LVM Capital Management Loads Up on NOC, Buys 6,237 Shares in Q2 2025

Alpha Metallurgical Resources (NYSE:AMR) reported second quarter 2025 results with an adjusted EBITDA of $46.1 million from 3.9 million tons shipped, achieving a $10 per ton reduction in coal sales costs. The company improved liquidity to $557 million, restarted its share buyback program, and lowered its cost guidance, highlighting operational efficiency amidst declining met coal prices. Want More Context? 🔎

Bicycle Therapeutics Plc (NASDAQ:BCYC) reported Q2 2025 GAAP revenue of $2.9 million, significantly below the $9.43 million analyst estimate, while net loss per share widened to $(1.14), surpassing the $(0.95) forecast. Despite increased clinical investment and operational spending aimed at advancing its pipeline of precision-guided therapeutics using its proprietary Bicycle molecule platform, the company emphasized the need for operational discipline and clear milestones ahead. Want More Context? 🔎

Warren Buffett will step down as CEO of Berkshire Hathaway at the end of the year but will remain as chairman and likely maintain communication with incoming CEO Greg Abel. Despite being a net seller of stocks for 11 quarters, Buffett continues to find some of his previous investment picks attractive and still makes selective purchases. Want More Context? 🔎

DocGo (NASDAQ:DCGO) reported a Q2 2025 revenue of $80.4 million, surpassing estimates but reflecting a decline due to the exit from high-margin contracts, resulting in a net loss of $13.3 million. Despite reduced profitability, management reaffirmed full-year guidance and reported increased cash balances of $128.7 million, as they focus on expanding transportation and payer/provider partnerships. Want More Context? 🔎

RLJ Lodging Trust (NYSE:RLJ) reported Q2 2025 earnings on August 7, revealing adjusted FFO of $0.48 per share, surpassing estimates of $0.11, while revenue was $363.1 million, slightly below expectations and down from the previous year. The company remains focused on high-growth urban markets and operational discipline, despite facing lower hotel metrics and profit margins. Want More Context? 🔎

Southwest Airlines (NYSE: LUV) experienced a nearly 4% decline in stock price following the sudden resignation of Rakesh Gangwal as chair of the board, effective Friday, which unsettled investors despite the S&P 500's modest 1.6% drop. Doug Brooks has been appointed as his replacement, while Gangwal will remain a board member. Want More Context? 🔎