Uranium-related assets have demonstrated remarkable outperformance compared to broader commodities and U.S. equities since 2020. Junior uranium miners have led with gains of 347.65%, followed by uranium miners at 322.41%, while the U3O8 spot price has risen 186.14% over the five-year period ending January 31, 2025. In comparison, the$SPDR S&P 500 ETF (SPY.US)$has returned approximately 101% over the same period, highlighting the significant alpha generated by the uranium sector. The uranium mar...
What happened:$Ziff Davis (ZD.US)$has seen significant insider buying totaling approximately $774K over the past months. Insiders involved include directors Brian Kretzmer and Sarah Ann Fay, as well as CFO Bret Richte. Big picture: ZD's stock has faced challenges, touching a 52-week low amid broader market volatility. Despite this, the company maintains strong financials, including high gross margins. Key Developments: 📉 Q4 2024 results showed 5.9% revenue growth to $412.8...
Ziff Davis' high P/S ratio is surprising considering its weak revenue forecasts. Share prices may decline if the P/S aligns with the growth outlook. Current prices may not be reasonable unless conditions significantly improve.
Insider transactions hint at confidence in future prospects. With purchases near current prices, there's optimism about the company. Insider ownership, while not extremely high, aligns with shareholder interests.
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
Ziff Davis Stock Forum
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The uranium mar...
Big picture: ZD's stock has faced challenges, touching a 52-week low amid broader market volatility. Despite this, the company maintains strong financials, including high gross margins.
Key Developments:
📉 Q4 2024 results showed 5.9% revenue growth to $412.8...
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