFO Conference Call Participants Aaron Grey – Alliance Global PartnersPablo Zuanic – Zuanic & Associates Operator Good afternoon, everyone, and welcome to TILT…
Affirm Holdings, Inc. (NASDAQ:AFRM) Barclays 14th Annual Emerging Payments and FinTech Forum May 15, 2024 2:25 PM ET Company Participants Brooke Major-Reid – Chief Capital OfficerRobert O’Hare – SVP, Finance Conference Call Participants Ramsey El-Assal – Barclays Ramsey El-Assal All right. Our next fireside chat of the day is with the Brooke Major-Reid, Chief Capital…
Mobivity Holdings Corp. (OTCQB:MFON) Q1 2024 Earnings Conference Call May 15, 2024 4:30 PM ET Company Participants Bryce Daniels – PresidentKim Carlson – COO Conference Call Participants Jeff Porter – Porter Capital Operator Good afternoon, everyone, and welcome to Mobivity’s First Quarter 2024 Earnings Results Call. Hosting the call today are Bryce Daniels, President; and…
Alvaro Victor/iStock via Getty Images Note: I have covered SEACOR Marine Holdings Inc. or “SEACOR Marine”(NYSE:SMHI) previously, so investors should view this as an update to my earlier articles on the company. Two weeks ago, leading offshore support vessel provider SEACOR Marine Holdings reported disappointing first quarter results, with revenues and profitability falling well short…
jetcityimage Summary Following my coverage on Yum China Holdings (NYSE:YUMC) in Feb’24, which I recommended a buy rating due to my expectation that YUMC should do well in the current macroclimate in China and that its valuation is cheap relative to its growth and margin outlook, this post is to provide an update on my…
Galaxy Digital Holdings Ltd. (OTCPK:BRPHF) Q1 2024 Earnings Conference Call May 14, 2024 8:30 AM ET Company Participants Jonathan Goldowsky – Head, IRMike Novogratz – Founder and CEOAlex Ioffe – Chief Financial OfficerChris Ferraro – President and Chief Investment Officer Conference Call Participants Andrew Bond – Rosenblatt SecuritiesMartin Toner – ATB Capital MarketsJoseh Vafi –…
SHF Holdings Inc. (NASDAQ:SHFS) Q1 2024 Earnings Conference Call May 13, 2024 4:30 PM ET Company Participants Erika Kay – KCSA Strategic CommunicationsSundie Seefried – Founder and CEOJames Dennedy – CFO Conference Call Participants Operator Thank you for standing by. My name is Benjamin and I will be your conference operator today. At this time,…
Flux Power Holdings, Inc. (NASDAQ:FLUX) Q3 2024 Results Conference Call May 9, 2024 4:30 PM ET Company Participants Maria Rico – Marketing ManagerRon Dutt – Chief Executive OfficerKevin Royal – Chief Financial Officer Conference Call Participants Rob Brown – Lake Street Capital MarketsEric Stine – Craig-HallumMatthew Galinko – Maxim GroupCraig Irwin – ROTH Capital Partners…
InfuSystem Holdings, Inc. (NYSE:INFU) Q1 2024 Results Conference Call May 9, 2024 9:00 AM ET Company Participants Joe Dorame – Investor RelationsRich Dilorio – Chief Executive OfficerBarry Steele – Chief Financial OfficerCarrie Lachance – President and Chief Operating Officer Conference Call Participants Brooks O’Neil – Lake StreetJim Sidoti – Sidoti & Company Aaron Warwick –…
Oxbridge Re Holdings Limited (NASDAQ:OXBR) Q1 2024 Earnings Conference Call May 9, 2024 4:30 PM ET Company Participants Wrendon Timothy – Chief Financial Officer and Corporate SecretaryJay Madhu – Chairman, President and Chief Executive Officer Conference Call Participants Duane Roberts – Rock Fleet Financial Operator Good afternoon, and welcome to Oxbridge Re’s First Quarter 2024…
Guild Holdings Company (NYSE:GHLD) Q1 2024 Earnings Conference Call May 9, 2024 5:00 PM ET Company Participants Nikki Sacks – IRTerry Schmidt – CEODavid Neylan – PresidentDesiree Elwell – CFO Conference Call Participants Don Fandetti – Wells FargoKyle Joseph – JefferiesRick Shane – JPMorganEric Hagen – BTIG Operator Good afternoon, ladies and gentlemen, and welcome…
Stelco Holdings Inc. (OTCPK:STZHF) Q1 2024 Earnings Conference Call May 9, 2024 9:00 AM ET Company Participants Trevor Harris – IRAlan Kestenbaum – CEO and Executive ChairmanPaul Scherzer – CFO Conference Call Participants Katja Jancic – BMO Capital MarketsJames McGarragle – RBCAdam Schneider – Cormark Securities Operator Good morning. Thank you for attending today’s Stelco…
