For investors, the automotive industry probably seems like a game of whack-a-mole with icons such as Ford Motor Company (NYSE: F) and General Motors (NYSE: GM) constantly reacting to the new issue to pop up. One of the more challenging problems to pop up at Ford was its operations and business in Europe. Europe, an important global automotive market, has an obstacle course of challenges laid out f...
For investors, the automotive industry probably seems like a game of whack-a-mole with icons such as Ford Motor Company (NYSE: F) and General Motors (NYSE: GM) constantly reacting to the new issue to pop up. One of the more challenging problems to pop up at Ford was its operations and business in Europe. Europe, an important global automotive market, has an obstacle course of challenges laid out for Ford, but the latter may have a trick up its sleeve to help turn business around – and investors are missing the best part. It's been nearly a perfect storm of negative developments for Ford in Europe. The company's business had been under pressure for years, passenger vehicle demand has been weak, electric vehicle (EV) adoption has accelerated more slowly than anticipated, and new competition from highly affordable and advanced Chinese EV makers threatens market share and profitability. Ford's profitability in Europe has been an up-and-down roller coaster, with previous significant restructuring returning its operations to profitability in late 2020, only to be followed by more bumpy quarters. To make matters worse, Ford canceled popular models such as the Fiesta, Focus, and Mondeo, all while battling high labor, energy, and warranty costs. Thankfully for investors, Ford has a plan to rebuild its business in Europe, and there's also another reason for optimism. Continue reading
On February 13, 2026, ACK Asset Management LLC disclosed a new position in Novanta (NASDAQ:NOVT) , acquiring 375,000 shares worth an estimated $44.62 million. According to an SEC filing dated February 13, 2026, ACK Asset Management LLC bought 375,000 shares of Novanta, marking a new position. The quarter-end value of the position totaled $44.62 million. Novanta is a technology company specializing...
On February 13, 2026, ACK Asset Management LLC disclosed a new position in Novanta (NASDAQ:NOVT) , acquiring 375,000 shares worth an estimated $44.62 million. According to an SEC filing dated February 13, 2026, ACK Asset Management LLC bought 375,000 shares of Novanta, marking a new position. The quarter-end value of the position totaled $44.62 million. Novanta is a technology company specializing in advanced photonics, vision, and motion control solutions for medical and industrial OEMs. With nearly $1 billion in trailing twelve-month revenue, the company leverages a broad portfolio of proprietary technologies and brands to address mission-critical applications in high-growth end markets. Novanta's strategic focus on innovation and precision engineering underpins its competitive position in supplying enabling components to leading equipment manufacturers globally. Continue reading
More than $200,000 in cryptocurrency once supported this couple. Today, they are left with about $4,000 in assets and mounting debt. "We're improvising everything," David told personal finance expert Ramit Sethi on the "I Will Teach You To Be Rich" podcast. David said the couple treated their crypto gains like income, a mindset that gradually unraveled their finances. Both in their early 30s, they...
More than $200,000 in cryptocurrency once supported this couple. Today, they are left with about $4,000 in assets and mounting debt. "We're improvising everything," David told personal finance expert Ramit Sethi on the "I Will Teach You To Be Rich" podcast. David said the couple treated their crypto gains like income, a mindset that gradually unraveled their finances. Both in their early 30s, they now live with David's mother while raising their 5-year-old daughter after unstable work choices an
Yagi Studio/DigitalVision via Getty Images It seems appropriate that in the days before Valentine’s Day Kraft Heinz ( KHC ) decided to stay together…at least for now. The announcement fueled a flurry of punny headlines, “Breaking Up is Hard to Do,” “A Splitting Headache,” and “Renewing Their Vows,” and eclipsed mixed fourth quarter results, sending reverberations through the food industry and driv...
