I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multipl ...

公司动态 - DDB芝加哥首席创意官Colin Selikow入选2025年Campaign US"40 Over 40"榜单 表彰其在广告、营销、媒体技术和通信领域的领导力 [1] - Colin Selikow带领多学科团队并培养新人 其作品为三星、Coors Light、Mars Wrigley等品牌打造获奖创意 2024年被The Drum评为全球获奖最多的执行创意总监 [2] - Colin近期主导赢得Bimbo Global全球创意和策略业务 并推动DDB芝加哥获评2024年Campaign US"创意突破机构"称号 [3][4] 行业荣誉 - DDB全球网络连续三年(2021-2023)获D&AD年度最佳网络 2023和2025年两度斩获戛纳狮子国际创意节年度全球网络 [8] - 公司作品累计获得300+国际奖项 包括49座戛纳狮子、31项D&AD铅笔奖、46项One Show铅笔奖 以及Effies等主要奖项 [4] - Skittles"Apologize the Rainbow" campaign获2025年全球艾菲奖最佳品牌内容与娱乐类大奖 该作品位列2023年全球第六大获奖案例 [4] 业务规模 - DDB全球网络覆盖60+国家/地区 设有140个办公室 服务客户包括玛氏、麦当劳、大众、亚马逊、联合利华等知名品牌 [7] - 公司连续16年中有13年位列WARC全球网络前三甲 2024年Effie全球最佳评选中获评最获奖机构网络 [8] - 作为Omnicom集团(NYSE: OMC)旗下机构 公司1949年成立 定位为"情感优势代理" 通过情感共鸣推动品牌增长 [7][8][6]

Venture to serve data center power needs through long-term energy supply agreementsALLENTOWN, Pa., July 15, 2025 /PRNewswire/ -- PPL Corporation (NYSE: PPL) ("PPL") and Blackstone Infrastructure today announced that they have formed a joint venture to build, own and operate new gas-fired, combined-cycle generation stations to power data centers under long-term energy services agreements (ESA). The announcement was made at the Pennsylvania Energy and Innovation Summit hosted by Sen. David McCormick at Carneg ...

WOODCLIFF LAKE, N.J., July 15, 2025 /PRNewswire/ -- Powerfleet, Inc. (Nasdaq: AIOT), a global leader in the artificial intelligence of things (AIoT) software-as-a-service (SaaS) mobile asset industry, today announced that SIXT Mexico, the national franchise of one of the world's premier vehicle rental brands, has selected Powerfleet to modernize its on-road operations with Unity's real-time data intelligence and predictable control across a multi thousand vehicle deployment.This high-value, multi-year engag ...

Super Micro Computer, Inc. (NASDAQ: SMCI ) is beginning to pick up steam, and though I don’t particularly like the fundamentals, the technicals are looking better.The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an econo ...

灾害救援行动 - 现代汽车和捷尼赛思共同捐赠15万美元用于德克萨斯州洪水救援，其中7.5万美元捐给美国红十字会，7.5万美元捐给德克萨斯山乡村社区基金会 [1][2] - 捐赠资金将用于紧急响应、避难所建设和长期社区恢复工作，重点支持FEMA宣布的灾区居民和一线救援人员 [2] 客户援助计划 - 现代汽车金融和捷尼赛思金融为受灾客户提供财务困难支持方案，包括延期付款等个性化援助 [3] - 受灾客户可拨打专属热线寻求帮助：现代汽车金融(800)523-4030，捷尼赛思金融(844)363-7477 [4] 购车补贴政策 - 针对因洪水损坏车辆的现有车主，购买2025或2026款现代新车可获1000美元补贴，需在2025年7月15日至2026年1月2日期间完成交易并通过现代汽车金融融资 [5] - 购买同款捷尼赛思新车可获2000美元补贴，适用相同时间范围和融资条件 [6][8] 道路救援服务 - 为受灾地区的现代和捷尼赛思车主提供延长道路救援服务，包括拖车、开锁、燃油补充和电池服务等，有效期至2025年9月30日 [10][11] - 现代车主可拨打(800)633-5151，捷尼赛思车主可拨打(844)340-9741获取服务 [10][11] 企业运营情况 - 现代汽车在美国拥有包括加州北美总部、阿拉巴马州制造工厂和Metaplant America工厂在内的多个重要运营设施 [12] - 结合850家独立经销商网络，现代汽车每年为美国经济贡献201亿美元和19万个工作岗位 [12][13]

核心观点 - 公司2025年第一季度同店销售额增长28% 调整后EBITDA为111亿美元 调整后EPS为055美元 但盈利能力同比下降 [1] - 管理层将2025财年同店销售额增长预期上调至2%-275% 主要受药房和数字化业务强劲增长驱动 同时维持调整后EBITDA和EPS指引不变 [1] 财务表现 - 第一季度电子商务收入同比增长25% 占杂货总销售额的9% 但仍低于同行水平 [3] - 药房和健康平台销售额增长20% 其中GLP-1药物贡献了药房同店销售额增长的一半 [5] - 毛利率(不包括燃料和法律费用)下降85个基点 主要由于客户价值主张投资增加以及药房和数字业务快速增长带来的结构变化影响 [7] - 销售和管理费用率同比改善63个基点 得益于生产力提升和并购相关成本减少 [7] 战略进展 - 数字化能力投资包括专有移动应用和互动功能 支持全渠道客户获取和持续参与 [3] - 药房业务与杂货业务的独特整合支持客户重复访问和粘性 药房客户到店频率是普通客户的四倍 [6] - 公司开设第三个中央填充设施以进一步提高药房效率 [5] - 全国采购计划和自动化预计将在2025年下半年为毛利率带来顺风 [7] 未来展望 - 2025财年调整后EBITDA预期维持在38-39亿美元 调整后EPS指引为216-230美元 [10] - 2025年资本支出指引保持不变 为17-19亿美元 [10] - 2026财年目标长期同店销售额增长2%或以上 调整后EBITDA增长超过销售额增长 [10]

NBCUniversal said Tuesday it has wrapped up its 2025-26 upfront negotiations, claiming record ad sales volume but declining to characterize total revenue or rates. Live sports propelled the overall sales effort, with the Milan Cortina Olympics, Super Bowl LX and the FIFA World Cup, all exceeding previous benchmarks for each of those properties. NBCU said Peacock accounted for one-third of total upfront ad sales volume, hitting a new record, with the company calling its digital upfront the biggest in its hi ...

Kairos Pharma, Ltd. KAPA stock is trading higher on Tuesday, with a strong session volume of 221 million compared to the average volume of 874.3K as per data from Benzinga Pro.The company on Tuesday released safety results from its ongoing Phase 2 clinical trial of ENV-105 (carotuximab) in patients with metastatic castration-resistant prostate cancer (mCRPC).The interim safety analysis of the trial demonstrated that ENV-105, a first-in-class CD105 antagonist, was well tolerated when combined with standard o ...

A Rolls-Royce aircraft engine on view during the Hannover Messe industrial trade fair on March 31, 2025.British aerospace and defense company Rolls-Royce announced it is investing $75 million to expand its engine manufacturing facility in Aiken, South Carolina.The investment will boost output of mtu Series 4000 diesel engines, which are used in backup power systems for data centers and other critical infrastructures."The increased investment strengthens our ability to serve our U.S. customers — especially i ...