Offshore
Video
Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/HM58FsHryg
tweet
Using ROIC to find Yellow Flags (Tutorial): https://t.co/HM58FsHryg
tweet
Offshore
Video
Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/QFqYZiX580
tweet
Using ROIC to find Yellow Flags (Tutorial): https://t.co/QFqYZiX580
tweet
Offshore
Video
Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/YURshdzXy5
tweet
Using ROIC to find Yellow Flags (Tutorial): https://t.co/YURshdzXy5
tweet
Offshore
Video
Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/HNqFTXEl6d
tweet
Using ROIC to find Yellow Flags (Tutorial): https://t.co/HNqFTXEl6d
tweet
Quiver Quantitative
RT @InsiderRadar: 🚨 New $1M Insider Purchase
A director at $SKYH, Alex Buffett Rozek, just reported the purchase of ~$1M of the company's stock.
Alex Rozek is Warren Buffett's grandnephew.
tweet
RT @InsiderRadar: 🚨 New $1M Insider Purchase
A director at $SKYH, Alex Buffett Rozek, just reported the purchase of ~$1M of the company's stock.
Alex Rozek is Warren Buffett's grandnephew.
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Visa $V Reported a Strong Yesterday Q4 🎯
✅ Revenue: $9.62B vs $9.49B (est)
✅ Adjusted EPS: $2.71 vs $2.58 (est)
#stocks #investing
$MA to report today After Hours https://t.co/KhoC9ZNkyc
tweet
Visa $V Reported a Strong Yesterday Q4 🎯
✅ Revenue: $9.62B vs $9.49B (est)
✅ Adjusted EPS: $2.71 vs $2.58 (est)
#stocks #investing
$MA to report today After Hours https://t.co/KhoC9ZNkyc
tweet
Offshore
Photo
Stock Analysis Compilation
Clearbridge on MSCI $MSCI US
Thesis: MSCI’s strong market position in ESG and indexing, combined with recurring revenue and robust demand, positions it for sustained profit growth.
(Extract from their Q3 letter) https://t.co/IRdKcFYar8
tweet
Clearbridge on MSCI $MSCI US
Thesis: MSCI’s strong market position in ESG and indexing, combined with recurring revenue and robust demand, positions it for sustained profit growth.
(Extract from their Q3 letter) https://t.co/IRdKcFYar8
tweet
Offshore
Photo
App Economy Insights
$MSFT Microsoft Q1 FY25 (ending in Sept.):
☁️ Azure +34% Y/Y fx neutral (vs. 30% in Q4).
• Revenue +16% Y/Y to $65.6B ($1.0B beat).
• Gross margin 69% (-2pp Y/Y)
• Operating margin 47% (-1pp Y/Y).
• EPS $3.30 ($0.19 beat). https://t.co/7Q8Eapr8ks
tweet
$MSFT Microsoft Q1 FY25 (ending in Sept.):
☁️ Azure +34% Y/Y fx neutral (vs. 30% in Q4).
• Revenue +16% Y/Y to $65.6B ($1.0B beat).
• Gross margin 69% (-2pp Y/Y)
• Operating margin 47% (-1pp Y/Y).
• EPS $3.30 ($0.19 beat). https://t.co/7Q8Eapr8ks
tweet
Librarian Capital
"Columbia Threadneedle closes standalone UK small stocks unit" (FT)
"Remaining UK equity managers will run larger stocks"
"Will combine its responsible investment research team with ... global fundamental research division"
"A handful of job cuts"
tweet
"Columbia Threadneedle closes standalone UK small stocks unit" (FT)
"Remaining UK equity managers will run larger stocks"
"Will combine its responsible investment research team with ... global fundamental research division"
"A handful of job cuts"
Columbia Threadneedle closes standalone UK small stocks unit https://t.co/EkjeR9okxp tweet
twitter.com
undefined
undefined
Offshore
Photo
Librarian Capital
Trump supporters are mis-quoting President Biden
No surprise to people who are familiar with FOX news, but Elon Musk and Bill Ackman have also jumped in
tweet
Trump supporters are mis-quoting President Biden
No surprise to people who are familiar with FOX news, but Elon Musk and Bill Ackman have also jumped in
The full Biden quote from the Zoom tonight, which is being taken out of context: https://t.co/fHT9PvVjiO tweet