Trump's relationship with cryptocurrency is undergoing a strategic shift. Through his family-backed project, World Free Finance (WLFI), his team is pushing for the regulation of cryptocurrencies and the legalization of stablecoins, highlighting the growing importance of digital assets in high-level strategy. Against this backdrop, the market is shifting towards mature assets with clearly defined use [...]
Insurance customer acquisition platform MediaAlpha (NYSE:MAX) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 18.3% year on year to $306.5 million. On the other hand, next quarter’s revenue guidance of $290 million was less impressive, coming in 1.3% below analysts’ estimates. Its non-GAAP profit of $0.40 per share was 8.2% above analysts’ consensus estimates.
Food ingredient solutions provider Ingredion (NYSE:INGR) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 2.9% year on year to $1.82 billion. Its non-GAAP profit of $2.75 per share was 4.8% below analysts’ consensus estimates.
Real estate developer Howard Hughes Holdings (NYSE:HHH) announced better-than-expected revenue in Q3 CY2025, with sales up 19.3% year on year to $390.2 million. Its GAAP profit of $2.02 per share was 32% above analysts’ consensus estimates.
Property insurance provider Heritage Insurance Holdings (NYSE:HRTG) beat Wall Street’s revenue expectations in Q3 CY2025, but sales were flat year on year at $212.5 million. Its non-GAAP profit of $1.56 per share was significantly above analysts’ consensus estimates.
Biopharmaceutical drug delivery company Halozyme Therapeutics (NASDAQ:HALO) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 22.1% year on year to $354.3 million. The company’s full-year revenue guidance of $1.34 billion at the midpoint came in 1.5% above analysts’ estimates. Its non-GAAP profit of $1.72 per share was 5.5% above analysts’ consensus estimates.
Turbocharger technology company Garrett Motion (NYSE:GTX) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 9.2% year on year to $902 million. The company’s full-year revenue guidance of $3.55 billion at the midpoint came in 0.6% above analysts’ estimates. Its GAAP profit of $0.38 per share was 19.1% above analysts’ consensus estimates.
We've reached a milestone: 100 years of returns on stocks, bonds,T-bills and inflation. Here are some the lessons we can learn. We also examine the fear and greed that is happening right now.
Papa John’s is a new position that gives us a fresh slice of exposure to the restaurant space, a corner of the market that has been taken out behind the woodshed all year.
After a year when regional banks have split sharply between winners and laggards, this portfolio reshuffle highlights which balance sheets investors still trust with real money.
