Palmer Square Capital BDC Inc. (NYSE:PSBD) Q1 2024 Earnings Conference Call May 7, 2024 12:00 PM ET Company Participants Andrew Wedderburn-Maxwell – Investor RelationsChris Long – Chairman and Chief Executive OfficerAngie Long – Chief Investment OfficerMatt Bloomfield – PresidentJeff Fox – Chief Financial Officer and Director Conference Call Participants Melissa Wedel – JPMorganKenneth Lee –…
Block, a global technology company focusing on financial services, has announced the launch of Bitcoin Conversions, a feature that allows millions of Square sellers to convert a percentage of their daily sales to Bitcoin using Cash App, according to a press release sent to Bitcoin Magazine. This collaboration between Square and Cash App empowers eligible…
Nearmap/DigitalVision via Getty Images Overview My recommendation for Madison Square Garden Entertainment (NYSE:MSGE) is a buy rating, as I have become more confident in the MSGE growth outlook, especially with the strong visibility through FY24 and FY25. Note that I previously issued a buy rating for MSGE as I expected performance to be in line…
Click to enlarge Arvydas Lakacauskas/iStock via Getty Images To the Shareholders of Pershing Square Holdings, Ltd.: In 2023, Pershing Square’s 20th year, Pershing Square Holdings (OTCPK:PSHZF) generated strong NAV performance of 26.7% versus 26.3% for our principal benchmark, the S&P 500 index.6 Our total shareholder return was 36.0%, as PSH’s discount to NAV narrowed by…
Madison Square Garden Entertainment Corp. (NYSE:MSGE) Q2 2024 Earnings Conference Call February 7, 2024 10:00 AM ET Company Participants Ari Danes – SVP, IR and Treasury Phil D’Ambrosio – EVP, Treasurer and Interim Principal Financial Officer Conference Call Participants Peter Henderson – Bank of America Stephen Laszczyk – Goldman Sachs Ben Swinburne – Morgan Stanley…
Bloomberg/Bloomberg via Getty Images The following segment was excerpted from this fund letter. Pershing Square Holdings (OTCPK:PSHZF) Pershing Square Capital Management (PSCM), the investment management company established by William A. Ackman in 2003, has always had a significant profile, arising from its methodology and the highly confident nature of its founder. In the nine years…
tupungato Covering BNP Paribas (OTCQX:BNPQY)(OTCQX:BNPQF) last October, I remarked that mixed Q3 results would do nothing to improve sentiment toward the stock. More recent results covering Q4 certainly won’t help either, with the Paris-listed shares around 9% lower on the day post-release. Though down sharply following results, the ADSs have still returned around 6% since…
Editor’s note: Seeking Alpha is proud to welcome Market Snippet 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 » Ken Ishii/Getty Images News Recommendation We recommend a Long…
Bryan Bedder This article is part of a series that provides an ongoing analysis of the changes made to Pershing Square’s 13F portfolio on a quarterly basis. It is based on Ackman’s regulatory 13F Form filed on 11/14/2023. Please visit our Tracking Bill Ackman’s Pershing Square Holdings article for an idea on how his holdings…
Drew Angerer/Getty Images News Introduction Fintech stocks have been beaten down to oblivion lately. What was once a much-loved emerging industry has turned into one of the most hated investment sectors. Standing (perhaps “lying wounded on the floor” is a more accurate description) front and center during this bloodbath are none other than the three…
Madison Square Garden Sports Corp. (NYSE:MSGS) Q4 2023 Earnings Conference Call August 17, 2023 10:00 AM ET Company Participants Ari Danes – Investor Relations David Hopkinson – President and Chief Operating Officer Victoria Mink – Executive Vice President, Chief Financial Officer and Treasurer Conference Call Participants David Karnovsky – JPMorgan Brandon Ross – LightShed Partners…