JPMorgan Chase, the largest bank in America, has revealed exposure to spot Bitcoin Exchange-Traded Funds (ETFs) in a newly filed document with the Securities and Exchange Commission (SEC) today. Phoenix Trades The SEC filing by JPMorgan Chase provides specific insights into the bank’s exposure to spot Bitcoin ETFs. The bank currently has exposure to spot Bitcoin…
TTEC Holdings, Inc. (NASDAQ:TTEC) Q1 2024 Earnings Conference Call May 9, 2024 8:30 AM ET Company Participants Paul Miller – Senior Vice President, Treasurer and Investor Relations OfficerKen Tuchman – Chairman and Chief Executive OfficerShelly Swanback – President, TTEC and Chief Executive Officer, TTEC EngageKenny Wagers – Chief Financial Officer Conference Call Participants George Sutton…
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…
Planet 13 Holdings, Inc. (OTCQX:PLNH) Q1 2024 Earnings Conference Call May 9, 2024 6:00 PM ET Company Participants Mark Kuindersma – Head, Investor RelationsLarry Scheffler – Co-Chairman, Co-Chief Executive OfficerDennis Logan – CFORobert Groesbeck – Co-Chairman, Co-Chief Executive Officer Conference Call Participants Pablo Zuanic – Zuanic and Associates Operator Greetings and welcome to today’s Planet…
Microvast Holdings, Inc. (NASDAQ:MVST) Q1 2024 Earnings Conference Call May 9, 2024 5:00 PM ET Company Participants Yang Wu – Founder, Chairman and CEONancy Smith – Interim Chief Financial Officer Conference Call Participants Unidentified Company Representative Thank you, Operator, and thank you everyone for joining us today. With me on today’s call are Mr. Yang…
MasterCraft Boat Holdings, Inc. (NASDAQ:MCFT) Q3 2024 Results Conference Call May 8, 2024 8:30 AM ET Corporate Participants Tim Oxley – Chief Financial OfficerFred Brightbill – Chief Executive Officer Conference Call Participants Joe Altobello – Raymond JamesDrew Crum – StifelNoah Zatzkin – KeyBanc Capital MarketsKevin Condon – BairdGriffin Bryan – D.A. Davidson Operator Good day,…
Susquehanna International Group, LLP (SIG), a global trading, technology, and investment firm, disclosed that it holds over $1.8 billion in Bitcoin exchange-traded funds (ETFs) through a 13F-HR filing submitted to the Securities and Exchange Commission (SEC), providing a detailed breakdown of SIG’s investment portfolio. The filing reveals the investment firms biggest positions were in Grayscales…
Semrush Holdings, Inc. (NYSE:SEMR) Q1 2024 Earnings Conference Call May 7, 2024 8:30 AM ET Company Participants Brinlea Johnson – Investor RelationsOleg Shchegolev – Chief Executive OfficerEugene Levin – PresidentBrian Mulroy – Chief Financial Officer Conference Call Participants Scott Berg – NeedhamSurinder Thind – JefferiesJackson Ader – KeyBanc Capital MarketsAdam Hotchkiss – Goldman SachsElizabeth Porter…
Par Pacific Holdings, Inc. (NYSE:PARR) Q1 2024 Earnings Conference Call May 7, 2024 10:00 AM ET Company Participants Ashimi Patel – Vice President, Investor RelationsWill Monteleone – President & Chief Executive OfficerRichard Creamer – Executive Vice President, Refining & LogisticsShawn Flores – Senior Vice President & Chief Financial Officer Conference Call Participants Ryan Todd –…
Assertio Holdings, Inc. (NASDAQ:ASRT) Q1 2024 Earnings Conference Call May 6, 2024 4:30 PM ET Company Participants Matthew Kreps – Darrow Associates, IRHeather Mason – Interim CEOAjay Patel – CFOPaul Schwichtenberg – Chief Commercial Officer Conference Call Participants Jim Sidoti – Sidoti & CompanyThomas Flaten – Lake Street Capital Markets Operator Good afternoon, and welcome…
Integra LifeSciences Holdings Corporation [IART] Q1 2024 Earnings Conference Call May 6, 2024 8:30 AM ET Company Participants Jan De Witte – President & CEOLea Knight – CFOChris Ward – IR Conference Call Participants Vik Chopra – Wells FargoSteve Lichtman – OppenheimerKristen Stewart – C.L. King & AssociatesRobbie Marcus – J.P. MorganMatt Taylor – JefferiesRyan…
Thomas Barwick Investment Thesis Shares of Post Holdings (NYSE:POST) recently broke past $100, following its strong Q2 earnings report. In this report, they highlight a very positive fundamental performance as well as raising guidance for 2024, showing their strong market position as well as continued growth tailwinds. However, I believe the valuation is now fair,…
