Daily Brief United States: Netflix Inc, Meta Platforms (Facebook), Veralto , Peabody Energy , BigCommerce Holdings, BellRing Brands , Modine Manufacturing Co, Perrigo, Eventbrite Inc, Eagle Materials and more

• Netflix recently hit an all-time high on the stock market, capitalizing on the chaos in the entertainment industry
• The company was initially seen as a renegade tech startup, leading the streaming market with its first mover advantage
• After reporting a loss in subscribers, Netflix announced plans to launch an advertising-supported business to combat competition in the streaming wars.

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• Facebook’s original vision Pro demo showcased impressive technology with custom silicon and high miniaturization, but it is still far from being a consumer product.
• Comparisons were made between Facebook’s demo and Apple’s vision Pro, highlighting different approaches to hardware development and philosophies.
• Despite debates on shipping products and final designs, both companies are pushing the boundaries of technology and advancing towards a glasses form factor for AR/VR.

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• With its Danaher Corp (DHR US) heritage, Veralto (VLTO US) has built a foundation based on durable and recurring sales growth, high profitability, and strong cash generation.
• Veralto’s products and services are mission-critical yet account for less than 1% of client costs, leading to high switching costs and ensuring customer retention and financial resilience through economic cycles.
• Veralto holds market leadership in both its Water Quality (WQ) and Product Quality & Innovation (PQI) segments, which positions it well for the increasing regulatory and environmental demands. .

• Peabody is a global coal company operating in the US and Australia, offering exposure to both thermal and metallurgical coals
• Despite recent success and a positive recommendation, the stock has lagged behind other coal companies
• With a current share price of $23.40, market cap of $2.9bn, and strong FCF yield of around 30%, Peabody presents a promising risk/reward opportunity in the current market environment

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• BigCommerce, headquartered in Austin, Texas, conducted its earnings call for the second quarter of 2024, marking significant strides in the company’s growth amidst challenging business environments.
• This complex economic landscape presents both opportunities as well as challenges which BigCommerce aims to strategically navigate.
• As reported, BigCommerce’s revenue for the quarter was slightly under $82 million, reflecting an 8% year-over year increase.

• BellRing Brands, created through acquisitions by Post Holdings, has experienced substantial growth, with its stock price increasing from $20 to $59 since its last write-up on VIC over four years ago.
• While some brands like Powerbar and Dymatize have underperformed, Premier Protein has been a standout success for BellRing Brands.
• With anticipated sales of $2 billion and EBITDA of $410 million for fiscal year 2024, BellRing Brands is viewed as a compelling investment opportunity with a promising future and reasonable valuation.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• Modine Manufacturing Company reported a strong start to Fiscal 2025, showcasing significant growth and operational successes across its segments.
• The company’s proactive strategic initiatives, including acquisitions and the implementation of a transformative 80/20 business strategy, have evidently positioned it well for sustainable growth.
• However, adjustments in performance expectations in specific segments highlight the ongoing adaptation to market conditions.

• PRGO has resolved 90% of its challenges and is on track to address the remaining issues soon
• Predicted rise in earning power by 2025 could boost estimates and valuation, with potential for $3.5 EPS and $45 price target
• New CEO has shown progress in addressing issues, setting new expectations, and implementing cost-cutting measures, making PRGO an attractive investment opportunity with limited downside risk

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• The third quarter was the first time EB generated traffic from its relationship with TikTok. 
• EB’s traffic has remained elevated, and the attention turns to how many event creators EB was able to generate through the increase in traffic.   
• The number of event creators has declined over the past year due to EB charging for all events posted. The pricing model has changed with EB reintroducing a free option. 

• Eagle Materials commenced the fiscal year 2025 with strong financial performance, reflected by a record-setting quarterly revenue of $609 million and an impressive 16% increase in earnings per share.
• This quarter’s achievements are notably linked to strategic operational efficiency and a reactive approach to overcoming environmental challenges, particularly adverse weather conditions, which had varied impacts across different regions.
• Baptista Research looks to evaluate the different factors that could influence the company’s price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.