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Stock Analysis Compilation
RS Investments on UMB Financial Corporation $UMBF US
Thesis: UMB Financial's strategic acquisition and efficient operations make it a resilient performer in a challenging banking environment
(Extract from their Q3 letter) https://t.co/f8kMBbSjLT
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RS Investments on UMB Financial Corporation $UMBF US
Thesis: UMB Financial's strategic acquisition and efficient operations make it a resilient performer in a challenging banking environment
(Extract from their Q3 letter) https://t.co/f8kMBbSjLT
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Dimitry Nakhla | Babylon Capital®
$NVO is down -42% in the past 6 months 📉
On a 5-Year basis, it’s trading near the lower end of its historical valuation range
On a 10-Year basis it appears to be somewhere in the middle
2015-2020 EPS CAGR: 5.9%
2020-2025 EPS CAGR*: 25.5%
*Includes Forecasted Growth 📊 https://t.co/SSlVw4ZXGb
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$NVO is down -42% in the past 6 months 📉
On a 5-Year basis, it’s trading near the lower end of its historical valuation range
On a 10-Year basis it appears to be somewhere in the middle
2015-2020 EPS CAGR: 5.9%
2020-2025 EPS CAGR*: 25.5%
*Includes Forecasted Growth 📊 https://t.co/SSlVw4ZXGb
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Quiver Quantitative
Here are the publicly traded companies which spent the most on lobbying last quarter, per our estimates: https://t.co/BHycGd7yRL
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Here are the publicly traded companies which spent the most on lobbying last quarter, per our estimates: https://t.co/BHycGd7yRL
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Dimitry Nakhla | Babylon Capital®
The Nasdaq’s previous record for largest trading volume was 12.62M
However, preliminary data suggests that today may have surpassed this record, potentially making it the exchange’s biggest volume day in history
$IXIC $GSPC $DJI $QQQ https://t.co/3O08Lrfvdd
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The Nasdaq’s previous record for largest trading volume was 12.62M
However, preliminary data suggests that today may have surpassed this record, potentially making it the exchange’s biggest volume day in history
$IXIC $GSPC $DJI $QQQ https://t.co/3O08Lrfvdd
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Ahmad Jivraj
Love this.
Are your company ceos street smart?
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Love this.
Are your company ceos street smart?
Few fancy degrees among the CEOs I’m partnered with, but they are all long street smarts. tweet
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Stock Analysis Compilation
Liontrust on Core & Main $CNM US
Thesis: Core & Main addresses critical water infrastructure needs, driving environmental benefits and sustainable water management solutions
(Extract from their Q3 letter) https://t.co/79DZI7jBjn
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Liontrust on Core & Main $CNM US
Thesis: Core & Main addresses critical water infrastructure needs, driving environmental benefits and sustainable water management solutions
(Extract from their Q3 letter) https://t.co/79DZI7jBjn
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Quiver Quantitative
You may have noticed already, but I'm starting to use the @QuiverCongress account for legislation tracking.
Consider giving it a follow, if you want updates on new bills and votes.
Will repost most stuff here for a couple weeks, but eventually only repost the most significant. https://t.co/eKDviEGssJ
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You may have noticed already, but I'm starting to use the @QuiverCongress account for legislation tracking.
Consider giving it a follow, if you want updates on new bills and votes.
Will repost most stuff here for a couple weeks, but eventually only repost the most significant. https://t.co/eKDviEGssJ
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App Economy Insights
Nugget from $NVDA's CES keynote:
Jensen Huang revealed automotive revenue will surge from $4B in FY25 to $5B in FY26. 👀
This spans Data Center, OEM, and Automotive segments. Did you expect it to be so big? https://t.co/7McPx48TFB
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Nugget from $NVDA's CES keynote:
Jensen Huang revealed automotive revenue will surge from $4B in FY25 to $5B in FY26. 👀
This spans Data Center, OEM, and Automotive segments. Did you expect it to be so big? https://t.co/7McPx48TFB
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InsideArbitrage
RT @amitisinvesting: $NVDA
JENSEN HUANG'S RESPONSE AT AN INVESTOR MEETING ON QUANTUM COMPUTING:
"We're probably somewhere between -- in terms of the number of qubits, order of -- 5 orders of magnitude or 6 orders of magnitude away. And so if you kind of said 15 years for very useful quantum computers, that'd probably be on the early side. If you said 30 is probably on the late side. But if you picked 20, I think a whole bunch of us would believe it."
Quantum stocks down after hours on his response:
$RGTI -11%
$QUBT -8%
$QSI -7%
$IONQ -8%
$QBTS -9%
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RT @amitisinvesting: $NVDA
JENSEN HUANG'S RESPONSE AT AN INVESTOR MEETING ON QUANTUM COMPUTING:
"We're probably somewhere between -- in terms of the number of qubits, order of -- 5 orders of magnitude or 6 orders of magnitude away. And so if you kind of said 15 years for very useful quantum computers, that'd probably be on the early side. If you said 30 is probably on the late side. But if you picked 20, I think a whole bunch of us would believe it."
Quantum stocks down after hours on his response:
$RGTI -11%
$QUBT -8%
$QSI -7%
$IONQ -8%
$QBTS -9%
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