The Resurgence of Virgin Australia
Today Jay Shabat is joined by Meghna Maharishi to discuss the recent developments in the airline industry, focusing on Virgin Australia and its turnaround after bankruptcy. They explore the implications of Virgin's IPO, its financial health, and the impact of Qatar Airways' investment. The conversation then shifts to capacity trends for the third quarter, highlighting demand stabilization, fuel price concerns, and growth in various airports worldwide.
Listen to This Podcast
Apple Podcasts | Spotify | YouTube | RSS
Takeaways
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
12 minutes ago
- Yahoo
Po Valley Energy (ASX:PVE) Is Investing Its Capital With Increasing Efficiency
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to see a company investing more capital into its business and ideally the returns earned from that capital are also increasing. Basically this means that a company has profitable initiatives that it can continue to reinvest in, which is a trait of a compounding machine. So when we looked at the ROCE trend of Po Valley Energy (ASX:PVE) we really liked what we saw. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Return On Capital Employed (ROCE): What Is It? For those that aren't sure what ROCE is, it measures the amount of pre-tax profits a company can generate from the capital employed in its business. To calculate this metric for Po Valley Energy, this is the formula: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) 0.20 = €3.4m ÷ (€18m - €1.2m) (Based on the trailing twelve months to December 2024). Therefore, Po Valley Energy has an ROCE of 20%. That's a fantastic return and not only that, it outpaces the average of 6.5% earned by companies in a similar industry. View our latest analysis for Po Valley Energy Above you can see how the current ROCE for Po Valley Energy compares to its prior returns on capital, but there's only so much you can tell from the past. If you'd like to see what analysts are forecasting going forward, you should check out our free analyst report for Po Valley Energy . So How Is Po Valley Energy's ROCE Trending? The fact that Po Valley Energy is now generating some pre-tax profits from its prior investments is very encouraging. The company was generating losses five years ago, but now it's earning 20% which is a sight for sore eyes. In addition to that, Po Valley Energy is employing 148% more capital than previously which is expected of a company that's trying to break into profitability. This can indicate that there's plenty of opportunities to invest capital internally and at ever higher rates, both common traits of a multi-bagger. One more thing to note, Po Valley Energy has decreased current liabilities to 6.4% of total assets over this period, which effectively reduces the amount of funding from suppliers or short-term creditors. Therefore we can rest assured that the growth in ROCE is a result of the business' fundamental improvements, rather than a cooking class featuring this company's books. In Conclusion... In summary, it's great to see that Po Valley Energy has managed to break into profitability and is continuing to reinvest in its business. Since the stock has returned a solid 50% to shareholders over the last five years, it's fair to say investors are beginning to recognize these changes. So given the stock has proven it has promising trends, it's worth researching the company further to see if these trends are likely to persist. If you want to continue researching Po Valley Energy, you might be interested to know about the 1 warning sign that our analysis has discovered. If you want to search for more stocks that have been earning high returns, check out this free list of stocks with solid balance sheets that are also earning high returns on equity. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
an hour ago
- Yahoo
CoStar Group, Inc. (CSGP): A Bull Case Theory
We came across a bullish thesis on CoStar Group, Inc. on Andvari's Substack by Douglas Ott. In this article, we will summarize the bulls' thesis on CSGP. CoStar Group, Inc.'s share was trading at $92.96 as of July 24th. CSGP's trailing and forward P/E were 357.54 and 222.22 respectively according to Yahoo Finance. An elegant residential building set against the modern skyline. CoStar Group reported another quarter of strong performance in Q2 2025, marking its 57th consecutive quarter of double-digit revenue growth with sales up 15% year over year and all-time high net new bookings of $93 million. Adjusted EBITDA rose 108% to $85 million, and membership surged 56% sequentially. Despite a slight dip in gross margins from the February addition of Matterport, operational restructuring is underway, including eliminating unprofitable units and expanding its salesforce. remains the centerpiece of CoStar's strategy, with a dedicated and growing sales team driving subscription adoption, improved agent Net Promoter Scores rising from 4 to 38 over three quarters, and marketing investments stabilizing monthly active users. Regulatory and legal pressures on competitors create tailwinds: in the U.S., Zillow faces an antitrust lawsuit from Compass over restrictive listing practices, enabling CoStar to boost profile by offering free advertising to banned listings; and in Australia, REA Group, dominant in the market, faces an antitrust investigation amid steep agent fee hikes, coinciding with CoStar's planned acquisition of challenger portal Domain. Additional uncertainty arises from potential leadership reshuffling within REA and U.S.-based both owned by the Murdoch family, which could further benefit Domain. With targeting an expansion of its salesforce from 230 to 750 by year-end and a stabilizing user base, CoStar appears increasingly well-positioned to challenge entrenched incumbents like Zillow and REA. Supported by operational momentum, strategic acquisitions, and heightened competitive scrutiny, CoStar's residential portals hold growing potential to emerge as true category leaders rather than cash-intensive experiments. Previously we covered a on CoStar Group, Inc. (CSGP) by Douglas Ott in February 2025, which highlighted CoStar's aggressive expansion of its strong financial base, and potential for margin recovery as investments scale. The company's stock price has appreciated about 20% since our coverage. The thesis still stands as execution remains robust. Douglas Ott shares a similar view but emphasizes regulatory tailwinds and operational gains. CoStar Group, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 51 hedge fund portfolios held CSGP at the end of the first quarter which was 56 in the previous quarter. While we acknowledge the potential of CSGP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Sign in to access your portfolio
Yahoo
2 hours ago
- Yahoo
