Corporate Capital Allocation

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StubHub Holdings: Ticket Platform Is On Sale Itself
Seeking Alpha· 2025-09-19 19:53
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of StubHub Holdings, Inc. ( NYSE: STUB ) have seen substantial losses coming out of the IPO gate, having fallen over 10% as investors are digesting a rapid slowdown in growth and a veryAs ...
MillerKnoll: Stuck In The Office, Cheap But Not Cheap Enough
Seeking Alpha· 2025-09-11 18:24
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!To see how MillerKnoll, Inc. (NASDAQ: MLKN ) has been faring, we have to go back to the spring of 2021 , when Herman Miller and Knoll announced that they had entered into a kind ofAs the leader o ...
Illinois Tool Works - It Might Have Worked Too Much (NYSE:ITW)
Seeking Alpha· 2025-09-11 12:01
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!It has been a very long period of time since I last covered shares of Illinois Tool Works (NYSE: ITW ) ; in fact, it was the summer of 2018 when I concluded that the conglomerate was on sale.As t ...
Terreno Realty: Growing, Largely In Nominal Terms
Seeking Alpha· 2025-08-14 17:33
公司战略与投资理念 - Terreno Realty Corporation采用长期投资哲学 专注于在沿海地区收购资产 [1] - 公司近期以溢价进行资产收购活动 [1] 服务内容与覆盖范围 - 提供企业重大事件覆盖服务 包括收益事件 并购活动 首次公开募股及其他重要企业事件 [1] - 每月覆盖10个主要企业事件 专注于寻找最佳投资机会 [1] - 根据要求提供特定情境和公司名称的定制化覆盖服务 [1]
UFP Technologies: A Comforting Quarter
Seeking Alpha· 2025-08-06 20:58
服务内容 - 提供涵盖重大盈利事件、并购、IPO及其他重要公司事件的可操作投资建议 [1] - 每月覆盖10个主要事件 旨在寻找最佳投资机会 [1] - 根据客户需求提供特定公司及情境的定制化分析 [1] 服务特点 - 通过付费订阅服务"Value in Corporate Events"提供免费试用体验 [1] - 投资组合专注于企业资本配置变化、并购及财报等事件驱动策略 [1] 分析师背景 - 分析师持仓披露显示其对UFPT股票持有多头头寸 包括股票、期权或其他衍生品 [1] - 分析内容为独立观点 未受第三方机构补偿或影响 [1]
Thermon - Cheap, But Not Impressive
Seeking Alpha· 2025-07-06 21:50
服务内容 - 提供涵盖重大盈利事件、并购、IPO和其他重要公司事件的可操作投资建议 [1] - 每月覆盖10个主要事件 重点寻找最佳投资机会 [1] - 根据需求提供特定公司或情境的定制化分析 [1] 服务特点 - 专注于企业资本配置变化、并购及财报等领域的投资机会挖掘 [1] - 会员可获取IPO、并购交易和资本重组等领域的策略分析 [1]
WK Kellogg: Hard-Pressed To Start My Investment Day With This Cereal Company
Seeking Alpha· 2025-05-22 19:32
订阅服务内容 - 提供涵盖重大盈利事件、并购、IPO和其他重要公司事件的可操作投资建议 [1] - 每月覆盖10个主要事件 重点寻找最佳投资机会 [1] - 根据需求提供特定公司及情境的定制化分析服务 [1] 服务特色 - 专注于企业资本配置变化、并购及财报等领域的投资机会挖掘 [1] - 允许用户通过订阅高级服务获取独家分析内容 [1]
VSE Corporation: Transition To Aerospace MRO Is Complete
Seeking Alpha· 2025-05-17 10:03
服务内容 - 提供主要盈利事件、并购、IPO及其他重大公司事件的可操作投资建议 [1] - 每月覆盖10个重大事件 重点寻找最佳投资机会 [1] - 根据需求提供特定公司及情况的深度分析 [1] 订阅服务 - 提供名为"Value in Corporate Events"的付费订阅服务 包含免费试用选项 [1] - 服务聚焦企业资本配置变化、并购及财报等领域的投资机会挖掘 [1] 服务定位 - 作为投资研究团体"Value In Corporate Events"的领导者 帮助会员把握IPO、并购等领域的投资时机 [1]
Freshpet: A Very Soft Start To 2025
Seeking Alpha· 2025-05-07 16:09
服务内容 - 提供涵盖重大盈利事件、并购、IPO及其他重要公司事件的可操作投资建议 [1] - 每月覆盖10个主要事件 重点关注最佳投资机会 [1] - 根据需求提供特定公司及情境的定制化分析 [1] 服务特点 - 专注于公司资本配置变化、并购及IPO等领域的投资机会挖掘 [1] - 通过付费订阅模式提供高级分析服务 包含免费试用选项 [1] 免责声明 - 分析内容为第三方作者观点 不代表平台整体立场 [2] - 分析师资质可能未经专业机构认证 [2]