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App Economy Insights
$GOOG Google's Antitrust Loss:
🔎 What is at stake in the ruling?
📱How are $AAPL & $MSFT impacted?
⚖️ Potential remedies & consequences.
Dive deeper! 👇
https://t.co/vcMGNBzlPM
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$GOOG Google's Antitrust Loss:
🔎 What is at stake in the ruling?
📱How are $AAPL & $MSFT impacted?
⚖️ Potential remedies & consequences.
Dive deeper! 👇
https://t.co/vcMGNBzlPM
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Quiver Quantitative
Senator Menendez just filed what is likely his last financial disclosure, after being convicted of accepting bribes.
We reported on his unusual ownership of solid gold bars, even before charges were filed.
Those gold bars are not listed on this disclosure.
Probably means that they are currently in the possession of the U.S. government.
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Senator Menendez just filed what is likely his last financial disclosure, after being convicted of accepting bribes.
We reported on his unusual ownership of solid gold bars, even before charges were filed.
Those gold bars are not listed on this disclosure.
Probably means that they are currently in the possession of the U.S. government.
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Quiver Quantitative
BREAKING: Representative Jonathan Jackson just disclosed that he bought stock in Teck Resources, $TECK, and then sold it two weeks later.
Teck Resources is a mining company.
Jackson sits on the House Subcommittee on Commodity Markets.
Here are his other trades: https://t.co/G7fA5HtPpr
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BREAKING: Representative Jonathan Jackson just disclosed that he bought stock in Teck Resources, $TECK, and then sold it two weeks later.
Teck Resources is a mining company.
Jackson sits on the House Subcommittee on Commodity Markets.
Here are his other trades: https://t.co/G7fA5HtPpr
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Librarian Capital
L'Oréal $OR shares are within ~1.5% of their 52-wk low
They have fallen by ~9% in the past year
Shares are at 31x 2023 EPS
Dividend Yield is 1.7% https://t.co/Ay4s4BBX8d
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L'Oréal $OR shares are within ~1.5% of their 52-wk low
They have fallen by ~9% in the past year
Shares are at 31x 2023 EPS
Dividend Yield is 1.7% https://t.co/Ay4s4BBX8d
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Librarian Capital
The top 3 attributes of a great business, in our opinion:
Volume growth
Pricing power
Operational leverage
We are focusing on inputs here
These are subjective and there are different ways of expressing the same ideas
We may explore our thoughts in more detail in future https://t.co/myj9nbmN9T
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The top 3 attributes of a great business, in our opinion:
Volume growth
Pricing power
Operational leverage
We are focusing on inputs here
These are subjective and there are different ways of expressing the same ideas
We may explore our thoughts in more detail in future https://t.co/myj9nbmN9T
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Stock Analysis Compilation
Loomis Sayles on Block $SQ US
Thesis: Block's Cash App and Square segments are positioned for strong growth, leveraging digital wallet adoption and next-gen payment systems, with shares currently undervalued relative to their long-term potential
(Extract from their Q2 letter) https://t.co/7gXPKYhqRI
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Loomis Sayles on Block $SQ US
Thesis: Block's Cash App and Square segments are positioned for strong growth, leveraging digital wallet adoption and next-gen payment systems, with shares currently undervalued relative to their long-term potential
(Extract from their Q2 letter) https://t.co/7gXPKYhqRI
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Capital Employed
Interesting write-up from @antarcticapital on Fathom Holdings Inc. $FTHM
Real estate player at 0.11x P/S and 10x potential 👇
https://t.co/FWGq3NJqKZ
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Interesting write-up from @antarcticapital on Fathom Holdings Inc. $FTHM
Real estate player at 0.11x P/S and 10x potential 👇
https://t.co/FWGq3NJqKZ
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App Economy Insights
$SBUX Starbucks poaches Chipotle CEO Brian Niccol.
Laxman Narasimhan lasted only 18 months, facing challenges across new competition, China's pricing war, unions, and an ongoing boycott.
$CMG Chipotle stock is up 800% since Brian Niccol joined the company in February 2018. https://t.co/HmiJqtRzPT
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$SBUX Starbucks poaches Chipotle CEO Brian Niccol.
Laxman Narasimhan lasted only 18 months, facing challenges across new competition, China's pricing war, unions, and an ongoing boycott.
$CMG Chipotle stock is up 800% since Brian Niccol joined the company in February 2018. https://t.co/HmiJqtRzPT
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Stock Analysis Compilation
Aristotle on Amphenol $APH US
Thesis: Amphenol is set to soar with double-digit growth driven by AI data center demand and strategic market diversification
(Extract from their Q2 letter) https://t.co/DMFGZiWwea
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Aristotle on Amphenol $APH US
Thesis: Amphenol is set to soar with double-digit growth driven by AI data center demand and strategic market diversification
(Extract from their Q2 letter) https://t.co/DMFGZiWwea
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