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Gaming and Leisure Properties: Market Still Undervalues This High-Yield Casino REIT (GLPI)

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Gaming and Leisure Properties: Market Still Undervalues This High-Yield Casino REIT (GLPI)

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I’ve been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in GLPI over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Singer Announces Historic Return to Egypt with April Concert at Great Pyramids of Giza

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Shakira

Global superstar Shakira is set to make a triumphant return to Egypt with a one-night-only concert at the iconic Great Pyramids of Giza on April 7, 2026, nearly two decades after her memorable 2007 performance at the same legendary site.

The announcement, which has ignited excitement across social media and music circles, comes as part of the Colombian singer’s ongoing “Las Mujeres Ya No Lloran World Tour,” supporting her latest album of the same name released in 2024. Promoted by Venture Lifestyle and tickets available through TicketEgypt, the event promises a spectacular fusion of contemporary pop energy against one of the world’s most ancient and awe-inspiring backdrops.

Shakira
Shakira

Shakira shared her enthusiasm in a personal video message delivered in fluent Arabic, greeting fans and expressing her thrill about performing “in front of the Pyramids,” a location she described as a dream setting. The clip, widely circulated by event organizers and Egyptian media outlets like Cairo Spots, has amplified anticipation for what organizers call one of the biggest international live events in the region this year.

The concert is scheduled to begin at 5 p.m. local time at the Pyramids Great Gate venue in Al Haram, Giza, just outside Cairo, and run for approximately six hours. Organizers have emphasized strict entry policies: no on-door tickets, no re-entry, minimum age 21+, couples or mixed groups only, and a zero-tolerance stance on violent behavior. Tickets are non-refundable and non-exchangeable, with door selection applying to different categories.

Demand has proven intense since sales opened. Wave 1, Wave 2, and Wave 3 standing tickets sold out rapidly — some in under six hours — highlighting the pent-up excitement among Egyptian fans and international visitors eager to witness Shakira’s high-energy show in such a historic setting. Remaining ticket waves are still available as of late February, though organizers warn of limited availability as the date approaches.

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This marks Shakira’s second performance at the Pyramids, following her 2007 show that drew massive crowds and cemented her connection to the region. The return underscores her enduring popularity in the Middle East and North Africa, where her music blends Latin rhythms with global appeal and has long resonated with diverse audiences.

The Giza concert fits into a packed April schedule for the “Hips Don’t Lie” singer as she expands her tour footprint across the Middle East and beyond. Just days earlier, on April 4, she headlines the Offlimits Music Festival in Abu Dhabi, United Arab Emirates. Subsequent dates include stops in Aqaba, Jordan (March 28), Doha, Qatar (April 1), and further performances in India, including Mumbai and New Delhi.

The Egypt show also aligns with broader efforts to position the country as a premier destination for major international entertainment. Hosting concerts at the Pyramids — the only surviving wonder of the ancient world — has become a coveted milestone for artists, blending cultural heritage with modern spectacle. Previous events at the site have drawn global attention and boosted tourism, though they require careful coordination with Egyptian authorities to preserve the archaeological integrity of the plateau.

Shakira, born in Barranquilla, Colombia, in 1977, has sold more than 95 million records worldwide, earning her status as one of the best-selling female artists of all time. Her latest album, “Las Mujeres Ya No Lloran” (Women No Longer Cry), marked a triumphant return after a seven-year studio hiatus, featuring hits that address themes of resilience, empowerment and personal growth. The tour has already seen sold-out arenas across Latin America, Europe and North America, with critics praising her dynamic stage presence, intricate choreography and powerful vocals.

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In Egypt, the announcement has sparked widespread buzz on platforms like Instagram and Facebook, where local influencers and event pages have shared promotional reels and fan reactions. Rabih Mockbel, founder of Venture Lifestyle, has been instrumental in amplifying the news, posting updates and the artist’s Arabic message to build momentum.

Fans have expressed particular excitement over the symbolic nature of the venue. Performing beneath the ancient wonders is expected to create visually stunning moments, with potential for elaborate lighting, projections and staging that complement Shakira’s signature dance moves and belly-dancing influences — elements that have long drawn comparisons to Middle Eastern traditions.

