Ondřej Benáček is one of the best private equity managers in the Czech Republic. His fund invests mainly in industrial companies in the Czech Republic and Central Europe. What advantage does he see in this region?
https://www.youtube.com/watch?v=1x2NDmGAkTMMadrigal Pharmaceuticals: a leader in MASH treatment with significant growth potential
Madrigal Pharmaceuticals $MDGL entered 2024 with significant success when it launched its first approved drug, Rezdiffra, for the treatment of metabolic steatohepatitis (MASH). This unique drug helps patients with moderate to advanced liver fibrosis, giving Madrigal a privileged position in a...
Read more
Zions Bancorp: Steady growth with attractive valuation
Company Zions Bancorporation $ZION this year has seen 16% growth and trades for eleven times earningswhich is well below the average multiple of the S&P 500. This indicator suggests that the stock is undervalued, especially relative to its average multiple, which has been two-thirds of the market valuation over the past...
Read more
This doesn't look bad, I won't be buying it, but at the very least I'm adding it to the watchlist.
Shares of Air Products & Chemicals jumped 9.1% on speculation of interest from activist investor Mantle Ridge
Air Products & Chemicals shares rise sharply
Shares of Air Products & Chemicals $APD jumped 9.1% to $311.47, one of the biggest one-day increases in four years, according to Dow Jones Market Data. The rise was sparked by speculation of interest from activist investor...
Read more
I'm surprised anyone wants to change it when the business is working quite well.
Intuitive Machines shares rise sharply after announcement of mega-contract with NASA
Intuitive Machines history and achievements to date
Intuitive Machines has quickly become a major player in the space technology industry, primarily due to its success in lunar missions. A key moment this year was the success of the Odysseus lander, which autonomously landed on the moon, marking...
Read more
The review is great and this report/collaboration will help that even more. Adding to watchlist.
SLB: Innovation and growth potential despite stagnant shares
Company $SLBwhich once dominated the oil services market and was the fifth largest company in the world, continues to maintain a strong position in the industry today, even though its stock remains stagnant. SLB, which still operates in more than 100 countries and provides key expertise in evaluating energy reservoirs,...
Read more
Colt CZ Group increased revenues, but profit fell by 41.7 percent year-on-year
Holding Colt CZ Group SE (Colt CZ) $CZG.PR published its results for the first half of this year. The company's revenue rose to CZK 9.69 billion, up 41.2 percent year-on-year. The growth was driven by increased sales in the second quarter and the consolidation of the acquisition of Sellier & Bellot, a...
Read more
Sherwin-Williams on the road to further growth: gaining more market share with new opportunities
Sherwin-Williams $SHW, a global leader in the manufacture, distribution and sale of coatings, expects to increase its sales by more than 4% next year, bringing its total revenue to approximately $24.3 billion. This growth is being driven primarily by expansion in the US market, where...
Read more
For a company like that, the stock is rising really nicely. I've already put it on my watchlist and plan to do a deeper analysis👍
Financial results and growth of SoFi Technologies
Despite strong first and second quarter financial results, SoFi Technologies $SOFIstock remains undervalued, presenting an opportunity for investors looking for growth potential. The company, which focuses on providing a wide range of financial services, has seen significant growth in membership and revenue.
Record revenue and...
Read more
Cohesion is still in the red, so I understand the understatement. Investors are pretty cautious right now, and this is high risk. But it may pay off in the long run.
E.l.f. Beauty (ELF) - Rapid growth and global expansion
1. Rapid brand growth:
- Strong stock growth: $ELF Beauty shares have risen 424% over the past three years, demonstrating the brand's tremendous success in the market.
- Innovation and Marketing.
2. Revenue and market share growth:
- 50% Revenue Growth: In the last quarter, the company's revenue grew 50% year-on-year.
...
Read more
Dutch Bros - Growth potential and challenges
1. Rapid expansion:
- Dutch Bros $BROS: A fast growing beverage chain since 1992.
- Expansion: almost doubling the number of stores to 912 since IPO in 2021.
2. Revenue growth:
- Total sales: average quarterly growth of 30% since 2021.
- Same stores: Year-over-year sales growth of 4% in the second quarter of 2024.
3. Challenges:
...
Read more
Nice company. I'd just wait for some sign of growth in margins here. They hit a plateau in 2020 and have stayed there ever since. Once management manages to adjust this to maintain current cashe a. debt levels, I'll be interested.
BAIDU "Chinese Google"
Baidu $BIDU , often dubbed the "Chinese Google," is emerging as one of the most promising stocks on the Nasdaq, with predicted growth of up to 102%. The Chinese tech company, which dominates Internet search with more than 52% market share, is still undervalued, according to Wall Street analysts.
- Search and advertising dominance: $BIDU is benefiting...
Read more
DRAFTKINGS AND SPORTS BETTING
DraftKings $DKNG, a well-known sports betting platform, recently received a positive review from Oppenheimer's research department. Analyst Jed Kelly expressed confidence in the company's growth potential, despite the stock's approximately 2% decline this year.
- New Customer Recruitment: Kelly believes $DKNG has an opportunity to become a leader in...
Read more
The stock looks expensive, plus it's not a stock I want in my portfolio as I don't like the business that much.
SoundHound Ai and voice AI
Company $SOUN is known for its focus on conversational artificial intelligence, particularly in the area of voice recognition and intelligent voice assistants. While its technology is gaining attention and support on Wall Street, the company's financial results remain mixed. Revenues may be growing, but the pace of growth is slowing, and despite many...
Read more
Why is it that they have so little, in fact almost no, debt? Are they taking money from investors? That would make the most sense to me.
HERCULES CAPITAL - INVESTING IN TECH AND BIO BUSINESSES.
Hercules Capital $HTGC is a major business development company (BDC) that specializes in investing in technology and life sciences companies. Since its founding in 2003, the firm has invested more than $20 billion in over 650 companies, making it one of the major players in its sector. As a BDC, Hercules Capital is...
Read more
The fall is huge in one day. The dividend is also quite high. It may be great for stock holders to possibly buy in, but I'm definitely not going to start a new position. From the banking sector, I'm still holding only $JPM:)
I read now that Trump has appointed a new Health Secretary and he is not supporting and fighting against such companies, so we'll see how this plays out now.