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Most Attractive AI Bet Today? For Me, It's AMD
Seeking Alpha· 2025-12-19 03:31
I must admit, I haven’t been a big fan of so-called "AI stocks." There are two reasons for that. First, as a fundamentals‑first guy, I don’t like it when the companies I analyze trade at valuation multiples like a P/EI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — ...
CVB Financial Corp. (CVBF) Heritage Commerce Corp, - M&A Call - Slideshow (NASDAQ:CVBF) 2025-12-18
Seeking Alpha· 2025-12-19 03:30
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Howard Hughes Holdings Inc. (HHH) M&A Call Transcript
Seeking Alpha· 2025-12-19 03:27
PresentationI would now like to hand the conference over to your speaker today, Joe Valane, General Counsel. Please go ahead.Good day, and thank you for standing by. Welcome to the Howard Hughes Holdings to acquire Vantage Group Holdings Ltd. Conference Call. [Operator Instructions] Please be advised today's conference is being recorded.Joseph ValaneGeneral Counsel Good morning, and welcome to a special conference call for Howard Hughes Holdings. With me today are Bill Ackman, Executive Chairman; Ryan Israe ...
Rezolute: Phase 3 sunRIZE Data For Ersodetug Warrants Downgrade To Sell Rating (RZLT)
Seeking Alpha· 2025-12-19 03:26
This article is published by Terry Chrisomalis, who runs the Biotech Analysis Central pharmaceutical service on Seeking Alpha Marketplace. If you like what you read here and would like to subscribe to, I'm currently offering a two-week free trial period for subscribers to take advantage of. My service offers a deep-dive analysis of many pharmaceutical companies. The Biotech Analysis Central SA marketplace is $49 per month, but for those who sign up for the yearly plan will be able to take advantage of a 33. ...
NYSE's parent in talks to invest in crypto firm MoonPay - report (ICE:NYSE)
Seeking Alpha· 2025-12-19 03:26
Intercontinental Exchange (ICE), the owner of the NYSE, is in talks to participate in a financing round for crypto payments firm MoonPay, according to a media report on Thursday that cites people familiar with the matter. MoonPay, which is close to ...
Thunderbird Entertainment Group Inc. (TBRD:CA) Shareholder/Analyst Call Prepared Remarks Transcript
Seeking Alpha· 2025-12-19 03:17
PresentationJennifer McCarronCEO & Chairman Good morning, and welcome to the Annual General Meeting of the Shareholders of Thunderbird Entertainment Group Inc. My name is Jennifer Twiner McCarron, and I am the Chair of the Board of Directors and the Chief Executive Officer of the company. Before we commence the formal business of the meeting, I would like to provide some opening remarks. We are pleased to host today's meeting online through the Lumi virtual meeting platform. This platform is accessible to a ...
NLR: The Truth Is That The Nuclear Rally Appears To Be Over
Seeking Alpha· 2025-12-19 03:16
If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Nuclear power has been one of the hottest investing trends of 2025. The benchmark VanEck Uranium and Nuclear ETF (NYSEARCA: NLR ) is up close to 50% year-to-date and nearly 150% over the past five years.Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent th ...
Accenture outlines 2% to 5% local currency revenue growth for fiscal 2026 as advanced AI integration accelerates (NYSE:ACN)
Seeking Alpha· 2025-12-19 03:08
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CarMax signals aggressive pricing and $150M SG&A reduction plan amid leadership transition (NYSE:KMX)
Seeking Alpha· 2025-12-19 03:08
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Cintas raises 2026 revenue outlook to $11.22B as operating margins hit record high (NASDAQ:CTAS)
Seeking Alpha· 2025-12-19 02:58
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