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Hidden Value Gems
“We will avoid calling this market a bubble, and simply observe that the dividend yield is low and the P/E ratio is elevated despite corporate earnings being cyclically high, if not top-of-cycle.”
David Einhorn (Q3 letter).
Exited Ryanair and NatWest in the UK
1/2 https://t.co/FP1bq5aF5M
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“We will avoid calling this market a bubble, and simply observe that the dividend yield is low and the P/E ratio is elevated despite corporate earnings being cyclically high, if not top-of-cycle.”
David Einhorn (Q3 letter).
Exited Ryanair and NatWest in the UK
1/2 https://t.co/FP1bq5aF5M
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Stock Analysis Compilation
Palm Valley CM on Helen of Troy $HELE US
Thesis: Helen of Troy offers an attractive entry point, with its well-positioned brands and significant cash generation, despite short-term financial pressure and market skepticism
(Extract from their Q3 letter) https://t.co/uD8VCkRdF1
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Palm Valley CM on Helen of Troy $HELE US
Thesis: Helen of Troy offers an attractive entry point, with its well-positioned brands and significant cash generation, despite short-term financial pressure and market skepticism
(Extract from their Q3 letter) https://t.co/uD8VCkRdF1
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Dimitry Nakhla | Babylon Capital®
“Ultimately, the BEST INVESTORS tend to be those who can blend their analytical skills with emotional intelligence.
They can remain disciplined and patient, even when the market is volatile.
It's about finding that balance and recognizing that investing is a long-term endeavor, not a sprint.”
— Dev Kantesaria of VFCM 🗣️
#stocks #investing
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“Ultimately, the BEST INVESTORS tend to be those who can blend their analytical skills with emotional intelligence.
They can remain disciplined and patient, even when the market is volatile.
It's about finding that balance and recognizing that investing is a long-term endeavor, not a sprint.”
— Dev Kantesaria of VFCM 🗣️
#stocks #investing
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Quiver Quantitative
RT @InsiderRadar: On October 10, we posted an alert on a large new insider purchase by Dave and Buster's CEO.
The stock has literally risen every day since then.
In total, the stock is now up 20% since October 10.
It is up another 4.8% today. https://t.co/bUjjvkglJZ
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RT @InsiderRadar: On October 10, we posted an alert on a large new insider purchase by Dave and Buster's CEO.
The stock has literally risen every day since then.
In total, the stock is now up 20% since October 10.
It is up another 4.8% today. https://t.co/bUjjvkglJZ
The CEO of Dave and Buster’s, $PLAY, just disclosed a purchase of ~$500K of stock https://t.co/4DxbcDHAbm tweet
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Stock Analysis Compilation
Night Watch IM on Seaport Entertainment Group $SEG
Thesis: Seaport Entertainment Group (SEG), with prime real estate in New York, offers an attractive asymmetric opportunity as a recent spinoff with potential for strong upside and limited downside
(Extract from their Q3 letter) https://t.co/W9qqLOMDnk
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Night Watch IM on Seaport Entertainment Group $SEG
Thesis: Seaport Entertainment Group (SEG), with prime real estate in New York, offers an attractive asymmetric opportunity as a recent spinoff with potential for strong upside and limited downside
(Extract from their Q3 letter) https://t.co/W9qqLOMDnk
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Investing visuals
$NFLX earnings are out 📜
🔹 Revenue: $9.83B (1% beat ✅)
🔹 Earnings per share: $5.40 (5% beat ✅)
Netflix added 5.07M subscribers last quarter, above expectations of 4M.
📈 Stock is up +1%
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$NFLX earnings are out 📜
🔹 Revenue: $9.83B (1% beat ✅)
🔹 Earnings per share: $5.40 (5% beat ✅)
Netflix added 5.07M subscribers last quarter, above expectations of 4M.
📈 Stock is up +1%
Netflix $NFLX earnings preview (reporting on Thursday after-hours) 👇
🔹 Revenue: $9.77B (+14%)
🔹 Earnings per share: $5.13 (+37%)
Key metrics to watch 👀
🔹Payed membership additions
🔹Total streaming revenue tweet
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App Economy Insights
$NFLX Netflix Q3 FY24:
• Members +5M Q/Q to 283M.
• Ads tier membership +35% Q/Q.
• Revenue +15% Y/Y to $9.8B ($50M beat).
• Operating margin 30% (+7pp Y/Y).
• EPS $5.40 ($0.28 beat).
Q4 FY24 Guidance:
• Revenue +15% Y/Y.
• Operating magin 22%. https://t.co/ukEYqU1i7o
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$NFLX Netflix Q3 FY24:
• Members +5M Q/Q to 283M.
• Ads tier membership +35% Q/Q.
• Revenue +15% Y/Y to $9.8B ($50M beat).
• Operating margin 30% (+7pp Y/Y).
• EPS $5.40 ($0.28 beat).
Q4 FY24 Guidance:
• Revenue +15% Y/Y.
• Operating magin 22%. https://t.co/ukEYqU1i7o
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