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PBH – Pointsbet Holdings
From rogermontgomery.com : “How to value this? Tabcorp, offering limited growth, trades at roughly 12x EV/EBITDA. Flutter (no doubt influenced by its exposure to the US gaming market) trades at 18x EV/EBITDA, and both companies offer some valuation benchmarks. We also need to adjust for the cost to acquire a 5 per cent or 10…
Copper – General discussion
Advising on Hedging was my Job When I was a commodities specialist in a bank, a lot of my friends thought that most of my customers had bought commodities to tap on the commodity supercycle. Actually that is not true; more than 70% of the customers then was hedgers and only 30% are speculators. This…
VantagePoint A.I. Stock of the Week Carvana ($CVNA) – VantagePoint $CVNA
This week’s ai stock spotlight is Carvana ($CVNA) Carvana ($CVNA) is headquartered in sunny Tempe, Arizona — presumably so management always has a warm climate while explaining cold financial realities. Founded in 2012, it was originally a quirky side-project of DriveTime but quickly morphed into a full-blown disrupt-the-used-car-market mission, led by CEO Ernie Garcia III….
Cleveland Fed: Median CPI increased 0.3% and Trimmed-mean CPI increased 0.2% in February
by Calculated Risk on 4/10/2025 11:20:00 AM The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.3% in February. The 16% trimmed-mean Consumer Price Index increased 0.2%. “The median CPI and 16% trimmed-mean CPI are measures of core inflation…
Automaker Stellantis planning $10 billion in US investments, Bloomberg News reports
Automaker Stellantis planning $10 billion in US investments, Bloomberg News reports Source link
A Modern Gold Rush: Hunting for the Motherlode – Fat Tail Daily
James Cooper is back from Kalgoorlie. In the spirit of discovery, he revisits one of the most prolific discoveries of all time. Now, one company is trying to find the source. As you’ll recall, last week, I was at the Diggers & Dealers event in Kalgoorlie. Kal has historic gold roots from the 1890s, a…
