lcva2 The following segment was excerpted from this fund letter. Endava plc (NYSE:DAVA) Our laggard Endava has detracted ~ 350 bps from performance this quarter. Endava was down 40% after it reported earnings in February. This was a 3% position before this decline, but we have since added to the stock to make it one…
Spencer Platt/Getty Images News Above: Trading on the NYSE has given the stock a far deeper penetration into the US retail and institutional investor pools. The transition of FLUT from trading in London to the NYSE in January signaled a coming bull scenario which we alluded to on February 7th in our Seeking Alpha post…
imaginima Exelon Corporation (NASDAQ:EXC) is a Chicago, Illinois-based electric utility – the largest in the United States – with nearly 11 million customers and six regulated utility subsidiaries. The firm primarily maintains a presence in Illinois and the US East Coast. Exelon Winter 2024 Investor Meeting Through these activities, Exelon has recorded FY23 revenues of…
Sean De Burca/The Image Bank via Getty Images I was a small-town real estate developer before I began writing articles here on Seeking Alpha. I’ve written about this many times before, but it bears mentioning once again. My real estate career dates back over three decades. Three decades filled with so many opportunities to learn…
Renata Angerami/E+ via Getty Images I Was Right About PureCycle Technologies Broadly speaking, my analysis of PureCycle Technologies, Inc. (NASDAQ:PCT) stock in 2 articles in 2021 was proven accurate. The main thesis was the company couldn’t achieve scale in recycling polypropylene. I stated, “I don’t think PureCycle Technologies will be able to scale its recycling…
OP_CHECKTEMPLATEVERIFY has once again become a focal point in the conversation about improvements to scale Bitcoin. This time around there are many more alternative designs for covenants being proposed, and actual concrete designs that make use of CTV as scaling solutions (Timeout Trees and Ark). The conversation has a much larger depth of concepts to…
Li Auto, Xpeng, and other Chinese EV companies hit good numbers for deliveries, scaling YoY and Month over Month numbers. Chinese electric vehicle makers Li Auto (NASDAQ: LI), Nio (NYSE: NIO, and Xpeng Inc (HK: 9868) announced that their vehicle deliveries for the month of August were in line with guidance set for the third quarter of 2023….
Although Waymo scales down its autonomous truck technology, it would continue partnership with Daimler Truck North America (DTNA) to develop an autonomous truck platform further. In its latest decision, Alphabet-backed Waymo announced that it would scale back on its autonomous truck technology and will focus entirely on its ride-hailing services. In its official announcement, Waymo…