Loom Games Claims “Unicorn” Crown in Record Time for Turkish Startup
Los Angeles‑based Scopely agreed to acquire a majority stake in Istanbul‑born mobile‑game studio Loom Games, valuing the company at over $1 billion through a performance‑based structure. Loom, founded in August 2025, launched its first title “Pixel Flow” in September, attracting more than 10 million players worldwide. A December seed round valued Loom at $36 million, and by February 2026 the studio achieved unicorn status in less than a year. The deal underscores Turkey’s growing roster of eight unicorns and highlights Saudi‑backed capital entering the region’s gaming sector.
Liquidity, Not Earnings, Halts Market Rally
What happened to the stock market? The market rally has come to a HALT. Earnings and innovation are not the problem, liquidity is.
NVDA Hits 2026 High, but False Breakout Looms
All eyes on $NVDA heading into tomorrow which technically DID make its highest close of 2026 today, but yet could face some headwinds from a cycle composite which is "not too bullish" starting next month https://t.co/XW54gpjWXm Important to keep a close eye...
Government Monitors Iron Ore Pricing Shifts Amid China Talks
The Australian government is closely tracking new iron‑ore pricing arrangements being trialled between Chinese buyers and major Australian producers. Companies such as Fortescue and Rio Tinto have begun using Fastmarkets, while BHP negotiates with China Mineral Resources Group over alternative...
Top Stock of the Day Boosts Wednesday Watchlist
Wednesdays watchlist is going up soon - Did you catch today’s top stock? #howtotrade #stockstowatch #daytrading #momentum #tradingeducation
Spicerhaart’s Expanding Partnership Model Wins Backing From Agents
Spicerhaart’s haart Partnership Scheme is expanding nationally, backed by agents who cite increased autonomy, profitability and work‑life balance. Testimonials from Jack Pollock, Roger Jackson and Janette Churchill illustrate how the model blends self‑employment flexibility with corporate resources such as tech,...
Bangladesh Election Reduces Political Uncertainty but Forthcoming Reform Execution Remains Critical
Bangladesh’s February 12 election gave the Bangladesh Nationalist Party a decisive parliamentary super‑majority, easing short‑term political uncertainty. The win clears the path for a long‑awaited constitutional referendum that could reshape the legislature, judiciary and prime‑ministerial term limits. Fitch Ratings notes that...
Conveyancing Costs Surge – What’s Driving the Jump?
The Property Solvers study reveals conveyancing fees in the UK climbing well above inflation, with freehold sale costs hitting £1,317 in 2026—a 10.6% rise year‑on‑year. Leasehold and remortgage fees also posted double‑digit increases, outpacing the 3% CPI. Regulatory, AML, and...
Panama Seizes Two Canal Ports
Panama's government announced the seizure of two strategic ports along the Panama Canal, citing national security and revenue concerns. The move follows a series of regulatory actions aimed at tightening state control over critical infrastructure. Officials indicated that the ports...
Stock Recommendations for 25 February From MarketSmith India
MarketSmith India released its top stock picks for 25 February as Indian equities slumped. The Nifty 50 dropped 1.12% to 25,424.65 and the Sensex fell 1.28%, driven by a 4.74% plunge in the IT index. AI‑related disruption fears after Anthropic’s new tools,...
Hong Kong Sees Fast Growth Continuing Into 2026 on Rebound
Hong Kong’s Financial Secretary Paul Chan announced a 2026 GDP growth projection of 2.5%‑3.5%, raising expectations beyond the 2%‑3% range slated for 2025. The forecast follows a 3.5% expansion in 2025, the strongest pace since 2021, underscoring a robust post‑pandemic...
Missed $15k‑$60k US Homes During GFC
That time during the GFC when you went to buy U.S. real estate, found thousands of listings in a few zip codes with asking prices from $15k CAD to $60k CAD, and Canadians real estate “experts” told you that it...
Vaca Muerta's Promise Stalls Behind Fiscal and Infrastructure Hurdles
Argentina’s Vaca Muerta looks great on paper, but it’s not the next Permian. Argentina’s fiscal mess, weak infrastructure, & massive capex needs are real barriers. Continental’s hype says as much about a fading Bakken play as it does about Vaca Muerta. https://t.co/SGzycaNHEd #Oil...