Logistical details continue to emerge, including transportation options to the remote site and security protocols typical of high-profile events in the area. Organizers have directed inquiries for premium lounge bookings to specific contact numbers.

As preparations intensify, the concert represents more than a tour stop — it’s a cultural bridge between Shakira’s Latin roots and the rich heritage of Egypt. With tickets moving quickly and social media ablaze, the April 7 event is poised to draw thousands to the Giza Plateau for an unforgettable night of music under the stars.

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Whether delivering classics like “Whenever, Wherever” and “Waka Waka” or newer tracks from her latest release, Shakira’s return to Egypt promises to blend spectacle, emotion and history in equal measure.

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Earnings call transcript: Vericel beats Q4 2025 forecasts, stock dips

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Earnings call transcript: Vericel beats Q4 2025 forecasts, stock dips

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Why I Am Sick Of Rotation Talk: It Misses The Destination

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Why I Am Sick Of Rotation Talk: It Misses The Destination

Why I Am Sick Of Rotation Talk: It Misses The Destination

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American Express plans 55-floor building at 2 World Trade Center in Manhattan

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American Express plans 55-floor building at 2 World Trade Center in Manhattan

American Express has announced plans for the construction of a 55-floor building at 2 World Trade Center in New York City.

It is anticipated that the building project will be finished in 2031, the company noted. Construction is slated to start in spring of this year.

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“Spanning nearly two million square feet across 55 floors, the new American Express building will have capacity to host up to 10,000 colleagues across flexible and modern workspaces designed to inspire collaboration and creativity. It will feature more than an acre of outdoor space with several greenery-filled terraces and gardens and sweeping views of the Manhattan skyline,” the company said in a statement.

NYC RESIDENTS SAY MAMDANI RENEGING ON AFFORDABLE HOUSING PROMISE WITH PROPOSED PROPERTY TAX HIKE

Mockup of planned American Express building in New York City

A rendering of the future 55-floor structure American Express plans to have constructed in New York City. (American Express/Foster + Partners)

The company noted that it would be the only owner and occupant of the structure.

The company inclined statements from New York City Mayor Zohran Mamdani and New York Gov. Kathy Hochul in its announcement. Both leaders referenced union jobs. 

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HOCHUL DEMANDS $13.5B REFUND FOR NEW YORKERS AFTER SUPREME COURT STRIKES DOWN TRUMP TARIFFS

Mockup of planned American Express building in New York City

American Express noted that it would be the only owner and occupant of the structure. (American Express/Foster + Partners)

“The completion of the final commercial tower at the World Trade Center is more than an investment — it’s a testament to the power of union labor and the dignity of work,” Mamdani noted.

“This project represents thousands of good, union jobs that sustain families and strengthen our communities. When we invest in New York, we must ensure that investment flows to working people — to the carpenters, electricians, and laborers who quite literally build this city. That’s how we grow our skyline and our economy at the same time: by putting working New Yorkers first,” he added in the statement.

REAL ESTATE EXPERTS BLAST MAMDANI’S MATH-DEFYING TAX PLAN, WARN OF HIGHER RENTS AND FLIGHT

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Mockup of planned American Express building in New York City

“Building 2 World Trade Center will bring another iconic skyscraper to Lower Manhattan,” Gov. Kathy Hochul said. (American Express/Foster + Partners)

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Hochul said, “Building 2 World Trade Center will bring another iconic skyscraper to Lower Manhattan, create thousands of good-paying union jobs, and provide billions in economic benefits to New Yorkers. Thank you to American Express for doubling down on your commitment to New York and to partners at the Port Authority for getting this deal done.” 

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Evercore ISI reiterates In Line rating on Public Service Enterprise stock

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Evercore ISI reiterates In Line rating on Public Service Enterprise stock

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(VIDEO) Brooks Koepka Returns to PGA Tour Roots at Cognizant Classic, Eyes Momentum Ahead of Masters

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American Brooks Koepka made his debut in the Saudi-backed LIV Golf series in Oregon

Brooks Koepka teed off Thursday in his hometown event, the Cognizant Classic at PGA National, marking his third start since rejoining the PGA Tour after a nearly four-year stint with LIV Golf and signaling a determined push to regain form ahead of the Masters in April.

