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Investing visuals
Crowdstrike $CRWD delivered a better then expected quarter with a strong guide given the Juli outage.
Here's an updated overview of this unique cybersecurity company👇✨ https://t.co/CsurcrTvAG
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Crowdstrike $CRWD delivered a better then expected quarter with a strong guide given the Juli outage.
Here's an updated overview of this unique cybersecurity company👇✨ https://t.co/CsurcrTvAG
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Offshore
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App Economy Insights
RT @EconomyApp: $CRM Salesforce Q2 FY25 (ending in July):
• Current RPO +10% Y/Y to $26.5B.
• Revenue +9% Y/Y to $9.3B ($100M beat).
• Operating margin 19% (+2pp Y/Y).
• Non-GAAP EPS $2.56 ($0.20 beat).
FY25 guidance (unchanged):
• Revenue +9% Y/Y to $38B.
• Operating margin 20%. https://t.co/GkTTvqC20X
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RT @EconomyApp: $CRM Salesforce Q2 FY25 (ending in July):
• Current RPO +10% Y/Y to $26.5B.
• Revenue +9% Y/Y to $9.3B ($100M beat).
• Operating margin 19% (+2pp Y/Y).
• Non-GAAP EPS $2.56 ($0.20 beat).
FY25 guidance (unchanged):
• Revenue +9% Y/Y to $38B.
• Operating margin 20%. https://t.co/GkTTvqC20X
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App Economy Insights
RT @EconomyApp: $NVDA NVIDIA Q2 FY25 (ending in July).
• Revenue +15% Q/Q to $30.0B ($1.3B beat).
• Gross margin 75% (-3pp Q/Q).
• Operating margin 62% (-3pp Q/Q).
• Non-GAAP EPS $0.68 ($0.04 beat).
Q3 FY25 guidance:
• Revenue ~$32.5B ($0.8B beat). https://t.co/3T9fGGxUzd
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RT @EconomyApp: $NVDA NVIDIA Q2 FY25 (ending in July).
• Revenue +15% Q/Q to $30.0B ($1.3B beat).
• Gross margin 75% (-3pp Q/Q).
• Operating margin 62% (-3pp Q/Q).
• Non-GAAP EPS $0.68 ($0.04 beat).
Q3 FY25 guidance:
• Revenue ~$32.5B ($0.8B beat). https://t.co/3T9fGGxUzd
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Bourbon Capital
We don't see a lot funds adding $PYPL but I'm glad they keep adding
ARTLX - Artisan Value Fund Investor Shares bought 122k shares today https://t.co/LOdktXTNzo
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We don't see a lot funds adding $PYPL but I'm glad they keep adding
ARTLX - Artisan Value Fund Investor Shares bought 122k shares today https://t.co/LOdktXTNzo
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Librarian Capital
Brown-Forman $BF.B FY25Q1
Organically, sales -4% (PY +2%)
GP -8%, EBIT -13%
Reported sales -8%, EBIT -14% (M&A, JDCC)
Impacted by PY timing of shipments
US "challenging" macro, more de-stocking
US sales -4% (PY -9%)
Dev. Int'l -8% (flat)
EM -5% (+32%)
Travel Retail -8% (+9%) https://t.co/ehJillZBhj
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Brown-Forman $BF.B FY25Q1
Organically, sales -4% (PY +2%)
GP -8%, EBIT -13%
Reported sales -8%, EBIT -14% (M&A, JDCC)
Impacted by PY timing of shipments
US "challenging" macro, more de-stocking
US sales -4% (PY -9%)
Dev. Int'l -8% (flat)
EM -5% (+32%)
Travel Retail -8% (+9%) https://t.co/ehJillZBhj
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Stock Analysis Compilation
Brown Capital on UFP Technologies $UFPT US
Thesis: UFP Technologies is positioned for significant long-term growth, driven by its leadership in the MedTech sector and strategic focus on recurring revenue streams
(Extract from their Q2 letter) https://t.co/MlF6KGAdpF
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Brown Capital on UFP Technologies $UFPT US
Thesis: UFP Technologies is positioned for significant long-term growth, driven by its leadership in the MedTech sector and strategic focus on recurring revenue streams
(Extract from their Q2 letter) https://t.co/MlF6KGAdpF
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PitchDeckGuy
Canada Goose is the ultimate seasonality stock
See their pitch deck: https://t.co/7nBVOHsCzw
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Canada Goose is the ultimate seasonality stock
See their pitch deck: https://t.co/7nBVOHsCzw
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Librarian Capital
In Margin Call, the Stanley Tucci character talked about the bridge he built saving 1,500+ years of people's lives
Elon Musk has done the reverse of that with Twitter
I am now posting content on 4 different social media platforms, and I can't be the only one
Years wasted https://t.co/pbk2QZ4IbT
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In Margin Call, the Stanley Tucci character talked about the bridge he built saving 1,500+ years of people's lives
Elon Musk has done the reverse of that with Twitter
I am now posting content on 4 different social media platforms, and I can't be the only one
Years wasted https://t.co/pbk2QZ4IbT
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Quiver Quantitative
This is wild.
In October, we published a report on a suspicious purchase of Raytheon stock by Senator Markwayne Mullin.
He is a member of the Senate Armed Services Committee, which oversees the Department of Defense.
The stock has now risen 73% since then.
Look at this graph: https://t.co/U9B0sipvnV
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This is wild.
In October, we published a report on a suspicious purchase of Raytheon stock by Senator Markwayne Mullin.
He is a member of the Senate Armed Services Committee, which oversees the Department of Defense.
The stock has now risen 73% since then.
Look at this graph: https://t.co/U9B0sipvnV
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