Offshore
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Dimitry Nakhla | Babylon Capital®
Elevance Health $ELV Reports A Strong Q2 👇🏽
Revenue Estimates: $42.9B
Reported Revenue: $43.2B✅
Adjusted EPS Estimates: $10.01
Reported Adjusted EPS: $10.12✅
#stocks #investing https://t.co/08ahC4SRgH
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Elevance Health $ELV Reports A Strong Q2 👇🏽
Revenue Estimates: $42.9B
Reported Revenue: $43.2B✅
Adjusted EPS Estimates: $10.01
Reported Adjusted EPS: $10.12✅
#stocks #investing https://t.co/08ahC4SRgH
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AkhenOsiris
😂
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😂
I'm a Gen Z welder. This job kills your body, but I'm earning $2,000 a week and getting ripped doing it. trib.al/AglpzbQ - Business Insidertweet
Dimitry Nakhla | Babylon Capital®
10 Quality Stocks PEG <2.50 | using ltm p/e & forward 2-year eps cagr 💸
💽 nvidia $nvda
•ltm p/e: 73.80x
•eps cagr: 68.2%
•peg: 1.08
📸 meta platforms $meta
•ltm p/e: 28.59x
•eps cagr: 24.4%
•peg: 1.17
📱 alphabet $goog $googl
•ltm p/e: 28.21x
•eps cagr: 21.8%
•peg: 1.29
📦 amazon $amzn
•ltm p/e: 54.17x
•eps cagr: 40.7%
•peg: 1.33
🩻 elevance health $elv
•ltm p/e: 20.91x
•eps cagr: 12.1%
•peg: 1.72
🚞 canadian pacific $cp
•ltm p/e: 27.31x
•eps cagr: 15.6%
•peg: 1.75
💳 mastercard $ma
•ltm p/e: 35.24x
•eps cagr: 16.2%
•peg: 2.17
💵 visa $v
•ltm p/e: 30.12x
•eps cagr: 12.9%
•peg: 2.33
☁️ microsoft $msft
•ltm p/e: 38.95x
•eps cagr: 16.5%
•peg: 2.36
🖨️ asml holding nv $asml
•ltm p/e: 54.84x
•eps cagr: 22.3%
•peg: 2.45
___
the peg (price-to-earnings-growth) ratio is a metric that helps investors determine if a stock is reasonably priced considering its growth prospects
it's calculated by dividing the price-to-earnings (p/e) ratio by the company's estimated earnings growth rate
the peg ratio helps investors ensure they're not overpaying for a stock, as a high p/e ratio may be justified if the company has strong growth prospects whereas a low p/e ratio may not be justified if the company has poor growth prospects
#stocks #investing
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10 Quality Stocks PEG <2.50 | using ltm p/e & forward 2-year eps cagr 💸
💽 nvidia $nvda
•ltm p/e: 73.80x
•eps cagr: 68.2%
•peg: 1.08
📸 meta platforms $meta
•ltm p/e: 28.59x
•eps cagr: 24.4%
•peg: 1.17
📱 alphabet $goog $googl
•ltm p/e: 28.21x
•eps cagr: 21.8%
•peg: 1.29
📦 amazon $amzn
•ltm p/e: 54.17x
•eps cagr: 40.7%
•peg: 1.33
🩻 elevance health $elv
•ltm p/e: 20.91x
•eps cagr: 12.1%
•peg: 1.72
🚞 canadian pacific $cp
•ltm p/e: 27.31x
•eps cagr: 15.6%
•peg: 1.75
💳 mastercard $ma
•ltm p/e: 35.24x
•eps cagr: 16.2%
•peg: 2.17
💵 visa $v
•ltm p/e: 30.12x
•eps cagr: 12.9%
•peg: 2.33
☁️ microsoft $msft
•ltm p/e: 38.95x
•eps cagr: 16.5%
•peg: 2.36
🖨️ asml holding nv $asml
•ltm p/e: 54.84x
•eps cagr: 22.3%
•peg: 2.45
___
the peg (price-to-earnings-growth) ratio is a metric that helps investors determine if a stock is reasonably priced considering its growth prospects
it's calculated by dividing the price-to-earnings (p/e) ratio by the company's estimated earnings growth rate
the peg ratio helps investors ensure they're not overpaying for a stock, as a high p/e ratio may be justified if the company has strong growth prospects whereas a low p/e ratio may not be justified if the company has poor growth prospects
#stocks #investing
tweet
Offshore
Photo
AkhenOsiris
RT @MuppetTrading: Another day, another weaker $CRWD datapoint, this time via Keybanc VAR survey. More and more starting to look like SP500 add was THE top.
