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Librarian Capital
Now we know why $OTIS CFO Anurag Maheshwari is leaving - he will be 3M $MMM's next CFO
(Let's not over-analyse; as with insider transactions, such moves are not necessarily reliable signals) https://t.co/roKTD2KiPA
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Now we know why $OTIS CFO Anurag Maheshwari is leaving - he will be 3M $MMM's next CFO
(Let's not over-analyse; as with insider transactions, such moves are not necessarily reliable signals) https://t.co/roKTD2KiPA
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Hidden Value Gems
RT @HiddenValueGems: As some big tech names have come off their all-time highs, I thought it is worth reminding of the points raised by @JohnHuber72 earlier this May.
$QQQ
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RT @HiddenValueGems: As some big tech names have come off their all-time highs, I thought it is worth reminding of the points raised by @JohnHuber72 earlier this May.
$QQQ
A great post by @JohnHuber72 on the rising capital intensity of the Big Tech and the implications for earnings quality and future returns.
1/ Capex [of Big 4 Tech companies] is now over 3 times depreciation expense.
2/ This spending hasn’t yet hit the income statement, but it will in the next few years as depreciation expenses are set to triple in the coming years as D&A catches up with today’s capex spending.
3/ If the returns on these investments are good, then sales growth will be able to absorb these much higher expenses. But this is not a sure thing.
4/ While the P/E ratios range from 25 to 35, the P/FCF ranges from 40-50.
5/ “I’m not predicting a poor result, but I’m mindful of how difficult it will be given how different the companies are today.”
6/ They used to grow with very little capital invested, but now they have a mountain of capital to deploy, which is obviously much harder at 7 times the size. tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
Amazon $AMZN Q2 2024 Report 🗓️
•Revenues: $148.0B (+10.% YoY) ❌
•Operating Income: $14.7B (+90% YoY) ✅
•Net Income: $13.5B (+101% YoY) ✅
Notable Points 👇🏽
•AWS Revenue: $28.5B (+18.7% YoY) ✅
•Ads Revenue: $12.77B (+19.5% YoY) ✅
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You can see more details in the photo below 👇🏽
#stocks #investing
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Amazon $AMZN Q2 2024 Report 🗓️
•Revenues: $148.0B (+10.% YoY) ❌
•Operating Income: $14.7B (+90% YoY) ✅
•Net Income: $13.5B (+101% YoY) ✅
Notable Points 👇🏽
•AWS Revenue: $28.5B (+18.7% YoY) ✅
•Ads Revenue: $12.77B (+19.5% YoY) ✅
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You can see more details in the photo below 👇🏽
#stocks #investing
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Dimitry Nakhla | Babylon Capital®
"Individuals who cannot master their emotions are ill-suited to profit from the investment process"
— Benjamin Graham 🗣️
#stocks #investing
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Mastering your emotions is crucial when it comes to investing in stocks. The stock market is a reflection of human nature, and human nature is inherently emotional.
Fear, greed, and euphoria can cloud your judgment, leading to impulsive decisions that can be detrimental to your long-term wealth. When you let emotions dictate your investment choices, you're essentially trying to time the market, which is a fool's errand. Instead, by mastering your emotions, you can focus on what really matters: fundamental analysis, discipline, and patience.
Think of it this way: investing is a game of probabilities, not certainties. And to succeed, you need to be able to separate signal from noise, fact from fiction, and opportunity from risk.
Emotions can be a significant source of noise, leading you astray from your investment thesis. By cultivating emotional control, you can develop a clear-eyed perspective, unencumbered by the whims of the market.
This allows you to make rational, informed decisions, aligned with your investment objectives. Trust me, my friends, mastering your emotions is the key to unlocking long-term success in the stock market.
tweet
"Individuals who cannot master their emotions are ill-suited to profit from the investment process"
— Benjamin Graham 🗣️
#stocks #investing
___
Mastering your emotions is crucial when it comes to investing in stocks. The stock market is a reflection of human nature, and human nature is inherently emotional.
Fear, greed, and euphoria can cloud your judgment, leading to impulsive decisions that can be detrimental to your long-term wealth. When you let emotions dictate your investment choices, you're essentially trying to time the market, which is a fool's errand. Instead, by mastering your emotions, you can focus on what really matters: fundamental analysis, discipline, and patience.
Think of it this way: investing is a game of probabilities, not certainties. And to succeed, you need to be able to separate signal from noise, fact from fiction, and opportunity from risk.
Emotions can be a significant source of noise, leading you astray from your investment thesis. By cultivating emotional control, you can develop a clear-eyed perspective, unencumbered by the whims of the market.
This allows you to make rational, informed decisions, aligned with your investment objectives. Trust me, my friends, mastering your emotions is the key to unlocking long-term success in the stock market.
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Offshore
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Brandon Beylo
You can now trade the weather on Interactive Brokers.
We need to raise rates by 1500bps. https://t.co/xePcea1noI
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You can now trade the weather on Interactive Brokers.
We need to raise rates by 1500bps. https://t.co/xePcea1noI
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Offshore
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Brandon Beylo
This is the bottom in Block $SQ.
Cash App Gross Profit growing 23% YoY.
The company is now generating positive operating profits.
Jack Dorsey (@jack) is back and not messing around.
Finally, chart looks like it's putting in a textbook Stage 1 base.
Disc: I own. https://t.co/T3JjTi1ybu
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This is the bottom in Block $SQ.
Cash App Gross Profit growing 23% YoY.
The company is now generating positive operating profits.
Jack Dorsey (@jack) is back and not messing around.
Finally, chart looks like it's putting in a textbook Stage 1 base.
Disc: I own. https://t.co/T3JjTi1ybu
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Offshore
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Brandon Beylo
Me watching the Weather Channel. https://t.co/xZMdoqQ9VW
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Me watching the Weather Channel. https://t.co/xZMdoqQ9VW
You can now trade the weather on Interactive Brokers.
We need to raise rates by 1500bps. https://t.co/xePcea1noI tweet
Offshore
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Brandon Beylo
Block $SQ authorizing an incremental $3B buyback program.
The narrative around $SQ diluting shareholders into oblivion will slow, and eventually disappear as the company executes.
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Block $SQ authorizing an incremental $3B buyback program.
The narrative around $SQ diluting shareholders into oblivion will slow, and eventually disappear as the company executes.
This is the bottom in Block $SQ.
Cash App Gross Profit growing 23% YoY.
The company is now generating positive operating profits.
Jack Dorsey (@jack) is back and not messing around.
Finally, chart looks like it's putting in a textbook Stage 1 base.
Disc: I own. https://t.co/T3JjTi1ybu tweet