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Carvana: Improving Operating Leverage Justifies Its Valuation Premium (NYSE:CVNA)
Seeking Alpha· 2025-10-09 21:09
I was once very wrong on Carvana Co. (NYSE: CVNA ). Back in December 2022, I thought Carvana would succumb to cash flow pressures . Not only did this not happen, but Carvana came out as a stronger business with a stellarDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across va ...
BRP Inc. (DOO:CA) Analyst/Investor Day Transcript
Seeking Alpha· 2025-10-09 21:06
PresentationPhilippe DeschênesManager of Treasury & Investor Relations Good morning, and welcome to BRP's 2025 Analyst and Investor Day. Today, our senior management team will provide an update on the business and present our M28 plan and its key strategic initiatives. Before moving to the presentation, please note that today's presentation will include some forward-looking statements and future results may differ from those implied in these statements. The forward-looking information is based on certain as ...
Unisys Corporation - Special Call
Seeking Alpha· 2025-10-09 21:06
PresentationGood day, and welcome to the Unisys ClearPath Forward Investor Education Event. [Operator Instructions] Please note, this event is being recorded. I would now like to turn the conference over to Michaela Pewarski, Vice President of Investor Relations. Please go ahead.Michaela PewarskiVice President of Investor Relations Thank you, operator. Good morning, everyone. Thank you for joining us today to discuss our ClearPath Forward operating systems and surrounding ecosystem, including ClearPath Infr ...
Fagron NV (ARSUF) Q3 2025 Sales Call Transcript
Seeking Alpha· 2025-10-09 21:06
PresentationHello, and good morning, everyone. Welcome to Fagron's Third Quarter 2025 Trading Statement Webcast. I'm joined today by our CEO, Rafael Padilla; and our CFO, Karin de Jong. We will open the floor for questions at the end of the session. And with that, I will hand over to Rafael.Rafael PadillaCEO & Executive Director Thank you, Ignacio, and good morning, all. We're pleased to report a solid quarter where we achieved normalized organic growth of 8.5% and a 5.7% organic growth at CER when includin ...
Haivision Systems Inc. - Special Call
Seeking Alpha· 2025-10-09 21:06
PresentationGlen AkselrodBristol Capital Ltd. Thank you, everyone, for joining our webcast today with Haivision Systems. The purpose of today's presentation is to give our audience a better understanding of the business through a presentation and then questions with management. The presentation is going to be led by Mirko Wicha, CEO, who is also joined by Dan Rabinowitz, Chief Financial Officer. If you look to get a copy of today's presentation, simply e-mail me at glen@bristolir.com. We'll break for quest ...
Aritzia Inc. 2026 Q2 - Results - Earnings Call Presentation (TSX:ATZ:CA) 2025-10-09
Seeking Alpha· 2025-10-09 21:00
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Making Money In Biotech Stocks (undefined:GERN)
Seeking Alpha· 2025-10-09 21:00
MicroStockHub/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify How to trade and invest in the biotech space with ROTY Biotech Community's Jonathan Faison (0:35). Making money in biotech (5:40). Managing sector risk (9:20). Geron - a stock he never thought he'd own (17:10). Transcript Rena Sherbill: Jonathan Faison from ROTY Biotech Community on Seeking Alpha. That's the investing group you run. Jonathan, welcome back to Investing Experts. Jonathan Faison: Thank you, Ren ...
Making Money In Biotech Stocks
Seeking Alpha· 2025-10-09 21:00
MicroStockHub/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify How to trade and invest in the biotech space with ROTY Biotech Community's Jonathan Faison (0:35). Making money in biotech (5:40). Managing sector risk (9:20). Geron - a stock he never thought he'd own (17:10). Transcript Rena Sherbill: Jonathan Faison from ROTY Biotech Community on Seeking Alpha. That's the investing group you run. Jonathan, welcome back to Investing Experts. Jonathan Faison: Thank you, Ren ...
FS KKR Capital: 30% Below NAV, ~19% Yield, But Is It A Buy? (NYSE:FSK)
Seeking Alpha· 2025-10-09 20:58
Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG inves ...
FS KKR Capital: 30% Below NAV, ~19% Yield, But Is It A Buy?
Seeking Alpha· 2025-10-09 20:58
Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG inves ...