Ranpak Holdings Corp. (NYSE:PACK) Q1 2024 Earnings Conference Call May 2, 2024 8:30 AM ET Company Participants Sara Horvath – General CounselOmar Asali – Chairman & Chief Executive OfficerBill Drew – Chief Financial Officer Conference Call Participants Danny Eggerichs – Craig-Hallum Capital GroupGhansham Panjabi – BairdAdam Samuelson – Goldman Sachs Operator Welcome to the Ranpak…
ExlService Holdings, Inc. (NASDAQ:EXLS) Q1 2024 Earnings Conference Call May 2, 2024 10:00 AM ET Company Participants John Kristoff – VP of IRRohit Kapoor – Chairman and CEOMaurizio Nicolelli – CFO Conference Call Participants Bryan Bergin – TD CowenRyan Potter – CitiMargaret Nolan – William and BlairSurinder Thind – Jefferies LLCPuneet Jain – JPMorganMoshe Katri…
Tronox Holdings plc (NYSE:TROX) Q1 2024 Results Conference Call May 2, 2024 5:00 AM ET Company Participants Jennifer Guenther – Chief Sustainability Officer and Head, Investor RelationsJohn Romano – CEO & DirectorJohn Srivisal – Senior Vice President & Chief Financial Officer Conference Call Participants David Begleiter – Deutsche BankJohn McNulty – BMO Capital MarketsDuffy Fischer…
Lantheus Holdings, Inc. (NASDAQ:LNTH) Q1 2024 Earnings Conference Call May 2, 2024 8:00 AM ET Company Participants Mark Kinarney – Vice President of Investor RelationsBrian Markison – Chief Executive OfficerPaul Blanchfield – PresidentBob Marshall – Chief Financial Officer Conference Call Participants Anthony Petrone – Mizuho Financial GroupRoanna Ruiz – Leerink Partners LLCRichard Newitter – Truist…
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q2 2024 Earnings Conference Call May 2, 2024 8:30 AM ET Company Participants Steve Ferranti – Vice President-Corporate Development & Investor RelationsSteve Daly – President & Chief Executive OfficerJack Kober – Chief Financial Officer Conference Call Participants Thomas O’Malley – BarclaysHarsh Kumar – Piper SandlerQuinn Bolton – Needham &…
Harmony Biosciences Holdings, Inc (NASDAQ:HRMY) Q1 2024 Earnings Conference Call April 30, 2024 8:30 AM ET Company Participants Luis Sanay – Head of Investor RelationsJeffrey Dayno – President & Chief Executive OfficerJeffrey Dierks – Chief Commercial OfficerKumar Budur – Chief Medical OfficerSandip Kapadia – Chief Financial Officer & Chief Administrative Officer Conference Call Participants Charles…
PayPal Holdings Inc. (NASDAQ:PYPL) Q1 2024 Earnings Conference Call April 30, 2024 8:30 AM ET Company Participants Alex Chriss – President, Chief Executive OfficerJamie Miller – Executive Vice President, Chief Financial OfficerRyan Wallace – Head of Investor Relations Conference Call Participants Tien-Tsin Huang – JP MorganDarrin Peller – Wolfe ResearchTimothy Chiodo – UBSRamsey El-Assal –…
Energy Extraction On America’s Plains Ramon Cliff/iStock Editorial via Getty Images It is not too late to initiate a position in Plains GP Holdings, L.P. Class A (NASDAQ:PAGP), despite doubling the return of the S&P 500 over the past year. This large, high-quality MLP has produced a trailing 12-month total return over 40% compared to…
Yum China Holdings, Inc. (NYSE:YUMC) Q1 2024 Earnings Conference Call May 29, 2024 8:00 PM ET Company Participants Joey Wat – Chief Executive OfficerAndy Yeung – Chief Financial OfficerFlorence Lip – Senior Director, Investor Relations Conference Call Participants Michelle Cheng – Goldman SachsBrian Bittner – OppenheimerChen Luo – Bank of AmericaLillian Lou – Morgan StanleyAnne…
Susumu Yoshioka/DigitalVision via Getty Images April 29th ended up being a rather interesting day for shareholders of metal packaging firm Crown Holdings (NYSE:CCK). After the market closed, shares jumped about 3.3% in response to management announcing financial results covering the first quarter of the company’s 2024 fiscal year. Although the firm failed to meet expectations…
POSCO Holdings Inc. (NYSE:PKX) Q1 2024 Earnings Call Transcript April 25, 2024 2:00 AM ET Company Participants Ki-Seop Jeong – CSOLee Kyung-seop – Chief of LiB Materials BusinessHan Young-ah – Head of FinanceKim Sang-hoon – Managing Director Conference Call Participants Park Hyun-Wook – Hyundai SecuritiesKim Yoon Sang – HI Investment SecuritiesEugene Lee – Eugene Securities…
