⁠Investing visuals
ServiceNow $NOW: the first big software player to report Q3 earnings after-hours today.

Earnings preview:
🔹Est. Revenue: $2.75 Bln (+20%)
🔹Est. Earnings per share: $0.60 (+18%) https://t.co/3Ki0gT61J5
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⁠Dimitry Nakhla | Babylon Capital®
ThermoFisher $TMO Reports an OK Q3

❌ Revenue: $10.60B vs $10.64B (est)

✅ Adjusted EPS: $5.28 vs $5.24 (est)

🟰FY Guidance

Would love to see $TMO trade closer to $525

#stocks #investing https://t.co/HOGKDntlqj
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⁠Stock Analysis Compilation
Pernas Research on Enterprise Group $E CN

Thesis: Enterprise Group's growth potential in clean energy and mining sectors, combined with new gas turbine deployments, positions it for strong profit generation in the next five years.

(Extract from their Stock Sonar Report) https://t.co/WFUAGd5QN9
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⁠Stock Analysis Compilation
Hedge funds' best ideas #15 is in your inbox 🔥
(link below)

Alluvium / Alphyn Capital Management / BIT Capital / Black Bear VP / Brasada / Gehlen Bräutigam Capital / Headwaters Capital / Montaka / Night Watch IM / Palm Valley CM / Pernas Research / Protean funds / Right Tail Capital / Rockwood Strategic / Royce IP / Upslope capital / Vltava Fund
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AkhenOsiris
One of the older guys I worked with back in the day, hardcore fundamental long term (years) investor: fuck any research that is overly obsessed with comps
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⁠Stock Analysis Compilation
Patient Capital Management on Expedia Group $EXPE US

Thesis: Expedia’s successful transformation efforts, undervalued B2C business, and consistent share buybacks offer strong potential for long-term growth.

(Extract from their Q3 letter) https://t.co/p4QFYWqzWZ
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⁠Value Spotlight (Andrew Sather)
(Tutorial): ROIC and acquisitions- Questions to ask yourself when running an ROIC for the 1st time

$HEI https://t.co/enWeDMgRAL
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⁠Quiver Quantitative
Nancy Pelosi has lost $3.4M in the stock market today, per our estimates.

She is still up $22M on the year. https://t.co/E32jFlzW53
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