Liquid Death CEO on energy drink push, consumers, & growth
Liquid Death ( is keeping close watch on aluminum tariffs, but the impact so far has been minimal. Liquid Death founder and CEO Mike Cessario joins Asking for a Trend with Josh Lipton and Yahoo Finance Senior Reporter Brooke DiPalma to discuss the state of the consumer, Liquid Death's expansion into energy drinks, and whether the company is considering an initial public offering (IPO). To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. Mike, welcome and let's start with you. You know, Mike, Trump and trade and tariffs obviously have been front and center for investors, Mike. Could you walk us through whether Liquid Death might do you all have tariff exposure and if so, how you navigate in that? Yeah. I mean, I think with everything, it's been things that go back and forth. They're saying one thing but then not another. I think for us, you know, aluminum cans and aluminum that that's definitely one that we have to keep an eye on, but I mean, as we're seeing now, actual implications are not anything too material to to us that we're seeing right now. But and obviously, we keep a close eye on it. You know, Mike, we're always looking for for line of sight to the consumer. So I'm just curious, based on your business, Mike and what you're seeing, what do you see with the consumer? How how healthy? How resilient, Mike? Does the consumer look to you? Yeah, I think it's a, you know, you can see across CPG and beverage brands, it's it's been a tough year with with the consumer. Um, but I think what you've typically seen in the past, even in recession periods, premium brands tend to still do well in those periods, cuz it might be that, hey, people are not going out to the bar to go spend a hundred bucks on drinks, so they have people at the house, but you're not going to stock the cheap stuff at your house and invite people over, like you probably buy the good stuff, and you kind of create the going out experience in a in a more, you know, cheaper environment. So, you know, we haven't seen through since we've launched all the different things, COVID, everything, um, you know, we've never been hit too hard by, you know, kind of a a shifting consumer sentiment. Mike, you're moving into the fourth category. You're in water, you're in iced tea, sparkling water. Now you're getting into energy and there's just been so much noise in this space. Molson Coors acquired Zoa Energy late last year. We have Celsius buying out Alani. Why does Liquid Death also needs to be in this space too? So, if you look at our brand, right? We are we've always been a more of a younger, millennial, Gen Z brand. And what we've been really successful at is bringing new, younger consumers into these kind of old boring categories that are very very health conscious, like water and low calorie flavored sparkling water. And when you look at those categories, 50% of the sales in either of those in water come from people over the age of 40. In energy drinks, less than 10% of the sales come from people over 40. So, our existing people that follow our brand, we have a massive audience. We just passed Monster Energy for social followers on Instagram and Tik Tok combined. We have over almost 15 million followers, only Red Bulls ahead of us. So, we have this massive audience that love what we do, love our marketing, but maybe they're not frequent consumers of plain water or low calorie sparkling, but they do drink a ton of energy. And how can Liquid Death create a better a truly better for you option in this space that then allows us to convert more of our massive fan base into more frequent drinkers. Mike, I've loved following your marketing campaigns, all the energy behind the brand over the past three years and back in October 2022, when we chatted, you had told Yahoo Finance that you were exploring all possible paths. And we do have a new report from the S&P Global out this morning saying that IPO activity in Q2 was up more than 33% compared to Q1. And so, Mike, is an IPO on the table for Liquid Death? Look, I mean, we're really just focused on building a big, profitable business. And as long as we are able to achieve that and keep our eye on that goal, we're going to have all the optionality that we want and, you know, timing optionality of when we would want to go if we did want to go. So, yeah, we don't have anything specifically set in mind, um, or planned. We're just looking at how do we maximize our optionality where if we want IPO as an option, then it's a realistic option for us. Mike, it's been pretty amazing to see the M&As that have happened though this year. Pepsico buying out Poppi, your current valuation at 1.7 1.4 billion dollars as of last year. So, M&A, what do you make of this in this space right now? It's certainly buzzing. Yeah, I think you can see that a lot of the, um, the bigger brands have really been struggling with growth over the last two years, and predominantly the last year. So I think the appetites finally now that you can't keep raising price, which is kind of the growth lever through a lot of COVID isn't there, they're, you know, they they have to now start invest they're starting to invest in acquiring growth through some of these M&A deals with these brands. Mike, I have to ask you about uh, Ozzy Osbourne as well, Mike, who, of course, passed away this week. You all had a partnership with Ozzy. Mike, could you just walk us through that partnership, how it came about, Mike, and what it meant for the company? Yeah, I mean, I grew up listening to punk and metal music and Ozzy was a huge sort of influence for me. So, when we got to work with him, um, about two years ago, the first time and then very recently, we we did something else with them. It was so cool for for me and, you know, just what a great guy and family, like they were so easy to work with. And, um, yeah, I mean, pretty wild that one of the last things that he did before he died was a Liquid Death campaign where we sold his DNA on cans of Liquid Death iced tea. Um, so, yeah, was pretty sad to see him go. But, um, What was the what was the reception that, like Mike? It was incredible. It's one of our highest performing social things we've done in a long time. And yeah, I mean, I think people are reselling the cans on eBay right now for like $20,000 a piece. Wow. So, um, yeah, I think it was just a really fun way to you know, celebrate Ozzy as like there will never be another Ozzy Osborne. So literally, the only way is if you clone them. I think that was kind of a fun sentiment to to put out there. Related Videos How meme stock mania is a 'sign of the times' 'We ask for more data' than FICO: VantageScore CEO Exciting Time, Data Center Construction Booming: Aon CFO Low volatility, US dollar, tech 'super boom': Market Takeaways Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
