Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

CORAL GABLES, Fla., Nov. 27, 2024 /PRNewswire/ -- MasTec, Inc. (NYSE: MTZ) today announced that its senior management will be participating in a fireside chat with our covering analyst at the UBS 2024 Global Industrials and Transportation Conference on Wednesday, December 4th at approximately 3:30 p.m. Eastern Time. Additionally, one-on-one meetings with institutional investors and MasTec's senior management are also being arranged as a part of the conference.The audio and any presentation materials may be ...

Which collaboration software company should be in your portfolio? Check out what sets Atlassian and Monday.com apart.Collaboration software is a hot ticket these days. From project management platforms to team-based communication tools, digital collaboration systems can help employees make the most of their talents and resources. Add in cloud-based availability from anywhere, a touch of process automation, and a dash of artificial intelligence (AI) assistance, and you have a productivity-boosting recipe.Sev ...

编辑 | 董子博 作者 | 胡家铭 "出来混，总是要还的。" 短短两天内经历大起大落的丁凤，心里是这么想的 原因无他，仅仅在一天前，刚刚跟随二把手领导回总部述职的丁凤，还被集团大Boss重点表扬——而且他所 在的游戏厂商，是被业内认为"最会做游戏"的那一批公司之一。 而转天，他完全想不到，在会议室等着他的，是全副武装的帽子叔叔，和判若两人的事业部大Boss。 由于贪腐问题，丁凤当天便被带走接受调查，自己也被从大厂开除，永不录用。 丁凤的故事，只是游戏大厂反贪风暴之下，颇为"薛定谔"的一个注脚。 如今，全面反贪战端已开，网眼的大小、网开一面的可能性，甚至无法从规章化和制度化的条例中，找到确切 一些的依据——大部分的尺度，都掌握在金字塔顶端的决策者手中。 这也是游戏行业的后增长时代，游离于财报、业绩之外，一条致命的暗线所在。 01 架构改革掀起的"冰山一角" TIPS A厂：某RPG头部大厂 导火索：架构改革 事发地：杭州 身在A厂的元述从未想过，自己顶头上司何晋离职的消息，居然是从行业竞对的朋友那里听说的。 何晋离职的时间大致在上一年的国庆之前，等到元述听到这个消息，已经过去了四个月之久。OA上的相关信 息，则 ...

Final efficacy data expected in January 2025Anticipate resubmission of BLA in calendar Q1 2025 ISELIN, N.J., Nov. 27, 2024 (GLOBE NEWSWIRE) -- Outlook Therapeutics, Inc. (Nasdaq: OTLK), a biopharmaceutical company that achieved regulatory approval in the European Union and the United Kingdom earlier this year for the first authorized use of an ophthalmic formulation of bevacizumab for the treatment of wet age-related macular degeneration (wet AMD), today announced preliminary topline results of NORSE EIGHT, ...

New research shows the smartphone market recovering in 2024 following two years of sharp declines.However, Apple’s iPhone played just a small part in that recovery compared to rival Android phones, data released Tuesday (Nov. 26) by IDC shows.Global smartphone shipments for the year are projected to increase 6.2% to 1.24 billion units, IDC’s Worldwide Quarterly Mobile Phone Tracker shows. It’s a trend driven by “pent-up demand for device upgrades,” the research group said in a news release.And while this ye ...

I'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over long periods of time.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. ...

David Tepper's Appaloosa Management continues piling into Lyft as the company stages a comeback for the ages.David Tepper is a billionaire hedge fund manager known for founding the Miami-based investment firm Appaloosa Management. Back in September, he sat down for an interview with CNBC during which he expressed an outsized bullish stance on investing in China. Naturally, his comments led many investors to speculate which Chinese stocks the acclaimed investor may like.Well, thanks to 13F filings, investors ...

Advertisement Kohl's said comparable sales plummeted 9.3% in the third quarter.Apparel and footwear sales struggled despite strong performances for Sephora and other categories.Growth in revenue from beauty sales at Sephora was one of the few rays of hope.Kohl's continues to fight an uphill battle after sales tumbled following missed opportunities, a decline in footfall, and an overreliance on its partnership with Sephora.Comparable sales at the department store chain fell 9.3% in the three months to Novem ...

November 25th ended up being a very interesting day for shareholders of midstream/pipeline giant ONEOK (NYSE: OKE ). This is because the stock dropped after, the evening before, announcing that management had agreed to acquire the rest ofCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth ...