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Pure Cycle (NasdaqCM:PCYO) 2025 Conference Transcript
2025-09-30 19:47
Pure Cycle (NasdaqCM:PCYO) 2025 Conference September 30, 2025 02:45 PM ET Company ParticipantsRobert Bloom - Managing PartnerMark Harding - CEORobert BloomAll right, hello everyone, and thank you all for joining us throughout the day here at the Lithium Partners Fall 2025 Investor Conference. Again, my name is Robert Bloom, Managing Partner at Lithium Partners. Next up, we are joined by Marc Harding, CEO at Pure Cycle, who will be delivering a company presentation. As a reminder, Pure Cycle trades under the ...
KB Home: Harvesting Vs Reinvesting Cash At Tighter Returns (NYSE:KBH)
Seeking Alpha· 2025-09-10 08:44
公司业务与市场定位 - KB Home是一家规模化的美国住宅建筑商 专注于两大最大房地产需求群体 首次购房者和首次改善型购房者 同时涉及二次改善型购房者和活跃成年人群体[1] - 公司设计和建造独立式单户住宅 联排别墅以及附属住宅单元[1] 投资策略与方法论 - 采用基本面价值驱动分析方法 专注于商业经济的高概率长期复合增长机会[1] - 寻求以相对于内在价值合适的价格进行投资[1] - 研究覆盖投资证券及期货期权市场[1] 合作伙伴与市场覆盖 - 合作伙伴涵盖金融市场各个领域 包括投机者 对冲者 长期交易者和公众投资者[1]