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Quiver Quantitative
Wow.
We posted this report on Monday.
$TEM has now risen 72% since her trade
Up another 5% today. https://t.co/e8tPrvx4xW
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Wow.
We posted this report on Monday.
$TEM has now risen 72% since her trade
Up another 5% today. https://t.co/e8tPrvx4xW
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Offshore
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Quiver Quantitative
JUST IN: Facebook, $META, just disclosed $5.6M of new lobbying.
They just broke their record for annual lobbying spending.
Screenshot from Quiver: https://t.co/jklIuCiR7m
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JUST IN: Facebook, $META, just disclosed $5.6M of new lobbying.
They just broke their record for annual lobbying spending.
Screenshot from Quiver: https://t.co/jklIuCiR7m
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Offshore
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Stock Analysis Compilation
Merion Road Capital on Monarch Cement $MCEM US
Thesis: Monarch Cement is a straightforward investment opportunity in a single cement facility with promising future margins due to recent capital investments, including a $35 million solar project.
(Extract from their Q4 letter) https://t.co/7hFkSXGs8i
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Merion Road Capital on Monarch Cement $MCEM US
Thesis: Monarch Cement is a straightforward investment opportunity in a single cement facility with promising future margins due to recent capital investments, including a $35 million solar project.
(Extract from their Q4 letter) https://t.co/7hFkSXGs8i
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Stocks EPS CAGR >12% Last 5 Years & Forward 3-Year EPS CAGR >12% 💸
📦 Amazon $AMZN
•5-Year EPS CAGR: 35%
•Forward EPS CAGR: 21%
🧬 Novo Nordisk $NVO
•5-Year EPS CAGR: 23%
•Forward EPS CAGR: 15%
🤖 Nvidia $NVDA
•5-Year EPS CAGR: 82%
•Forward EPS CAGR: 28%
☁️ Alphabet $GOOG
•5-Year EPS CAGR: 25%
•Forward EPS CAGR: 14%
📊 Intuit $INTU
•5-Year EPS CAGR: 20%
•Forward EPS CAGR: 14%
💳 Visa $V
•5-Year EPS CAGR: 13%
•Forward EPS CAGR: 12%
💵 Mastercard $MA
•5-Year EPS CAGR: 13%
•Forward EPS CAGR: 15%
📸 Meta Platforms $META
•5-Year EPS CAGR: 21%
•Forward EPS CAGR: 13%
☀️ ASML Holding $ASML
•5-Year EPS CAGR: 25%
•Forward EPS CAGR: 24%
🏦 Fair Isaac $FICO
•5-Year EPS CAGR: 26%
•Forward EPS CAGR: 24%
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RT @DimitryNakhla: 10 Stocks EPS CAGR >12% Last 5 Years & Forward 3-Year EPS CAGR >12% 💸
📦 Amazon $AMZN
•5-Year EPS CAGR: 35%
•Forward EPS CAGR: 21%
🧬 Novo Nordisk $NVO
•5-Year EPS CAGR: 23%
•Forward EPS CAGR: 15%
🤖 Nvidia $NVDA
•5-Year EPS CAGR: 82%
•Forward EPS CAGR: 28%
☁️ Alphabet $GOOG
•5-Year EPS CAGR: 25%
•Forward EPS CAGR: 14%
📊 Intuit $INTU
•5-Year EPS CAGR: 20%
•Forward EPS CAGR: 14%
💳 Visa $V
•5-Year EPS CAGR: 13%
•Forward EPS CAGR: 12%
💵 Mastercard $MA
•5-Year EPS CAGR: 13%
•Forward EPS CAGR: 15%
📸 Meta Platforms $META
•5-Year EPS CAGR: 21%
•Forward EPS CAGR: 13%
☀️ ASML Holding $ASML
•5-Year EPS CAGR: 25%
•Forward EPS CAGR: 24%
🏦 Fair Isaac $FICO
•5-Year EPS CAGR: 26%
•Forward EPS CAGR: 24%
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Offshore
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Quiver Quantitative
Two months ago, we reported on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 65% since our reports.
It's up another 7% today.
Look at this: https://t.co/UpG57JwvQA
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Two months ago, we reported on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 65% since our reports.
It's up another 7% today.
Look at this: https://t.co/UpG57JwvQA
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Quiver Quantitative
RT @QuiverCongress: BREAKING: President Trump is reportedly signing an executive order to create a national crypto stockpile.
Do you support this?
Poll below.
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RT @QuiverCongress: BREAKING: President Trump is reportedly signing an executive order to create a national crypto stockpile.
Do you support this?
