Sezzle: Why 30x Forward FCF Still Makes Sense
Seeking Alpha· 2025-09-15 21:09
Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...
Hovis CEO Jon Jenkins to leave UK baker
Yahoo Finance· 2025-09-15 21:08
Hovis CEO Jon Jenkins is stepping down after three years in the lead role at the UK bakery business. Jenkins departure follows the August confirmation that Associated British Foods (ABF), the Kingsmill and Sunblest bakery brand owner through its Allied Bakeries unit, was buying Hovis from private-equity firm Endless. According to a brief statement from Hovis, Jenkins will relinquish the CEO job in "mid-September". Aidan Robson, a managing partner at Endless, said: “I would like to thank Jon for his supp ...
Dudley Says One or Two Fed Cuts After Sept. Is a 'Close Call'
Youtube· 2025-09-15 21:08
Traders fighting with near certainty say the Federal Reserve will cut interest rates by 25 basis points this week. Joining us to discuss the former New York Fed president, Bill Dudley. But welcome back, sir.Let's get straight to it. What are you expecting to see this coming Wednesday. Right along with everybody else.I expect a quarter point cut. It's baked in the cake. I'd be surprised if it did do anything else.Do you think they'll guide much beyond that. Well, there'll be guidance because they're going to ...
Nvidia Broke Antitrust Law, China Says, as Tensions With U.S. Mount
Nytimes· 2025-09-15 21:08
Chinese regulators, on a day of U.S. trade talks, said that an acquisition by Nvidia had violated antimonopoly regulations. ...
Summit Financial Advisors Joins MAI Capital Management
Businesswire· 2025-09-15 21:08
CLEVELAND--(BUSINESS WIRE)--MAI Capital Management ("MAI†) announced the acquisition of Summit Financial Advisors, LLC ("Summit†). ...
Fresh Off $30B Blockbuster, MAI Acquires California-Based RIA
Yahoo Finance· 2025-09-15 21:08
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. MAI Capital Management, the Cleveland-based registered investment advisor, has acquired a San Mateo, Calif.-based RIA just a few weeks after signing on for a mega-merger with $27 billion Evoke Advisors. MAI is bringing on Summit Financial Advisors, started by Rafael Velez in 1998. The firm has about $570 million in assets under management. MAI made the move after announcing in late August its ac ...
Novartis AG (NVS) Strengthens Cardiovascular Unit with Tourmaline Bio Acquisition
Yahoo Finance· 2025-09-15 21:07
Novartis AG (NYSE:NVS) is one of the best defensive stocks to buy, according to Steve Cohen. On September 9, the company confirmed plans to acquire the New York-based pharmaceutical company Tourmaline Bio for $1.4 billion on a fully diluted basis. Novartis AG (NVS) Strengthens Cardiovascular Unit with Tourmaline Bio Acquisition lucarista/Shutterstock.com The acquisition paves the way for the company to gain access to pacibekitug, a candidate drug being developed to address systemic inflammation and as a ...
UnitedHealth (UNH) Secures Analyst Confidence with Strong Medicare Outlook and Earnings Guidance
Yahoo Finance· 2025-09-15 21:07
UnitedHealth Group Incorporated (NYSE:UNH) is one of the best defensive stocks to buy, according to Steve Cohen. On September 10, Bernstein SocGen Group reiterated an Outperform rating on the stock and a $379 price target. UnitedHealth (UNH) Secures Analyst Confidence with Strong Medicare Outlook and Earnings Guidance Ken Wolter/Shutterstock.com The positive stance stems from the company signaling stability in its medical benefits business, with solid preliminary 2026 Medicare Advantage Stars results. I ...
Goldman, T. Rowe to sell alternative investments for retirement accounts by year end
Yahoo Finance· 2025-09-15 21:07
By Tatiana Bautzer and Saeed Azhar NEW YORK (Reuters) -Goldman Sachs and asset manager T. Rowe Price, which announced a partnership earlier this month, plan to offer new alternative investments for retirement accounts by the end of the year, their executives told Reuters. The plan comes after an executive order by President Donald Trump broadened access of 401(k) retirement accounts to alternative investments such as private credit, private equity and others. The move could give private asset managers ac ...
DelphX Quantem Crypto Securities Program Update
Newsfile· 2025-09-15 21:07
Toronto, Ontario--(Newsfile Corp. - September 15, 2025) - DelphX Capital Markets Inc. (TSXV: DELX) (OTCQB: DPXCF) ("DelphX" or the "Company"), a leader in the development of new classes of structured products, is pleased to update shareholders and the public on progress with its Quantem Crypto Securities (QCS) program. The Company is pleased to report that its fully collateralized QCS offering is currently being evaluated by multiple digital asset treasuries and hedge funds for inclusion in their portfoli ...