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The Long Investor
$AMZN good earnings, performed strong as expected, in line with expectations from $MSFT last week.
$MSFT has also given back all gains post earnings now.
I expect the same result with $AMZN
No dividends or share buyback announced.
Not enough to carry the market for me
On to Powell and $AAPL next
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$AMZN good earnings, performed strong as expected, in line with expectations from $MSFT last week.
$MSFT has also given back all gains post earnings now.
I expect the same result with $AMZN
No dividends or share buyback announced.
Not enough to carry the market for me
On to Powell and $AAPL next
$AMZN https://t.co/2F2Uhj65Qw tweet
Offshore
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The Long Investor
$AMZN the last minute sell off has just about been recovered.
So why didn’t $AMZN announce a dividend or share buyback?
Because there is no point throwing a single bag of sand against a burst dam.
Well played $AMZN, use the money to grow. https://t.co/AnkAkSb1yx
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$AMZN the last minute sell off has just about been recovered.
So why didn’t $AMZN announce a dividend or share buyback?
Because there is no point throwing a single bag of sand against a burst dam.
Well played $AMZN, use the money to grow. https://t.co/AnkAkSb1yx
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The Long Investor
Someone check on @fundstrat and see if this is the rally he spoke about on CNBC
Shocking tactics from Wall Street as usual and we have seen this so many times.
Desperate to use the retail investor as exit liquidity
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Someone check on @fundstrat and see if this is the rally he spoke about on CNBC
Shocking tactics from Wall Street as usual and we have seen this so many times.
Desperate to use the retail investor as exit liquidity
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The Long Investor
RT @unusual_whales: Advanced Micro Devices $AMD Earnings:
EPS: $0.62 vs $0.61
Revenue: $5.5B vs $5.45B
Link: https://t.co/NZ42mMeaYO
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RT @unusual_whales: Advanced Micro Devices $AMD Earnings:
EPS: $0.62 vs $0.61
Revenue: $5.5B vs $5.45B
Link: https://t.co/NZ42mMeaYO
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Unusual Whales
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The Institutional Limited Partner
KKR—For those interested in the gross-to-net spread, here are the net performances (as of Q3 2023) for some of the funds.
KKR NA XI : 2.2X / 19.8%
KKR NA XII : 1.82x / 18.9%
KKR Europe I : 2.1X / 19.73%
KKR Europe II : 1.3x / 4.81%
KKR Europe III : 1.6x / 11.01%
KKKR EUrope V : 1.2x / 10.7%
KKR Asian fund II : 1.1x / 3.38%
KKR Asian Fund III : 1.81x / 21.1%
@BoringBiz_ @zenobcap @connornowinski @svg_floris
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KKR—For those interested in the gross-to-net spread, here are the net performances (as of Q3 2023) for some of the funds.
KKR NA XI : 2.2X / 19.8%
KKR NA XII : 1.82x / 18.9%
KKR Europe I : 2.1X / 19.73%
KKR Europe II : 1.3x / 4.81%
KKR Europe III : 1.6x / 11.01%
KKKR EUrope V : 1.2x / 10.7%
KKR Asian fund II : 1.1x / 3.38%
KKR Asian Fund III : 1.81x / 21.1%
@BoringBiz_ @zenobcap @connornowinski @svg_floris
KKR delivering 26% gross IRR over 48 years is impressive, no matter how you cut it
Even more impressive is that none of their funds (out of 25) have lost money
22 out of 25, or 88%, have outperformed the benchmark https://t.co/W8g4zfLWmr tweet
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Antonio Linares
You read about $AMZN ’s stellar financial performance first in my $AMZN deep dive. https://t.co/rI5k3RLoex
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You read about $AMZN ’s stellar financial performance first in my $AMZN deep dive. https://t.co/rI5k3RLoex
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Offshore
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Dimitry Nakhla | Babylon Capital®
Some $AMZN Q1 Earnings Highlights 👇🏽
Important to note AWS & Advertising Growth*
☁️ AWS $25.03B (+17% YoY)
💸 ADS $11.82B (+24% YoY)
*Growth Excluding F/X
#stocks #investing https://t.co/ENLIZk7LnK
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Some $AMZN Q1 Earnings Highlights 👇🏽
Important to note AWS & Advertising Growth*
☁️ AWS $25.03B (+17% YoY)
💸 ADS $11.82B (+24% YoY)
*Growth Excluding F/X
#stocks #investing https://t.co/ENLIZk7LnK
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