Yagi Studio/DigitalVision via Getty Images It seems appropriate that in the days before Valentine’s Day Kraft Heinz ( KHC ) decided to stay together…at least for now. The announcement fueled a flurry of punny headlines, “Breaking Up is Hard to Do,” “A Splitting Headache,” and “Renewing Their Vows,” and eclipsed mixed fourth quarter results, sending reverberations through the food industry and driving shares of peers General Mills ( GIS ), The Campbell’s Company ( CPB ), and J.M. Smucker ( SJM ) initially lower in sympathy before recovering losses to end the day higher. The rebound in KHC’s share price mirrored investor optimism, with the $600 million reinvestment and project postponement widely seen as a prudent move. At issue is whether Kraft’s new CEO Steve Cahillane can resurrect the stagnant North American business (Lunchables, Spoonables, frozen meals, and snacks) into a viable entity that can exist on its own or find a buyer. On this issue, investors and analysts are split. The 2015 merger of Kraft Foods and H.J. Heinz ( KHC ) was orchestrated by Warren Buffet’s Berkshire Hathaway ( BRK.A ) ( BRK.B ) and 3G Capital, forming the world’s fifth-largest food and beverage company. The deal gave Heinz shareholders 51% and Kraft shareholders the remaining 49% of the newly formed Kraft Heinz ( KHC ). Management’s first move was to trim bloated costs in what they called a “cut-to-grow” strategy. Initially a success, cut-to-grow and equally aggressive zero-based budgeting soon became an anchor on the company’s growth prospects as it left little room for investments in healthier food options and more affordable prepared foods. In less than five years after the merger, the company was forced to write down the value of its Kraft and Oscar Mayer brands by $15.4B, driven by a consumer shift away from heavily processed foods and the proliferation of cheaper private-label alternatives. The write-down set in motion a 13-month erosion in the share price that cut the value of Kra...
Alphabet (NASDAQ:GOOG) dropped 5.29% this week, closing at $306.02 on Friday. That’s a sharper decline than the broader market: the S&P 500 fell 1.29%, while the Nasdaq-100 dropped 1.27%. Year to date, Alphabet is down 2.48%, underperforming both indexes. ‘Misery’ loves company for the Magnificent 7, with every single Mag 7 stock now in negative ... Alphabet’s Week in Review: 5.3% Drop as New Data...
Alphabet (NASDAQ:GOOG) dropped 5.29% this week, closing at $306.02 on Friday. That’s a sharper decline than the broader market: the S&P 500 fell 1.29%, while the Nasdaq-100 dropped 1.27%. Year to date, Alphabet is down 2.48%, underperforming both indexes. ‘Misery’ loves company for the Magnificent 7, with every single Mag 7 stock now in negative ... Alphabet’s Week in Review: 5.3% Drop as New Data Center Deals Announced
Love has long been framed as a pursuit of the young, but this narrative lags behind reality As Valentine’s Day approaches, we are once again flooded with the usual suspects: roses, chocolates, sophisticated dinners and glossy ads featuring young heterosexual couples staring earnestly into each other’s eyes. The problem isn’t just that this version of romance is exclusionary – though it is – it’s t...
Love has long been framed as a pursuit of the young, but this narrative lags behind reality As Valentine’s Day approaches, we are once again flooded with the usual suspects: roses, chocolates, sophisticated dinners and glossy ads featuring young heterosexual couples staring earnestly into each other’s eyes. The problem isn’t just that this version of romance is exclusionary – though it is – it’s that it’s profoundly out of step with how love is actually being lived, negotiated and reimagined in contemporary Australia. Culturally, love has long been framed as a pursuit of the young. From Romeo and Juliet to Normal People, from Bridget Jones to When Harry Met Sally, romantic fulfilment is depicted as something you secure early; ideally before your knees give out or your mortgage locks in. The message is consistent: find love in your twenties or thirties, settle down, and then coast (emotionally paired and narratively complete) until death do you part. Lisa Portolan is an academic. Her latest book is 10 Ways to Find Love … and How to Keep it. She will appear in ‘Heterofatalism’ at the All About Women festival at the Sydney Opera House on 8 March Continue reading...
