Google co-founder Sergey Brin is pivoting from his low-profile lifestyle to curate a massive real estate portfolio valued at about $197 million, according to the Robb Report. As Brin re-engages with Alphabet Inc.'s artificial intelligence initiatives, his recent acquisitions in...
Google co-founder Sergey Brin is pivoting from his low-profile lifestyle to curate a massive real estate portfolio valued at about $197 million, according to the Robb Report. As Brin re-engages with Alphabet Inc.'s artificial intelligence initiatives, his recent acquisitions in...
Flashpop/DigitalVision via Getty Images Over the last few months now, Hayward Holdings, Inc. ( HAYW ) has had a bit of a rough time. Even though the most recent financial data provided by management shows continued growth on both the top and bottom lines, the stock has fallen 14.1% since I called it a "Hold" back in early December of last year. At that time, my argument was centered around the ide...
Flashpop/DigitalVision via Getty Images Over the last few months now, Hayward Holdings, Inc. ( HAYW ) has had a bit of a rough time. Even though the most recent financial data provided by management shows continued growth on both the top and bottom lines, the stock has fallen 14.1% since I called it a "Hold" back in early December of last year. At that time, my argument was centered around the idea that the stock seemed to be more or less fairly valued and that macroeconomic uncertainty created additional risk for investors. Fast forward to today, and I would say that the decline in share price makes the company look more appetizing than it did in the past. This is especially true in light of the attractive fundamental performance that the company exhibited. This year, we can expect further expansion from the company. But still, I am concerned about the state of the economy more broadly. If shares were cheaper than they currently are, I would say that turning bullish would be logical here. But with my own view that the economy is likely to enter into a recession, I would say that maintaining it as a "Hold" is the appropriate course of action. I'm Not Ready To Take A Dip Yet For those not familiar with Hayward Holdings, the company operates in the swimming pool industry . Specifically, it caters to the global pool equipment market that boasts an installed base of around 25 million pools. 67% of that installed base is split between North America and Europe, and those markets account for about 85% of total equipment sales in the industry. This is fertile ground for companies in this space. And with a market capitalization today of $3.01 billion, Hayward Holdings is certainly no slouch. Hayward Holdings Although the company is a global player in this market, i t's important to note that 78.7% of its revenue comes from the U nited States . Europe is responsible for just 8.7% of sales, while Canada accounts for 6.8%. The geographic concentration in the United States makes...
Sundry Photography/iStock Editorial via Getty Images CrowdStrike: Cybersecurity Gold Standard Getting Hammered To be candid with you, I'm actually quite surprised with how the market has regarded cybersecurity stocks recently. If you have been following this highly prized segment of the software industry closely, I'm pretty sure that you are well aware that cyber stocks don't come cheap. In fact, ...
Sundry Photography/iStock Editorial via Getty Images CrowdStrike: Cybersecurity Gold Standard Getting Hammered To be candid with you, I'm actually quite surprised with how the market has regarded cybersecurity stocks recently. If you have been following this highly prized segment of the software industry closely, I'm pretty sure that you are well aware that cyber stocks don't come cheap. In fact, they are often priced at a rather steep premium, as you can infer from the table below. Cybersecurity valuation comparison (Author's own, S&P Cap IQ data) But one could argue that these companies (like CrowdStrike Holdings, Inc. ( CRWD )) are highly valuable for a reason. They are highly integrated into enterprise systems. Those of us familiar with the July 19 incident (that involved CrowdStrike and hurt its reputation ) should be able to recall just how profound such circumstances could be in unraveling day-to-day operations attributed to the cybersecurity provider, in this case CrowdStrike. Besides the negative exposure, I think the key lesson that I got from here is that it's not so easy to dethrone the service provider so deeply entrenched in the largest enterprise companies in the US and globally. And one that has not only demonstrated its capabilities in securing its customers' endpoints (where it began its journey) but has also proliferated the “land and expand” motion, in which customers are continuing to spend more (and more) while expanding to more modules. These actions have also kept CRWD’s net retention rate at a high level (115%). So if you were to tell me that the SaaS apocalypse is about to finish off CrowdStrike, I actually just don't see it right now. Which is why I decided to upgrade CRWD to a Buy in early February, which obviously took place before the software forest fire spread wildly. The flames appeared to be put out when CrowdStrike posted a very solid 4th quarter earnings release while also delivering impressive guidance. CrowdStrike: Consolidation...
