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App Economy Insights
$CRM Salesforce Q4 FY25 (January quarter):
• Current RPO +11% Y/Y to $63B.
• Revenue +8% Y/Y to $10B ($50M miss).
• Operating margin 18% (+1pp Y/Y).
• Non-GAAP EPS $2.78 ($0.17 beat).
FY26 guidance:
• Revenue +7-8% to ~$40.7B ($0.7B miss).
• Operating margin 22%. https://t.co/mYRpPS1ltj
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$CRM Salesforce Q4 FY25 (January quarter):
• Current RPO +11% Y/Y to $63B.
• Revenue +8% Y/Y to $10B ($50M miss).
• Operating margin 18% (+1pp Y/Y).
• Non-GAAP EPS $2.78 ($0.17 beat).
FY26 guidance:
• Revenue +7-8% to ~$40.7B ($0.7B miss).
• Operating margin 22%. https://t.co/mYRpPS1ltj
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Hidden Value Gems
Berkshire selling Apple shares, Exor cutting its Ferrari investment - price matters after all even for exceptional companies.
Munger would probably have been selling Costco this year …
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Berkshire selling Apple shares, Exor cutting its Ferrari investment - price matters after all even for exceptional companies.
Munger would probably have been selling Costco this year …
Good news on #Exor
Selling 4% in $RACE for €1B buyback and a new acquisition.
Makes a lot of sense! https://t.co/WYW9FTOKmj tweet
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Investing visuals
$NVDA Q4 Earnings 🚨
• Sales $39.3B vs Est. $38.1B
• EPS $0.89 vs Est. $0.85
They did it again! 🙌
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$NVDA Q4 Earnings 🚨
• Sales $39.3B vs Est. $38.1B
• EPS $0.89 vs Est. $0.85
They did it again! 🙌
$NVDA earnings preview 🔭
🔹Est. revenue: $38.2B (+72.6%)
🔹Est. EPS: $0.85 (63.9%)
Bonus: 5 visuals you should know if you're interested in $NVDA 🧵👇 tweet
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App Economy Insights
$NVDA NVIDIA Q4 FY25 (January quarter).
• Revenue +12% Q/Q to $39.3B ($1.2B beat).
• Gross margin 73% (-2pp Q/Q).
• Operating margin 61% (-1pp Q/Q).
• Non-GAAP EPS $0.89 ($0.04 beat).
Q1 FY26 guidance:
• Revenue $43.0B ($1.0B beat). https://t.co/waPkz3ZIMn
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$NVDA NVIDIA Q4 FY25 (January quarter).
• Revenue +12% Q/Q to $39.3B ($1.2B beat).
• Gross margin 73% (-2pp Q/Q).
• Operating margin 61% (-1pp Q/Q).
• Non-GAAP EPS $0.89 ($0.04 beat).
Q1 FY26 guidance:
• Revenue $43.0B ($1.0B beat). https://t.co/waPkz3ZIMn
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Hidden Value Gems
RT @HiddenValueGems: The only person I never heard of on the list of 24 super-billionaires (net worth>$50B): Mr Zhong Shanshan, the 70-year old founder of Nongfu Spring (known as a lone wolf). Started as a journalist, tried selling mushrooms, then worked as a sales manager at Wahaca.
He is the only local Chinese entrepreneur on the list, no Jack Ma or the likes. Just 3 European entrepreneurs, no 🇬🇧 or 🇩🇪
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RT @HiddenValueGems: The only person I never heard of on the list of 24 super-billionaires (net worth>$50B): Mr Zhong Shanshan, the 70-year old founder of Nongfu Spring (known as a lone wolf). Started as a journalist, tried selling mushrooms, then worked as a sales manager at Wahaca.
He is the only local Chinese entrepreneur on the list, no Jack Ma or the likes. Just 3 European entrepreneurs, no 🇬🇧 or 🇩🇪
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Mads Capital
another trillion dollars to ken griffin
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another trillion dollars to ken griffin
$NVDA ER https://t.co/8KYSGirdbQ tweet
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Stock Analysis Compilation
Diamons Hill Small Mid Cap Fund on Teledyne Technologies $TDY US
Thesis: Teledyne Technologies is a diversified industrial technology provider with a strong history of value creation, making it an attractive investment despite some investor skepticism regarding its acquisition of FLIR Systems.
(Extract from their Q4 letter)
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Diamons Hill Small Mid Cap Fund on Teledyne Technologies $TDY US
Thesis: Teledyne Technologies is a diversified industrial technology provider with a strong history of value creation, making it an attractive investment despite some investor skepticism regarding its acquisition of FLIR Systems.
(Extract from their Q4 letter)
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