There was a language barrier, a mother who burned their letters and a record label manager who disapproved. But Kerry Cox and Hitomi were madly in love Find more stories from the moment I knew series Get our weekend culture and lifestyle email In my early 20s, I quit my job in New Zealand and moved to Sydney to study martial arts. In 1982, after competing in the World Pugilist championships in Hon...
There was a language barrier, a mother who burned their letters and a record label manager who disapproved. But Kerry Cox and Hitomi were madly in love Find more stories from the moment I knew series Get our weekend culture and lifestyle email In my early 20s, I quit my job in New Zealand and moved to Sydney to study martial arts. In 1982, after competing in the World Pugilist championships in Hong Kong, I hitchhiked around Japan for a month or so, then headed for Korea via ferry in January of 1983. I’d heard air fares were cheap from Korea. No internet back then! While boarding, I was approached by a very attractive Japanese woman, with limited English, who told me that if I bought one box of bananas and a bottle of Johnnie Walker Black label, I could pay for most of my trip in Korea. These items were very much in demand back then. Sign up for our rundown of must-reads, pop culture and tips for the weekend, every Saturday morning Continue reading...
Elon Demands Investigation Into Reid Hoffman’s "Ice Cream For The Girls" Epstein Ties Authored by Steve Watson via modernity.news , Elon Musk has ramped up his assault on LinkedIn co-founder Reid Hoffman, demanding a full investigation into the Democrat mega-donor’s disturbing Epstein connections—including buying “ice cream… for the girls” and offering PR help as the child trafficking scandal erup...
Elon Demands Investigation Into Reid Hoffman’s "Ice Cream For The Girls" Epstein Ties Authored by Steve Watson via modernity.news , Elon Musk has ramped up his assault on LinkedIn co-founder Reid Hoffman, demanding a full investigation into the Democrat mega-donor’s disturbing Epstein connections—including buying “ice cream… for the girls” and offering PR help as the child trafficking scandal erupted. This latest clash exposes Hoffman’s role in Epstein’s elite circle, where he exchanged over 1,700 emails, called the sex offender a “very close friend,” and stayed at all three notorious properties, while funneling millions into anti-Trump dirty tricks that undermine American democracy. The feud intensified when Musk responded to a detailed thread by investigative poster @KanekoaTheGreat, who highlighted Hoffman’s Epstein entanglements. “ Hoffman should be investigated ,” Musk stated bluntly, echoing his earlier calls for scrutiny. Reid Hoffman stayed at Jeffrey Epstein's ranch, private island, and Manhattan apartment. He bought "ice cream... for the girls" and a "metal sculpture for the island." Hoffman donated over $100M to Democratic causes. He funded fake Russian bots on Twitter and financed the E.… pic.twitter.com/kzRIwedmz0 — KanekoaTheGreat (@KanekoaTheGreat) February 13, 2026 In the thread, emails reveal Hoffman offering “ice cream… for the girls” and a “metal sculpture for the island” during his visits to Epstein’s Little St. James, New Mexico ranch, and Manhattan townhouse. One chilling message shows Hoffman regretting a missed opportunity to deliver a gift, responding “likewise” to Epstein’s disappointment and promising it “will wait for the next opportunity.” Even more damning, in January 2015—as global headlines blasted allegations of Epstein trafficking Virginia Roberts to Prince Andrew— Hoffman offered to assist with Epstein’s negative press coverage . Why would a top Silicon Valley figure and Democrat powerhouse step in to shield a convicted predator du...
On February 13, 2026, ACK Asset Management LLC disclosed in an SEC filing that it sold out of JBT Marel Corporation (NYSE:JBTM) , liquidating 350,546 shares in a transaction estimated at $49.23 million. According to an SEC filing dated February 13, 2026, ACK Asset Management fully liquidated its position in JBT Marel Corporation by selling 350,546 shares. The estimated transaction value was $49.23...
