Global Partners LP is a leading midstream and retail energy MLP with strong cash flows and a robust, vertically integrated business model. GLP's recent acquisitions and disciplined capital management position it for long-term growth, despite current macroeconomic and oil price pressures. With a 6.8% yield and consistent distribution increases, GLP offers attractive unitholder returns, supported by a solid debt maturity profile.
RL accelerates growth with its Next Great Chapter plan, digital expansion and strong global sales gains.
Zeta Holdings remains a "Buy," with intrinsic value near $30 despite recent volatility from U.S.-China trade tensions impacting AI stocks. ZETA delivered strong Q2 results, raising guidance and demonstrating robust free cash flow, with management targeting 20% annual revenue growth through 2028. Technical analysis suggests a favorable risk/reward for buying ZETA between $16 and $17, ahead of the upcoming Q3 earnings report.
BP secures an arbitration victory over Venture Global in a $1B LNG supply dispute linked to the Calcasieu Pass facility.
I am initiating a “buy” rating on Zeta with a $47.5 price target, implying 58% upside as the market underestimates its growth potential. Zeta has achieved 14 consecutive quarters of 20%+ revenue growth, expanding its scaled customer base and ARPU, while narrowing operating losses. Management's 2028 targets project $2.1B in revenue and 25% Adjusted EBITDA margin, outpacing current consensus estimates by 7%.
M2i Global (OTC:MTWO) CEO Alberto Rosende spoke with Proactive about how the company's acquisition of Volato and the launch of its Parslee AI platform are enhancing data accuracy and transparency across regulated industries, and how that capability connects to M2i Global's work in critical minerals tracking. Rosende explained that Parslee was initially built to help Volato manage the complex filings required in the aviation sector.
Hertz Global is undervalued, trading at 2-4x normalized FCF, following investor concerns over leverage and recent negative cash flow. HTZ has corrected major strategic missteps—costly share buybacks and an overaggressive EV fleet shift—positioning itself for improved cash flow and operational stability. Leverage risk is mitigated by ample liquidity, long-dated debt maturities, and recent positive EBITDA, providing a long runway for operational recovery.
Abacus Global Management (NASDAQ:ABL) CEO Jay Jackson talked with Proactive about the company's latest acquisition of AccuQuote, a US-based insurance brokerage with nearly 40 years of experience in helping clients understand and purchase life insurance policies. Jackson explained that the acquisition aligns with Abacus Global Management's growth strategy, enhancing its ability to support clients throughout the full life cycle of their insurance needs.
Zeta Global offers a compelling value opportunity as it executes well against ambitious FY28 revenue and EBITDA targets. ZETA's growth in scaled customers and sales reps is outpacing its three-year plan, signaling strong operational momentum and potential M&A appeal. Despite robust performance, ZETA trades at a discount to peers, with multiple paths for share appreciation through standalone execution or acquisition.
S&P Global remains undervalued amid AI-driven market pessimism, despite strong fundamentals and resilient revenue growth across key business segments. AI is unlikely to replace SPGI's core businesses, as human judgment, reputation, and regulatory barriers maintain the company's dominance in ratings and indices. AI can serve as a growth catalyst for SPGI by enhancing operational efficiency, not as a disruptive threat to its business model or client trust.
The yellow metal's rally took a pause as a peace deal between Israel and Hamas begins to take shape.
Over $100 billion in life insurance coverage held by seniors lapses every year in the U.S., creating a massive, overlooked market inefficiency. Abacus Global Management (NASDAQ: ABL) monetizes these unused assets, typically paying 7× surrender value and earning at least 20% spreads in resale. The company combines 90%+ revenue growth, >50% EBITDA margins, and 22% annualized ROIC, yet trades at only 7–8× expected 2025 earnings.