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InsideArbitrage
The InsideArbitrage Friday Wrap is out!
"Spencer Rascoff to Lead Match Group Turnaround "
👉Full Article link in the final tweet.
🧵1/10 https://t.co/ZSe8LUE7ZS
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The InsideArbitrage Friday Wrap is out!
"Spencer Rascoff to Lead Match Group Turnaround "
👉Full Article link in the final tweet.
🧵1/10 https://t.co/ZSe8LUE7ZS
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Who said big tobacco is dead? Philip Morris $PM just reported 52.9% YoY growth in ZYNs 📈
✅Rev: $9.71B vs $9.44B (est) | +7% YoY
✅EPS: $1.55 vs $1.50 (est) | +14% YoY https://t.co/kPYzSnBW0D
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RT @DimitryNakhla: Who said big tobacco is dead? Philip Morris $PM just reported 52.9% YoY growth in ZYNs 📈
✅Rev: $9.71B vs $9.44B (est) | +7% YoY
✅EPS: $1.55 vs $1.50 (est) | +14% YoY https://t.co/kPYzSnBW0D
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Dimitry Nakhla | Babylon Capital®
RT @skhetpal: 90% of US banks use FICO scores to decide who gets a loan.
That's helped the stock rise over 2,000% in the past 10 years.
Here’s how FICO built a near-monopoly: https://t.co/f1kTAF5RTn
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RT @skhetpal: 90% of US banks use FICO scores to decide who gets a loan.
That's helped the stock rise over 2,000% in the past 10 years.
Here’s how FICO built a near-monopoly: https://t.co/f1kTAF5RTn
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InsideArbitrage
$AME AMETEK announces 👇👇
🔸A new $1.25 Billion Share Repurchase Authorization that replaces the prior $1 billion plan (May 2022) of which $590 million remain
🔸11% increase in its quarterly cash dividend to $0.31 from $0.28 per share
🔸Appoints Isabel S. Wells as Vice President, Information Technology and Chief Information Officer
🔸Appoints William P. Callahan Vice President and General Manager, Aerospace & Defense Division
🔸 Recent Q4 2024 results - missed both revenue (by $58.16M) and EPS (by $0.17) estimates
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$AME AMETEK announces 👇👇
🔸A new $1.25 Billion Share Repurchase Authorization that replaces the prior $1 billion plan (May 2022) of which $590 million remain
🔸11% increase in its quarterly cash dividend to $0.31 from $0.28 per share
🔸Appoints Isabel S. Wells as Vice President, Information Technology and Chief Information Officer
🔸Appoints William P. Callahan Vice President and General Manager, Aerospace & Defense Division
🔸 Recent Q4 2024 results - missed both revenue (by $58.16M) and EPS (by $0.17) estimates
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Stock Analysis Compilation
Rogue Funds on ASP Isotopes $ASPI US
Thesis: ASP Isotopes is poised for significant market impact with its undervalued medical isotope business, strong margins, and unique production capabilities in Silicon-28.
(Extract from their Q4 letter) https://t.co/k45Zy3OeMM
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Rogue Funds on ASP Isotopes $ASPI US
Thesis: ASP Isotopes is poised for significant market impact with its undervalued medical isotope business, strong margins, and unique production capabilities in Silicon-28.
(Extract from their Q4 letter) https://t.co/k45Zy3OeMM
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Dimitry Nakhla | Babylon Capital®
A crucial investing insight: don’t confuse stock price volatility with fundamental business changes 🧘🏽♂️
As Pulak Prasad eloquently notes in “What I Learned About Investing From Darwin,” it’s the fundamentals that ultimately drive long-term success 🎯 https://t.co/Zsz59EfQOM
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A crucial investing insight: don’t confuse stock price volatility with fundamental business changes 🧘🏽♂️
As Pulak Prasad eloquently notes in “What I Learned About Investing From Darwin,” it’s the fundamentals that ultimately drive long-term success 🎯 https://t.co/Zsz59EfQOM
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Dimitry Nakhla | Babylon Capital®
RT @Chichuel07: @DimitryNakhla Bro we need a subscription plan 😂.
Jokes aside, your account is a gold mine👍
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RT @Chichuel07: @DimitryNakhla Bro we need a subscription plan 😂.
Jokes aside, your account is a gold mine👍
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Dimitry Nakhla | Babylon Capital®
Mark Zuckerberg’s net worth surpassed $225B, thanks in part to a bold decision:
He. Didn’t. Sell.
In 2005, Viacom offered Mark $750M for FB
Later that year Yahoo offered $1B
He refused both offers
Today, $META is worth $1.81T💰 https://t.co/d1MOhMCq06
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Mark Zuckerberg’s net worth surpassed $225B, thanks in part to a bold decision:
He. Didn’t. Sell.
In 2005, Viacom offered Mark $750M for FB
Later that year Yahoo offered $1B
He refused both offers
Today, $META is worth $1.81T💰 https://t.co/d1MOhMCq06
$META has now traded green for 14 consecutive days, the longest winning streak in its history and one of the greatest stretches of all-time! https://t.co/vOKQrWWjKK tweet