Poll below.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 4 Signs a Company’s Quality may be Declining‼️
1. Unexplained pressure on margins
2. Poor growth execution
3. Discussions of competitive pressures
4. Increasing debt coupled with declining FCF
A few examples: $WBA $INTC $BDX $HRL $BF.B $DEO $MDT
Share some more below 👇🏽
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RT @DimitryNakhla: 4 Signs a Company’s Quality may be Declining‼️
1. Unexplained pressure on margins
2. Poor growth execution
3. Discussions of competitive pressures
4. Increasing debt coupled with declining FCF
A few examples: $WBA $INTC $BDX $HRL $BF.B $DEO $MDT
Share some more below 👇🏽
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative Andy Ogles is reportedly proposing an amendment to the constitution to allow Trump to serve a third term.
Follow here for updates. https://t.co/WYvZP5iW73
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RT @QuiverCongress: JUST IN: Representative Andy Ogles is reportedly proposing an amendment to the constitution to allow Trump to serve a third term.
Follow here for updates. https://t.co/WYvZP5iW73
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InsideArbitrage
🚀 Twilio Shares Soar! (+14.81% After-Hours)
💰 Strong Guidance + New $2B Stock Buyback (thru Dec 31, 2027)
📊 The buyback equals ~11.5% of its current market cap, replacing the prior program (expired Dec 2024)
📉 Aggressive Buyback: Has reduced shares outstanding by ~15% over the last 6 qtrs
💵 9M ended Sep 30, 2024: Twilio repurchased 32M shares for $1.9B
💼 As of Sep 30, 2024, $412M remained available under prior authorizations
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🚀 Twilio Shares Soar! (+14.81% After-Hours)
💰 Strong Guidance + New $2B Stock Buyback (thru Dec 31, 2027)
📊 The buyback equals ~11.5% of its current market cap, replacing the prior program (expired Dec 2024)
📉 Aggressive Buyback: Has reduced shares outstanding by ~15% over the last 6 qtrs
💵 9M ended Sep 30, 2024: Twilio repurchased 32M shares for $1.9B
💼 As of Sep 30, 2024, $412M remained available under prior authorizations
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Capital Employed
FRESH OFF THE PRESS 🔥
Investor interview #106 with Dave Waters from @alluvialcapital
We discuss his new venture Tactile Fund LP,
diversification, currency debasement, AI,
2 stocks that are in the fund + much more. 👇
https://t.co/sxHRN0ZwhR https://t.co/D0lOOXvtbm
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FRESH OFF THE PRESS 🔥
Investor interview #106 with Dave Waters from @alluvialcapital
We discuss his new venture Tactile Fund LP,
diversification, currency debasement, AI,
2 stocks that are in the fund + much more. 👇
https://t.co/sxHRN0ZwhR https://t.co/D0lOOXvtbm
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AkhenOsiris
Anthropic CEO Amodei on AI, Stargate
While he raised questions about “Stargate,” Amodei said the Trump administration’s focus on building energy capacity for AI infrastructure inside the US is “a good thing.” He also expressed support for streamlining regulatory and permitting processes and downplayed the impact of Trump rescinding the Biden administration’s executive order on AI.
“The executive order was actually a relatively simple thing that didn’t do much,” Amodei said. The order, signed in 2023, had required artificial intelligence companies to share safety test results and other critical information for powerful AI systems with the federal government. “I think it was a good thing but also not a big deal that it’s being taken away.”
Amodei said Anthropic has had conversations with Trump’s team about AI policy. Amodei also said he hopes the new administration will continue Biden’s policy around chip exports restrictions on China, citing concerns about an authoritarian government gaining control of advanced AI technology.
“I’m very worried about 1984 scenarios, or worse,” he said.
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Anthropic CEO Amodei on AI, Stargate
While he raised questions about “Stargate,” Amodei said the Trump administration’s focus on building energy capacity for AI infrastructure inside the US is “a good thing.” He also expressed support for streamlining regulatory and permitting processes and downplayed the impact of Trump rescinding the Biden administration’s executive order on AI.
“The executive order was actually a relatively simple thing that didn’t do much,” Amodei said. The order, signed in 2023, had required artificial intelligence companies to share safety test results and other critical information for powerful AI systems with the federal government. “I think it was a good thing but also not a big deal that it’s being taken away.”
Amodei said Anthropic has had conversations with Trump’s team about AI policy. Amodei also said he hopes the new administration will continue Biden’s policy around chip exports restrictions on China, citing concerns about an authoritarian government gaining control of advanced AI technology.
“I’m very worried about 1984 scenarios, or worse,” he said.
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AkhenOsiris
BKNG showing some life finally
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BKNG showing some life finally
BKNG 13% off the high. Travel still robust.
BKNG nowadays a mature EPS and Rev grower, fwd PE at market multiple (low 20s).
AI risks to how travel will be booked may be a part of this, take rates going forward, etc.
HLT, MAR, UAL, DAL are all near their highs.
ABNB well off summer 2024 highs with its own challenges, while EXPE has fared better than BKNG of late. - AkhenOsiristweet