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Tapestry: Gen Z And Millennials Sponsoring The Resurgence
Seeking Alpha· 2025-06-12 14:01
Tapestry (NYSE: TPR ) is the owner of three fashion brands: Coach, Kate Spade New York, and Stuart Weitzman. While the brands have different products, they are mostly focused on purses.L/S Equity Research. Mostly micro and small caps. I use this platform to bounce ideas around and try to get different point of views. Contact me at theredkraken7@gmail.com, it's always nice to make new friends =)Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, a ...
Liberty Media: Looking Like MotoGP Is Getting The Green Flag
Seeking Alpha· 2025-06-12 13:56
收购交易 - Liberty Media同意以30亿欧元收购Dorna 86%股权(股权部分,主要用现金支付)[1] - Dorna是MotoGP商业版权持有者[1] - 欧盟竞争监管机构最初表现出担忧[1] 分析师披露 - 分析师持有FWONA股票的多头头寸,包括股票所有权、期权或其他衍生品[2] - 文章表达分析师个人观点,未获得除Seeking Alpha外的其他报酬[2] - 分析师与文中提到的公司无业务关系[2] 平台声明 - Seeking Alpha披露其分析师包括专业投资者和个人投资者,可能未获得任何机构或监管机构许可或认证[3] - 平台观点不代表Seeking Alpha整体意见[3] - 平台不提供投资建议或推荐[3]
Berry: New Horizontal Wells, Large Impairment, And Extremely Undervalued
Seeking Alpha· 2025-06-12 13:00
Berry Corporation财务表现 - Berry Corporation近期报告了大额减值导致净利润大幅下降[1] - 减值属于非经常性事件 预计未来几年净利润将恢复增长[1] 分析师研究方法 - 重点关注现金流量表和无杠杆自由现金流数据[1] - 财务模型包含资本成本 债务成本 加权平均资本成本等变量[1] - 主要研究EV/FCF 净利润和EV/EBITDA等交易倍数[1] - 倾向于分析具有长期财务数据的公司 通常不涉及成长股[1] 分析师持仓情况 - 分析师通过股票或衍生品持有Berry Corporation多头头寸[2]
Angi: Look Where The Incentives Are
Seeking Alpha· 2025-06-12 11:47
I am a value investor with focus on special situations and small-cap companies. Most of the time, I write about long ideas either ones I’m already invested in or keeping an eye on until I feel confident enough to jump in. I don’t write just to have something new out there; if an idea doesn’t feel strong enough, I’m okay with walking away from it, even if I’ve already spent a lot of time digging into it.My background is in engineering, but I got into value investing after listening to the “Parsezani dar Baza ...
Academy Sports: Expansion Efforts Gain Momentum
Seeking Alpha· 2025-06-12 11:30
Over fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!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 ...
ZimVie: Screening Cheap (Rating Upgrade)
Seeking Alpha· 2025-06-12 11:05
Author of the Macro Trends & Inflection Points Newsletter. I spent 5 years as a co-founder and hedge fund CIO / manager. Before that, I was a hedge fund analyst/portfolio manager at a leading Canadian alternative asset manager. I write articles as part of my own due diligence on the stocks that I find interesting.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 ...
Summit Hotel Properties: High Yield And Healthy Balance Sheet Make This A Buy
Seeking Alpha· 2025-06-12 10:40
My aim is to build a financial portfolio which will enable me to become financially independent. While I have a keen interest in the financial markets, and am constantly seeking to learn more about various sectors, this means I tend to gravitate towards dividend stocks as they will provide me with a steady stream of income to achieve my goal of becoming financially independent.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a ...
Colgate-Palmolive: The Defensive Growth Case Is Delivering
Seeking Alpha· 2025-06-12 10:17
The Colgate-Palmolive Company (NYSE: CL ) has not been a good performer since the last quarter of 2024. I think the stock might have gotten ahead of itself after the 2023 market recovery from October, but now, atI am a dedicated financial risk manager and investor specializing in financials, consumer, and technology industries. I have been involved in the investing world for over seven years, making deep analyses and managing different types of portfolios.I believe in deep research, prioritizing business mo ...
Cango: The Rally May Have Much Further To Go
Seeking Alpha· 2025-06-12 10:03
Cango (NYSE: CANG ), a miner of Bitcoin, saw a lot of changes in the past 1–2 years and this has continued in recent weeks. CANG entered the crypto mining business late last year, and it doubled down on this bold moveWelcome to my author's site. As an avid follower of SeekingAlpha, I take great interest in articles posted as the subject matter is often something that appeals to me. However, I will sometimes encounter an article that I might not agree with. My purpose is to present an alternative view to rea ...
Rimini Street: Litigation Risks Are Out, A Cautious Buy
Seeking Alpha· 2025-06-12 09:51
Rimini Street, Inc. (NASDAQ: RMNI ) is one of those niche but significant players in the enterprise software market that you ordinarily wouldn’t hear much about. But the company’s been in a legal entanglement with Oracle ( ORCLI am a financial analyst and writer with a strong foundation in financial modeling, valuation, and data analysis. I hold FMVA (Financial Modeling & Valuation Analyst) and BIDA (Business Intelligence & Data Analyst) certifications from the Corporate Finance Institute (CFI) in Canada.Th ...