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American Tower Corporation (AMT) Presents at Mizuho Technology Conference Transcript
Seeking Alpha· 2025-06-12 02:06
American Tower Corporation (NYSE:AMT) Mizuho Technology Conference Call June 11, 2025 9:45 AM ET Company Participants Rodney M. Smith - Executive VP, CFO & Treasurer Conference Call Participants Jennifer Fritzsche - Unidentified Company Jennifer Fritzsche Terrific. For those of you who I don't know, I'm Jennifer Fritzsche, and I sit in the TMT group on the banking side. But in my former life, I was an analyst and had the privilege of covering American Tower for a long, long time. So -- and I'm really excite ...
Tesla Robotaxi Due Date On June 22: And I'm Here For The Delivery (Upgrade)
Seeking Alpha· 2025-06-12 01:59
Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I'm a retired Wall Street PM specializing in TMT; since kickstarting my career, I've spent over two de ...
Bristol-Myers Squibb Company (BMY) Presents at Goldman Sachs 46th Annual Global Healthcare Conference (Transcript)
Seeking Alpha· 2025-06-12 01:43
Bristol-Myers Squibb Company (NYSE:BMY) Goldman Sachs 46th Annual Global Healthcare Conference June 11, 2025 10:00 AM ET Company Participants Adam Lenkowsky - Executive VP & Chief Commercialization Officer Christopher S. Boerner - CEO & Chairman Conference Call Participants Asad Haider - Goldman Sachs Group, Inc., Research Division Asad Haider All right. But just right about at time. So let's get started. Welcome to day 3 of our Healthcare Conference. My name is Asad Haider, I'm the U.S. pharmaceutical anal ...
United Therapeutics: Tanking On Rival's PAH Data - I'd Consider Buying Stock
Seeking Alpha· 2025-06-12 01:36
The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, integrated financial statements, discounted cash flow analysis and market by market analysis. Learn moreEdmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing g ...
GitLab: Finally, The Multiple Has Become More Attractive (Rating Upgrade)
Seeking Alpha· 2025-06-12 01:34
GitLab (NASDAQ: GTLB ) is one of the most interesting companies of our time, which unfortunately does not receive the attention it deserves. But this sometimes creates opportunities.Although I thought the stock priceMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for the ...
Aviva: Upside Potential Seems Limited Following Strong Share Price Rally
Seeking Alpha· 2025-06-12 01:30
欧洲保险行业 - 英杰华(Aviva)被视为欧洲保险行业中最具吸引力的收入选择之一 因其高股息收益率 [1] 分析师背景 - 分析师Labutes IR在金融市场拥有超过18年经验 专注于金融领域 曾在买方机构从事投资组合管理相关工作 [1]
BitFuFu: Q1 Was A Strategic Reset, But Hashrate Rebound Signals A Stronger Q2 Ahead
Seeking Alpha· 2025-06-12 01:20
Analyst's Disclosure:I/we have a beneficial long position in the shares of FUFU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any in ...
Bank of America Corporation (BAC) Presents at Morgan Stanley US Financials, Payments & CRE Conference Transcript
Seeking Alpha· 2025-06-12 01:12
公司介绍 - 美国银行董事长兼首席执行官Brian Moynihan出席摩根士丹利美国金融、支付和商业地产会议 [1][4] - Brian Moynihan已担任美国银行CEO长达15年 推动负责任增长并见证行业重大变化 [6] 行业环境 - 当前运营环境存在大量政策不确定性 从年初持续至今 [7] - 会议讨论重点包括消费者支出、存款和整体健康状况等宏观问题 [7]
American Express Company (AXP) Presents at Morgan Stanley US Financials Conference Transcript
Seeking Alpha· 2025-06-12 01:01
American Express Company (NYSE:AXP) Morgan Stanley US Financials Conference June 11, 2025 9:45 AM ET Company Participants Christophe Y. Le Caillec - Chief Financial Officer Unidentified Analyst All right. Up next, we have American Express. Before we get started, I'm going to read some quick disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. The taking of photographs and use of recording devices is also not allowed. If y ...
General Motors Company (GM) Presents at Deutsche Bank Global Auto Industry Conference Transcript
Seeking Alpha· 2025-06-12 00:50
General Motors Company (NYSE:GM) Deutsche Bank Global Auto Industry Conference Call June 11, 2025 9:35 AM ET Company Participants Paul A. Jacobson - Executive VP & CFO Conference Call Participants Xin Yu - Deutsche Bank AG, Research Division Xin Yu GM, Paul Jacobson. Thank you so much for joining. Paul A. Jacobson Thanks for having us. Appreciate it, Edison. Question-and-Answer Session Xin Yu It's been a dynamic start to the year, to say the least. We have tectonic shifts in U.S. policy. Generally speaking, ...