On February 13, 2026, ACK Asset Management LLC disclosed in an SEC filing that it sold out of JBT Marel Corporation (NYSE:JBTM) , liquidating 350,546 shares in a transaction estimated at $49.23 million. According to an SEC filing dated February 13, 2026, ACK Asset Management fully liquidated its position in JBT Marel Corporation by selling 350,546 shares. The estimated transaction value was $49.23 million. JBT Marel Corporation is a leading provider of industrial machinery and automation solutions for the food and beverage sector, with a strong presence in global markets. The company leverages advanced technology to deliver end-to-end processing and packaging systems, supporting efficiency and product quality for its clients. Its broad portfolio and diversified customer base position it competitively within the industrial technology landscape. Continue reading
Scotland 31-20 England: Jones (2), Ritchie, White tries Arundell sees red as visitors lose unbeaten record Certain wins feel bigger than others and for Scotland this result will reverberate for ages. Reclaiming the Calcutta Cup is always sweet but convincingly ending England’s 12-Test unbeaten record was a glorious bonus. For Gregor Townsend and his side, under pressure after their opening-round d...
Scotland 31-20 England: Jones (2), Ritchie, White tries Arundell sees red as visitors lose unbeaten record Certain wins feel bigger than others and for Scotland this result will reverberate for ages. Reclaiming the Calcutta Cup is always sweet but convincingly ending England’s 12-Test unbeaten record was a glorious bonus. For Gregor Townsend and his side, under pressure after their opening-round defeat in Rome, this was some riposte to their critics. Ultimately, it was not even particularly close. Two tries by Huw Jones, a hard-nosed collective effort from the Scottish pack and a typically artful display from Finn Russell were simply too much for an England side who had dared to believe this week that their previous tartan traumas were behind them. Instead, they were outplayed and tactically out-thought by Townsend and his coaching staff and have now won just two of the last nine meetings between the nations. Continue reading...
MP Materials (NYSE: MP) and USA Rare Earth (NASDAQ: USAR) are both after the same goal: to build a supply chain for rare-earth metals and magnets in the U.S. Both companies are still early in the buildout phase, yet which will make you richer will depend on how much risk you're ultimately willing to take. Image source: Getty Images. Of the two, MP looks like the less risky option. The company owns...
MP Materials (NYSE: MP) and USA Rare Earth (NASDAQ: USAR) are both after the same goal: to build a supply chain for rare-earth metals and magnets in the U.S. Both companies are still early in the buildout phase, yet which will make you richer will depend on how much risk you're ultimately willing to take. Image source: Getty Images. Of the two, MP looks like the less risky option. The company owns and operates the Mountain Pass mine in California, the only active rare-earth metals mine in the U.S. It also operates a magnet factory in Fort Worth, Texas, known as Independence, and it's building a second facility, the "10X Facility," that will lift its total domestic magnet output to an estimated 10,000 metric tons. Continue reading
Editor's note: Seeking Alpha is proud to welcome Frank Balestriere as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Bet_Noire/iStock via Getty Images Investment Thesis Cintas ( CTAS ) is one of the most consiste...
Editor's note: Seeking Alpha is proud to welcome Frank Balestriere as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Bet_Noire/iStock via Getty Images Investment Thesis Cintas ( CTAS ) is one of the most consistent companies I follow. There are few industrials that have executed as well over the last decade, which has allowed the company to reach nearly 23% operating margins. In December, the company delivered another strong quarter . Revenue increased 9.3%, EPS rose 11%, and management raised full-year guidance. Yet even after that beat-and-raise quarter, the stock remains roughly 11% below its all-time high set back in June. At 40x forward earnings, the issue is not execution. The problem is the market is already pricing in near-perfect expectations for years to come. While Cintas will likely continue to dominate its industry, the current valuation leaves little room for error. Therefore, I rate Cintas as a Hold, preferring to wait for a better entry point. Company Overview With a market cap of nearly $76 billion, Cintas is by far the largest provider of uniform rental facility services and workplace safety solutions to businesses across North America. Serving over 1 million businesses, the company operates through a huge logistics network of 12,100 local delivery routes, 478 operational facilities, and 12 distribution centers. While asset-heavy, the business model itself is relatively simple. Cintas enters into contracts with its customers to pick up dirty garments and drop off clean ones weekly. This creates a predictable, recurring revenue stream. Today, Cintas operates in primarily two segments: Uniform Rental and Facility Services (~78% of Revenue): This segment includes the rental and cleaning of uniforms and other garments as well as related facility services such as restr...
