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Stock impact report

Upslope Capital's Q4 2025 Investor Letter [Seeking Alpha]

Crown Holdings, Inc. (CCK) 
Last crown holdings, inc. earnings: 4/20 04:30 pm Check Earnings Report
US:NYSE Investor Relations: crowncork.com/investors
Company Research Source: Seeking Alpha
de-rated largely due to DOGE cost-cutting fears, creating a valuation that compensates investors for short-term challenges. Crown Holdings shares remain cheap at 13x earnings with decade-low leverage, offering an attractive setup for a market environment marked by high macro uncertainty and aggressive valuations. Fanuc Corporation holds a dominant, embedded position in industrial automation, positioning the firm to benefit from the potential move of AI into the physical world and global reshoring. Henry Schein appears attractive at 15x 2026 consensus earnings, as the recent strategic investment from KKR likely accelerates efficiency improvements while maintaining the optionality of a potential take-private. Upslope Capital delivered a 14.8% net return for FY 2025, achieving its objective to provide attractive equity-like returns with significantly reduced market risk and low correlation versus traditional strategies. Torsten Asmus/iStock via Getty Images Dear Fellow Invest Show less Read more
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