CNBC: Investing

JUNE 18, 2025

Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability. Options trade To capitalize on AAPL's potential downside, I'm buying a July 18 $195/$180 put vertical @ $3.99 This entails: Buying the July 18 $195 put @ $5.70

Trading

Financial Times - Banking

JULY 29, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Keep reading for $1 Explore more offers. Standard Digital $45 per month Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.

Boutique

CNBC: Investing

JUNE 18, 2025

Worldwide Exchange pick: Amazon (AMZN) Jeff Kilburg of KKM Financial said Amazon is a smart buy even in a volatile market and credits its year to date decline to profit taking. "The way they are doing custom chips, the way they are approaching AWS (Amazon Web Services) … I'm excited," said Kilburg. ET each day.)

Investors

Financial Times - Banking

JULY 29, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Keep reading for $1 Explore more offers. Standard Digital $45 per month Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.

Investment Banking

CNBC: Investing

JUNE 11, 2025

How to trade a downturn in the shares Published Wed, Jun 11 2025 11:01 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Walmart (WMT) is facing headwinds with looming tariffs likely to erode profit margins amid an already overstretched valuation. This rejection, combined with negative divergence with momentum suggests buyer exhaustion.

Retail

CNBC: Investing

JUNE 24, 2025

For this particular setup, I'm focusing on Mastercard (MA). For the MA trade, I'm using the following technical indicators to build out my thesis: Support & resistance: Support and resistance zones are often straightforward to identify, and in MA's case, there's clear long-term support around the $530 level.

Trading

CNBC: Investing

JULY 8, 2025

"We feel near-term shares face downside risk as CRWV bulls have the option to buy CORZ at a discount today (30% off from where proposed M & A price is)," the analyst said. Analysts at Mizuho Securities and Stifel downgraded the artificial intelligence cloud computing stock to hold in the last 24 hours.

IPO

Financial Times - Banking

JULY 29, 2025

Cancel anytime during your trial. Keep reading for $1 Explore more offers. Standard Digital $45 per month Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%. Pay a year upfront and save 20%.

Media

Focus Investment Banking

JANUARY 10, 2025

And in a lot of cases, these are very profitable services, but that specialization is going to lead to massive efficiencies throughout your organization. I hope 2024 treated you and yours incredibly well, and I’m looking forward to an even better year in 2025. You’re going to be able to bring more services in house.

Private Equity

CNBC: Investing

JULY 15, 2025

Now, pair that with a strategic use of options, and you've got a disciplined way to profit from these snapbacks without taking on wild risk. That's where mean reversion comes in. It's all about stepping in after the panic, not during it — betting that things will snap back to equilibrium. RSI is a classic momentum gauge.

Trading

CNBC: Investing

JUNE 20, 2025

In this case, I'm using a couple of key technical indicators to spot whether CVNA is setting up for a bounce: RSI (relative strength index): RSI is a flexible indicator that helps identify both trend reversals and continuations. While the standard MACD can lag a bit, I often use a short-term version to catch momentum shifts sooner.

Retail

CNBC: Investing

JULY 16, 2025

Fundamentals Despite industry leading growth and profitability metrics, TSLA trades at an extreme valuation premium relative to its industry peers, significantly raising valuation risks. Options trade To leverage TSLA's downside potential into earnings, I'm buying an Aug. Forward PE ratio: 166.4x vs. industry average 11.5x

Trading

CNBC: Investing

JULY 22, 2025

At times, stocks enter a prolonged sideways grind — a phase where price action stalls and volatility dries up. These periods of consolidation can drag on for weeks or even months, testing a trader's patience. And sometimes, the best move during these phases is no move at all — sitting in cash and waiting for cleaner setups to emerge.

Trading

CNBC: Investing

JULY 29, 2025

For this particular setup on NFLX, I'm watching two specific indicators: Directional Movement Index (DMI) This indicator consists of three components: the DI+ (green line), the DI– (red line), and the ADX (blue line), which measures trend strength. When a fundamentally solid stock like this pulls back hard, it tends to raise eyebrows.

S&P

CNBC: Investing

JULY 1, 2025

For this trade, I'm relying on two technical tools: MACD The Moving Average Convergence Divergence (MACD) is a reliable indicator for spotting trend reversals. I'm using the standard settings (12, 26, 9), which are widely followed. I'm using the standard settings (12, 26, 9), which are widely followed.

Trading

CNBC: Investing

JULY 22, 2025

In June, QQQ broke through the former $540 double top resistance level, which is now acting as support and a target level should the pullback I'm about to describe starts to manifest. I think we're in a secular bull market and should be considerably higher one year from now. Near term, however, I also think a pullback is possible.

Investment

Focus Investment Banking

JULY 10, 2025

From flow and quality standards to management presence, goal setting, productivity coaching, and capital planning. This episode is packed with real-world takeaways you can use right now to run a more disciplined, high-performing shop. Listen and Follow The Collision Vision. What does efficiency really mean in a modern collision repair environment?

M&A

CNBC: Investing

JULY 31, 2025

Josh — On February 4th of this year, Amazon (AMZN) was two days away from reporting its Q4 numbers and the stock was making all-time record highs. It was a roaring bull market, with AI-related stocks leading the way, and Amazon had just broken out above its 2021 highs in the prior year. Unfortunately, this moment ended up being a short-term top.

