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Quiver Quantitative
🚨 Just made some big improvements to our ticker pages on Quiver.
You can now easily track which politicians, insiders, and institutions are trading different stocks.
Also added financials.
Check it out, and let me know if you have any feedback or suggestions! https://t.co/YsgptXf4Ms
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🚨 Just made some big improvements to our ticker pages on Quiver.
You can now easily track which politicians, insiders, and institutions are trading different stocks.
Also added financials.
Check it out, and let me know if you have any feedback or suggestions! https://t.co/YsgptXf4Ms
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Dimitry Nakhla | Babylon Capital®
Nothing against those who’ve allocated capital to $TMDX
Yet, Munger’s words apply here
Can $TMDX be the next big thing? Absolutely.
Is it a top 50 business in the world? No.
Staying disciplined and avoiding the lure of newer “growth” stocks can really help over long-term
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Nothing against those who’ve allocated capital to $TMDX
Yet, Munger’s words apply here
Can $TMDX be the next big thing? Absolutely.
Is it a top 50 business in the world? No.
Staying disciplined and avoiding the lure of newer “growth” stocks can really help over long-term
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
— Charlie Munger 🗣️
#stocks #investing tweet
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made over $15M in the stock market in just over a month, per our estimates.
We estimate that she is now worth $258M. https://t.co/MknScJzzb3
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BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made over $15M in the stock market in just over a month, per our estimates.
We estimate that she is now worth $258M. https://t.co/MknScJzzb3
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Dimitry Nakhla | Babylon Capital®
Alphabet $GOOG Reports a Strong Q3 🎯
✅ Revenue: $84.74B vs $84.21B (est)
✅ Adjusted EPS: $1.89 vs $1.85 (est)
⬆️ Guidance
GOOGLE CLOUD ☁️ +34.97% YoY
#stocks #investing $GOOGL https://t.co/JEujaOI8SZ
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Alphabet $GOOG Reports a Strong Q3 🎯
✅ Revenue: $84.74B vs $84.21B (est)
✅ Adjusted EPS: $1.89 vs $1.85 (est)
⬆️ Guidance
GOOGLE CLOUD ☁️ +34.97% YoY
#stocks #investing $GOOGL https://t.co/JEujaOI8SZ
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App Economy Insights
$GOOG Alphabet Q3 FY24:
• Revenue +15% Y/Y to $88.3B ($2.0B beat).
• Operating margin 32% (+4pp Y/Y).
• EPS $2.12 ($0.27 beat).
☁️ Google Cloud:
• Revenue +35% Y/Y to $11.4B.
• Operating margin 17% (+14pp Y/Y).
▶️ YouTube ads +12% to $8.9B. https://t.co/BvYKQ10kIu
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$GOOG Alphabet Q3 FY24:
• Revenue +15% Y/Y to $88.3B ($2.0B beat).
• Operating margin 32% (+4pp Y/Y).
• EPS $2.12 ($0.27 beat).
☁️ Google Cloud:
• Revenue +35% Y/Y to $11.4B.
• Operating margin 17% (+14pp Y/Y).
▶️ YouTube ads +12% to $8.9B. https://t.co/BvYKQ10kIu
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App Economy Insights
$AMD AMD Q3 FY24:
• Revenue +18% Y/Y to $6.8B ($110M beat).
• Gross margin 50% (+3pp Y/Y).
• Operating margin 11% (+7pp Y/Y).
• Non-GAAP EPS $0.92 (in-line).
• Q4 rev. guidance ~$7.5B ($50M miss).
Dr. Lisa Su: "We see significant growth opportunities across our data center, client and embedded businesses driven by the insatiable demand for more compute."
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$AMD AMD Q3 FY24:
• Revenue +18% Y/Y to $6.8B ($110M beat).
• Gross margin 50% (+3pp Y/Y).
• Operating margin 11% (+7pp Y/Y).
• Non-GAAP EPS $0.92 (in-line).
• Q4 rev. guidance ~$7.5B ($50M miss).
Dr. Lisa Su: "We see significant growth opportunities across our data center, client and embedded businesses driven by the insatiable demand for more compute."
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Stock Analysis Compilation
Kingdom Capital Advisors on ECC Capital $ECRO US
Thesis: Despite terminal value risks, ECRO presents a low-market-cap opportunity with strong cash flow from local power sales and local initiatives supporting margins
(Extract from their Q3 letter) https://t.co/X5LckUrdLq
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Kingdom Capital Advisors on ECC Capital $ECRO US
Thesis: Despite terminal value risks, ECRO presents a low-market-cap opportunity with strong cash flow from local power sales and local initiatives supporting margins
(Extract from their Q3 letter) https://t.co/X5LckUrdLq
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Stock Analysis Compilation
Platinium on Nice $NICE US
Thesis: Nice Ltd offers an essential SaaS solution for call centers, and despite concerns over AI, its strong position and discounted valuation make it a solid investment.
(Extract from their Q3 letter) https://t.co/cYlWpPVXCH
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Platinium on Nice $NICE US
Thesis: Nice Ltd offers an essential SaaS solution for call centers, and despite concerns over AI, its strong position and discounted valuation make it a solid investment.
(Extract from their Q3 letter) https://t.co/cYlWpPVXCH
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Capital Employed
Best Stock Pitches newsletter being sent to inbox's tomorrow.
Over 40 quality pitches. Lots of great ideas out there at the moment.
https://t.co/jEccgMyfbM
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Best Stock Pitches newsletter being sent to inbox's tomorrow.
Over 40 quality pitches. Lots of great ideas out there at the moment.
https://t.co/jEccgMyfbM
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Stock Analysis Compilation
Ariel Investments on Tesco $TSCO LN
Thesis: Tesco’s strengthened market position and diversification into new revenue streams position it as a resilient growth story in the UK retail sector.
(Extract from their Q3 letter) https://t.co/Z4HOTlJfcJ
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Ariel Investments on Tesco $TSCO LN
Thesis: Tesco’s strengthened market position and diversification into new revenue streams position it as a resilient growth story in the UK retail sector.
(Extract from their Q3 letter) https://t.co/Z4HOTlJfcJ
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