Supreme Court Sides With Christian Counselor, Strikes Down Colorado 'Conversion Therapy' Ban In a landmark 8-1 decision issued today, the Supreme Court sided with a Christian mental health counselor - ruling that Colorado’s law banning "conversion therapy" violates the First Amendment . A transgender rights supporter takes part in a rally outside of the U.S. Supreme Court in December. The court on...
Supreme Court Sides With Christian Counselor, Strikes Down Colorado 'Conversion Therapy' Ban In a landmark 8-1 decision issued today, the Supreme Court sided with a Christian mental health counselor - ruling that Colorado’s law banning "conversion therapy" violates the First Amendment . A transgender rights supporter takes part in a rally outside of the U.S. Supreme Court in December. The court on Tuesday heard arguments in a conversion therapy ban case out of Colorado. (Photo by Kevin Dietsch/Getty Images) The majority held that Colorado’s 2019 law unconstitutionally discriminates on the basis of viewpoint by allowing counselors to affirm and support clients exploring gender transition or identity while prohibiting any talk-therapy efforts to help clients reduce unwanted same-sex attractions, change sexual behaviors, or align their gender identity with their biological sex. The solo dissent being (drumroll...) Ketanji Brown Jackson. BREAKING: In an 8-1 ruling, the Supreme Court announced this morning that Colorado’s ban on so-called conversion therapy violates First Amendment free speech rights. Gorsuch wrote the majority opinion. Jackson was the lone dissent. “The First Amendment stands as a bulwark… pic.twitter.com/roTX2k7NkB — Sean Davis (@seanmdav) March 31, 2026 Writing for the majority, Justice Neil Gorsuch declared that Colorado’s statute “regulates speech based on viewpoint ” by permitting counselors to affirm clients’ gender transitions or identity exploration while prohibiting any efforts to help clients reduce same-sex attractions, change sexual behaviors, or align their gender identity with their biological sex. The decision reverses the U.S. Court of Appeals for the Tenth Circuit and remands the case for further proceedings consistent with rigorous First Amendment scrutiny. "Colorado’s law permits her to express acceptance and support for clients exploring their identity or undergoing gender transition," Gorsuch wrote. "but forbids her from saying anyt...
格隆汇3月31日｜Meta推出两款Ray-Ban智能近视眼镜，扩大在该领域的产品范围。新眼镜目前已在美国开启预售，定价499美元起。据介绍，新产品Ray-Ban Meta Blayzer Optics和Ray-Ban Meta Scriber Optics将于4月14日在美国的眼镜零售商和部分国际市场上市。
格隆汇3月31日｜Meta推出两款Ray-Ban智能近视眼镜，扩大在该领域的产品范围。新眼镜目前已在美国开启预售，定价499美元起。据介绍，新产品Ray-Ban Meta Blayzer Optics和Ray-Ban Meta Scriber Optics将于4月14日在美国的眼镜零售商和部分国际市场上市。
A BYD retail store in Fukuoka, Japan. Photo: VCG Japan will sharply reduce purchase subsidies for several electric vehicles sold by China’s BYD under revised rules that place greater weight on domestic production, locally sourced batteries and supply-chain resilience. The change underscores how governments are using EV incentives not only to spur adoption but also to steer investment and technolog...
A BYD retail store in Fukuoka, Japan. Photo: VCG Japan will sharply reduce purchase subsidies for several electric vehicles sold by China’s BYD under revised rules that place greater weight on domestic production, locally sourced batteries and supply-chain resilience. The change underscores how governments are using EV incentives not only to spur adoption but also to steer investment and technology supply chains — an approach that could reshape competition in major auto markets as Chinese automakers expand overseas.
Yahoo Finance Senior Reporter Brooke DiPalma takes a closer look at some of Tuesday morning's trending tickers and stories, including some of the latest deals and investments.Nvidia (NVDA) is investing $2 billion in Marvell (MRVL).Biogen (BIIB) is buying Apellis Pharmaceuticals (APLS) for $5.6 billion.Eli Lilly (LLY) is set to buy sleep-drug maker Centessa (CNTA) for up to $7.8 billion.
Yahoo Finance Senior Reporter Brooke DiPalma takes a closer look at some of Tuesday morning's trending tickers and stories, including some of the latest deals and investments.Nvidia (NVDA) is investing $2 billion in Marvell (MRVL).Biogen (BIIB) is buying Apellis Pharmaceuticals (APLS) for $5.6 billion.Eli Lilly (LLY) is set to buy sleep-drug maker Centessa (CNTA) for up to $7.8 billion.