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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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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Quality Investing 📖
Commentary on Network Effects remind me of companies like $MELI $AMZN $CPRT $ICE $CME $NDAQ $MSCI $CBOE https://t.co/MDz7woZcht
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RT @DimitryNakhla: Quality Investing 📖
Commentary on Network Effects remind me of companies like $MELI $AMZN $CPRT $ICE $CME $NDAQ $MSCI $CBOE https://t.co/MDz7woZcht
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Stock Analysis Compilation
Hertford Capital on Nagarro SE $N4G GY
Thesis: Nagarro SE is a software development company that presents a rare and compelling investment opportunity following a recent decline in share price and a confirmed interest from potential bidders
(Extract from their Q4 letter) https://t.co/xomS9bhrrc
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Hertford Capital on Nagarro SE $N4G GY
Thesis: Nagarro SE is a software development company that presents a rare and compelling investment opportunity following a recent decline in share price and a confirmed interest from potential bidders
(Extract from their Q4 letter) https://t.co/xomS9bhrrc
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Hidden Value Gems
Sounds big, but unless there is a strong political motivation, why bother if there are over 100 domestic EVs going global... $VOW.DE #VW
via @Reuters https://t.co/QFAmimZV7n
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Sounds big, but unless there is a strong political motivation, why bother if there are over 100 domestic EVs going global... $VOW.DE #VW
via @Reuters https://t.co/QFAmimZV7n
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Startup Archive
Peter Thiel’s advice to his younger self: “Value substance over status”
“One of the resolutions I came up with a number of years ago was to always value substance over status… I think if I’m honest about it, too much of [what I did] was driven by prestige and status—and not quite enough by the substance of really trying to learn things.”
Thiel continues on to explain that seven months into working at a prestigious law firm after graduating from Stanford Law School, he had a “quarter-life crisis” and quit.
“All you had to do was go through the front door, but peoples’ identities get so wrapped up in the things they compete for that it was inconceivable for people to actually do that.”
When he reflects on how he ended up in this situation, Thiel says:
“I think I had taken too many of these shortcuts of valuing what was prestigious and conventional over what I really wanted to do.”
Video source: @StanfordLaw (2014)
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Peter Thiel’s advice to his younger self: “Value substance over status”
“One of the resolutions I came up with a number of years ago was to always value substance over status… I think if I’m honest about it, too much of [what I did] was driven by prestige and status—and not quite enough by the substance of really trying to learn things.”
Thiel continues on to explain that seven months into working at a prestigious law firm after graduating from Stanford Law School, he had a “quarter-life crisis” and quit.
“All you had to do was go through the front door, but peoples’ identities get so wrapped up in the things they compete for that it was inconceivable for people to actually do that.”
When he reflects on how he ended up in this situation, Thiel says:
“I think I had taken too many of these shortcuts of valuing what was prestigious and conventional over what I really wanted to do.”
Video source: @StanfordLaw (2014)
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