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Fiscal.ai
Booking Holdings Q4 Results
Revenue +16%
Adj. EPS +17%
Room Nights +9%
Gross Bookings +16%
Average Daily Rate +1%
$BKNG +1.7% AH https://t.co/TjoOyRn7uy
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Booking Holdings Q4 Results
Revenue +16%
Adj. EPS +17%
Room Nights +9%
Gross Bookings +16%
Average Daily Rate +1%
$BKNG +1.7% AH https://t.co/TjoOyRn7uy
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Offshore
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The Transcript
Carvana CEO: "In 2025, Carvana grew 43% Y/Y, delivered record unit economics, and passed significant value back to customers through better selection, faster delivery times, and lower cost"
$CVNA: -23% AH https://t.co/8zPj06f1l8
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Carvana CEO: "In 2025, Carvana grew 43% Y/Y, delivered record unit economics, and passed significant value back to customers through better selection, faster delivery times, and lower cost"
$CVNA: -23% AH https://t.co/8zPj06f1l8
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Offshore
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The Transcript
$CVNA: -23% AH https://t.co/kNfasMErXn
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$CVNA: -23% AH https://t.co/kNfasMErXn
Carvana CEO: "In 2025, Carvana grew 43% Y/Y, delivered record unit economics, and passed significant value back to customers through better selection, faster delivery times, and lower cost"
$CVNA: -23% AH https://t.co/8zPj06f1l8 tweet
Offshore
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The Few Bets That Matter
RT @WealthyReadings: $TMDX now makes an unhealthy portion of my portfolio after I trimmed positions over the past few weeks.
Fundamentals are strong.
Valuation is healthy.
Roadmap is clear.
Live data is solid.
Sometimes you have to put more eggs in one basket to make a bigger omelet. https://t.co/4GHhcHukIR
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RT @WealthyReadings: $TMDX now makes an unhealthy portion of my portfolio after I trimmed positions over the past few weeks.
Fundamentals are strong.
Valuation is healthy.
Roadmap is clear.
Live data is solid.
Sometimes you have to put more eggs in one basket to make a bigger omelet. https://t.co/4GHhcHukIR
$TMDX, my #1 position, will report earnings on February 24, in 13 days.
I see a revenue floor of ~$157M and hope to hear more about heart & lungs clinical trials which both have received unconditional aproval from the FDA, and about European expansion and opportunity as it should have started H1-26.
$TMDX is an ignored healthcare opportunity with a monster potential, and I expect this to be shown on FY26 guidance.
From my point of view, everything is positive on this name today, and should be after earnings. tweet
The Few Bets That Matter
RT @WealthyReadings: $DUOL was ~$175 when I shared this article with subs.
It’s down ~35% since.
I explained why it was a bad buy then & it still is now.
Despites having a comparable potential to $NFLX.
The same framework could apply to $HIMS, and many other growth names X loves to DCA.
Patience.
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RT @WealthyReadings: $DUOL was ~$175 when I shared this article with subs.
It’s down ~35% since.
I explained why it was a bad buy then & it still is now.
Despites having a comparable potential to $NFLX.
The same framework could apply to $HIMS, and many other growth names X loves to DCA.
Patience.
https://t.co/o8eurocwwU tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
Duolingo is the next Netflix. I'm not Buying.
The Few Bets That Matter
RT @WealthyReadings: The weekly 50 is the uptrend golden indicator
$NVDA is below its w50
$META is below its w50
$MSFT is below its w50
$AMZN is below its w50
$HOOD is below its w50
$PLTR is below its w50
$UBER is below its w50
$NFLX is below its w50
$HOOD is below its w50
$ADBE is below its w50
$DUOL is below its w50
& many other 2025 leaders ...
