Palantir is a fast grower, and profitable -- but does it cost too much?Palantir (PLTR +2.95%) investors had a horrible November, as shares of the tech wunderkind tumbled 23% from an all-time high hit early in the month to a low below $155 less than three weeks later.Then Palantir bounced.By month's end, shares of the government contractor and artificial intelligence superstar stock regained 8% of its losses. As the calendar flips to December, Palantir's run isn't done. Shares rose 3.2% through 10:40 a.m. ET ...

It is not a secret that the BDC market ( BIZD ) is currently going through difficult times. The market has assigned a relatively high discount rate to BDC valuations, as the sector median P/NAV stands at 0.79x. ThisRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capit ...

PresentationSo all right. Great. Well, I'm going to allow Erin Banyas from Herbalife to read some cautionary statements before we start.Erin BanyasHead of Investor Relations Good morning, everyone, and thank you for joining us, whether you are here in person or joining via the webcast. I'm Erin Banyas, Head of Investor Relations at Herbalife, and it is a pleasure to welcome you to today's fireside chat. We are joined today by Stephan Gratziani, Herbalife's Chief Executive Officer; John DeSimone, our Chief F ...

美国汽车行业整体趋势 - 美国汽车销售表现强于预期，反映出美国经济的潜在实力，特别是在高端和中端市场 [2] - 由于疫情期间未完成的购买，汽车市场存在约600万至700万辆的缺口 [2] - 2025年的季节性调整年销量预期从年初的约1500万辆上调至1600万至1630万辆 [3] - 尽管增速略有放缓，但经济基本面强劲，失业率低且预计将有降息 [4] - 对2026年《美国-墨西哥-加拿大协定》带来的关税解决方案持乐观态度 [4] 美国汽车市场细分领域表现 - 当前市场优势集中在传统燃油车领域，特别是皮卡、大型SUV及内燃机车型 [5][6] - 通用汽车和福特等传统制造商预计将短期受益 [6] - 电动汽车领域在美国面临压力，混合动力车和特斯拉的市场份额受到冲击 [5][6] - 混合动力车在美国市场目前并非主流，但未来十年末可能有发展空间 [6] 特斯拉的投资逻辑与市场观点分歧 - 对特斯拉的看好主要基于其未来技术特征，如机器人出租车和仿人机器人，而非当前的汽车业务 [7][8] - 仿人机器人市场被视为巨大机遇，假设特斯拉仅获得5%的市场份额也已足够庞大 [8] - 特斯拉被视为叙事驱动型股票，在缺乏负面数据点的情况下，其长期（10-15年）故事可能支撑股价 [9] - 投资观点与迈克尔·伯里认为特斯拉估值过高的看法存在分歧，分歧核心在于对未来技术前景的判断不同 [10][11] - 支持特斯拉的观点认为，目前缺乏实际数据证明仿人机器人和机器人出租车不会成功，或特斯拉不会在其中占据重要份额 [12][13]

PresentationJohan Burger All right. Good morning, ladies and gentlemen. For those of you in the room and also to those that are via the live webcast, welcome to the 29th Annual General Meeting of FirstRand. Kindly note that the proceedings of this meeting are being broadcast via live webcast. The formal proceedings of this meeting are outlined in the agenda, which is projected on the screen for your information. We now move to the formal proceedings of the AGM agenda. Firstly, with me, physically in attenda ...

PresentationMatthew JacobsenChief Financial Officer Sure. Yes, we're a turnkey space provider for those that -- we'll get to this. This picture is always helpful in just explaining kind of what it is we do. So we're the largest temporary space provider in North America, providing turnkey space solutions to customers across all kinds of markets. Construction, obviously, is a big piece of that, but also in education and commercial applications, including retail and warehousing, distribution, those types of th ...

I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnalyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am no ...

Key Takeaways Vaccine stocks fell after an FDA memo cited child deaths and outlined tougher vaccine requirements.The memo flagged myocarditis concerns, stricter data demands and limits on use in pregnancy.An upcoming CDC meeting on vaccine safety and necessity added to pressure on MRNA and peers.Shares of prominent vaccine makers Moderna (MRNA) , BioNTech (BNTX) , Pfizer (PFE) , Novavax (NVAX) and Vaxcyte (PCVX) fell on Monday after the FDA announced plans to impose strict new vaccine requirements.What’s Go ...

投资方法论 - Zacks排名系统侧重于盈利预测和预测修正以寻找优质股票[1] - 价值投资是在任何市场环境下寻找优质股票最受欢迎的方法之一[2] - Zacks开发了风格评分系统，其中“价值”类别结合高Zacks排名的股票是当前市场最强的价值股[3] 公司估值分析 - GARRETT MOTION (GTX) 目前拥有Zacks Rank 1（强力买入）评级和价值A级评分[4] - 公司远期市盈率为9.45，显著低于其行业平均远期市盈率18.49[4] - 过去52周内，公司远期市盈率最高为9.56，最低为5.83，中位数为7.57[4] 投资前景 - 基于估值指标和盈利前景强度，GARRETT MOTION (GTX) 目前可能被低估，是市场中最强的价值股之一[5]

公司表现与行业比较 - Proto Labs（PRLB）年初至今股价上涨约28%，而工业产品行业平均涨幅为5%，公司表现优于行业整体[4] - AB SKF（SKFRY）年初至今回报率为39.2%，同样超过工业产品行业平均表现[5] - Proto Labs所属的橡胶-塑料行业包含3只个股，行业平均下跌1.7%，公司表现远超其所在行业[6] 分析师评级与盈利预期 - Proto Labs目前拥有Zacks Rank 1（强力买入）评级[3] - 过去一个季度，PRLB全年盈利的Zacks共识预期上调了6.5%，显示分析师情绪改善[4] - AB SKF过去三个月当前年度每股收益（EPS）的共识预期大幅上调40%，目前也拥有Zacks Rank 1评级[5] 行业排名与分类 - 工业产品行业包含187家公司，在Zacks行业排名中位列第13位（共16个行业组）[2] - Proto Labs所属的橡胶-塑料行业在Zacks行业排名中位列第190位[6] - AB SKF所属的制造-工具及相关产品行业包含8只个股，在Zacks行业排名中位列第45位，该行业年初至今上涨1.9%[6]