FCO trades at a record 115% premium to NAV, driven by an unsustainable 12.6% yield funded mostly by return of capital. The fund's NAV is rapidly eroding, with distributions far exceeding investment income, projecting NAV depletion by November 2030 if nothing changes. A dividend cut, secondary offering, or merger is likely.
Zeta's Q2 revenue rose 35% year-over-year, with free cash flow up 69% to $34 million. High-margin direct revenue reached 75%, driven by deeper client adoption of multiple modules within the OneZeta platform. Scaled customers grew to 567, while super-scaled accounts hit 168, with ARPU rising 11% and 19%, respectively.
Both Global Payments' earnings and revenues are expected to grow at an accelerated pace. Also, the stock is undervalued after its around 50% downside since mid-2021. Therefore, it is a compelling GARP (growth at a reasonable price) investment opportunity as it is executing the business transformation strategy launched in September 2024 to improve efficiency and reduce costs.
F launches its largest campaign of the year, shifting from products to people-first values of trust, community, passion and capability.
The fintech opportunity outside the US - particularly in LatAm and CIS countries - seems to be massive. There are a few names to monitor: NU, MELI, Kaspi, and T-Technologies. Nu Holdings dominates LatAm digital banking with 123M customers, delivering 40% revenue growth and 28% ROE, while trading at an attractive 18x 2026 P/E. Unlike peers SoFi, MercadoLibre, and Kaspi, Nu offers pure-play digital banking exposure with superior growth rates and a reasonable valuation for patient investors.
Investors now await consumer price data later to provide clues to the pace of rate cuts through end-year.
Telix Pharmaceuticals Limited (NASDAQ:TLX ) H.C. Wainwright 27th Annual Global Investment Conference September 9, 2025 12:00 PM EDT Company Participants Christian Behrenbruch - Co-Founder, MD, Group CEO & Executive Director Conference Call Participants Robert Burns - H.C.
When Dick's Sporting Goods announced in May that it would acquire U.S. sports giant Foot Locker for $2.4 billion, it caught the attention of both Wall Street and sneakerheads.
An S&P Global executive said he expects dated Brent crude prices to fall to around $55 per barrel by year end, at the Asia Pacific Petroleum Conference on Monday.
DIS' Experiences hits $9B in Q3 revenues, with global expansions and cruise growth fueling long-term momentum.
DSGX posts 10% revenue growth and record EBITDA in fiscal Q2 2026, fueled by acquisitions and strong recurring services momentum.
Aardvark Therapeutics, Inc. (NASDAQ:AARD ) Cantor Fitzgerald Global Healthcare Conference 2025 September 3, 2025 11:30 AM EDT Company Participants Tien-Li Lee - CEO, Secretary & Director Conference Call Participants Joshua Schimmer - Cantor Fitzgerald & Co., Research Division Presentation Joshua Schimmer Biotech Equity Research Analyst All right. I think we're ready to get started with our next session.