Jacek_Sopotnicki Investment Thesis: Warner Bros. Discovery (WBD) is a media and entertainment business that operates primarily in the segments of Studios, Networks, and DTC. Some notable brands they own include DC, Game of Thrones, Harry Potter, and many more household names while some of the primary platforms they operate through are TNT Sports, Max, and…
Michael Burrell/iStock via Getty Images Investment thesis: Perdoceo Education (NASDAQ:PRDO) sports an attractive valuation at just 8.4x forward P/E versus the sector median of 15.4x and has posted solid financial performance including expanding operating margins and a healthy balance sheet. However, the for-profit education industry faces intensifying scrutiny under the Biden administration over issues like…
Erikona Investment Thesis There have been numerous articles published on Seeking Alpha analyzing PayPal (NASDAQ:PYPL). Most discussions appropriately touched on PYPL’s share buyback program, their collaboration with KKR to sell buy-now-pay-later (BNPL) debt, the sale of Happy Returns, the new management team, opportunities with Braintree’s unbranded checkout solutions, and PYPL’s leadership position globally. While these…
Shidlovski/iStock via Getty Images Hidden Treasure Taro Pharmaceutical Industries Ltd. (NYSE:TARO) is a lightly traded, Israel-based pharmaceutical firm. Taro specializes in researching and developing healthcare products and sells ingredients to other pharma companies. We believe Taro stock deserves a Buy assessment after considering its risks/rewards. Seeking Alpha’s Quant Rating is a Strong Buy with top…
Editor’s note: Seeking Alpha is proud to welcome JX 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 » wdstock Investment thesis I believe Build-A-Bear Workshop (NYSE:BBW) is…
da-kuk The Chicago Fed National Activity Index (CFNAI) is arguably one of the most important and overlooked economic indicators. Each month, economists, the media, and investors pour over various mainstream economic indicators, from GDP to employment and inflation, to determine what markets will likely do next. While economic numbers like GDP or the monthly non-farm…
Unya-MT/iStock via Getty Images The oil industry is so huge that it offers investors multiple ways to play the sector. While the direct and more popular ways to get involved are in exploration, drilling, refining, and transportation one of the more overlooked ways is in Oil field Services. However, a well-managed business can become a…
naphtalina/iStock via Getty Images Investment briefing The equity stock of Chemed Corporation (NYSE:CHE) has rolled over since its impressive run in FY’22—’23 and there are now several updates to discuss. Chief among these are the company’s latest numbers for Q2 FY’23, and a detailed appraisal of its economic characteristics. In my last publication, I outlined…
JHVEPhoto Today’s article about The Bank of Nova Scotia (BNS), more commonly known as Scotiabank, outlines a few overlooked risk factors. Although a valuation model is embedded in the article, the analysis aims to add to market transparency by discussing micro factors instead of conducting a holistic analysis of The Bank of Nova Scotia’s stock….
jetcityimage Pharma giant Eli Lilly and Company (NYSE:LLY) is buying the tiny biotech Sigilon Therapeutics, Inc. (NASDAQ:SGTX) for $14.92 per share in cash. The shares are trading at $21.28 due to a contingent value right ((CVR)) from Eli Lilly, potentially worth as much as $111.64 per share. Eli Lilly and Sigilon worked together on cell…