Simone Wu, Senior Vice President of Choice Hotels (NYSE:CHH) , executed a direct sale of 8,080 shares on Feb. 2, 2026, following an option exercise, for a transaction value of approximately $820,600, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($101.56); post-transaction value based on Feb. 2, 2026 market close ($101.78). Continue readin...
Simone Wu, Senior Vice President of Choice Hotels (NYSE:CHH) , executed a direct sale of 8,080 shares on Feb. 2, 2026, following an option exercise, for a transaction value of approximately $820,600, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($101.56); post-transaction value based on Feb. 2, 2026 market close ($101.78). Continue reading
Sociedad Quimica y Minera de Chile press release ( SQM ): Q4 GAAP EPS of $0.64 misses by $0.34 . Revenue of $1.32B (+22.9% Y/Y) beats by $40M . More on Sociedad Quimica y Minera de Chile Sociedad Química y Minera de Chile Is Best Positioned To Lead As Lithium Pricing Rebounds Sociedad Química y Minera de Chile: Positioned To Benefit From Geopolitical Tensions Sociedad Quimica Y Minera de Chile: A ...
Sociedad Quimica y Minera de Chile press release ( SQM ): Q4 GAAP EPS of $0.64 misses by $0.34 . Revenue of $1.32B (+22.9% Y/Y) beats by $40M . More on Sociedad Quimica y Minera de Chile Sociedad Química y Minera de Chile Is Best Positioned To Lead As Lithium Pricing Rebounds Sociedad Química y Minera de Chile: Positioned To Benefit From Geopolitical Tensions Sociedad Quimica Y Minera de Chile: A Buy, But With The Real Upside Pushed Into 2026 Sociedad Quimica y Minera de Chile Q4 2025 Earnings Preview Lithium miner Tianqi opens door to full SQM divestment
undefined The contribution of high value-added industries such as biomedicine to China’s total economic inputs rose in February, with gains in tech and labor inputs, a Caixin index showed. The Caixin BBD New Economy Index ( NEI ) came in at 33.8, up 1.1 points from the previous month . That indicates new economy industries accounted for 33.8% of China’s overall economic inputs. The NEI uses big da...
undefined The contribution of high value-added industries such as biomedicine to China’s total economic inputs rose in February, with gains in tech and labor inputs, a Caixin index showed. The Caixin BBD New Economy Index ( NEI ) came in at 33.8, up 1.1 points from the previous month . That indicates new economy industries accounted for 33.8% of China’s overall economic inputs. The NEI uses big data to track the size of China’s new economy industries. It measures labor, capital and technology inputs in 10 emerging industries relative to those used in all industries.
Leila Melhado/iStock Editorial via Getty Images Investment Thesis MercadoLibre, Inc.'s ( MELI ) valuation has come down in the past few months, even as the company reported continued strong revenue growth of ~45% year-over-year (yoy) on its latest earnings call and robust operating performance overall. Concerns about margin compression, the investment cycle, credit expansion, and a generalized pul...
Leila Melhado/iStock Editorial via Getty Images Investment Thesis MercadoLibre, Inc.'s ( MELI ) valuation has come down in the past few months, even as the company reported continued strong revenue growth of ~45% year-over-year (yoy) on its latest earnings call and robust operating performance overall. Concerns about margin compression, the investment cycle, credit expansion, and a generalized pullback in tech stocks may have contributed to the ~30% sell-off from the >$2600/share high in mid-2025, but it's not clear how the longer-term outlook has been adversely impacted in a significant way. Continued investment is what you would want to see from a company that still has a long runway for growth ahead of it. Valuation looks reasonable given MELI's strong multi-decade track record of execution and growth, with EV/sales of ~3.3x, EV/EBITDA of around ~23x, and a Forward PE of around ~30x. With a proven ability to compete against Amazon ( AMZN ), other e-commerce and fintech players, and domestic retailers, I'm willing to bet that there is further significant long-term upside for MELI. Recent Operational Performance Notwithstanding the notable exception of margin compression, MELI delivered strong improvement across many of its operational metrics in 2025Q4 : Net revenues and financial income increased 45%/yoy. Unique active monthly buyers increased 24%/yoy to 83.2M. Gross merchandise value (GMV) and total payment volume (TPV) both increased in the neighbourhood of 40%/yoy. MELI 2025Q4 earnings presentation In its efforts to continually improve the value proposition for consumers, MercadoLibre has further reduced the price threshold for free shipping (from BRL 79 to BRL 19). These lower-value orders are shipped at a slower speed (e.g., 4 days instead of 2 days). Reducing the free shipping threshold could largely result in only a one-time boost. But it could also strengthen MELI's flywheel effect by bringing more consumers into its ecosystem. E-commerce still has relati...