Kevin Smith

Speculative bubble: Some news from the front

The signals have been piling up for a long time. But as the old saying goes, you've got to keep on dancing as long as the music keeps on playing.

December 13, 2024 at 12:46 pm

MarketWise, Inc. misses the boat

Three years after its IPO via a SPAC and the acquisition of a high-profile hedge fund, the publishing group specializing in financial newsletters has lost 95% of its market value.

December 10, 2024 at 06:34 pm

ABC of financial analysis: Market capitalization vs. enterprise value

In a market, every commodity has a price. The stock market - the market for listed companies - is no exception.

December 09, 2024 at 06:01 pm

Hewlett Packard Enterprise Company: New horizons or optical effect?

The separation of Hewlett-Packard into two entities, Consumer Electronics and Enterprise Services, has not been a resounding success for the latter. The year 2024 could, however, mark the beginning of the long-awaited rethinking.

December 09, 2024 at 05:49 pm

Computer Modelling Group also intends to clone Constellation Software

Fans of Mark Leonard's group may now have something new to sink their teeth into.

December 04, 2024 at 01:09 pm

Fast Retailing Co., Ltd. on a slippery slope for Uniqlo

Geopolitics is a regular factor in the activities of listed companies. Over the next few months, it could be a harsh reminder for the Japanese group that owns Uniqlo.

December 03, 2024 at 01:15 pm

Rémy Cointreau: A long-term perspective

A further blow for the spirits group: in the first half of the 2024-2025 fiscal year, sales were down by a further 16% on the disappointing first half of the previous year, and operating profit fell by a similar 13%.

December 02, 2024 at 01:39 pm

Vienna Insurance Group AG: Significant discount to peers

Is the two-hundred-year-old Austrian group finally emerging from its long lethargy?

November 29, 2024 at 01:38 pm

CoreWeave: a $35 billion IPO for AI in 2025?

Artificial intelligence cloud infrastructure giant CoreWeave is gearing up for an ambitious IPO. Scheduled for 2025, this IPO could value the company at over $35 billion and mark a key milestone in the global race for AI technologies.

November 27, 2024 at 01:01 pm

MicroStrategy Incorporated: History is repeating itself

The phrase "No doubt a German bank" has long been a quip among financiers, often surfacing when pondering which institutional investor might have been naive enough to snap up a dubious financial product.

November 25, 2024 at 01:12 pm

PDD Holdings Inc: Do I smell a rat?

The Chinese group behind Pinduoduo and Temu continues its meteoric rise. But it has to be said that the whole remains open to question.

November 22, 2024 at 05:13 pm

Wix.com Ltd. : delivers on its promises

Listed on NASDAQ, the Israeli company specializing in website development has entered a new phase.

November 21, 2024 at 05:44 pm

3 counter-intuitive ETFs for early 2025

Investors are all pretty much in agreement when it comes to naming the assets that stand to benefit from Donald Trump's return to office in the United States. But what's to be done if this jam-packed bet goes off the rails? The answer in three contrarian ETFs.

November 20, 2024 at 01:14 pm

Alibaba, back in the cellar?

September's spectacular rally quickly ran out of steam, with the Chinese e-commerce giant's stock slowly but surely returning to its valuation lows.

November 19, 2024 at 01:38 pm

Spirit Airlines, Inc: Rumors of bankruptcy

When it comes to prophecies, our 2023-2024 vintage has certainly been a good one.

November 13, 2024 at 06:11 pm

Robinhood Markets, Inc: Overheated casino or real inflection?

The troublemaker among brokerage services continues to post financial results on steroids.

November 12, 2024 at 05:47 pm

Enel S.p.A.: Vote of confidence

The Italian energy company just published encouraging results.

November 12, 2024 at 12:29 pm

S4 Capital plc: A failed comeback

On the stock market, it's sometimes tempting to bet on the comeback of fallen entrepreneurs. Promising on paper, these set-ups don't always deliver results that live up to expectations.

November 08, 2024 at 05:48 pm

BioNTech SE : A wait-and-see phase

No major changes for the messenger RNA pioneer, which published its nine-month financial results yesterday.

November 08, 2024 at 05:46 pm

Aramco: Jewel in the crown

Yesterday, the world's leading oil producer published its nine-month financial results. Several alarmist headlines appeared in the press.

November 06, 2024 at 05:23 pm

Lumine Group lives up to expectations

Yesterday, the Constellation Software spin-off published results that confirmed its current valuation.

November 05, 2024 at 06:54 pm