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RT @WealthyReadings: The weekly 50 is the uptrend golden indicator
$NVDA is below its w50
$META is below its w50
$MSFT is below its w50
$AMZN is below its w50
$HOOD is below its w50
$PLTR is below its w50
$UBER is below its w50
$NFLX is below its w50
$HOOD is below its w50
$ADBE is below its w50
$DUOL is below its w50
& many other 2025 leaders ...
https://t.co/TVqbdhKTn4 tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
Selling Risks, Buying Defensives - The Contratian Trade
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The Few Bets That Matter
RT @WealthyReadings: $ANET posted an excellent quarter.
Revenues up ~29%, gross/net margins at 63% & 38%, Q1-26 guidance pointing to ~30% YoY.
Shares up 9% post-earnings at ~21x sales.
Deserved.
$ALAB posted an even better one.
Revenues up 91%, with 75% gross and 17% net margins, Q1-26 guidance at 83% growth.
Shares down 28% since earnings at ~26x sales.
$ANET is more established, slower growing but higher margin than $ALAB. Both are critical to powering the next AI data centers as CapEx continues to skyrocket.
But $ALAB made the “mistake” of acquiring two companies, increasing OpEx and salaries to expand capabilities and deliver more value to customers.
Less short-term cash generation.
Exactly what the market has been punishing lately.
Still, if $ANET reflects how the market wants to price hardware names - and peers suggest it does, then $ALAB is not trading where it should.
You don’t grow ~90% before production ramps on flagship products and trade at 26x sales, while a ~30% grower in the same ecosystem facing the same risk case - $NVDA networking system, trades at 21x.
Choose your imposter.
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RT @WealthyReadings: $ANET posted an excellent quarter.
Revenues up ~29%, gross/net margins at 63% & 38%, Q1-26 guidance pointing to ~30% YoY.
Shares up 9% post-earnings at ~21x sales.
Deserved.
$ALAB posted an even better one.
Revenues up 91%, with 75% gross and 17% net margins, Q1-26 guidance at 83% growth.
Shares down 28% since earnings at ~26x sales.
$ANET is more established, slower growing but higher margin than $ALAB. Both are critical to powering the next AI data centers as CapEx continues to skyrocket.
But $ALAB made the “mistake” of acquiring two companies, increasing OpEx and salaries to expand capabilities and deliver more value to customers.
Less short-term cash generation.
Exactly what the market has been punishing lately.
Still, if $ANET reflects how the market wants to price hardware names - and peers suggest it does, then $ALAB is not trading where it should.
You don’t grow ~90% before production ramps on flagship products and trade at 26x sales, while a ~30% grower in the same ecosystem facing the same risk case - $NVDA networking system, trades at 21x.
Choose your imposter.
https://t.co/l9nGdNNrQu tweet
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The Transcript
Booking Holdings CEO: "We are pleased to report strong results for 2025..."
$BKNG: +2% AH https://t.co/dMikldTYDY
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Booking Holdings CEO: "We are pleased to report strong results for 2025..."
$BKNG: +2% AH https://t.co/dMikldTYDY
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Michael Fritzell (Asian Century Stocks)
RT @JoeValue: NOW FREE - My highest conviction idea 🇯🇵
Tobila Systems $4441.T $4441.JP
Smoak Capital (@dsmoak98) just published an excellent summary (link below).
Daniel at Smoak Capital has an exceptional 37.4% CAGR since 2018!
Smoak Capital owns 7.3% of Tobila.
Disclaimer: Personal opinions only, not investment advice.
Links to Smoak Capital Letter and my own writeup below:
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RT @JoeValue: NOW FREE - My highest conviction idea 🇯🇵
Tobila Systems $4441.T $4441.JP
Smoak Capital (@dsmoak98) just published an excellent summary (link below).
Daniel at Smoak Capital has an exceptional 37.4% CAGR since 2018!
Smoak Capital owns 7.3% of Tobila.
Disclaimer: Personal opinions only, not investment advice.
Links to Smoak Capital Letter and my own writeup below:
tweet