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App Economy Insights
📊 This Week in Visuals:
⚙️ TSMC $TSM
💼 UnitedHealth $UNH
💊 Johnson & Johnson $JNJ
💳 American Express $AXP
🦾 Intuitive Surgical $ISRG
🛩️ United Airlines $UAL
https://t.co/8fI94jPeUn
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📊 This Week in Visuals:
⚙️ TSMC $TSM
💼 UnitedHealth $UNH
💊 Johnson & Johnson $JNJ
💳 American Express $AXP
🦾 Intuitive Surgical $ISRG
🛩️ United Airlines $UAL
https://t.co/8fI94jPeUn
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Offshore
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App Economy Insights
What are you watching this week?
• Monday: $SAP.
• Tuesday: $VZ, $TXN, $GM, $LMT, $FI, $MCO.
• Wednesday: $TSLA, $LRCX, $KO, $IBM, $NOW, $BA, $T, $TMUS.
• Thursday: $AAL, $APPF, $LUV, $UPS.
All visualized in our PRO coverage next Saturday. https://t.co/7pVhGnz8zm
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What are you watching this week?
• Monday: $SAP.
• Tuesday: $VZ, $TXN, $GM, $LMT, $FI, $MCO.
• Wednesday: $TSLA, $LRCX, $KO, $IBM, $NOW, $BA, $T, $TMUS.
• Thursday: $AAL, $APPF, $LUV, $UPS.
All visualized in our PRO coverage next Saturday. https://t.co/7pVhGnz8zm
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iinvested
3Q'24 Patient Capital Management on $QXO, $PLAY
https://t.co/ElUS4IoqIz
More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/LsSqtiZN8j
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3Q'24 Patient Capital Management on $QXO, $PLAY
https://t.co/ElUS4IoqIz
More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/LsSqtiZN8j
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Dimitry Nakhla | Babylon Capital®
“You know, tomorrow morning a stock that we have been following for seven or ten years could suddenly drop 40% in price, and we need to act quickly because a lot of those inefficiencies don't last very long.
It might last a few days, a few weeks, and then it's gone. So, we're spending a lot of our time figuring out where we want to invest and then waiting for that catalyst.”
— Dev Kantesaria 🗣️
$ASML
#stocks #investing
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“You know, tomorrow morning a stock that we have been following for seven or ten years could suddenly drop 40% in price, and we need to act quickly because a lot of those inefficiencies don't last very long.
It might last a few days, a few weeks, and then it's gone. So, we're spending a lot of our time figuring out where we want to invest and then waiting for that catalyst.”
— Dev Kantesaria 🗣️
$ASML
#stocks #investing
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Stock Analysis Compilation
Royce IP on Mativ Holdings $MATV US
Thesis: Mativ Holdings is at a turnaround point with improving demand, cost-saving initiatives, and significant debt reduction following the divestiture of its Engineered Papers business
(Extract from their article) https://t.co/uwXfgHfyVB
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Royce IP on Mativ Holdings $MATV US
Thesis: Mativ Holdings is at a turnaround point with improving demand, cost-saving initiatives, and significant debt reduction following the divestiture of its Engineered Papers business
(Extract from their article) https://t.co/uwXfgHfyVB
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Ahmad Jivraj
McDonald’s should start a hedge fund lol
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McDonald’s should start a hedge fund lol
The McRib is back. BTC historically goes up >2x after the McRib returns. Don't fade the McRib.
Not financial advice. https://t.co/HSsEcWHj2a tweet
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Stock Analysis Compilation
Brasada on Camden Property Trust $CPT US
Thesis: Camden Property Trust presents a long-term opportunity with favorable demographic trends, offering attractive returns as interest rates stabilize and apartment supply peaks
(Extract from their Q3 letter) https://t.co/RJiaKvB9sQ
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Brasada on Camden Property Trust $CPT US
Thesis: Camden Property Trust presents a long-term opportunity with favorable demographic trends, offering attractive returns as interest rates stabilize and apartment supply peaks
(Extract from their Q3 letter) https://t.co/RJiaKvB9sQ
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iinvested
3Q'24 Blue Tower Asset Management on $WCC
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/4f0fS1qCIu
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3Q'24 Blue Tower Asset Management on $WCC
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/4f0fS1qCIu
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iinvested
RT @East72Dynasty: Our quarterly report for September is attached. The company pumping oil out of the Yemeni boat is Boskalis, which HAL Trust $HAL.AS acquired the 54% "minority" in 2022. For 3x EV/EB ITDA. In our view, it marks a turning point for HAL after some years. We dig deeply into this secretive entity which we hold. We also update $BOL.PA galaxy and $DIE.BR https://t.co/qvfJOms3tF
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RT @East72Dynasty: Our quarterly report for September is attached. The company pumping oil out of the Yemeni boat is Boskalis, which HAL Trust $HAL.AS acquired the 54% "minority" in 2022. For 3x EV/EB ITDA. In our view, it marks a turning point for HAL after some years. We dig deeply into this secretive entity which we hold. We also update $BOL.PA galaxy and $DIE.BR https://t.co/qvfJOms3tF
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