Institutional menace and an idealistic take on redemption sit side-by-side in Top Boy actor Ashley Walters’ empathic and occasionally over-earnest film The lawless brutality of a young offender institution is the setting for this British movie written by Marching Powder ’s Nick Love and directed by Ashley Walters. It’s a place where terrified newbies realise they can survive only by abandoning the...
Institutional menace and an idealistic take on redemption sit side-by-side in Top Boy actor Ashley Walters’ empathic and occasionally over-earnest film The lawless brutality of a young offender institution is the setting for this British movie written by Marching Powder ’s Nick Love and directed by Ashley Walters. It’s a place where terrified newbies realise they can survive only by abandoning their innocence and decency, and submitting to the gang authority of a psycho top G, naturally involving a horrible loyalty test. This is a place where drugs arrive by drone, where facially tattooed men meet each other’s gaze with a cool opaque challenge in the canteen, and where the cues and balls on the recreation area’s pool table have only one purpose: to give someone a three-month stay in the hospital wing while underpaid guards in lanyards and ill-fitting v-neck jumpers look the other way. Continue reading...
On February 13, 2026, ACK Asset Management LLC disclosed a new position in DXP Enterprises (NASDAQ:DXPE) , acquiring 240,000 shares worth $26.35 million. According to a filing with the Securities and Exchange Commission dated February 13, 2026, ACK Asset Management LLC established a new stake in DXP Enterprises (NASDAQ:DXPE) , acquiring 240,000 shares. The quarter-end value of the position stood a...
On February 13, 2026, ACK Asset Management LLC disclosed a new position in DXP Enterprises (NASDAQ:DXPE) , acquiring 240,000 shares worth $26.35 million. According to a filing with the Securities and Exchange Commission dated February 13, 2026, ACK Asset Management LLC established a new stake in DXP Enterprises (NASDAQ:DXPE) , acquiring 240,000 shares. The quarter-end value of the position stood at $26.35 million. DXP Enterprises is a leading North American distributor of industrial MRO products and services, with a strong presence in critical end markets and a focus on technical expertise and integrated solutions. The company's diversified segment structure enables it to capture value through both product sales and a range of services, supporting customers in the industrial and energy sectors. DXP Enterprises' scale, broad product portfolio, and tailored supply chain offerings position it as a strategic partner for industrial and energy sector clients seeking operational efficiency and reliability. Continue reading
Speaking in Munich, Volodymyr Zelenskyy also called for a clear date for his country to be allowed to join the EU Ukraine wants security guarantees for a minimum of 20 years from the US before it can sign a peace deal with dignity, Volodymyr Zelenskyy said ahead of talks next week with Russia and the US. He was speaking in Munich on Saturday where he also called for a clear date for Ukraine to be ...
Speaking in Munich, Volodymyr Zelenskyy also called for a clear date for his country to be allowed to join the EU Ukraine wants security guarantees for a minimum of 20 years from the US before it can sign a peace deal with dignity, Volodymyr Zelenskyy said ahead of talks next week with Russia and the US. He was speaking in Munich on Saturday where he also called for a clear date for Ukraine to be allowed to join the EU. Some EU officials have put the date as early as 2027. Continue reading...
Rampant Scotland bounc back from Six Nations defeat to Italy a week ago to blow England away in a bonus-point win in a pulsating Calcutta Cup at a riotous Murrayfield.
Rampant Scotland bounc back from Six Nations defeat to Italy a week ago to blow England away in a bonus-point win in a pulsating Calcutta Cup at a riotous Murrayfield.