Global Community

Porsche (P911) is a profitability and cash flow leader among luxury car stocks (incl. mass luxury), right behind Ferrari (the latter being grossly overvalued from an intrinsic value point of view).

Himax Technologies’ first quarter was met with a positive market reaction, as the company outperformed Wall Street’s revenue and profit expectations despite typical seasonality. Management attributed the results to ongoing momentum in automotive display ICs, with CEO Jordan Wu highlighting nearly 20% year-over-year automotive IC sales growth and robust design-win pipelines.

Canaccord has reduced the price target for Lifetime Brands ( LCUT , Financial ) from $6 to $5, while maintaining a Buy rating on the stock. The adjustment follows the company's less-than-stellar performance in the first quarter.

Key Financial Highlights for 2025: Quick Fair Value Estimate (NAV Approach) 1. 2P Reserves (Proved + Probable): 6,793 Mboe (thousands of barrels of oil equivalent) NPV10 (before tax): CAD $159.3 million ➤ Source: 2024 year-end reserves update 2.

Learn Africa Plc Delivers Strong FY 2025 Result with 4,142% Surge in Bottom Line Learn Africa Plc has delivered an impressive financial performance for the full year ended 31 March 2025, with profit after tax skyrocketing to ₦474.98 million — a staggering 4,142% increase from ₦11.2 million recorded in FY 2024. This exceptional turnaround was fueled by strong top-line growth, operating efficiency, and improved cost discipline.

Access Holdings posted a pre-tax profit of ₦222.78 billion in Q1 2025, up 9.89% year-on-year , demonstrating a resilient bottom line amid a turbulent cost environment and margin compression. This performance was powered largely by robust non-interest income , offsetting the steep erosion in net interest margins.

1. Catalysts Evenamide (Schizophrenia Add-On Therapy): The key growth catalyst for Newron is Evenamide, a novel glutamate-modulating drug in Phase III development for treatment-resistant schizophrenia (TRS).

Update as of 10 April: As written here in February, Delta is the leading carrier among the major US airlines and keeps that pole position even amidst the tariff-induced turmoil. True, the carrier had to jettison its record guidance for 2025 it had issued in January; still, Delta made a gross profit of roughly 1 cent per available seat mile in the traditionally weak winter quarter when other airlines struggle to turn any profit at all (my calculations from an adj.

Price: $138.52 (7/2/25) Willing To Pay: <= $195 As of right now I am incredibly bullish; AMD is actually my largest position in my portfolio right now so take that into consideration. Now when you look at AMD in value not considering its growth potential you would probably find its value to land between $130-$100 with its intrinsic value roughly coming to $101.87.