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
The Acquirer’s Multiple® Large‑Cap screen highlights a persistent valuation gap where capital‑intensive cyclicals, commodity‑linked firms, and financials trade at deep discounts despite solid operating income and free‑cash‑flow generation. Energy giants like Equinor and Petrobras, steel producer ArcelorMittal, and banks such...
Memory Boom Drives Korean Stocks’ Breakthrough Past 6,000 Level
South Korea's KOSPI index surged past the 6,000 mark, closing at a record 6,085 on Wednesday. The rally was powered by a sharp rise in global memory demand, lifting Samsung Electronics 2.5% and SK Hynix 2.1%. The benchmark is now...
One Planning Session Prevents Post‑Death Financial Chaos
I've been a financial consultant to millionaires in Singapore and across Southeast Asia for nearly a decade. Here's what I've learned: the most painful financial conversations happen after someone passes away. The ones that could have been prevented by a single...
Master Five Skills, Close a Deal in 30 Days
If you want a deal in 30 days, master these five things: finding sellers, negotiating contracts, finding buyers, raising capital, and managing construction. Learn the skills, get paid.
Solar’s Two-Speed Rally: Utility-Scale Strength Masks Residential Fragility
Solar’s Invesco Solar ETF (TAN) has surged over 23% year‑to‑date through Feb 24, 2026, far outpacing the S&P 500’s modest 0.8% gain. The U.S. Energy Information Administration projects a record 86 GW of utility‑scale capacity additions in 2026, with solar comprising 51% of...
Holding Is an Active Choice, Not Inaction
Buying and selling feel easier than holding because we are wired to believe activity = productivity. Holding is hard because it feels like inaction and complacency. But every day holding is an active decision.
Markets Teeter on Tariffs, Iran Tensions, Trump SOTU
Stocks & the dollar hang in the balance amid tariff chaos and possible war with Iran as President Trump delivers his State of the Union speech. Are the markets in trouble? #SOTU2026 #Trump #tariffs #Iran #market #stockmarkets #DOLLAR #Macro #Trading https://t.co/PVSRBaRIjl
Homeowners Gain Equity, Entry-Level Buyers Still Struggle
UK homeowners have amassed roughly £677 bn of equity since the 2008 crisis, driving the average loan‑to‑value ratio down to 59%, well below the 70% peak in 2012. By 2024, only 42% of private homes retain a mortgage, indicating a shift...
Takeover Price Hits Floor, Still Not a Buy
Don't like the Yomeishu Seizo takeover at ¥4,050/share? I wrote 4-Jan-26 this wasn't worth owning. It was Murakami-owned (Yuzawa is Murakami (see 2nd pic)) and he would act in his own interest, and therefore ¥4,021 was a floor price. I...
Healthcare Split: Favor IHE Over IHF
No reason to own healthcare outright. Such a bifurcated sector of the market. $IHE > $IHF
The Stock Market and AI
Wall Street’s recent AI anxiety sparked a sharp selloff in software stocks, pushing many private tech firms to postpone IPOs as investors anticipate a handful of mega‑offerings to dominate the market. A viral Citrini Research report amplified fears, warning that...
Chicago's Migration Reverses: In
Migration patterns for the Chicago MSA in the past few years really illustrate what I've called "The Great Stay." Q2 2025 was the first period in many years where inbound migration exceeded outbound migration. Over the last 8 years, total moves...
HNI Corp (HNI) Q4 2025 Earnings Call Transcript
HNI Corp reported third‑quarter 2025 non‑GAAP EPS of $1.10, a 7% year‑over‑year increase, and posted a record non‑GAAP operating margin of 10.8%. Workplace furnishings sales rose 3% organically, with segment margin surpassing 12% after a 40‑basis‑point improvement. Management reaffirmed its...
Circle Internet Group Inc (CRCL) Q4 2025 Earnings Call Transcript
Centerspace reported solid Q4 2025 results, with same‑store NOI up 3.5% and revenue rising 1% despite a modest occupancy dip. The company completed $493 million of portfolio transactions, entered Salt Lake City, expanded Fort Collins, and trimmed exposure in Minneapolis. Guidance...
