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Stock Analysis Compilation
Patient Capital Management on Biogen $BIIB US
Thesis: Biogen, an underappreciated biopharma leader with a new CEO, is poised for long-term gains as its Alzheimer's treatment targets an underserved market
(Extract from their Q2 letter) https://t.co/PqdsjCykDC
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Patient Capital Management on Biogen $BIIB US
Thesis: Biogen, an underappreciated biopharma leader with a new CEO, is poised for long-term gains as its Alzheimer's treatment targets an underserved market
(Extract from their Q2 letter) https://t.co/PqdsjCykDC
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Alex Bilzerian
RT @mathoncbro: Exciting news:
Our paper led by @S_Marzban “Spatial Interactions modulate tumor growth and immune infiltration” is now published:
https://t.co/JIdker6Md7
Read our tweet summary below:
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RT @mathoncbro: Exciting news:
Our paper led by @S_Marzban “Spatial Interactions modulate tumor growth and immune infiltration” is now published:
https://t.co/JIdker6Md7
Read our tweet summary below:
"Spatial interactions modulate tumor growth and immune infiltration"
Our latest preprint:
@S_Marzban in collab w/ @AmelioLab!
We apply methods from artificial life, @BertChakovsky's #Lenia, as a model of tumor-immune:
- spatial growth dynamics
- cell-cell competition &
- cell migration
Application to head & neck squamous cell carcinomas to elucidate the role of collagen on immune infiltration
https://t.co/Uzg9lhp9rn tweet
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Librarian Capital
Nike $NKE FY25Q1 (Jun-Aug) results
Total revenues -9% ex-FX, -10% in $
(Excl. FX, N America -11%, EMEA -12%, Greater China -3%, APAC & LATAM -2%)
Gross profit -8% (GM +1.2 ppt to 45.4%)
EBIT -22% (Margin -3.8ppt to 24.2%)
Net Income -28%, EPS -26% https://t.co/Z8jrFNTYuC
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Nike $NKE FY25Q1 (Jun-Aug) results
Total revenues -9% ex-FX, -10% in $
(Excl. FX, N America -11%, EMEA -12%, Greater China -3%, APAC & LATAM -2%)
Gross profit -8% (GM +1.2 ppt to 45.4%)
EBIT -22% (Margin -3.8ppt to 24.2%)
Net Income -28%, EPS -26% https://t.co/Z8jrFNTYuC
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App Economy Insights
$NKE Nike Q1 FY25 (ending August 2024).
• Revenue -10% Y/Y to $12.6B ($50M miss).
• GAAP EPS $0.70 ($0.18 beat).
• Inventory -5% Y/Y to $8.3B.
• Wholesales -8% Y/Y to $6.4B.
• Direct sales -13% Y/Y to $4.7B.
• Elliott Hill returns as CEO on Oct 14. https://t.co/Ubz9YcqdKU
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$NKE Nike Q1 FY25 (ending August 2024).
• Revenue -10% Y/Y to $12.6B ($50M miss).
• GAAP EPS $0.70 ($0.18 beat).
• Inventory -5% Y/Y to $8.3B.
• Wholesales -8% Y/Y to $6.4B.
• Direct sales -13% Y/Y to $4.7B.
• Elliott Hill returns as CEO on Oct 14. https://t.co/Ubz9YcqdKU
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Alex Bilzerian
RT @alexbilz: Benoît Mandelbrot on his work at IBM & randomness: https://t.co/uFjMYT36qU
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RT @alexbilz: Benoît Mandelbrot on his work at IBM & randomness: https://t.co/uFjMYT36qU
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Librarian Capital
George Kennan, "The Long Telegram" (1946):
"Russian rulers have invariably sensed that their rule was relatively archaic in form fragile and artificial in its psychological foundation, unable to stand comparison or contact with political systems of Western countries ... https://t.co/fS7qxVXCTo
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George Kennan, "The Long Telegram" (1946):
"Russian rulers have invariably sensed that their rule was relatively archaic in form fragile and artificial in its psychological foundation, unable to stand comparison or contact with political systems of Western countries ... https://t.co/fS7qxVXCTo
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Alex Bilzerian
'Extended Probabilities: Mathematical Foundations' - the late Mark Burgin: https://t.co/pHYrEKvxQ6
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'Extended Probabilities: Mathematical Foundations' - the late Mark Burgin: https://t.co/pHYrEKvxQ6
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Quiver Quantitative
Companies are allowed to have their own PACs, to make unlimited election contributions.
We've been writing code to track publicly traded companies.
Here's who has spent the most this cycle:
Honeywell: $3.5M
AT&T: $3.0M
Comcast: $3.0M
Home Depot: $2.9M
Boeing: $2.8M
UPS: $2.7M
Northrop Grumman: $2.6M
Lockheed Martin: $2.5M
Charter: $2.3M
L3Harris: $2.2M
Verizon: $2.1M
General Dynamics: $2.0M
Aflac: $1.9M
Elevance Health: $1.8M
General Motors: $1.7M
Walmart: $1.7M
You can track where this money is going on Quiver.
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Companies are allowed to have their own PACs, to make unlimited election contributions.
We've been writing code to track publicly traded companies.
Here's who has spent the most this cycle:
Honeywell: $3.5M
AT&T: $3.0M
Comcast: $3.0M
Home Depot: $2.9M
Boeing: $2.8M
UPS: $2.7M
Northrop Grumman: $2.6M
Lockheed Martin: $2.5M
Charter: $2.3M
L3Harris: $2.2M
Verizon: $2.1M
General Dynamics: $2.0M
Aflac: $1.9M
Elevance Health: $1.8M
General Motors: $1.7M
Walmart: $1.7M
You can track where this money is going on Quiver.
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Alex Bilzerian
His extended probability includes classical probability as a special case when restricted to positive events, maintaining consistency with established theory.
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His extended probability includes classical probability as a special case when restricted to positive events, maintaining consistency with established theory.
'Extended Probabilities: Mathematical Foundations' - the late Mark Burgin: https://t.co/pHYrEKvxQ6 tweet
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Alex Bilzerian
ARMENIAN MATH CLUB
Founded by former International Math Olympiad (IMO) winners, the Kapan Math Club is bringing elite Olympiad math training to the Syunik region of Armenia.
Consider contributing to the crowdfunding campaign: https://t.co/pM6Rq1v0Ct
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ARMENIAN MATH CLUB
Founded by former International Math Olympiad (IMO) winners, the Kapan Math Club is bringing elite Olympiad math training to the Syunik region of Armenia.
Consider contributing to the crowdfunding campaign: https://t.co/pM6Rq1v0Ct
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