CNBC: Investing

JUNE 16, 2025

" Shares of the AI cloud-computing firm have surged more than 37% so far in June and were about 4% higher on Monday.

IPO 101

IPO Valuation Banking Bank 101

CNBC: Investing

JULY 11, 2025

"When applied strategically across a portfolio, we find this overlay can provide a hedge or amplify upside exposure should the market make a correlated up or down move." The goal is to profit from volatility, regardless of whether or not the underlying stock moves up or down.

Stock 66

Stock S&P Media Investment 66

The TRADE

SEPTEMBER 15, 2023

The Bloomberg MVP index, designed by BISL, tracks the performance of US large-cap companies that showcase fundamental qualities across momentum, value, volatility and profitability based on a factor model developed by Bloomberg Intelligence.

Portfolio 69

Portfolio Profitability Portfolio Management Equities 69

How2Exit

FEBRUARY 12, 2024

Matt has a passion for passive income and has built a portfolio of cashflow websites that generate income while he sleeps. Matt also highlights the value of building a portfolio of websites and the opportunities for growth and profitability in the digital space. rn rn Notable Quotes: rn rn "Websites are like online real estate.

Business 130

Business Portfolio Profitability Investment 130

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

CNBC: Investing

JULY 10, 2025

"Broadcom also continues to generate steady, growing profitability in its infrastructure software business," Schneider said, adding that AI will likely comprise over 40% of the company's revenue by 2026. " Schneider also likes Cadence, which makes software and hardware for chip design.

Stock 91

Stock Investment Media Portfolio 91

Global Banking & Finance

FEBRUARY 8, 2024

SoftBank posts first profit in five quarters with $6.6

Profitability 52

Profitability Portfolio Investment IT 52

The TRADE

OCTOBER 19, 2023

GAM Holding has confirmed its first steps in the turnaround plan for the business, aiming to return the company to profitability following a turbulent period. GAM has already made several new appointments in recent weeks in a bid to grow the business and increase profits, including changes to the group management board.

Profitability 59

Profitability Shares Investment Management 59

CNBC: Investing

JUNE 14, 2025

Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)

Stock 131

Stock Investment Media Shares 131

TechCrunch: M&A

AUGUST 18, 2023

announced this morning its acquisition of Boxed.com and “other intellectual property portfolios and affiliates” in an all-cash transaction. At the time, Boxed had more than 7 million registered users and reported it was close to profitability. based regional distributor MSG Distributors, Inc.

Mergers and Acquisitions 218

Mergers and Acquisitions Retail Food Acquisitions 218

CNBC: Investing

JUNE 28, 2025

"We expect this to translate to scaling profitability growth and free cash flow generation," Navon said. We expect this to translate to scaling profitability growth and free cash flow generation." The firm said Roku has a plethora of streaming growth opportunities, leaving it well positioned in the second half.

Stock 90

Stock Banking Bank Shares 90

Sun Acquisitions

NOVEMBER 15, 2024

For example, a company might acquire a competitor to expand its product portfolio or enter a new market. Increase profitability: M&A can help companies to increase profitability by giving them access to new economies of scale. This can be especially important in industries requiring more skilled workers.

M&A 59

M&A Profitability Finance Finance 59

CNBC: Investing

JULY 8, 2025

"While we continue to see the JPMorgan maintaining best-in-class profitability and leadership positions across its businesses, we think the bar is high for JPMorgan and we struggle to justify the current valuation," analyst Saul Martinez wrote in a note.

Banking 74

Banking Bank Stock Universal Banks 74

Sun Acquisitions

MARCH 8, 2024

This article will explore the art of selecting the right equity partners for your business vision and how partnering can lead to profitable investments. Equity investment is a powerful tool for facilitating profitable business acquisitions.

Profitability 59

Profitability Equities Acquisitions Business 59

CNBC: Investing

JULY 2, 2025

Analyst Katherine Lei said Qifu's return on equity — a widely followed profitability measure — will grow at a 9% clip from 2024 to 2027, while its earnings expand at a compounded annual growth rate of 24%. The bank initiated the stock with an overweight rating and a $65 per share price target.

Shares 89

Shares Media Stock Investment 89

CNBC: Investing

JUNE 7, 2025

" Philip Morris "PM has been a top performer in the US market this year, led by execution, improving profitability in smoke-free, ZYN/IQOS volumes and continued contribution from combustibles to support SF [smoke free] growth. Its lack of exposure to China, tariff swings and its defensive nature is also attractive.

Stock 116

Stock Banking Bank Media 116

Beyond M&A

SEPTEMBER 18, 2023

It’s not just about the business’s direct profitability but the sustainability of that profit in an increasingly digital realm. Hence, IT leaders at portfolio firms must protect the platforms they create and the internal IT systems simultaneously. Yet, it is rare that we meet teams that are good at both.

Investment 147

Investment Profitability Business M&A 147

Global Banking & Finance

OCTOBER 29, 2024

(Reuters) -Poland’s Bank Millennium posted an 85% jump in third-quarter net profit on Tuesday, beating analysts’ estimates, as costs related to its FX mortgage loan portfolio declined. The Polish unit of Portugal’s biggest lender, Millennium bcp, posted a net profit of 189.8 million zlotys ($47.2

Profitability 40

Profitability Banking Bank Portfolio 40

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. This has been coupled with poor relative strength to the S & P 500, suggesting a higher likelihood of a breakdown below $195, with a downside target near $170.

Trading 66

Trading S&P Valuation Investment 66

CNBC: Investing

JUNE 20, 2025

For instance, using 10 contracts means risking $2,500 for a shot at $2,500 in profit, as long as CVNA closes at or above $310 by expiration — just $3 above its current price. While tariffs are a legitimate concern for many companies, this kind of sharp drop is a textbook example of a knee-jerk reaction — and the market is full of them.