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RT @MuppetTrading: Another day, another weaker $CRWD datapoint, this time via Keybanc VAR survey. More and more starting to look like SP500 add was THE top.
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Offshore
Photo
AkhenOsiris
@SaaSletter Is the biggest problem defining what constitutes AI? The stories are all over the map.
"AI didn't meaningfully help out our org"
"AI has saved us x% in y costs"
"Our AI revenue is now z"
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@SaaSletter Is the biggest problem defining what constitutes AI? The stories are all over the map.
"AI didn't meaningfully help out our org"
"AI has saved us x% in y costs"
"Our AI revenue is now z"
How is AI impacting your team's productivity? In our latest research, preliminary estimates of AI impact reveal notable productivity gains of 20-30% and an estimated revenue impact of 16%. Learn more: bit.ly/3RtgBga - ICONIQ Growthtweet
AkhenOsiris
RT @DanielBZhao: Data centers & AI get a Beige book mention
> Utility contacts reported increasing power demand in commercial and industrial segments, largely attributed to new and expanding data center projects focused on the growing use of artificial intelligence technology.
-Atlanta
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RT @DanielBZhao: Data centers & AI get a Beige book mention
> Utility contacts reported increasing power demand in commercial and industrial segments, largely attributed to new and expanding data center projects focused on the growing use of artificial intelligence technology.
-Atlanta
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Offshore
Video
Aswath Damodaran (Youtube)
The Corporate Life Cycle: Implications for Managing and Investing
For much of the last decade, I have been incorporating the idea that companies age, just like human beings do, and with just as much reluctance, into my corporate finance, valuation and investment philosophies classes. In short, it has become my one unifying construct that I can use to explain or at least talk about almost every phenomenon in business. Drawing on those lessons, and my many blog posts on the corporate life cycle, I have written a book on the topic, soon to be published by Penguin Random House. The book starts with a description of the life cycle, and the determinants of its length and shape, and then has four separate sections (each with 3-5 chapters) on implications for corporate finance, valuation, investing and management. I hope you enjoy the book as much as I enjoyed writing it.
Publication date: Late August, 2024
Links to book (for pre-order):
Amazon: https://www.amazon.com/Corporate-Lifecycle-Investment-Management-Implications/dp/0593545060
Barnes & Noble: https://www.barnesandnoble.com/w/the-corporate-life-cycle-aswath-damodaran/1143170651?ean=9780593545065
Bookshop.org: https://bookshop.org/p/books/the-corporate-lifecycle-business-investment-and-management-implications-aswath-damodaran/19850366?ean=9780593545065
Apple: https://books.apple.com/us/audiobook/the-corporate-life-cycle-business-investment/id1680865376
There will be an Indian edition that should come out at about the same time, which will be available on Indian online sites as well.
The Corporate Life Cycle: Implications for Managing and Investing
For much of the last decade, I have been incorporating the idea that companies age, just like human beings do, and with just as much reluctance, into my corporate finance, valuation and investment philosophies classes. In short, it has become my one unifying construct that I can use to explain or at least talk about almost every phenomenon in business. Drawing on those lessons, and my many blog posts on the corporate life cycle, I have written a book on the topic, soon to be published by Penguin Random House. The book starts with a description of the life cycle, and the determinants of its length and shape, and then has four separate sections (each with 3-5 chapters) on implications for corporate finance, valuation, investing and management. I hope you enjoy the book as much as I enjoyed writing it.
Publication date: Late August, 2024
Links to book (for pre-order):
Amazon: https://www.amazon.com/Corporate-Lifecycle-Investment-Management-Implications/dp/0593545060
Barnes & Noble: https://www.barnesandnoble.com/w/the-corporate-life-cycle-aswath-damodaran/1143170651?ean=9780593545065
Bookshop.org: https://bookshop.org/p/books/the-corporate-lifecycle-business-investment-and-management-implications-aswath-damodaran/19850366?ean=9780593545065
Apple: https://books.apple.com/us/audiobook/the-corporate-life-cycle-business-investment/id1680865376
There will be an Indian edition that should come out at about the same time, which will be available on Indian online sites as well.