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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $FICO compounded EPS at an impressive 20.5% annual rate from 2014-2024 💸
$FICO shares generated a CAGR of 37.2% over the same period (+2,082%)💰
How? A significant expansion in $FICO’s multiple, which expanded from 17.50x in 2014 to 64.80x (NTM) - a nearly 4x increase 📈 https://t.co/5vkB1aBjqa
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RT @DimitryNakhla: $FICO compounded EPS at an impressive 20.5% annual rate from 2014-2024 💸
$FICO shares generated a CAGR of 37.2% over the same period (+2,082%)💰
How? A significant expansion in $FICO’s multiple, which expanded from 17.50x in 2014 to 64.80x (NTM) - a nearly 4x increase 📈 https://t.co/5vkB1aBjqa
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Stock Analysis Compilation
Montaka on Floor & Decor $FND US
Thesis: Floor & Decor is well-positioned for accelerated growth as the US housing market recovers, benefiting from increased demand for home renovation inputs and expanding its store footprint.
(Extract from their Q4 letter) https://t.co/KMjx9IeHS2
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Montaka on Floor & Decor $FND US
Thesis: Floor & Decor is well-positioned for accelerated growth as the US housing market recovers, benefiting from increased demand for home renovation inputs and expanding its store footprint.
(Extract from their Q4 letter) https://t.co/KMjx9IeHS2
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Quiver Quantitative
RT @InsiderRadar: Last month, we reported on a new CEO insider purchase at $XPRO.
The stock has risen steadily since then, and is now up 32% since the trade was reported. https://t.co/0CWhZZxqON
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RT @InsiderRadar: Last month, we reported on a new CEO insider purchase at $XPRO.
The stock has risen steadily since then, and is now up 32% since the trade was reported. https://t.co/0CWhZZxqON
🚨BREAKING: New CEO Insider Purchase
The CEO of $XPRO has reported the purchase of ~$490K of the company's stock, increasing his ownership stake by 16%.
One of the company's directors also just reported the purchase of ~$200k of stock. tweet
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Quiver Quantitative
Senator Josh Hawley has said:
The Trump admin should deny federal contracts to any company that also takes money from China’s government.
https://t.co/6Ps0fDOAOL
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Senator Josh Hawley has said:
The Trump admin should deny federal contracts to any company that also takes money from China’s government.
https://t.co/6Ps0fDOAOL
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Quiver Quantitative
BREAKING: President Biden just called for a ban on congressional stock trading in his farewell address.
Congress made $204M in the stock market last year, per our estimates.
https://t.co/E2esfIbXTq
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BREAKING: President Biden just called for a ban on congressional stock trading in his farewell address.
Congress made $204M in the stock market last year, per our estimates.
https://t.co/E2esfIbXTq
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InsideArbitrage
$CNXC Concentrix reports strong Q4 and full year results - Sets positive outlook for 2025👇👇
▪️Non-GAAP EPS of $3.26 beats by $0.25, revenue of $2.44B (+9.4% Y/Y) in-line
▪️ Increases share repurchase authorization to $600 million (~15% of its current market cap)
▪️ Introduces 2025 guidance indicating revenue growth, margin and free cash flow expansion
▪️ Returns $220 million to shareholders in fiscal 2024 through share repurchases and dividends while reducing debt by approximately $209 million
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$CNXC Concentrix reports strong Q4 and full year results - Sets positive outlook for 2025👇👇
▪️Non-GAAP EPS of $3.26 beats by $0.25, revenue of $2.44B (+9.4% Y/Y) in-line
▪️ Increases share repurchase authorization to $600 million (~15% of its current market cap)
▪️ Introduces 2025 guidance indicating revenue growth, margin and free cash flow expansion
▪️ Returns $220 million to shareholders in fiscal 2024 through share repurchases and dividends while reducing debt by approximately $209 million
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App Economy Insights
$TSM TSMC Q4 FY24:
• Revenue +37% Y/Y $26.9B ($0.9B beat).
• Gross margin 59% (+6pp Y/Y).
• Operating margin 49% (+7pp Y/Y).
• Capex $11.2B ($29.8B for FY24).
• EPADR $2.24 ($0.01 beat).
3nm & 5nm were 26% & 34% of revenue. https://t.co/pdl9dqApCR
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$TSM TSMC Q4 FY24:
• Revenue +37% Y/Y $26.9B ($0.9B beat).
• Gross margin 59% (+6pp Y/Y).
• Operating margin 49% (+7pp Y/Y).
• Capex $11.2B ($29.8B for FY24).
• EPADR $2.24 ($0.01 beat).
3nm & 5nm were 26% & 34% of revenue. https://t.co/pdl9dqApCR
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Investing visuals
$TSM Q4 FY24:
• Revenue +37% Y/Y ($0.9B beat).
• Gross margin 59% (+6pp Y/Y).
• Operating margin 49% (+7pp Y/Y).
Stock is up +6% pre-market
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$TSM Q4 FY24:
• Revenue +37% Y/Y ($0.9B beat).
• Gross margin 59% (+6pp Y/Y).
• Operating margin 49% (+7pp Y/Y).
Stock is up +6% pre-market
$TSM is kicking off earnings season for the semiconductor industry tomorrow. As a key player and sole supplier for $NVDA, $AAPL, and $QCOM, this one's big!
Earnings preview👇
🔹Est. Revenue: 26 Bln (+36.8%)
🔹Est. EPS: $0.43 (+55.8%) tweet
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Hidden Value Gems
Sad to hear @HindenburgRes is closing down. An inspiring letter by its founder Nate Anderson, especially if you are thinking of starting something of your own... https://t.co/pruS3SAbGT
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Sad to hear @HindenburgRes is closing down. An inspiring letter by its founder Nate Anderson, especially if you are thinking of starting something of your own... https://t.co/pruS3SAbGT
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Hidden Value Gems
Seems like a good deal for $KER.PA - selling 60% of the stake in properties in Paris for €837mn to Ardian PE. Kering will retain 40% ownership, and receive guarantees its brands can continue to occupy the buildings. https://t.co/lUVg6rF1em
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Seems like a good deal for $KER.PA - selling 60% of the stake in properties in Paris for €837mn to Ardian PE. Kering will retain 40% ownership, and receive guarantees its brands can continue to occupy the buildings. https://t.co/lUVg6rF1em
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Hidden Value Gems
Richemont's Watch segment reported -8% sales decline in the past quarter, while overall sales increased +10%. Interesting that Watch sales actually increased in the US (double-digit), Europe and other regions - the only drop was in Asia.
$SFR.SW $WOSG.L https://t.co/ubjlNf5nEf
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Richemont's Watch segment reported -8% sales decline in the past quarter, while overall sales increased +10%. Interesting that Watch sales actually increased in the US (double-digit), Europe and other regions - the only drop was in Asia.
$SFR.SW $WOSG.L https://t.co/ubjlNf5nEf
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