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.
Moody's Downgrades Ci Financial's Debt Ratings
The ratings agency says the move reflects "elevated acquisition-related liabilities and share repurchase activities.": Moody's Ratings has downgraded the debt of CI Financial, the Toronto-based asset and wealth manager that spun out its U.S. wealth management business into a sister company, Corient, earlier this year. In an April 22 report, the ratings agency downgraded the firm's long-term issuer and senior unsecured debt ratings from Baa2 to Baa3. The new rating is still investment grade, one notch above junk. Moody's outlook on the ratings is stable.
Balchem Corporation (bcpc) Q1 2024 Earnings Call Transcript
Martin Bengtsson - Chief Financial Officer Ted Harris - Chairman, President and Chief Executive Officer Greetings, and welcome to the Balchem Corporation First Quarter 2024 Earnings Call. At this time all participants are in a listen-only mode. [Operator Instructions] As a reminder, this conference is being recorded. I would now like to turn the conference over to your host Mr. Martin Bengtsson, Chief Financial Officer of Balchem Corporation. Thank you, sir. You may begin. Good morning everyone. Thank you for joining our conference call this morning to discuss the results of Balchem Corporation for the quarter ending March 31st, 2024.
Safe Financing - Easy Instructions For Use | Wyrick Robbins Yates & Ponton Llp
The SAFE (Simple Agreement for Future Equity) investment structure was a great innovation in financing structures by the Silicon Valley-based Y Combinator team. It has simplified and lowered the cost of first-stage financings for many startups. As a result, the SAFE has become the investment contract of choice for startup companies that have already attracted interest from investors. The reasons for the popularity of the SAFE and pros/cons compared to the second most popular form of investment...By: Wyrick Robbins Yates & Ponton LLP.
The Mysterious Man Behind 777 Partners, The Strange Private Equity Firm That Owns Bonza - Abc News
Bonza's US private equity backers, 777 Partners, is fighting financial and legal fires around the world with its portfolio of budget airlines and financially struggling football clubs.
Caretrust Reit, Inc. (ctre) Q1 2024 Earnings Call Transcript
Lauren Beale - Senior Vice President and Controller Dave Sedgwick - President and Chief Executive Officer Bill Wagner - Chief Financial Officer Jonathan Hughes - Raymond James Juan Sanabria - BMO Capital Markets Michael Carroll - RBC Capital Markets Tayo Okusanya - Deutsche Bank Alec Feygin - Baird Austin Wurschmidt - KeyBanc Capital Markets Joe Dickstein - Jefferies Thank you for standing by. My name is Mark, and I will be your conference operator today. At this time, I would like to welcome everyone to CareTrust REIT First Quarter 2024 Operating Results.
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.