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Revenues

PFE

Pfizer's core portfolio and strategic acquisitions are performing well, with an increase in FY2024 sales guidance and improved adjusted EPS. However, the company faces significant patent expiration challenges through 2030, risking $31.58B in annual revenues.

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November 08, 2024 | 2:15 pm

BILI

Bilibili's stock has surged 82% year-to-date due to strong results, optimism in Chinese equities, and economic stimulus measures. The company is nearing profitability, with Q3 expected to break even, driven by its mobile games and advertising segments.

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November 08, 2024 | 1:45 pm

GCMG

GCM Grosvenor reported strong third quarter 2024 earnings with significant year-to-date increases in fundraising and income metrics. Fundraising rose by 34%, while GAAP net income, fee-related earnings, and adjusted net income increased by 16%, 18%, and 24% respectively, year-over-year.

Portfolio Pulse from

November 08, 2024 | 1:45 pm

BST

The article discusses two income-focused investment picks with yields up to 8% that can benefit from tech innovation and growth. It highlights the rapid evolution of technology and the associated risks and opportunities for investors.

Portfolio Pulse from

November 08, 2024 | 1:45 pm

SONY

Sony has raised its fiscal 2025 revenue target to 12.7 trillion yen ($83 billion) and reported a 73% year-over-year increase in operating income for the September quarter, surpassing expectations.

Portfolio Pulse from

November 08, 2024 | 1:45 pm

KOS

Kosmos Energy (KOS) is facing challenges but remains a strong buy due to the upcoming Tortue LNG project, lower capex, and increased cash flow. Despite operational issues and project delays, positive developments and debt rescheduling strengthen its balance sheet.

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November 08, 2024 | 1:45 pm

NMM

Navios Maritime Partners has seen a 59.6% stock increase due to strategic acquisitions and fleet modernization, positioning it as an undervalued opportunity in the shipping sector. Its diversified fleet and long-term contracts enhance its growth potential despite geopolitical tensions.

Portfolio Pulse from

November 08, 2024 | 1:45 pm

LB

LandBridge is showing strong growth potential with a 62% rise in EBITDA, initiation of its first dividend, and new ventures in data centers and renewable energy. Its diversified revenue streams and high-margin business model make it a valuable investment.

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November 08, 2024 | 1:45 pm

IDT

NRSInsights reported a 3.7% year-over-year increase in October 2024 same-store sales, based on data from the National Retail Solutions POS platform.

Portfolio Pulse from

November 08, 2024 | 1:45 pm

NFLX

Netflix is positioned as a leader in the streaming industry due to its superior content, recommendations, and user interface. The company is exploring growth opportunities through ad revenue, live sports streaming, and price increases in LATAM and Asia-Pacific. With a strong balance sheet and rising ROIC, Netflix's stock is considered undervalued, indicating potential for significant upside.

Portfolio Pulse from

November 08, 2024 | 1:45 pm