Compounding Chef combines a business education background with professional experience in a variety of industries to find opportunities across the investing universe including… Media, Marketing, and Public Relations Travel, Tourism, Hospitality, Corporate Events, and Software as a Service. I have been managing the growth of personal and family assets for 15 years with the goal of building wealth that compounds for multiple generations. While I occasionally find short term opportunities in undervalued assets ...

The Goldman Sachs Group, Inc. (GS) shares have tumbled 15% in the past three months compared with the industry's decline of 10.3%. The stock has been rattled by escalating trade war concerns, with tariffs raising fears of high inflation and a possible global economic slowdown. Following the broader market trend, GS's peer JPMorgan (JPM) and Morgan Stanley's (MS) shares fell 8% and 14.6%, respectively, over the same time frame. Image Source: Zacks Investment Research Price Performance However, Goldman's lead ...

Steve was previously the Founder and CEO of CressCap Investment Research until its acquisition by Seeking Alpha in 2018 for its unparalleled quant analysis and market data capabilities. Prior to that, he had also founded the quant hedge fund Cress Capital Management, after spending most of his career running a proprietary trading desk at Morgan Stanley and leading international business development at Northern Trust. Steve is passionate and dedicated to removing emotional biases from investment decisions. U ...

The class action is a latest turn in a legal saga that primarily pitted Epic Games, the publisher of Fortnite, against the world's largest tech company. A concurrent battle has been going on between Epic and Samsung and Google over access to app storefronts. A group of app developers have filed a class action lawsuit against Apple on the heels of a court ruling against the company for violating a 2021 injunction involving mobile purchases. The class action, filed on May 2, alleges that despite the injunctio ...

Core Points - Polestar is recalling over 27,800 Polestar 2 electric vehicles in the U.S. due to rearview camera display issues that may not show an image while reversing [1][2] - The recall affects 2021-2025 Polestar 2 models produced between July 2020 and late November 2022 [2] - The issue is attributed to a synchronization error between the Parking Assist Camera and the Infotainment Head Unit [2][4] Recall Details - Owners of the recalled vehicles will receive notification letters about the recall on June 19 [3] - The problem will be addressed through a software update that ensures a stable high-speed signal connection and includes a reset feature for the video signal receiving hardware [4] - Polestar 2 was first introduced in the U.S. market in 2020, but the company no longer manufactures this model for the U.S. [5] Company Overview - Polestar is a Swedish electric vehicle manufacturer that sells its products in 27 markets globally [5][6]

koto_feja Share prices for US equity real estate investment trusts increased alongside the broader market during the week ended May 2. The Dow Jones Equity All REIT index closed the recent week up 3.31%, compared with a 2.92% increase for the ...

Core Viewpoint - Zoetis, Inc. reported strong first-quarter 2025 results with adjusted earnings of $1.48 per share, exceeding expectations and showing year-over-year growth [1][2] Financial Performance - Total revenues increased by 1% year over year to $2.22 billion, surpassing the Zacks Consensus Estimate of $2.19 billion [2] - U.S. segment revenues rose by 2% to $1.183 billion, although it fell short of the consensus estimate [3] - International segment revenues remained flat year over year but increased by 7% on an operational basis to $1.008 billion, beating estimates [7] Product Performance - Sales of companion animal products in the U.S. surged by 8% to $973 million, driven by monoclonal antibody products and dermatology portfolio [4] - Livestock product sales in the U.S. declined by 21% to $210 million, primarily due to the divestiture of the medicated feed additive portfolio [5] - Ex-U.S. sales of companion animal products rose by 4% to $573 million, with significant contributions from OA pain products and dermatology products [8] Guidance Update - Zoetis raised its 2025 guidance for adjusted earnings to a range of $6.20-$6.30 per share and revenue projection to $9.425 billion to $9.575 billion [13]

Core Insights - Palantir Technologies (PLTR) reported first-quarter 2025 earnings that matched the Zacks Consensus Estimate, with revenues exceeding expectations [1] - Adjusted earnings per share increased by 62.5% year over year, reaching 13 cents, while revenues grew by 39.3% year over year to $883.9 million, surpassing the Zacks Consensus Estimate by 2.4% [1] Revenue Details - U.S. revenues amounted to $628 million, reflecting a 55% year-over-year increase [2] - U.S. commercial revenues surged by 71% year over year to $255 million, while U.S. government revenues rose by 45% year over year to $373 million [2] - The company closed 139 deals of at least $1 million, 51 deals of at least $5 million, and 31 deals of at least $10 million during the quarter [2] Contract Value and Customer Growth - Total U.S. commercial contract value reached $810 million, marking a 183% year-over-year increase [3] - U.S. commercial remaining deal value was $2.32 billion, up 127% year over year [3] - Customer count grew by 39% compared to the previous year [3] Margin Expansion - Adjusted EBITDA for the first quarter of 2025 was $397.3 million, a 69% increase from $235 million in the prior year [4] - The adjusted EBITDA margin improved by 800 basis points year over year to 45% [4] Balance Sheet and Cash Flow - At the end of the quarter, Palantir had cash and cash equivalents of $993.5 million, down from $2.1 billion at the end of the previous quarter [5] - Operating cash flow for the quarter was $310.3 million, with capital expenditures of $6.2 million [5] Guidance - For Q2 2025, Palantir expects revenues between $934 million and $938 million, exceeding the current Zacks Consensus Estimate of $898.5 million [6] - For the full year 2025, revenues are projected to be between $3.89 billion and $3.90 billion, above the current Zacks Consensus Estimate of $3.77 billion [7] - Adjusted income from operations is anticipated to be between $1.71 billion and $1.72 billion, with adjusted free cash flow expected between $1.6 billion and $1.8 billion [7]

Group 1: Stock Performance - ZIM Integrated Shipping (ZIM) shares have increased by 17.2% over the past 30 days, outperforming the Zacks Transportation - Shipping industry's 13.2% and Seanergy Maritime Holdings Corporation's (SHIP) 6.4% gain [1] - Euroseas Limited (ESEA) has shown even stronger performance with a 20.3% increase in the same timeframe [1] Group 2: Trade Tensions and Market Impact - The shipping industry, including ZIM, has been adversely affected by trade tensions, which can slow down the transportation of goods [4] - Recent signs of easing trade tensions, including potential reductions in tariffs on Chinese goods, have positively impacted shipping stocks like ZIM [5][7] - Discussions during Vice President JD Vance's visit to India indicated progress in U.S.-China relations, further supporting the optimistic outlook for ZIM [6] Group 3: Business Model and Financial Health - ZIM's asset-light business model allows for rapid capacity adjustments, enhancing profitability during high demand periods [8] - The company's focus on niche markets and high-margin trade routes helps maintain strong pricing power and operational efficiency [9] - ZIM's high dividend yield reflects confidence in its cash flow, with a declared dividend of approximately $382 million or $3.17 per ordinary share in the December quarter [10][11] Group 4: Earnings and Valuation - ZIM has a history of impressive earnings surprises, beating the Zacks Consensus Estimate for earnings in three of the past four quarters, with an average beat of 19.3% [11] - The stock is considered attractively valued, trading at a forward sales multiple of 0.28X, lower than the industry average and competitors [12] Group 5: Future Projections and Concerns - Management expressed concerns about declining freight rates and issued cautious projections for 2025, expecting adjusted EBITDA between $1.6 billion and $2.2 billion [15] - The Zacks Consensus Estimate for ZIM's earnings has declined over the past 60 days, indicating bearish sentiment [16][17]

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