⁠Librarian Capital
Elon Musk caught on tape saying US middle class would face "necessary" "hardship" under Trump

We have seen this movie before

Elon Musk told Twitter employees they had to be "extremely hardcore" and demanded a loyalty pledge

80% of $TWTR workers didn't survive Musk https://t.co/1IMMY12jj4
tweet

⁠Dimitry Nakhla | Babylon Capital®
While many are focused on $MSFT & $META — the discussion on today’s earnings should include $BKNG one of the highest quality businesses that often gets overlooked

$BKNG reports a strong Q3 🎯

✅ Revenue: $7.99B vs $7.63B (est)

✅ Adjusted EPS: $83.89 vs $77.47 (est)

⬆️ Guidance

💵 Cash & Equiv: $15.77B

💵 LT Debt: $13.79B

💸 FCF as % of Revenues: 39.7% (34.7% 2023)

#stocks #investing

7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸

1️⃣ $BKNG has grown revenue for 19 out of the last 20 years

2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years

3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)

4️⃣ Opportunity for growth in operating and net income margins

5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt

6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)

7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)

#stocks #investing - Dimitry Nakhla | Babylon Capital®
tweet

⁠Stock Analysis Compilation
Nightview Capital on Blackrock $BLK US

Thesis: BlackRock’s scale, influence, and expansion into private markets with Preqin position it for sustainable growth in the evolving financial landscape.

(Extract from their Q3 letter) https://t.co/vRtpPmUzaw
tweet

⁠Librarian Capital
"Japanese lift maker Fujitec explores sale to private equity" (FT)

Fujitec has a market capitalisation of ¥417bn ($2.7bn)

$OTIS looked at Toshiba elevator business in 2022
Kone $KNEBV bidded for TK Elevators with CVC in 2020

h/t @JamieHalse
https://t.co/lKlxqjNRPo
tweet

⁠Quiver Quantitative
RT @InsiderRadar: 🚨 New Insider Purchase at Crocs

A director at $CROX just reported the purchase of ~$250K of the company's stock.

This follows a ~20% drop-off in the company's stock price over the last week.
tweet

⁠Quiver Quantitative
RT @InsiderRadar: 🚨 Massive New Insider Purchase

Ra Capital Management, who has a board seat at $SEPN, just reported the purchase of $75M of the company's stock.

This comes shortly after the company's IPO, which happened last Friday.
tweet

⁠Librarian Capital
RT @RpsAgainstTrump: Do we really want 4 years of this deranged buffoon embarrassing us in front of the whole world? https://t.co/pghLX4SaRk
tweet

⁠Capital Employed
44 Top Stock Pitches (16th-31st October)💡

From medtech to uranium to Canadian construction companies.

Many interesting ‘fresh-off-the-press’ stock pitches for subscribers to work through!

https://t.co/1FRY6gwgYd https://t.co/jUeL4xdsys
tweet

⁠Ahmad Jivraj
We are witnessing the mainstreaming of Bitcoin

Countries That own Bitcoin:
USA (207,189)
China (194,000)
UK (61,000)
Ukraine (46,351)
Bhutan (13,029)
El Salvador (5,748.80)
Finland (1,981)
Georgia (66)

Number of People Who Own Crypto (By Country):
India (93.5M)
China (59.1M)
USA (52.1M)
Brazil (26M)
Vietnam (20.9M)
Pakistan (15.9M)
Philippines (15.8M)
Nigeria (13.3M)
Indonesia (12.2M)
Iran (12M)

Public Companies That Own Bitcoin:
Brooker Group's BROOK (BKK) (1150)
Metaplanet Inc. (1015.2)
Semler Scientific (1012)
Bit Digital, Inc. (992.4)
Meitu (941)
Bitfarms Limited (850)
Phunware, Inc. (630)
NFT Investments PLC (626)
DMG Blockchain Solutions Inc. (467)
Alliance Resource Partners (425)
MercadoLibre, Inc. (412.7)
Net Holding Anonim Sirketi (352)
Neptune Digital Assets (349)
Advanced Bitcoin Technologies AG (254)
DigitalX (216)
LQwD FinTech Corp (151)
BIGG Digital Assets Inc. (150)
Banxa Holdings Inc (136)
DEFI Technologies (110)
BTCS Inc. (90)
Digihost Technology Inc. (82)
Canada Computational Unlimited Corp. (75)
SATO Technologies Corp. (68)
FRMO Corp. (63)
Metromile (25)MOGO Inc (18)
Argo Blockchain PLC (11)

Private Companies that Own Bitcoin:
Block .one (140000)
Tether Holdings LTD (82454)
Xapo Bank (38931)
BitMEX (36794)Mt. Gox (34164)
The Tezos Foundation (17500)
Stone Ridge Holdings Group (10000)
Massachusetts Mutual (3500)
Lisk Foundation (1898)
Seetee AS (1170)
Luna Foundation Guard (313)
Bitcoin Association Switzerland (14.2)

ETFs that Own Bitcoin:
iShares Bitcoin Trust (Blackrock) (417058.3)
Grayscale Bitcoin Trust (220546.8)
Fidelity Wise Origin Bitcoin Fund (188414.3)
ARK 21Shares Bitcoin ETF (50115)
CoinShares / XBT Provider (48466)
Bitwise Bitcoin ETF (42839.5)
Grayscale Bitcoin Mini Trust (34134)
Purpose Bitcoin ETF (25284)
3iQ CoinShares Bitcoin ETF (21237)
ETC Group Bitcoin ETP (17976)
3iQ The Bitcoin Fund (13000)
Vaneck Bitcoin Trust (12868.4)
Bitwise 10 Crypto Index Fund (10784)
Valkyrie Bitcoin Fund (9166.1)
Hashdex Nasdaq Crypto Index ETF. (8832)
Franklin Bitcoin ETF (7421.6)
Invesco Galaxy Bitcoin ETF (7282.2)
21Shares AG (6142)
Grayscale Digital Large Cap Fund (5990.3)
VanEck Vectors Bitcoin ETN (3943)
WisdomTree Bitcoin Fund (3747.2)
CI Galaxy Bitcoin Fund (3248)
Fidelity Advantage Bitcoin ETF (3018.7)
Osprey Bitcoin Trust (2820)
Valour Bitcoin Zero ETP (2000)
Evolve Bitcoin ETF (1663)
QR Assets (727)
Hashdex Bitcoin ETF (148)

Are you still skeptical?

Sources:
https://t.co/IFJDvHR3IS
https://t.co/wJgZD9gXQH
tweet