ismagilov Shares of Loar Holdings (NYSE:LOAR) have been a huge success as the company went public. After shares doubled from the preliminary offering range, already demanding valuations have become outrageously high as investors seem to hope that Loar is becoming a second TransDigm in the making. I am very cautious to get involved here, on…
Jordan Siemens/DigitalVision via Getty Images Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund (“CEF”) market activity from both the bottom-up – highlighting individual fund news and events – as well as the top-down – providing an overview of the broader market. We also try to provide some historical…
ORION Holdings Corp. (OTCPK:ORINF) Q1 2024 Earnings Conference Call April 25, 2024 6:30 AM ET Company Participants Tuukka Hirvonen – Investor Relations & Financial Communications OfficerLiisa Hurme – President, CEO & Chairman of Executive Management BoardJari Karlson – CFO & Member of the Executive Management Board Conference Call Participants Anssi Raussi – SEBSami Sarkamies –…
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…
PROG Holdings, Inc. (NYSE:PRG) Q1 2024 Earnings Conference Call April 24, 2024 8:30 AM ET Company Participants John Baugh – Vice President, Investor RelationsSteve Michaels – President and Chief Executive OfficerBrian Garner – Chief Financial Officer Conference Call Participants Kyle Joseph – JefferiesBradley Thomas – KeyBanc Capital MarketsHoang Nguyen – TD CowenRobert Griffin – Raymond…
PointsBet Holdings Limited (OTCQX:PBTHF) Q3 2024 Earnings Conference Call April 23, 2024 8:30 PM ET Company Participants Sam Swanell – Group Chief Executive OfficerAlister Lui – Group Chief Financial Officer Conference Call Participants Rohan Sundram – MST FinancialKai Erman – JefferiesRohan Gallagher – Jarden Group Sam Swanell Good morning and thank you for joining the…
Medpace Holdings, Inc. (NASDAQ:MEDP) Q1 2024 Earnings Call Transcript April 23, 2024 9:00 AM ET Company Participants Lauren Morris – Director of IRJesse Geiger – PresidentKevin Brady – CFOAugust Troendle – CEO Conference Call Participants Max Smock – William BlairEric Coldwell – BairdJack Wallace – Guggenheim PartnersDan Leonard – UBSJustin Bowers – Deutsche BankDavid Windley…
Image Source/DigitalVision via Getty Images I am updating my previous analysis on Spok Holdings, Inc. (NASDAQ:SPOK) in advance of Q1 earnings, which will be released post-market on Friday, April 26th. Since my last analysis, SPOK has been essentially flat, with a total return of -0.6%, while the S&P 500 yielded over 9% during the same…
milanvirijevic/E+ via Getty Images Limbach Holdings, Inc. (NASDAQ:LMB) currently looks intriguing as a potential investment due to the low valuation and strong expected growth in 2024. The stock’s recent dip in price looks like a good buying opportunity. Limbach is a building systems solution company that provides mechanical, electrical, and plumbing [MEP] services. Limbach specializes…
Five Point Holdings, LLC (NYSE:FPH) Q1 2024 Earnings Conference Call April 18, 2024 5:00 PM ET Company Participants Dan Hedigan – CEOKim Tobler – CFOStuart Miller – Executive Chairman Conference Call Participants Alan Ratner – Zelman & AssociatesMyron Kaplan – Private Investor Operator Greetings, and welcome to the Five Point Holdings, LLC First Quarter 2024…
Remark Holdings, Inc. (OTC:MARK) Q4 2023 Earnings Conference Call April 15, 2024 4:30 PM ET Company Participants Fay Tian – Vice President of Investor RelationsKai-Shing Tao – Chairman and CEOTodd Brown – Vice President of Finance Operator Good day, and welcome to the Remark Holdings Fiscal 2023 Financial Results Conference Call. All participants will be…
Dragonfly Energy Holdings Corp. (NASDAQ:DFLI) Q4 2023 Earnings Conference Call April 15, 2024 5:00 PM ET Company Participants Denis Phares – President & CEOJohn Marchetti – SVP & Former CFO Conference Call Participants George Gianarikas – Canaccord GenuityBrian Dobson – Chardan Capital MarketsChip Moore – ROTHPavel Molchanov – Raymond JamesJeff Grampp – Alliance Global Partners…