Kodiak Gas Services Inc (KGS) Q4 2025 Earnings Call Transcript
Kinder Morgan posted record Q4 2025 results, with net income of $996 million and EPS of $0.45, up roughly 50% year‑over‑year. Adjusted EBITDA reached an all‑time high, growing 6% and surpassing the 4% budget target. The company expanded its project backlog...
Pennant Group Inc (PNTG) Q4 2025 Earnings Call Transcript
Pennant Group reported Q2 2025 revenue of $219.5 million, up 30.1% year‑over‑year, and adjusted EBITDA of $16.4 million, up 24.5%. All three operating segments—home health & hospice, senior living, and other services—showed double‑digit growth, with home health/hospice revenue reaching $166 million and senior...
Trade Desk Inc (TTD) Q4 2025 Earnings Call Transcript
Nvidia announced a return to the consumer PC market with new low‑power system‑on‑chip devices slated for Dell, Lenovo and other OEMs. The chips combine CPU and GPU functions, aiming to extend battery life and diversify Nvidia’s revenue beyond data centers....
Dorman Products Inc (DORM) Q4 2025 Earnings Call Transcript
Dana Incorporated posted a stronger‑than‑expected Q4 2025, delivering an 11.1% adjusted margin and $208 million adjusted EBITDA, while full‑year results showed $610 million EBITDA at an 8.1% margin despite a $234 million sales decline. The Off‑Highway divestiture removed $1.9 billion of debt, pushing net...
Southwest Gas Holdings Inc (SWX) Q4 2025 Earnings Call Transcript
Southwest Gas Holdings completed its transformation into a pure‑play regulated natural‑gas utility by fully divesting Century, using the $1.35 billion sale proceeds to retire all holding‑company debt and boost cash to nearly $780 million. The company reaffirmed its 2025 net‑income outlook at...
Rxsight Inc (RXST) Q4 2025 Earnings Call Transcript
RxSight reported Q4 2025 revenue of $32.6 million, a 19% year‑over‑year decline driven by sharply lower Light Delivery Device placements. The Light Adjustable Lens accounted for an all‑time high 86% of sales, lifting gross margin to 77.5% despite overall losses. The...
Georgia Dream Government Strives to Enforce Its Legitimacy
Georgia's ruling Georgian Dream party has pushed amendments that criminalize "systematic" non‑recognition of the government, imposing up to three years in prison. The law targets dissent over the contested October 2024 parliamentary elections, which international observers deemed neither free nor fair....
Dole PLC (DOLE) Q4 2025 Earnings Call Transcript
Dole plc reported full‑year adjusted EBITDA of $395 million, a modest 1% increase year‑over‑year and ahead of its guidance. Revenue rose 8.2% to £9.2 billion, while net income fell to £82 million due to discontinued operations and non‑cash charges. The company completed the...
Alkami Technology Inc (ALKT) Q4 2025 Earnings Call Transcript
Alight reported FY 2025 revenue of $2.3 billion, a 5% decline year‑over‑year, with recurring revenue down 2.2% and project revenue falling 22%. Adjusted EBITDA slipped to $561 million (24.8% margin) and EPS fell to $0.50, while a non‑cash $83 million goodwill impairment was...
Soleno Therapeutics Inc (SLNO) Q4 2025 Earnings Call Transcript
Soleno Therapeutics reported $190.4 million in net revenue for fiscal 2025, representing less than nine months of commercial sales of its VICAT XR therapy. The company turned profitable, posting $20.9 million net income and generating $48.7 million of operating cash in Q4, ending the...
Sinclair Inc (SBGI) Q4 2025 Earnings Call Transcript
Sinclair Inc. reported Q4 2025 revenue of $836 million, a decline from the prior year’s $1.0 billion, primarily due to a steep drop in political advertising. Core advertising revenue grew 14% year‑over‑year, boosted by live‑sports programming and the Digital Remedy acquisition....
