Global Technologies Ltd. (GTLL)
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Baron Global Advantage Fund Q1 2025 Top Contributors And Detractors
Strong performance from Bajaj Finance and MercadoLibre drove quarterly gains, supported by robust growth, solid earnings, and management continuity. Cloudflare remains a high-conviction holding due to durable top-line growth, expanding product offerings, and a unique edge network for AI applications. Nvidia's stock correction was driven by AI adoption concerns, but we maintain high conviction given its differentiated platform and strong datacenter performance.
Venture Global: Bad Stock Performance No Indicator Of Good Operational Outlook
Venture Global's IPO was disastrous, with the stock price dropping from $25 to single digits due to customer arbitration cases and market conditions. VG achieved Commercial Operations at Calcasieu Pass and started producing commissioning cargoes at Plaquemines, rapidly increasing capacity. VG's future earnings will be less sensitive to market pricing, shifting from commissioning cargoes to long-term contracts, reducing volatility of results.
Global Net Lease: Tide Is Turning And Debt Upgrade Could Spark A Virtuous Circle
Global Net Lease is poised for significant gains if upgraded by S&P or Fitch, reducing debt costs and improving cash flows and stock valuation. Having investment grade rated debt would improve GNL's ability to win business and competitive position in net lease space. Having a lower cost of debt will also improve profitability and reduce the discount rate used to value the cash flows.
S&P Global: Moving Away From Mobility
The recently announced spinoff of Mobility allows for greater focus on core businesses, which are also the higher margin operations. This is the first material transaction under the new CEO, which is always revealing on underlying strategy going forward. A negotiated transaction (vs. spinoff) may still be in the cards, Mobility checks all the boxes for private equity firms.
ICapital to Acquire Citi Global Alternatives and Collaborate With Citi Wealth
Global FinTech platform iCapital said Tuesday (May 13) that it will acquire Citi's indirect subsidiary, Citi Global Alternatives. Citi Global Alternatives is the adviser to Citi Wealth's global alternative investment fund platform, iCapital said in a Tuesday press release.
Hertz Global Looks to Future Growth After Logging Wider Loss, Lower Sales
Hertz Global's loss widened, and it logged lower revenue in the first quarter, sending its stock lower in late trading, despite commentary from executives that the company's turnaround efforts are bearing fruit.
Should Coinbase Global Stock Be in Your Portfolio Post Q1 Earnings?
Trump's supportive stance on crypto, easing regulatory control, international expansion and a compelling portfolio position COIN for growth.
Remitly Global: Rating Downgrade As Risk-Reward Becomes More Balanced
I am neutral on Remitly Global despite strong 1Q25 results; user growth is slowing, take-rate pressure persists, and valuation has significantly rerated. RELY's revenue grew 34.4% y/y, active users up 29% y/y, and adj. EBITDA margin hit 16.2%, showcasing a strong performance. New growth avenues in high-amount senders and micro-businesses are promising, but user growth deceleration and lower take rates raise concerns.
Adtalem Global Education: A Picks-And-Shovels Play On The U.S. Healthcare Labor Crisis
Revenue rose 12.9% YoY to $466.1M, adjusted EPS grew 28% to $1.92, and student enrollment reached 94,223 (+9.8% YoY), driven by organic growth at Chamberlain and. Adtalem has transformed into a specialized healthcare educator, addressing structural shortages in nursing, mental health, and medical fields while expanding tech-driven learning like AI simulations. Free cash flow exceeded $230M, net leverage dropped to ~1.1x EBITDA, and the company completed a $300M buyback with a new $150M authorization announced through.
Coinbase Global Stock Lower on Dismal Q1 Results
Coinbase Global Inc (NASDAQ:COIN) is down 0.9% to trade at $204.57 at last glance, after the cryptocurrency exchange platform shared a first-quarter earnings and revenue miss.
US federal regulators recommend Venture Global's CP2 get greenlight to proceed
U.S. federal regulators, in a final environmental report, recommend Venture Global LNG's CP 2 export project in Louisiana get the go-ahead, according to a document.
U.S. Global Investors doubles down on Bitcoin, gold, and defense in push for long-term growth
U.S. Global Investors (NASDAQ:GROW) told shareholders it plans to expand its exposure to digital assets, ramp up its gold strategy, and build momentum behind its defense-focused ETF in the coming quarters.
