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Meta: Current Selloff A Case Of Post-Metaverse Stress Disorder (NASDAQ:META)
Seeking Alpha· 2025-11-05 11:22
The last time I wrote about Meta Platforms Inc., (NASDAQ: ( META )), in August 2025, I analysed the company’s Q2 earnings report and evaluated the company’s AI efforts, especially its ambitions for AI Superintelligence. IAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled Th ...
Purpose In The Pressure: Catherine Dargan On Building Billion-Dollar Deals
Forbes· 2025-11-04 23:05
核心观点 - 凯瑟琳·达根被《福布斯》评为2025年美国顶级并购律师之一,其领导的团队专注于处理高价值、跨行业的复杂交易 [1][2] - 尽管面临地缘政治不稳定、关税和政府停摆等外部挑战,并购活动预计将保持活跃,特别是在医疗、技术和人工智能领域 [3] - 律师的角色不仅是提供法律咨询,更是在不确定的经济环境中成为客户信赖的顾问,帮助评估风险 [3][4] 专业背景与成就 - 凯瑟琳·达根是Covington律师事务所的公司业务全球主席兼并购团队负责人,拥有超过25年的执业经验 [1][2] - 其职业生涯始于华盛顿特区总部,凭借律所在监管领域的深厚底蕴,在生命科学领域建立了优势 [2] - 客户包括默克、百时美施贵宝、艾伯维、吉利德和诺华等世界领先公司 [2] - 主导了诺华公司以120亿美元收购Avidity Biosciences Inc 等重磅交易 [2] 行业趋势与客户领域 - 并购工作的驱动力在于企业对医疗、技术和人工智能领域创新产品的激烈争夺,旨在抢先竞争对手获得产品管线 [3] - 业务范围广泛,从技术、制造业到游戏行业 [2] - 最具成就感的方面是与创新客户合作,解决世界上最复杂的问题 [4]
TopBuild(BLD) - 2025 Q3 - Earnings Call Transcript
2025-11-04 23:02
TopBuild (NYSE:BLD) Q3 2025 Earnings Call November 04, 2025 09:00 AM ET Company ParticipantsStephen Kim - Senior Managing DirectorMichael Rehaut - Executive DirectorRobert Buck - President and CEOPhil Ng - Managing DirectorPI Aquino - VP of Investor RelationsRob Kuhns - CFOKeith Hughes - Managing DirectorJeffrey Stevenson - VP of Equity DivisionConference Call ParticipantsKen Zener - Senior Equity Research AnalystKurt Yinger - SVP and Research AnalystSusan Maklari - Senior Equity Research AnalystCollin Verr ...
Diamondback Energy(FANG) - 2025 Q3 - Earnings Call Transcript
2025-11-04 23:02
Diamondback Energy (NasdaqGS:FANG) Q3 2025 Earnings Call November 04, 2025 09:00 AM ET Company ParticipantsKaes Van't Hof - CEOScott Hanold - Managing Director of Energy ResearchGeoff Jay - PartnerPhillip Jungwirth - Managing DirectorJere Thompson - CFOAdam Lawlis - VP of Investor RelationsNeil Mehta - Managing DirectorDanny Wesson - COOPaul Cheng - Managing DirectorConference Call ParticipantsDavid Deckelbaum - Managing Director and Senior AnalystDoug Leggate - Managing Director and Senior Research Analyst ...
PJT Partners (PJT) - 2025 Q3 - Earnings Call Transcript
2025-11-04 22:32
PJT Partners (NYSE:PJT) Q3 2025 Earnings Call November 04, 2025 08:30 AM ET Company ParticipantsDevin Ryan - Director of Financial Technology ResearchJames Yaro - VP Equity ResearchHelen Meates - CFOPaul Taubman - Chairman and CEOBrendan O'Brien - Senior VPConference Call ParticipantsBrennan Hawken - Senior Equity Research AnalystAlex Bond - Senior Research AnalystOperatorGood morning. Welcome to the PJT Partners' third quarter and nine months 2025 earnings conference call. Joining the earnings conference c ...
Vishay Precision Group(VPG) - 2025 Q3 - Earnings Call Presentation
2025-11-04 22:00
3Q25 Earnings Call November 4, 2025 SAFE HARBOR STATEMENT From time to time, information provided by us, including, but not limited to, statements in this presentation, or other statements made by or on our behalf, may contain or constitute "forward-looking" information within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements involve a number of risks, uncertainties, and contingencies, many of which are beyond our control, which may cause actual results, performance, or ac ...
NN (NasdaqGS:NNBR) FY Conference Transcript
2025-11-04 09:32
NN (NasdaqGS:NNBR) FY Conference November 03, 2025 07:30 PM ET Company ParticipantsNone - Unknown Speaker 1Harold Bevis - CEONone - Unknown Speaker 3None - Unknown Speaker 2NoneMoving on to our last, and certainly not least, presenter of the day, NN Inc. and company CEO, Harold Bevis. Based in Charlotte, North Carolina, it's a designer and manufacturer of high-precision metal and plastic components for a variety of end markets, not the least of which is the auto industry. Real unique opportunity that Harold ...
Goldman Sachs CEO on US-China Relations, M&A Activity, AI Integration
Youtube· 2025-11-04 09:12
[CC may contain inaccuracies] Very good conditions. We're in an equity bull market. Mag seven and everything else.We've had this historic meeting last week between the two presidents, US and China. What do you what do you make of are the state of play right now. Are we in a much better position than we were at the start of the year.Well, it seems like the meeting was constructive. I'm I'm watching the news the same way here, all watching the news. I think at the moment, you know, de-escalation is a good thi ...
NN (NasdaqGS:NNBR) FY Earnings Call Presentation
2025-11-04 08:30
Gabelli Funds 49th Annual Automotive Symposium TRANSFORMED AND READY TO LAUNCH FORWARD LOOKING STATEMENTS This presentation contains express and implied forward-looking statementswithin the meaning of the Private Securities Litigation ReformAct of 1995, including statementsregarding our financial outlook for the full year of fiscal 2025, the impact of, and our ability to execute, our corporate strategies and business initiatives and the potential impact tariffs, high interest rates, high metal costs and add ...
Kimberly-Clark Corporation (KMB) M&A Call Transcript
Seeking Alpha· 2025-11-04 04:56
PresentationGood morning. Welcome to today's conference call to discuss Kimberly-Clark's acquisition of Kenvue. [Operator Instructions]. With that, I would now like to turn the call over to Chris Jakubik, Kimberly-Clark's Head of Investor Relations. Please go ahead.Christopher JakubikInvestor Relations Contact Thank you, and good morning, everyone. This is Chris Jakubik, Head of Investor Relations at Kimberly-Clark and thank you for joining us on today's call to discuss Kimberly-Clark's acquisition of Kenvu ...