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Stock Analysis Compilation
Hardman Johnston Global Equity on Bank of America Corp. $BAC US
Thesis: Bank of America Corp. is a highly diversified bank poised for growth and efficiency improvements, benefiting from a favorable regulatory environment and significant opportunities in mass retail and wealth management.
(Extract from their Q4 letter)
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Hardman Johnston Global Equity on Bank of America Corp. $BAC US
Thesis: Bank of America Corp. is a highly diversified bank poised for growth and efficiency improvements, benefiting from a favorable regulatory environment and significant opportunities in mass retail and wealth management.
(Extract from their Q4 letter)
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Investing visuals
Business battle: $GOOGL vs. $MSFT – who’s your favorite? https://t.co/2v8MRfe5yo
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Business battle: $GOOGL vs. $MSFT – who’s your favorite? https://t.co/2v8MRfe5yo
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The Investing for Beginners Podcast
As investors, we HAVE to understand the business.
But how do we do this?
Answer these questions:
1. What are main costs?
2. Who are main customers?
3. Who are main competitors?
4. How do they make money?
5. What problem does their product/service solve?
You're well on the way https://t.co/DLzcDXmBfb
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As investors, we HAVE to understand the business.
But how do we do this?
Answer these questions:
1. What are main costs?
2. Who are main customers?
3. Who are main competitors?
4. How do they make money?
5. What problem does their product/service solve?
You're well on the way https://t.co/DLzcDXmBfb
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The Kobeissi Letter
BREAKING: X has been valued at $44 billion in a deal where investors sold existing stakes in the business, per FT.
X is also raising $2 billion in a primary round to pay off debt taken during @ElonMusk's acquisition of Twitter.
X's valuation is now up over +400% from its low. https://t.co/A8XZId89FA
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BREAKING: X has been valued at $44 billion in a deal where investors sold existing stakes in the business, per FT.
X is also raising $2 billion in a primary round to pay off debt taken during @ElonMusk's acquisition of Twitter.
X's valuation is now up over +400% from its low. https://t.co/A8XZId89FA
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The Kobeissi Letter
BREAKING: Nvidia, $NVDA, CEO Jensen Huang says the market's understanding of DeepSeek R1 is "completely wrong."
Huang says demand for computing remains "extremely high" and reasoning AI is increasing computing demand. https://t.co/eX60ODi3NH
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BREAKING: Nvidia, $NVDA, CEO Jensen Huang says the market's understanding of DeepSeek R1 is "completely wrong."
Huang says demand for computing remains "extremely high" and reasoning AI is increasing computing demand. https://t.co/eX60ODi3NH
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The Investing for Beginners Podcast
4 Profitability Ratios All Investors Need to Know
Let's dig in. https://t.co/SGfGBxoVts
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4 Profitability Ratios All Investors Need to Know
Let's dig in. https://t.co/SGfGBxoVts
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The Kobeissi Letter
Rate cut expectations are DROPPING again:
Heading into this week, prediction markets saw a base case of 3 interest rate cuts in 2025.
Now, the base case is falling sharply with a median forecast of just 2.6 cuts, per @Kalshi.
Odds of a rate cut before June 2025 are now back below 20%.
All eyes are on the Fed today.
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Rate cut expectations are DROPPING again:
Heading into this week, prediction markets saw a base case of 3 interest rate cuts in 2025.
Now, the base case is falling sharply with a median forecast of just 2.6 cuts, per @Kalshi.
Odds of a rate cut before June 2025 are now back below 20%.
All eyes are on the Fed today.
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Stock Analysis Compilation
Highwood Value Partners on Protector Forsikring $PROT NO
Thesis: Protector Forsikring is a mid-cap Norwegian P&C insurer with strong growth, a valuable float from profitable earnings, and successful expansion into the UK and upcoming entry into France.
(Extract from their Q4 letter)
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Highwood Value Partners on Protector Forsikring $PROT NO
Thesis: Protector Forsikring is a mid-cap Norwegian P&C insurer with strong growth, a valuable float from profitable earnings, and successful expansion into the UK and upcoming entry into France.
(Extract from their Q4 letter)
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Dimitry Nakhla | Babylon Capital®
Novo Nordisk stock trades near its lowest valuation in the last 5 years, almost hitting its bottom at the peak of pessimism during the 2020 stock market crash
This is despite strong double-digit EPS growth estimates through 2027
$NVO https://t.co/wGdJpfsVO3
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Novo Nordisk stock trades near its lowest valuation in the last 5 years, almost hitting its bottom at the peak of pessimism during the 2020 stock market crash
This is despite strong double-digit EPS growth estimates through 2027
$NVO https://t.co/wGdJpfsVO3
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Investing visuals
$NVDA GTC keynote highlights:
🔹Blackwell Ultra chip set for H2 2025
🔹3.6M Blackwell units ordered by cloud giants in 2025
🔹$1T data center capEx by 2028 expected
🔹GROOT N1 model leads robotics, diversifies revenue
🔹GM partnership cements $NVDA's role in autonomy https://t.co/jUXczA6BoP
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$NVDA GTC keynote highlights:
🔹Blackwell Ultra chip set for H2 2025
🔹3.6M Blackwell units ordered by cloud giants in 2025
🔹$1T data center capEx by 2028 expected
🔹GROOT N1 model leads robotics, diversifies revenue
🔹GM partnership cements $NVDA's role in autonomy https://t.co/jUXczA6BoP
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