Investors Take Note, Mosaic Has Turned Into The Ultimate Value Play (nyse:mos)
I'm getting very strong 2020 vibes. Back then, I started investing in The Mosaic Company (NYSE:MOS), as part of a big research project for a hedge fund. Right after the first wave of pandemic-related lockdowns ended, we decided to buy this fertilizer producer, as it had everything we were looking for, including a dirt-cheap valuation as nobody wanted to own cyclical commodity stocks. As it turned out, that didn't change until 2021, when people finally figured out that inflation was becoming an issue, which led to a massive rotation from "growth" to "value" stocks, benefitting Mosaic.
Altruist Hits $1.5B Valuation After Latest Funding Round
The startup custodian for independent RIAs has raised over $450 million total. Related StoriesNew DOL Fiduciary Rule Hit With First Lawsuit - EnclosureAdvisor Annuity Conversations Often Lead to Transactions: Global Atlantic - EnclosureSEIA Makes $2B RIA Acquisition in Cleveland - Enclosure.
Plains Gp Holdings, L.p (pagp) Q1 2024 Earnings Call Transcript
Blake Fernandez - Vice President of Investor Relations Willie Chiang - Chief Executive Officer Al Swanson - Chief Financial Officer Jeremy Goebel - Chief Commercial Officer Michael Blum - Wells Fargo Spiro Dounis - Citi Keith Stanley - Wolfe Research Sunil Sibal - Seaport Global Zack Van Everen - TPH & Company Naomi Marfatia - UBS Neal Dingmann - Tourist Securities Jeremy Tonet - JPMorgan Securities John Mackay - Goldman Sachs Theresa Chen - Barclays Thank you for standing by, and welcome to the PAA and PAGP's First Quarter 2024 Earnings Conference Call.
Triplepoint Venture Growth: Even After The Correction The Attractiveness Is Low (tpvg)
In mid-February this year, I issued a bearish piece on TriplePoint Venture Growth (NYSE:TPVG) stating that given the financial characteristics of this BDC it is just not worth chasing extra basis points in yield here. The logic behind staying away from TPVG was simple and could be captured by the following three aspects: Plus, what made things worse is the fact that TPVG traded (and still trades) at a premium over its NAV base, which does not seem logical for me given the aforementioned dynamics.
Validea Detailed Fundamental Analysis - Meli | Nasdaq
Below is Validea's guru fundamental report for MERCADOLIBRE INC (MELI). Of the 22 guru strategies we follow, MELI rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhi.
State Capitalism In Private Markets: Mission Creep | Cfa Institute Enterprising Investor
Governments relish mingling in markets. Yet, if past policies are any guide, taxpayers are being shortchanged. : Governments worldwide have a long and storied history of directing capital flows to and within private markets to meet public policy objectives. But encouraging private capital is preferable. When generous tax breaks are awarded to wealthy investors and capital commitments are made to subpar fund managers, public accountability requirements and performance targets are rarely met. At the extreme, state capitalism rests control of capital flows with the state. The state chooses the winners, full stop.
What Pension Funds Can Learn From The Venture Capital Space
If pension funds are looking to create better returns for pensioners, there are a few lessons they could learn from emerging managers and the larger VC space.
Calls To Divest From Israel Put Students And Donors On Collision Course - The New York Times
To get protesters off campus lawns, Brown University and others have agreed to consider ending investments linked to Israel. But how?
Summit Hotel Properties, Inc. (inn) Q1 2024 Earnings Call Transcript
Adam Wudel - SVP, Finance, Capital Market and Treasurer Jon Stanner - President & Chief Executive Officer Trey Conkling - Executive Vice President & Chief Financial Officer Austin Wurschmidt - KeyBanc Capital Markets Bill Crow - Raymond James Chris Woronka - Deutsche Bank Michael Bellisario - Baird I will now be passing the line to Adam Wudel, Senior Vice President of Finance, Capital Markets and Treasurer. Thank you, Howard, and good morning. I am joined today by Summit Hotel Properties' President and Chief Executive Officer, Jon Stanner; and Executive Vice President and Chief Financial Officer, Trey Conkling.
Svb Financial To Sell Vc Business, Svb Capital
SVB Financial Group has announced that its venture capital business, SVB Capital, will be sold to an entity affiliated with Pinegrove Capital Partners.
The Twenty Minute Vc (20vc): Venture Capital | Startup Funding | The Pitch: 20vc: The Memo: Keith Rabois And Ramp's Eric Glyman On Behind The Scenes At The Best Run Private Company On The Planet; The Tools, Tips, Secrets And Process That Drive Efficiency
Eric Glyman is the Co-Founder and CEO of Ramp, America's fastest growing corporate card and finance automation platform. Under Eric's leadership, Ramp has raised more than $1 billion in financing, with a valuation of $8.1 billion. Prior to Ramp, Eric co-founded Paribus, a price-tracking app to help consumers save money (acquired by Capital One). Ramp recently raised another $150 million series D round co-led by Founders Fund and Khosla ventures, with a post-money valuation of $7.65 billion. Keith Rabois is a Managing Director @ Khosla Ventures and one of the most respected venture investors of the last decade.