American Brooks Koepka made his debut in the Saudi-backed LIV Golf series in Oregon
American Brooks Koepka

Koepka, grouped with Will Zalatoris and Daniel Berger, started his round on the Champion Course at 12:23 p.m. local time, drawing significant local attention as the five-time major champion plays the tournament for the first time since 2022. The 35-year-old Palm Beach County native last competed here before defecting to the Saudi-backed LIV circuit, where he won multiple individual titles but saw his world ranking plummet.

Koepka’s return began in January under the PGA Tour’s new Returning Member Program, which required a $5 million charitable contribution — an obligation he began fulfilling this week with funds directed through PGA Tour Charities. The donation, part of his reinstatement agreement alongside forfeiting player equity for five years and waiving 2026 FedExCup bonus eligibility, has been a focal point of discussions around his comeback.

Performance-wise, the transition has been uneven. At the Farmers Insurance Open at Torrey Pines, Koepka posted rounds of 73-68-73-70 for a 4-under 284 total, finishing tied for 56th and earning $22,176. The following week at the WM Phoenix Open, he missed the cut after shooting 75-69 for 2-over 144, struggling particularly on the greens. He has ranked 171st in strokes gained putting this season, losing over two shots per round on average.

To address the issue, Koepka switched to a TaylorMade Spider mallet putter ahead of Phoenix, a change he believes will yield improvement now that he has more time to adapt. “Putting should be a lot better,” he said in pre-tournament comments, expressing optimism about the flat stick staying in the bag at PGA National.

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The Florida swing offers Koepka a chance to build rhythm close to home. As a Jupiter resident and new father to son Crew, he cited family proximity as the primary reason for leaving LIV Golf late last year. “Just my family,” he told reporters earlier, emphasizing the personal motivation over financial or competitive factors. Being back in South Florida allows more time with loved ones while competing on familiar turf.

Koepka has described his PGA Tour return as “enjoyable,” noting positive feedback from peers despite some initial frostiness anticipated by observers. Many players have welcomed him back, viewing his departure from LIV as a validation of the Tour’s strength and a blow to the rival league’s credibility. An undercover pro quoted in Golf Digest expressed relief and even enthusiasm, noting Koepka’s public comments during his LIV tenure — including regrets tied to health issues — had already undermined the Saudi circuit’s appeal.

Currently ranked No. 263 in the Official World Golf Ranking — a sharp drop from his 38-week reign at No. 1 starting in 2019 — Koepka aims to climb back into contention through consistent play. He has committed to upcoming events including The Players Championship (March 12-15), Valspar Championship (March 19-22), and the Texas Children’s Houston Open (March 26-29), setting up a busy stretch before Augusta National.

In press conferences ahead of the Cognizant Classic, Koepka discussed his current form, legacy, and preparations for the Masters. He praised emerging talents like Chris Gotterup, who has won twice in 2026, while subtly positioning himself as a future challenger. “Pretty good, considering he’s won twice,” Koepka said of Gotterup. “I would say that’s a name that probably sticks out right now.”

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The Cognizant Classic field lacks top-tier star power, with only one player ranked in the top 30 of the OWGR, making Koepka a standout attraction and betting favorite in some markets at around +2900. The Champion Course, known for its challenging Bear Trap stretch on holes 15-17, has seen winning scores rise in recent years compared to Koepka’s prior appearances, where totals hovered around 6- to 10-under.

Koepka’s major pedigree remains undeniable: five wins including three PGA Championships and back-to-back U.S. Opens. His LIV success — five individual victories, including playoffs against Jon Rahm — demonstrated sustained elite play, but the 54-hole, team-inclusive format differed markedly from the PGA Tour’s 72-hole stroke play with larger fields.

As he readjusts, Koepka has emphasized putting himself in contention multiple times before Augusta. A strong showing this week could provide the confidence boost needed after early setbacks. Local fans, many of whom watched him grow up in the area and even carry scoring signs as a junior, have turned out in force, adding emotional weight to the homecoming.

Whether Koepka contends or uses the event as a stepping stone, his return injects intrigue into the PGA Tour’s 2026 season. With family priorities driving his decisions and major championships on the horizon, the five-time major winner appears motivated to reclaim his place among golf’s elite.

