Offshore
Photo
AkhenOsiris
RT @FundaBottom: A lot of advertisers told me this week that $APP AppLovin finally approved their e-commerce applications—they'd gotten invitation codes earlier but AppLovin hadn't approved the requests until now. Some also got approved just last week. So I'm expecting we'll start seeing noticeable share shifts next week.
tweet
RT @FundaBottom: A lot of advertisers told me this week that $APP AppLovin finally approved their e-commerce applications—they'd gotten invitation codes earlier but AppLovin hadn't approved the requests until now. Some also got approved just last week. So I'm expecting we'll start seeing noticeable share shifts next week.
$APP: Northbeam updated on the latestweek. AppLovin started ramping up - exactly what I said two weeks ago. Advertisers would ramp up at month-end after going through two optimization weeks. https://t.co/ykRXLKyV6E tweet
Offshore
Photo
Capital Employed
56 Top stock pitches from the past two weeks.
There's no shortage of ideas in this issue --->
https://t.co/MDaekfZdhX https://t.co/7TuLk0dYRU
tweet
56 Top stock pitches from the past two weeks.
There's no shortage of ideas in this issue --->
https://t.co/MDaekfZdhX https://t.co/7TuLk0dYRU
tweet
Offshore
Photo
Capital Employed
RT @MikeFritzell: Great value for money imo
tweet
RT @MikeFritzell: Great value for money imo
Best stock pitches letter dropping tomorrow.
This issue is an absolute mammoth with over 50 interesting ideas --->
https://t.co/JMLSGe878F tweet
Offshore
Photo
Clark Square Capital
RT @taobanker: Excellent work by @ClarkSquareCap on $VRA. No nonsense here, just a small cap with a very well defined special situation. https://t.co/1WE9Rn7fss
tweet
RT @taobanker: Excellent work by @ClarkSquareCap on $VRA. No nonsense here, just a small cap with a very well defined special situation. https://t.co/1WE9Rn7fss
tweet
AkhenOsiris
$U
BTIG Upgrades Unity Software to Neutral Citing 'more positive checks and a stronger market backdrop'
The firm previously downgraded shares to Sell last quarter on a view that the Vector product wasn’t living up to its hype and that the stock was likely to correct with both investor expectations and valuation elevated, but the survey suggests that while performance is still mixed and advertisers have some gripes around cohort evolution, spending trends are healthy and paint a different picture of the setup, the analyst tells investors.
tweet
$U
BTIG Upgrades Unity Software to Neutral Citing 'more positive checks and a stronger market backdrop'
The firm previously downgraded shares to Sell last quarter on a view that the Vector product wasn’t living up to its hype and that the stock was likely to correct with both investor expectations and valuation elevated, but the survey suggests that while performance is still mixed and advertisers have some gripes around cohort evolution, spending trends are healthy and paint a different picture of the setup, the analyst tells investors.
tweet
AkhenOsiris
$APP
BTIG raised the firm’s price target on AppLovin to $693 from $664 and keeps a Buy rating on the shares after the firm recently conducted two surveys of gaming and non-advertising professionals that use AppLovin, Unity, and a variety of other performance advertising platforms.
For AppLovin, the firm picked up signs of strong non-gaming spending trends in Q3 and plans to ramp gaming spend in Q4, though commentary on the non-gaming referral program was more mixed than expected, the analyst tells investors.
tweet
$APP
BTIG raised the firm’s price target on AppLovin to $693 from $664 and keeps a Buy rating on the shares after the firm recently conducted two surveys of gaming and non-advertising professionals that use AppLovin, Unity, and a variety of other performance advertising platforms.
For AppLovin, the firm picked up signs of strong non-gaming spending trends in Q3 and plans to ramp gaming spend in Q4, though commentary on the non-gaming referral program was more mixed than expected, the analyst tells investors.
tweet
Offshore
Photo
Clark Square Capital
$LUXE manages to sell the shittiest part of the off-price business for EUR 30 million—a great outcome, as it allows them to keep a lot more of the cash. Estimates will also have to come up. https://t.co/wxd2wM98je
tweet
$LUXE manages to sell the shittiest part of the off-price business for EUR 30 million—a great outcome, as it allows them to keep a lot more of the cash. Estimates will also have to come up. https://t.co/wxd2wM98je
A thread on Mytheresa $MYTE, one of my favorite opportunities in the market today.
(1/x) tweet
Offshore
Photo
App Economy Insights
Microsoft earnings:
☁️ Azure is booming
🤖 OpenAI is bleeding
🏗️ CapEx is exploding
Now comes the $250B question.
$MSFT Full breakdown 👇
https://t.co/44zWHSnsZD
tweet
Microsoft earnings:
☁️ Azure is booming
🤖 OpenAI is bleeding
🏗️ CapEx is exploding
Now comes the $250B question.
$MSFT Full breakdown 👇
https://t.co/44zWHSnsZD
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Verisk Analytics is in its largest drawdown since going public 📉
More often than not, this is what happens when you pay a ~45x multiple for a business growing earnings in the high single digits
$VRSK is a quality business https://t.co/RYDwBjCFir
tweet
Verisk Analytics is in its largest drawdown since going public 📉
More often than not, this is what happens when you pay a ~45x multiple for a business growing earnings in the high single digits
$VRSK is a quality business https://t.co/RYDwBjCFir
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Representative Cleo Fields just filed new stock trades.
He bought more stock in Palantir, $PLTR.
He has now bought up to $615K in the last 6 months.
Full trade list up on Quiver. https://t.co/mcw6aXeubL
tweet
BREAKING: Representative Cleo Fields just filed new stock trades.
He bought more stock in Palantir, $PLTR.
He has now bought up to $615K in the last 6 months.
Full trade list up on Quiver. https://t.co/mcw6aXeubL
tweet