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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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Startup Archive
Sam Altman: “This is probably the best time - maybe ever - to be starting your career”
When asked how startup founders should handle a failed venture or pivot, Sam responds:
“First of all, I think this is probably the best time — maybe ever — to be starting out your career because you will get to surf the greatest technological wave, maybe ever. And what that means is you can change course many times because you will have this unbelievable tailwind.”
He advises founders to not get too hung up on any particular setback or failure — or even just changing your mind if you find something more exciting to go after:
“I think this is going to be an unusual time in how much it rewards adaptability and decisive and quick movement. And I would trust that… And not get hung up on the fact that you decided to pivot or something didn’t work because you are just going to be flooded with opportunities for the next few years.”
He concludes:
“It’s still hard. It still always feels like a setback. But take the time you need to go on vacation, go for a hike, or just stew over it for a little while. But when you get back up, get back up with vigor.”
Video source: @HarvardHBS (2024)
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Sam Altman: “This is probably the best time - maybe ever - to be starting your career”
When asked how startup founders should handle a failed venture or pivot, Sam responds:
“First of all, I think this is probably the best time — maybe ever — to be starting out your career because you will get to surf the greatest technological wave, maybe ever. And what that means is you can change course many times because you will have this unbelievable tailwind.”
He advises founders to not get too hung up on any particular setback or failure — or even just changing your mind if you find something more exciting to go after:
“I think this is going to be an unusual time in how much it rewards adaptability and decisive and quick movement. And I would trust that… And not get hung up on the fact that you decided to pivot or something didn’t work because you are just going to be flooded with opportunities for the next few years.”
He concludes:
“It’s still hard. It still always feels like a setback. But take the time you need to go on vacation, go for a hike, or just stew over it for a little while. But when you get back up, get back up with vigor.”
Video source: @HarvardHBS (2024)
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