Stock

Focus Investment Banking

JUNE 24, 2025

Blake has scaled operations, led successful M&A activity, and built strong shop cultures—and he talks about what separates elite operators from the rest. So I’m looking forward to a great conversation with you as well. Whether you run one location or many, this is a conversation worth leaning into. That’s all I knew.

M&A

Mergers and Inquisitions

MAY 14, 2025

Like renewable energy IB , different banks classify their groups differently, so you could find yourself working on everything from a data center REIT M&A deal to an airport financing to an IPO for a solar developer. It even includes elements of healthcare , industrials , and oil & gas investment banking. and sports (???).

Investment Banking

Focus Investment Banking

JULY 25, 2025

I’m really looking forward to it. And so I said, you know what, I’m just going to take their business. Bill learned firsthand how a lack of good financial data can hold an operation back so he explains why better financial visibility is the foundation for smarter operations, sustainable growth, and better decision-making.

M&A

CNBC: Investing

JUNE 9, 2025

Josh here — The healthcare sector has entered the chat. There are 12 healthcare names now on our Best Stocks list as of the end of last week. I'll show you a few of these set-ups below and then Sean's going to share some fundamentals for these healthcare firms. So far, so good as ALNY grew revenue to $2.25

Healthcare

Cisco: M&A

JANUARY 24, 2024

The Social Impact Partner Spotlight series is a new series highlighting various Cisco non-profit organization partners that are helping transform the lives of individuals and communities. This blog f… Read more on Cisco Blogs

Education

How2Exit

MAY 20, 2024

b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. He actively invests in and funds student deals through his private equity fund.

M&A

How2Exit

SEPTEMBER 9, 2024

E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success - Watch Here About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO). Episode Summary: Welcome to the latest episode of the How2Exit podcast!

M&A

How2Exit

NOVEMBER 12, 2023

b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn Visit [link] rn _ rn About The Guest(s): Adam Coffey is a veteran U.S.

Private Equity

How2Exit

APRIL 16, 2022

People are realizing the profit potential and attractive lifestyle that comes with buying, growing and selling businesses. Wouldn’t it be nice if you could get the top strategies of seasoned M&A pros? There are so many steps in acquiring or selling a business that it’s no wonder acquisition entrepreneurs have questions.

M&A

How2Exit

JULY 23, 2023

Their team is experienced in M&A, and they hire the best talent available. Education and training for both sellers and buyers are crucial in the market. Drawing from this podcast interview, we explore the key themes discussed and provide insights into the strategies and mindset required for successful M&A transactions.

M&A

Solganick & Co.

JANUARY 25, 2024

January 15, 2024 Shifting Gears: Mergers and Acquisitions Reshape the Education, Learning, and Training Technology Landscape in 2023 and Beyond The Education, Learning, and Training Technology sectors went through a transformative dance in 2023. Top 10 Education, Learning and Training Technology M&A Transactions of 2023: 1.

Education

How2Exit

APRIL 22, 2024

Transitioning into the mergers and acquisitions (M&A) space, he was particularly drawn to the concept of roll-ups and sought to deepen his expertise through a dedicated training program. rn rn rn Creativity in sourcing and arranging capital is crucial; it's about finding the right money rather than just any money.

Finance

InvestmentBank.com

AUGUST 14, 2019

Introduction Education technology (EdTech) is a term used to describe the industry that combines education and technological advances, revolutionizing the conventional landscape of education. It is evident that technology has unlocked the power of education beyond imagination. Even though digitization only occupies 2.6%

Education

SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by Axial, SDR’s Scott Mitchell joined fellow M&A professionals to discuss common questions and concerns of business owners looking to complete a transaction process. If you are interested in exploring your options, our team of M&A professionals is here to help.

M&A

Devensoft

AUGUST 14, 2023

Streamlining Integration Management Office (IMO) for Better Efficiency Mergers and Acquisitions (M&A) are complex undertakings that require careful planning and execution. One of the critical components of M&A is the Integration Management Office (IMO). Don’t have time to read the full article? Get a copy to-go.

M&A

How2Exit

OCTOBER 2, 2023

Their team is experienced in M&A, and they hire the best talent available. rn Visit [link] rn - rn rn About the Video/Host: rn Codie Sanchez is an entrepreneur, investor, and founder of Contrarian Thinking, a platform that educates and empowers individuals to buy and grow businesses. rn "The highest leverage activity is cash."

Book-building

How2Exit

SEPTEMBER 4, 2023

Their team is experienced in M&A, and they hire the best talent available. Jay also discusses the rule of 40, which states that the percentage of annual growth plus or minus the percentage of profit should equal 40 or more for a company to be in great shape. rn Key Takeaways: rn rn Entrepreneurs are born, not trained or taught.

Business

OfficeHours

JUNE 26, 2023

Notably, with limited real estate after incorporating new deal experience, you should move your education section to the bottom of your resume and make sure the experiences you include relate to the next job you are looking for. After all, you want to leave them impressed and eager to have you on their team.

Private Equity

IBG

JANUARY 9, 2023

Good News for M&A Brokers: Congress Passes a New Securities Registration Exemption for Merger and Acquisition Brokers. Johnson , M&AMI. A new federal exemption that Congress passed during its December 2022 lame-duck session provided a welcome holiday surprise for M&A Brokers and other business sale professionals.

Broker