AkhenOsiris
BofA double upgrades SRAD to Buy
Bank of America goes from Underperform to Buy. Price target goes to $28, up from an earlier target of $12. The decision is driven by three key factors.
Firstly, there is growing confidence in Sportradar's revenue potential. The company is expected to display strong financial performance in the coming years. Secondly, the firm acknowledges improved visibility into costs and enhanced margin leverage, which suggests better financial efficiency.
Additionally, the potential benefits from the IMG Arena deal and the incorporation of artificial intelligence are also seen as significant contributors to the company's prospects. Previously, concerns were centered around the impact of sports rights costs on margins and cash flow. However, the expectation now is for Sportradar to experience margin expansion in the foreseeable future due to its consistent revenue growth and disciplined cost management.
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BofA double upgrades SRAD to Buy
Bank of America goes from Underperform to Buy. Price target goes to $28, up from an earlier target of $12. The decision is driven by three key factors.
Firstly, there is growing confidence in Sportradar's revenue potential. The company is expected to display strong financial performance in the coming years. Secondly, the firm acknowledges improved visibility into costs and enhanced margin leverage, which suggests better financial efficiency.
Additionally, the potential benefits from the IMG Arena deal and the incorporation of artificial intelligence are also seen as significant contributors to the company's prospects. Previously, concerns were centered around the impact of sports rights costs on margins and cash flow. However, the expectation now is for Sportradar to experience margin expansion in the foreseeable future due to its consistent revenue growth and disciplined cost management.
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Quiver Quantitative
NEW: White House statement on student loans collections resuming https://t.co/DwSdQyDWdt
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NEW: White House statement on student loans collections resuming https://t.co/DwSdQyDWdt
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Finding Compounders
Emails between Jeff Raikes and Warren Buffett
Jeff Raikes pitches Microsoft .
Buffett’s responds and compares Microsoft to Coca-Cola and explains why he isn’t comfortable with investing in Microsoft.
Good read https://t.co/OkC2Wmj7zO
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Emails between Jeff Raikes and Warren Buffett
Jeff Raikes pitches Microsoft .
Buffett’s responds and compares Microsoft to Coca-Cola and explains why he isn’t comfortable with investing in Microsoft.
Good read https://t.co/OkC2Wmj7zO
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Offshore
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Finding Compounders
A young Warren Buffett explains his Home Protective Co investment thesis.
-It’s an insurance company
- Was trading at less than 4 times earnings https://t.co/p8TL4OAjr0
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A young Warren Buffett explains his Home Protective Co investment thesis.
-It’s an insurance company
- Was trading at less than 4 times earnings https://t.co/p8TL4OAjr0
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Investing visuals
$AZMN: a breakdown of this high quality business in 5 visuals 🧵👇 https://t.co/d1DyL7Qq3O
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$AZMN: a breakdown of this high quality business in 5 visuals 🧵👇 https://t.co/d1DyL7Qq3O
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Dimitry Nakhla | Babylon Capital®
MSCI Inc $MSCI Q1 Earnings Report🎯
Rev: $745M vs $744M est✅ | +10% YoY
EPS: $4.00 vs $3.91 est ✅ | +14% YoY
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One of the stickiest businesses in the 🌎 https://t.co/zxT9ihHP2h
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MSCI Inc $MSCI Q1 Earnings Report🎯
Rev: $745M vs $744M est✅ | +10% YoY
EPS: $4.00 vs $3.91 est ✅ | +14% YoY
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One of the stickiest businesses in the 🌎 https://t.co/zxT9ihHP2h
Take a look at $MSCI quarterly revenue over the past 10 years (40 quarters) 🤯
1. Revenue declined in just 3/40 quarters
2. Revenue increased in 37/40 quarters
It doesn’t get more predictable than that
Keep in mind, this is Q/Q not Y/Y, which makes it even more impressive 🌐 https://t.co/i0IpRNsBA8 tweet