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Stock Analysis Compilation
Impact AM on Vertiv $VRT US
Thesis: Vertiv Holdings, a leader in data center infrastructure, is poised to grow with rising demand for energy-efficient digital and AI-driven solutions
(Extract from their Q2 letter) https://t.co/tqr8Rz1I6c
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Impact AM on Vertiv $VRT US
Thesis: Vertiv Holdings, a leader in data center infrastructure, is poised to grow with rising demand for energy-efficient digital and AI-driven solutions
(Extract from their Q2 letter) https://t.co/tqr8Rz1I6c
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AkhenOsiris
$RDDT $GENI
New Reddit sports score feature powered by Genius Sports, using Official NFL Data
Real-time NFL scores and stats will appear in team-specific Subreddits
Feature illustrates the generational shift in how fans consume sports content across screens and social media.
Reddit and Genius Sports today announced a partnership to power the new live sports scores feature with official NFL data. When users visit team and league Subreddits with dynamic NFL scoreboards enabled, they will be able to instantly access live scores and real-time stats, powered by the highest quality official data.
Available on both the Reddit app and website, this feature brings the power of live game data to real-time fan conversations. As the provider of NFL Official League Data, Genius Sports brings the fastest, most accurate, and relevant NFL stats to fans across Reddit.
“We know sports fans flock to Reddit for discussions with other passionate fans about their favorite teams and top games,” said Sarah Rosen, Senior Director, Business Development at Reddit. “By working with Genius Sports, we’re able to make these conversations even more immersive and engaging and bring NFL fans on Reddit closer to the play-by-play action.”
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$RDDT $GENI
New Reddit sports score feature powered by Genius Sports, using Official NFL Data
Real-time NFL scores and stats will appear in team-specific Subreddits
Feature illustrates the generational shift in how fans consume sports content across screens and social media.
Reddit and Genius Sports today announced a partnership to power the new live sports scores feature with official NFL data. When users visit team and league Subreddits with dynamic NFL scoreboards enabled, they will be able to instantly access live scores and real-time stats, powered by the highest quality official data.
Available on both the Reddit app and website, this feature brings the power of live game data to real-time fan conversations. As the provider of NFL Official League Data, Genius Sports brings the fastest, most accurate, and relevant NFL stats to fans across Reddit.
“We know sports fans flock to Reddit for discussions with other passionate fans about their favorite teams and top games,” said Sarah Rosen, Senior Director, Business Development at Reddit. “By working with Genius Sports, we’re able to make these conversations even more immersive and engaging and bring NFL fans on Reddit closer to the play-by-play action.”
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Quiver Quantitative
🚨 This just keeps getting wilder.
We posted this report earlier this month.
$HL has now risen 45% since Debbie Wassmeran Schultz' purchase.
It's up another 4% today. https://t.co/8e6dGUT2i3
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🚨 This just keeps getting wilder.
We posted this report earlier this month.
$HL has now risen 45% since Debbie Wassmeran Schultz' purchase.
It's up another 4% today. https://t.co/8e6dGUT2i3
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Hidden Value Gems
I know it is easy to flag in hindsight but $BABA and China in general is a typical deep value case.
I don’t think it is a short term squeeze or whatever.
Just damn cheap with 100% negative sentiment and zero expectations….
Just learning, especially when something becomes “uninvestable” again like oils in 2020, EMs after the ‘90s
When you are embarrassed to tell your friends you own Alibaba - it is a great signal to buy more of it.
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I know it is easy to flag in hindsight but $BABA and China in general is a typical deep value case.
I don’t think it is a short term squeeze or whatever.
Just damn cheap with 100% negative sentiment and zero expectations….
Just learning, especially when something becomes “uninvestable” again like oils in 2020, EMs after the ‘90s
When you are embarrassed to tell your friends you own Alibaba - it is a great signal to buy more of it.
Some further good news on $BABA
The 3-year regulatory “rectification” process is complete (following an antitrust fine it received on charges of monopolistic practices in 2021).
I really try not to look at “technical” factors, but the share price chart looks like a major base has been built and the stock is ready to climb higher …
One thing for sure - it is super cheap with a net cash of $85B / 50% of the mkt cap. tweet
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Librarian Capital
Chris Pavese comments on Philip Morris $PM
"largest position in the portfolio"
"16x next year's earnings estimate"
smoke-free will be "majority" of biz. "in a few years"
"only a matter of time" before ESG aversion reverses
(interview also includes some history of Broyhill) https://t.co/dDlZMOuWMP
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Chris Pavese comments on Philip Morris $PM
"largest position in the portfolio"
"16x next year's earnings estimate"
smoke-free will be "majority" of biz. "in a few years"
"only a matter of time" before ESG aversion reverses
(interview also includes some history of Broyhill) https://t.co/dDlZMOuWMP
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Librarian Capital
Lucky timing on L'Oréal $OR: shares up ~11% since our research on 17-Sep highlighting its attractiveness
"Fears on China likely misplaced" https://t.co/iFjzPKloX0
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Lucky timing on L'Oréal $OR: shares up ~11% since our research on 17-Sep highlighting its attractiveness
"Fears on China likely misplaced" https://t.co/iFjzPKloX0
"L’Oréal: New 52-Week Low, but Fears on China Likely Misplaced"
Shares are a good defensive asset, with a reasonable valuation, solid long-term EPS growth and minimal capital risk $OR $EL $ELF
https://t.co/zDuAFSdyf4 https://t.co/kD10ZjG1mb tweet