Retail 79

Retail Stock S&P Trading 79

OfficeHours

JUNE 6, 2023

Unlike venture capital, growth equity investments involve companies that are more established and have a track record of generating revenue and profitability. These strategies are an integral part of the investment lifecycle and are aimed at maximizing the value of the portfolio companies.

Private Equity 147

Private Equity Equities Debt Investment 147

How2Exit

OCTOBER 2, 2023

With a background in finance and private equity, Codie has closed hundreds of deals and built a portfolio of 26 businesses. She highlights the ease of buying profits compared to building them and encourages listeners to work smarter, not harder. rn rn Quotes: rn rn "Easier to buy profits than it is to build them."

Book-building 130

Book-building Profitability Acquisitions Business 130

CNBC: Investing

AUGUST 6, 2024

A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.

Portfolio Management 57

Portfolio Management Valuation Sale Profitability 57

CNBC: Investing

JULY 1, 2025

"We believe that long-term execution opportunities in the WOTC segment are underappreciated by the market, while near-term macro risks to profitability in the Consumer Products segment are overstated (as discussed within)," Laszczyk said. "Hasbro benefits from a portfolio of strong IP (e.g.,

Media 102

Media Portfolio Investment Stock 102

Sun Acquisitions

APRIL 7, 2025

Here are some of the primary financial benefits of diversification through M&A: Risk Reduction: Companies can spread risk across a more comprehensive portfolio by acquiring businesses in different industries or regions. This can help to reduce the company’s overall risk exposure and improve its financial stability.

M&A 62

M&A Mergers and Acquisitions Healthcare Profitability 62

CNBC: Investing

JUNE 16, 2025

"To that point, management noted the newly acquired customer cohorts are from younger generations (Gen-Z/Millennials = greater lifetime value opportunity), transacting at higher [average unit retails], returning to the brand with higher purchase frequency rates & higher retention rates (vs. Shares have advanced nearly 21% in 2025.

Retail 57

Retail Shares Stock Media 57

How2Exit

SEPTEMBER 22, 2024

Essential Steps Entrepreneurs Must Take to Maximize Value Before Selling - Watch Here About the Guest(s): Ian Smith is the founder of The Portfolio Partnership, a consulting firm dedicated to helping business owners enhance their businesses, making them attractive for potential buyers. E244: Exit Strategy 2.0:

Mergers and Acquisitions 130

Mergers and Acquisitions Business Sale M&A 130

CNBC: Investing

JUNE 6, 2025

"Our research shows that call buying around analyst days has been a systematically profitable option buying strategy over the past 25 years.

Stock 52

Stock Investors Media Investment 52

CNBC: Investing

JULY 14, 2025

Meanwhile, nCino's management is also confident it can achieve the so-called "Rule of 40," or have a combined revenue growth rate and profit margin that exceeds 40%. Baird added that now is an opportune time to buy into nCino, given that the company has reached an important crux in its thesis.

62

62

CNBC: Investing

JULY 1, 2025

"At current levels — considering the growth trajectory of the business, near-term path to profitability, and below peer valuation — we see OMDA offering compelling risk/reward," Roman wrote in a Monday note to clients. That suggests roughly 58.5%

Media 95

Media Investment Stock Finance 95

CNBC: Investing

JULY 8, 2025

"[W]e'd like to see more customer diversification and progress on profitability." "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.

IPO 74

IPO Stock Media Investment 74

How2Exit

NOVEMBER 27, 2023

With over 15 years of experience in corporate development and mergers and acquisitions, Scott specializes in acquiring and integrating security companies into Tarian Security's portfolio. rn The profit margins in the security industry are typically around 10%, making it a highly competitive and cost-sensitive business.

M&A 130

M&A Mergers and Acquisitions Profitability Securities 130

CNBC: Investing

JUNE 15, 2025

FlashEx "started recording positive unit operating profit from 3Q23 and has been profitable since then," Deutsche Bank's Xu said, pointing out that most of its competitors still operate at a loss in the one-on-one courier business. The brand's name has become a local way to describe the service, just like Kleenex.

Profitability 76

Profitability Food Investment Media 76

Global Banking & Finance

OCTOBER 24, 2024

By Marta Maciag and Nathan Vifflin (Reuters) -Accor, Europe’s largest hotel group by portfolio, on Thursday raised the bottom end of its forecast range for 2024 core profit on strong demand for its luxury hotels.

IT 52

IT Profitability Portfolio Business 52

CNBC: Investing

JUNE 16, 2025

In May, Eli Lilly reported an earnings and revenue beat for its first quarter, but it lowered its full-year profit guidance because of charges related to a cancer treatment deal. The company pays a 0.73% dividend yield and has gained 5% so far this year. The company maintained its full-year sales guidance.

Stock 69

Stock S&P Portfolio Investment 69

CNBC: Investing

JUNE 19, 2025

in either direction and likely still see profits without risking substantial losses in the event the stock is little changed post-earnings. The idea here is that a lot of bad news is already baked into this cake. The following trade can accommodate a post-earnings move of more than 12.5% Buy NKE Oct. call Sell NKE July 18 $52.50

S&P 73

S&P Sale Investment Stock 73

How2Exit

OCTOBER 2, 2023

He also explains SaaS Group's acquisition target, focusing on companies with revenues above 1 million AR, close to profitability, and preferably in the horizontal product growth space. The goal is to acquire companies that are profitable or at least break-even, with a team size of up to 50 full-time employees.

Acquisitions 130

Acquisitions M&A Profitability Engineering 130