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Noel Tata’s tough ask on IPO stalled vote on Chairman tenure

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Noel Tata’s tough ask on IPO stalled vote on Chairman tenure
An early agenda item for Tata Sons Pvt.’s six board directors when they convened at 11:30 a.m. on Tuesday at Bombay House the group’s storied headquarters was expected to be straightforward: approving a third term for Natarajan Chandrasekaran as chairman.

Within two hours, the conversation had veered off course. What had looked like a done deal, with Tata Trusts itself recommending the reappointment just months ago, quickly unraveled.

Noel Tata, the head of Tata Trusts, began pressing Chandra — as he’s widely known — with tough questions. Most critically, Noel sought assurances that the group’s holding company could avoid a public listing, people familiar with the matter said, asking not to be named as the discussions were private. Tata Trusts is a collective of 13 charities, which together control two-thirds of Tata Sons.

Noel also laid down several conditions: restraining debt levels, stemming losses — especially at Air India, and reaching a swift settlement with Tata Sons’ largest minority shareholder, the Shapoorji Pallonji Group, the people said. The SP Group, which owns about 18.4%, was locked in a corporate and legal battle with Tata Sons for years and is still looking to monetize a part of its stake.

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While some of Noel’s demands were negotiable, discussions hit a wall when Chandra said he couldn’t guarantee a waiver from India’s banking regulator on the listing issue since that decision lay outside his control, the people added.

Noel Tata’s tough ask on IPO stalled vote on Chairman tenureETMarkets.com

Tata Sons’ potential listing stems from a regulatory classification. In 2022, the Reserve Bank of India designated the company as an “upper-layer” non-banking financial institution — a category that requires firms to go public within three years to enhance transparency and governance. That meant a deadline of September 2025 for Tata Sons to list its shares. There has been no update from the RBI or Tata Sons on the state of play on this front.
Despite the mandate, Tata Sons has made no immediate preparations for this share sale. Its leadership believes the regulator will extend the deadline, and after recent engagements with officials, expects formal communication from the RBI granting more time.
Chandra has made clear that while he personally favors keeping Tata Sons private, he cannot offer an absolute guarantee. Should the RBI insist on a listing, compliance would take precedence over internal preferences, the people said, citing Chandra as having informed the directors.
That uncertainty weighs heavily on the Shapoorji Pallonji Group. Any delay in an IPO effectively closes off a potential liquidity window for the debt-laden conglomerate, which has struggled with financial stress exacerbated by the pandemic. Its stake in Tata Sons remains illiquid, making a resolution critical to its debt-reduction plans.

While Chandra enjoys strong support from the Indian government — earned through execution of high-stakes national projects such as semiconductor fabrication and mobile manufacturing — Noel Tata draws strength from a different source: the deep-rooted confidence and blessings of the Parsi community whose members have controlled the Tata Group since its inception in 1868.

Appointed in 2017 to steady the ship after the ouster of Cyrus Mistry, Chandra has done more than just restore confidence. Under his leadership, revenue for the group’s 15 largest listed entities has nearly doubled while their profits have more than doubled.

His tenure is also defined by high-stakes ambition, from launching India’s first homegrown semiconductor plant to navigating TCS through the volatile rise of artificial intelligence to turning around the unprofitable carrier, Air India.

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“Nothing changes,” Chandra said Tuesday, when asked about the immediate impact on Tata Group’s leadership, before his car pulled away.

Noel Tata’s tough ask on IPO stalled vote on Chairman tenureETMarkets.com

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Shurgard Self Storage Ltd (SSSAF) Q4 2025 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Shurgard Self Storage Ltd (SSSAF) Q4 2025 Earnings Call February 26, 2026 4:00 AM EST

Company Participants

Caroline Thirifay – Director of Investor Relations
Marc Oursin – CEO & Director
Thomas Oversberg – Chief Financial Officer
Isabel Neumann – Chief Investment & Operating Officer

Conference Call Participants

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Jonathan William Coubrough – Deutsche Bank AG, Research Division
Andres Toome – Green Street Advisors, LLC, Research Division
Valerie Jacob Guezi – Bernstein Institutional Services LLC, Research Division
Vincent Koppmair – Banque Degroof Petercam S.A., Research Division
Aakanksha Anand – Citigroup Inc., Research Division
Ana Taborga – Morgan Stanley, Research Division
Roy Külter – ODDO BHF Corporate & Markets, Research Division

Presentation

Caroline Thirifay
Director of Investor Relations

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Good morning, everyone. Thank you for joining us today, both in person and virtually for the management presentation of our full year results 2025. I’m here with Marc Oursin, CEO; Thomas Oversberg, CFO; and Isabel Neumann, Chief Investment Officer and Chief Operating Officer.