Montrose Environmental Group Inc (MEG) Q4 2025 Earnings Call Transcript
Montrose Environmental Group reported first‑quarter 2022 revenue of $134.7 million, a modest 0.6% year‑over‑year increase, driven by strong organic growth in its measurement‑and‑analysis and remediation segments. PFAS water‑treatment and biogas services surged, while COVID‑related CTEH revenues continued to normalize below historic...
EPR Properties (EPR) Q4 2025 Earnings Call Transcript
EPR Properties reported Q4 2025 adjusted FFO of $1.37 per share, a 5.4% year‑over‑year increase, and AFFO of $1.39, up 7.8%. Total revenue rose to $182.3 million and the company’s investment base reached $6.9 billion across 330 properties, with 99% occupancy. Management...
Astec Industries Inc (ASTE) Q4 2025 Earnings Call Transcript
Astec Industries reported a strong Q4 2025, with adjusted EBITDA climbing 55.7% year‑over‑year to $27.1 million and net sales up 20.1% thanks to robust demand for asphalt and concrete plants and the TerraSource acquisition. The company’s backlog expanded to $449.5 million, including...
Teladoc Health Inc (TDOC) Q4 2025 Earnings Call Transcript
Teladoc Health reported Q2 2025 revenue of $631.9 million, a modest 1.6% decline YoY, while adjusted EBITDA reached $69.3 million, hitting the high end of guidance. Integrated care drove growth, delivering $391.5 million in revenue and expanding U.S. membership to 102.4 million, surpassing 100 million members....
APi Group Corp (APG) Q4 2025 Earnings Call Transcript
S&P Global reported a strong fourth‑quarter 2025, with revenue up 9% year‑over‑year and organic constant‑currency growth of 8%. Adjusted operating margin expanded 60 basis points to 47.3% and adjusted diluted EPS rose 14%, hitting the top end of its guidance....
Clear Secure Inc (YOU) Q4 2025 Earnings Call Transcript
Clear Secure Inc. posted record Q4 2025 results, with revenue of $240.8 million, a 16.7% year‑over‑year increase, and total bookings up 25.4% to $287.1 million, driven largely by ClearOne enterprise wins. Adjusted EBITDA reached $79.9 million, delivering a 33.2% margin, while free cash...
BKV Corp (BKV) Q4 2025 Earnings Call Transcript
BKV Corporation announced it will increase its stake in the power joint venture to 75%, securing majority control and greater governance over capital decisions. Management highlighted robust free cash flow that will fund debt reduction, power‑sector investments, and its expanding...
Mirum Pharmaceuticals Inc (MIRM) Q4 2025 Earnings Call Transcript
Mirum Pharmaceuticals reported $521 million in 2025 net product sales, a 55% year‑over‑year increase driven by Livmarli and bile‑acid medicines, surpassing guidance. Operating expenses rose to $543 million, yet the company generated positive cash flow and ended the year with $391 million in...
Middle Powers Must Win the AI Deployment Race
The article argues that middle powers such as the UK and Canada should abandon the race to build ever‑larger AI models and instead concentrate on a "deployment race"—embedding near‑state‑of‑the‑art AI into industry and defence. It proposes a UK‑Canada Partnership on...
US Physical Therapy Inc (USPH) Q4 2025 Earnings Call Transcript
Sensus Healthcare reported Q4 2025 revenue of $4.9 million, a steep decline from $31 million a year earlier, as sales to its former largest customer evaporated. The company highlighted the launch of exclusive CPT codes for its SRT and IGSRT platforms, which...
Ibotta Inc (IBTA) Q4 2025 Earnings Call Transcript
Ibotta reported Q4 2025 revenue of $83.3 million, a 16% year‑over‑year decline, and non‑GAAP gross margin of 80%, down roughly 800 basis points. The company highlighted strong traction for its LiveLift pilots, with an 83% re‑up rate, and announced a...
Golar LNG Ltd (GLNG) Q4 2025 Earnings Call Transcript
Golar LNG reported Q4 2025 revenue of $87.5 million and full‑year revenue of $340 million, with adjusted net income of $23.3 million ($0.43 per share). The company declared a $0.75 per share dividend – its 18th consecutive payout – yielding roughly 11.5%. A...