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App Economy Insights
$NFLX Netflix hit 283M subscribers in Q3.
Despite the Hollywood strikes. 🪧
📊 How did they do it?
🔮 What's next in 2025?
📢 Can ads be a game changer? 👇
https://t.co/YETWOcp3T1
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$NFLX Netflix hit 283M subscribers in Q3.
Despite the Hollywood strikes. 🪧
📊 How did they do it?
🔮 What's next in 2025?
📢 Can ads be a game changer? 👇
https://t.co/YETWOcp3T1
tweet
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Stock Analysis Compilation
Black Bear VP on Builders FirstSource $BLDR US
Thesis: BLDR has been capitalizing on its shift to value-added products, using strong free cash flow to repurchase stock, while positioned for long-term growth in the residential construction market.
(Extract from their Q3 letter) https://t.co/Fuztf5Uc8Z
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Black Bear VP on Builders FirstSource $BLDR US
Thesis: BLDR has been capitalizing on its shift to value-added products, using strong free cash flow to repurchase stock, while positioned for long-term growth in the residential construction market.
(Extract from their Q3 letter) https://t.co/Fuztf5Uc8Z
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Hidden Value Gems
The latest memo by @HowardMarksBook on asset allocation and the fundamental difference between owning assets (stocks) and lending to companies (credit).
Surprised he excluded inflation from his analysis. Bonds offer higher yields and look more attractive today than 5 years ago perhaps because inflation is expected to be higher?
“In my view, the thought process set forth in this memo leads to the conclusion that investors should increase their allocations in this area if they are (a) attracted by returns of 7-10% or so, (b) desirous of limiting uncertainty and volatility, and (c) willing to forgo upside potential beyond today’s yields to do so”.
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The latest memo by @HowardMarksBook on asset allocation and the fundamental difference between owning assets (stocks) and lending to companies (credit).
Surprised he excluded inflation from his analysis. Bonds offer higher yields and look more attractive today than 5 years ago perhaps because inflation is expected to be higher?
“In my view, the thought process set forth in this memo leads to the conclusion that investors should increase their allocations in this area if they are (a) attracted by returns of 7-10% or so, (b) desirous of limiting uncertainty and volatility, and (c) willing to forgo upside potential beyond today’s yields to do so”.
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Startup Archive
“Before Steve, no startup ever used the word beautiful...
Steve never believed that business strategy trumped product. He always believed that the product has to be great, and if it isn’t great, well, we’re not going to ship it.”
- Marc Andreessen
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“Before Steve, no startup ever used the word beautiful...
Steve never believed that business strategy trumped product. He always believed that the product has to be great, and if it isn’t great, well, we’re not going to ship it.”
- Marc Andreessen
"Before Steve Jobs" by @pmarca https://t.co/WkraredxHr tweet
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Investing visuals
Tesla $TSLA reports Q3 earnings after-hours tomorrow. Here's the earnings preview:
🔹Est. Revenue: $25.7 Bln
🔹Est. Earnings per share: $0.60
Will $TSLA deliver? https://t.co/ZEZDYQefrF
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Tesla $TSLA reports Q3 earnings after-hours tomorrow. Here's the earnings preview:
🔹Est. Revenue: $25.7 Bln
🔹Est. Earnings per share: $0.60
Will $TSLA deliver? https://t.co/ZEZDYQefrF
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AkhenOsiris
$CRWD $FTNT
CrowdStrike today announced a strategic partnership with Fortinet to unify best-in-class endpoint and firewall protection. By integrating AI-native endpoint security from the CrowdStrike Falcon cybersecurity platform and Fortinet’s FortiGate next-generation firewalls (NGFW), customers and partners gain the flexibility, visibility and security across networks, applications and endpoints to stop breaches.
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$CRWD $FTNT
CrowdStrike today announced a strategic partnership with Fortinet to unify best-in-class endpoint and firewall protection. By integrating AI-native endpoint security from the CrowdStrike Falcon cybersecurity platform and Fortinet’s FortiGate next-generation firewalls (NGFW), customers and partners gain the flexibility, visibility and security across networks, applications and endpoints to stop breaches.
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Stock Analysis Compilation
Night Watch IM on Legget & Platt $LEG US
Thesis: Leggett & Platt (LEG) is poised for recovery as mortgage rates stabilize, supported by aggressive cost cutting and management's confidence, reflected in their share buybacks
(Extract from their Q3 letter) https://t.co/kqG0xMttmD
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Night Watch IM on Legget & Platt $LEG US
Thesis: Leggett & Platt (LEG) is poised for recovery as mortgage rates stabilize, supported by aggressive cost cutting and management's confidence, reflected in their share buybacks
(Extract from their Q3 letter) https://t.co/kqG0xMttmD
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App Economy Insights
Spotify is working on its own ad exchange! 🎙️
🤝Using The Trade Desk's OpenPath.
📺 Initial focus on video ads, then audio.
👀 Aims to compete with Meta and Google.
📢 Ads were 12% of Spotify's revenue in Q2.
Source: Axios. $SPOT $TTD https://t.co/qWWo78iCmN
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Spotify is working on its own ad exchange! 🎙️
🤝Using The Trade Desk's OpenPath.
📺 Initial focus on video ads, then audio.
👀 Aims to compete with Meta and Google.
📢 Ads were 12% of Spotify's revenue in Q2.
Source: Axios. $SPOT $TTD https://t.co/qWWo78iCmN
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Stock Analysis Compilation
Royce IP on nLight $LASR US
Thesis: nLight is positioned for growth in aerospace and defense lasers, while its non-defense segment is expected to rebound as demand recovers, supported by its strong balance sheet.
(Extract from their Q3 letter) https://t.co/JJatLEbVXd
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Royce IP on nLight $LASR US
Thesis: nLight is positioned for growth in aerospace and defense lasers, while its non-defense segment is expected to rebound as demand recovers, supported by its strong balance sheet.
(Extract from their Q3 letter) https://t.co/JJatLEbVXd
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Quiver Quantitative
RT @InsiderRadar: 🚨 Massive New Insider Purchase
Ra Capital Management, who has a board seat at $JANX, just reported the purchase of $53m of the company's stock.
$JANX currently has an ongoing Phase 1 trial evaluating JANX007 as a potential treatment for prostate cancer. https://t.co/5nu5HowNaC
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RT @InsiderRadar: 🚨 Massive New Insider Purchase
Ra Capital Management, who has a board seat at $JANX, just reported the purchase of $53m of the company's stock.
$JANX currently has an ongoing Phase 1 trial evaluating JANX007 as a potential treatment for prostate cancer. https://t.co/5nu5HowNaC
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