Before we begin, we want to remind you that all statements other than statements of historical fact included in this management presentation are forward-looking statements. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those projected by the statements. These risks and other factors could adversely affect our business and future results that are described in our earnings release and in our publicly reported information.

With that, I will hand over to Marc.

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Marc Oursin
CEO & Director

Thank you, Caroline. Hello, good morning to all of you. Thank you for being here. So let’s start with this page, Page #2. So you can see that we have, at the end of ’25, close to 350 properties in Europe and reaching almost 1.8 million square meter of footage.

Regarding the performance of the year, we have delivered another very strong one. Our revenues grew

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AI, functional energy drinks influencing beverage innovation

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AI, functional energy drinks influencing beverage innovation

Webinar also addresses Chinese coffee shops in US.

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Where billionaire family offices placed their bets before the new year

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Where billionaire family offices placed their bets before the new year

Leon Cooperman.

Scott Mlyn | CNBC

A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox.

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Private investment firms of the ultra-wealthy capped off 2025 with equity bets ranging from airline stocks to bitcoin ETFs, according to fourth-quarter securities filings analyzed by CNBC.

Some of the investments made headlines. Leon Cooperman’s family office, Omega Advisors, for example, attracted attention last week for disclosing that it had upped its stake in Manchester United last quarter. Omega Advisors’ shares of the publicly traded English soccer club are now worth $46.5 million, per InsiderScore.

(Manchester fans fearing a takeover by the hedge-fund billionaire can rest easy. Another filing disclosing Cooperman’s 5.2% stake in the club stated that his holding is a passive investment.)

While it generated less buzz, Omega Advisors’ biggest move last quarter was buying more than $375 million worth of shares in mortgage lender Rocket Companies. The new position is now the firm’s largest holding valued at nearly $407 million, per InsiderScore.

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Some other moves by billionaire firms have already paid off. David Tepper’s family office Appaloosa tripled its position in Micron to $428.1 million, making it the firm’s top holding. Shares of Micron, which produces memory chips that power artificial intelligence data centers, have surged by roughly 50% since the start of 2026. During the same quarter, Stanley Druckenmiller’s Duquesne Family Office initiated a new position in fuel-cell company Bloom Energy, which is up more than 100% year to date.

Bets on cryptocurrency have been less fruitful thus far this year. WIT LLC, an investment vehicle for the Walton family’s namesake family office, made a $4 million allocation to iShares Bitcoin Trust ETF, which has sunk 21% year-to-date. The new position makes up less than 1% of WIT’s portfolio. Duty-free mogul Alan Parker’s Kemnay Advisory Services increased its shares of Coinbase by nearly 44% last quarter. Shares of Coinbase have sunk 18% since the beginning of the year.

Last quarter’s filings highlighted major investors’ diverging approaches on trading the Mag 7. Duquesne, for instance, upped its Amazon holdings by 69% to roughly $170 million and exited its Meta position. Meanwhile, Longbow SA, an investment firm of the billionaire Rausing family, downsized its positions in Amazon, Nvidia, Microsoft, Apple, Alphabet and Meta.

Ray Dalio, who has repeatedly warned of an AI bubble and a potential capital war for months, has taken a striking approach, according to the latest filing for Dalio’s Marino Management. The firm disclosed a $438.5 million position in SPDR Gold Trust that makes up nearly 90% of its portfolio.

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“I think people make the mistake of thinking, ‘Is [gold] going to go up and down, and should I buy it?’” Dalio told CNBC in early February. “Instead … perhaps central banks or governments or sovereign wealth funds should say, ‘What percentage of my portfolio should I have in gold?’ [and] keep a certain percentage, because it’s a very effective diversifier to other poor parts of the portfolio.”

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