Offshore
Photo
App Economy Insights
RT @EconomyApp: $NVDA NVIDIA Q2 FY25 (ending in July).
• Revenue +15% Q/Q to $30.0B ($1.3B beat).
• Gross margin 75% (-3pp Q/Q).
• Operating margin 62% (-3pp Q/Q).
• Non-GAAP EPS $0.68 ($0.04 beat).
Q3 FY25 guidance:
• Revenue ~$32.5B ($0.8B beat). https://t.co/3T9fGGxUzd
tweet
RT @EconomyApp: $NVDA NVIDIA Q2 FY25 (ending in July).
• Revenue +15% Q/Q to $30.0B ($1.3B beat).
• Gross margin 75% (-3pp Q/Q).
• Operating margin 62% (-3pp Q/Q).
• Non-GAAP EPS $0.68 ($0.04 beat).
Q3 FY25 guidance:
• Revenue ~$32.5B ($0.8B beat). https://t.co/3T9fGGxUzd
tweet
Offshore
Photo
Bourbon Capital
We don't see a lot funds adding $PYPL but I'm glad they keep adding
ARTLX - Artisan Value Fund Investor Shares bought 122k shares today https://t.co/LOdktXTNzo
tweet
We don't see a lot funds adding $PYPL but I'm glad they keep adding
ARTLX - Artisan Value Fund Investor Shares bought 122k shares today https://t.co/LOdktXTNzo
tweet
Offshore
Photo
Librarian Capital
Brown-Forman $BF.B FY25Q1
Organically, sales -4% (PY +2%)
GP -8%, EBIT -13%
Reported sales -8%, EBIT -14% (M&A, JDCC)
Impacted by PY timing of shipments
US "challenging" macro, more de-stocking
US sales -4% (PY -9%)
Dev. Int'l -8% (flat)
EM -5% (+32%)
Travel Retail -8% (+9%) https://t.co/ehJillZBhj
tweet
Brown-Forman $BF.B FY25Q1
Organically, sales -4% (PY +2%)
GP -8%, EBIT -13%
Reported sales -8%, EBIT -14% (M&A, JDCC)
Impacted by PY timing of shipments
US "challenging" macro, more de-stocking
US sales -4% (PY -9%)
Dev. Int'l -8% (flat)
EM -5% (+32%)
Travel Retail -8% (+9%) https://t.co/ehJillZBhj
tweet
Offshore
Photo
Stock Analysis Compilation
Brown Capital on UFP Technologies $UFPT US
Thesis: UFP Technologies is positioned for significant long-term growth, driven by its leadership in the MedTech sector and strategic focus on recurring revenue streams
(Extract from their Q2 letter) https://t.co/MlF6KGAdpF
tweet
Brown Capital on UFP Technologies $UFPT US
Thesis: UFP Technologies is positioned for significant long-term growth, driven by its leadership in the MedTech sector and strategic focus on recurring revenue streams
(Extract from their Q2 letter) https://t.co/MlF6KGAdpF
tweet
Offshore
Photo
PitchDeckGuy
Canada Goose is the ultimate seasonality stock
See their pitch deck: https://t.co/7nBVOHsCzw
tweet
Canada Goose is the ultimate seasonality stock
See their pitch deck: https://t.co/7nBVOHsCzw
tweet
Offshore
Photo
Librarian Capital
In Margin Call, the Stanley Tucci character talked about the bridge he built saving 1,500+ years of people's lives
Elon Musk has done the reverse of that with Twitter
I am now posting content on 4 different social media platforms, and I can't be the only one
Years wasted https://t.co/pbk2QZ4IbT
tweet
In Margin Call, the Stanley Tucci character talked about the bridge he built saving 1,500+ years of people's lives
Elon Musk has done the reverse of that with Twitter
I am now posting content on 4 different social media platforms, and I can't be the only one
Years wasted https://t.co/pbk2QZ4IbT
tweet
Offshore
Photo
Quiver Quantitative
This is wild.
In October, we published a report on a suspicious purchase of Raytheon stock by Senator Markwayne Mullin.
He is a member of the Senate Armed Services Committee, which oversees the Department of Defense.
The stock has now risen 73% since then.
Look at this graph: https://t.co/U9B0sipvnV
tweet
This is wild.
In October, we published a report on a suspicious purchase of Raytheon stock by Senator Markwayne Mullin.
He is a member of the Senate Armed Services Committee, which oversees the Department of Defense.
The stock has now risen 73% since then.
Look at this graph: https://t.co/U9B0sipvnV
tweet
Offshore
Photo
Quality Investing with Aria
I’M OFFICIALLY @agentforce’s 8TH FOLLOWER ALONGSIDE $CRM ENGINEERS ✊ https://t.co/oIWHavuhoT
tweet
I’M OFFICIALLY @agentforce’s 8TH FOLLOWER ALONGSIDE $CRM ENGINEERS ✊ https://t.co/oIWHavuhoT
tweet
Offshore
Video
Quality Investing with Aria
I’m not sure how the stigma around such a product would be long term but I’m optimistic of $CRM future nonetheless
Perhaps I should go to dreamforce to test it out 😉😅
tweet
I’m not sure how the stigma around such a product would be long term but I’m optimistic of $CRM future nonetheless
Perhaps I should go to dreamforce to test it out 😉😅
What if you could give every rep a dedicated coach?
We made it happen.
Meet Einstein Sales Coach Agent, your team's AI coach for personalized role-plays and objective feedback.
Now, everyone's an Einstein. See the Agentforce Platform in action at #DF24: https://t.co/wGkixgO4Zd https://t.co/uSaIgdIGs8 tweet