Global Technologies Ltd. (GTLL)
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Zeta Global: AI Integration And Acquisitions Set The Stage For Explosive Growth
Zeta Global is a Strong Buy, driven by rapid growth, strategic acquisitions, and expanding digital advertising capabilities. ZETA's upcoming Athena AI assistant, along with the LiveIntent and Marigold acquisitions, as well as strong data-driven marketing tools, position the firm to continue capturing market share. Financial highlights include robust revenue growth and improving profitability.
abrdn Global Infrastructure Fund Q3 2025 Performance Review
The abrdn Global Infrastructure Fund slightly underperformed its benchmark in the third quarter of 2025. Individual stock detractors were American Tower, Loma Negra Compañía Industrial Argentina and Rumo. Individual stock contributors were Helios Towers, Norfolk Southern and GDS Holdings.
Venture Global inks 20-year LNG supply deal with Japan's Mitsui
Venture Global said on Tuesday it signed a long-term agreement with Japanese trading house Mitsui to supply 1.0 million tonnes per annum of liquefied natural gas (LNG).
Venture Global: One Bad Arbitration Result Is Not The End Of The World
Venture Global is rated Strong Buy, with ~67% upside to fair value, despite arbitration-related market overreaction. Arbitration risks are now well-defined; worst-case liabilities are manageable and not an existential threat to VG's long-term prospects. VG's modular construction strategy and strong operational progress at Plaquemines and CP2 support continued production growth and customer signings.
Ralliant Corporation (RAL) Presents at Baird 55th Annual Global Industrial Conference Transcript
Ralliant Corporation ( RAL ) Baird 55th Annual Global Industrial Conference November 11, 2025 8:55 AM EST Company Participants Tamara Newcombe - President, CEO & Director Neill Reynolds - Senior VP & CFO Conference Call Participants Rob Mason Presentation Rob Mason I'm Rob Mason, the Senior Analyst at Baird's that covers the Advanced Industrial Technology sector. Very happy to have Ralliant here with us.
Enad Global 7 AB (publ) (ENADF) Q3 2025 Earnings Call Transcript
Enad Global 7 AB (publ) (OTCPK:ENADF) Q3 2025 Earnings Call November 11, 2025 3:00 AM EST Company Participants Fredrik Ruden - Group Deputy CEO & CFO Ji Ham - Chief Executive Officer & Director Presentation Fredrik Ruden Group Deputy CEO & CFO Welcome, everyone, to EG7's Third Quarter Earnings Release. My name is Fredrik Rüdén.
Global Medical REIT: Upgrading This High-Yield REIT To Strong Buy On Excellent Refinancing And Promising Catalysts
Global Medical REIT (GMRE) is upgraded to Strong Buy due to improved fundamentals, sustainable dividend, and management's optimistic outlook, prompting me to build a position recently. GMRE reported solid AFFO growth, expects near 96% occupancy, and executed strategic asset recycling and significant refinancing to strengthen its balance sheet. Recent refinancing greatly extended debt maturities and lowered rates, while macro tailwinds like rate cuts could further boost AFFO and valuation.
S&P Global: Searching For The Right Multiple Going Forward
S&P Global has underperformed the S&P 500 over the past five years, hurting its reputation as a long-term compounder. SPGI's valuation multiple expanded while growth and business quality declined, raising questions about a premium valuation. Recent Q3 results beat expectations, and 2025 guidance was raised, but the core investment thesis remains unchanged: modest growth and stable margins.
Oakmark Global All Cap Strategy Q3 2025 Portfolio Performance
Alibaba Group's stock price rose significantly following earnings that reflected rapid Chinese AI growth. Alphabet's stock price appreciated following a favorable ruling in the Google Search antitrust case and second-quarter earnings that exceeded expectations across the board. Charter Communications was a detractor during the quarter. Its stock price declined after it reported weak second-quarter earnings.
McCoy Global: Fundamental Strength Should Become More Apparent In 2026
McCoy Global faces near-term headwinds from macro weakness and a declining legacy business. The company's smartProduct portfolio position it for growth and improved margins in the future though. Despite recent revenue and profit declines, McCoy's backlog and orders suggest the fundamentals of the business remain solid.
Tilray Brands Extends Global Reach With Key Approvals and Launches
TLRY expands its global medical cannabis footprint with key launches and approvals across Panama, Germany, Italy and Australia.
Venture Global posts third-quarter profit on strong LNG demand
Venture Global posted a third-quarter profit on Monday, compared to a year-ago loss, helped by increased output from its Plaquemines liquefied natural gas plant in Louisiana and strong LNG demand.
