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Stock Analysis Compilation
Alger Mid Cap Growth Fund on Monolithic Power Systems $MPWR US
Thesis: Monolithic Power Systems is a high-performance power management solutions provider with a fabless model, vital to Nvidia's AI chips, despite concerns over potential share loss being viewed as overstated.
(Extract from their Q4 letter)
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Alger Mid Cap Growth Fund on Monolithic Power Systems $MPWR US
Thesis: Monolithic Power Systems is a high-performance power management solutions provider with a fabless model, vital to Nvidia's AI chips, despite concerns over potential share loss being viewed as overstated.
(Extract from their Q4 letter)
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Investing visuals
$HIMS stock is absolutely flying after Forbes ranked their Super Bowl ad as the 2nd most effective of this year.
This is how $HIMS makes money👇 https://t.co/Di4wTnoTyn
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$HIMS stock is absolutely flying after Forbes ranked their Super Bowl ad as the 2nd most effective of this year.
This is how $HIMS makes money👇 https://t.co/Di4wTnoTyn
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Quiver Quantitative
Here's how much money different politicians have made in the last month, per our estimates.
The annual congressional salary is $174K/year: https://t.co/SyQNVUgUam
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Here's how much money different politicians have made in the last month, per our estimates.
The annual congressional salary is $174K/year: https://t.co/SyQNVUgUam
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Stock Analysis Compilation
Artemis Funds Leading Consumer Brands fund on American Express $AXP US
Thesis: American Express is positioned for growth due to its strong brand, rewarding partnerships, increasing card fees, and a robust ecosystem enhancing its network value.
(Extract from their Q4 letter) https://t.co/QFxTsfstvN
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Artemis Funds Leading Consumer Brands fund on American Express $AXP US
Thesis: American Express is positioned for growth due to its strong brand, rewarding partnerships, increasing card fees, and a robust ecosystem enhancing its network value.
(Extract from their Q4 letter) https://t.co/QFxTsfstvN
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Quiver Quantitative
Facebook stock, $META, has risen 28% since Representative Marjorie Taylor Greene started buying it.
It has now risen on 19 straight days. https://t.co/yEaKW5KR0y
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Facebook stock, $META, has risen 28% since Representative Marjorie Taylor Greene started buying it.
It has now risen on 19 straight days. https://t.co/yEaKW5KR0y
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App Economy Insights
$ABNB Airbnb Q4 FY24:
💵 GBV +13% Y/Y to $17.6B.
🛌 Nights booked +12% Y/Y to 111M.
• Revenue +12% Y/Y to $2.5B ($60M beat).
• Operating margin 17% (+40pp Y/Y).
• EPS $0.73 ($0.15 beat).
• FCF TTM $4.5B (40% margin).
• Q1'25 revenue $2.25B (+8% Y/Y fxn). https://t.co/sMByEtsKdN
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$ABNB Airbnb Q4 FY24:
💵 GBV +13% Y/Y to $17.6B.
🛌 Nights booked +12% Y/Y to 111M.
• Revenue +12% Y/Y to $2.5B ($60M beat).
• Operating margin 17% (+40pp Y/Y).
• EPS $0.73 ($0.15 beat).
• FCF TTM $4.5B (40% margin).
• Q1'25 revenue $2.25B (+8% Y/Y fxn). https://t.co/sMByEtsKdN
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $MANH Manhattan Associates has been increasing its predictability 📊
Take a look at the company’s cloud subscription revenue as a percentage of total revenue👇🏽 https://t.co/iqftjxEZ5u
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RT @DimitryNakhla: $MANH Manhattan Associates has been increasing its predictability 📊
Take a look at the company’s cloud subscription revenue as a percentage of total revenue👇🏽 https://t.co/iqftjxEZ5u
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RT @BrianFeroldi: From 1980 to 2014, a JP Morgan study found:
▪️ 40% of stocks lose money
▪️ 64% of stocks underperform
▪️ ~7% of stocks accounted for nearly ALL of the gains
One reason indexing investing works so well is all of this chaos is invisible
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RT @BrianFeroldi: From 1980 to 2014, a JP Morgan study found:
▪️ 40% of stocks lose money
▪️ 64% of stocks underperform
▪️ ~7% of stocks accounted for nearly ALL of the gains
One reason indexing investing works so well is all of this chaos is invisible
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