⁠Quiver Quantitative
Here's how politicians did in the stock market this month.

Track their portfolios on Quiver: https://t.co/4mHiGk0QzY
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⁠Dimitry Nakhla | Babylon Capital®
Why is $IDXX down -40% from its highs?

Multiple compression.

Be cautious of hefty multiples not supported by strong earnings growth.

80x for a business forecasted to grow earnings at <15% annually for next several years … not the most optimal investment

#stocks #investing https://t.co/kctlejqkz3
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⁠Quiver Quantitative
RT @InsiderRadar: $SEPN stock has now risen 12% on the day after this insider purchase, which we flagged last night https://t.co/3mUHBgtTvl

🚨 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. - Insider Radar
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⁠Librarian Capital
We downgraded Altria $MO to Neutral on 26-Apr

MO shares up ~8% today, now up 24% L6M
Philip Morris $PM up 40% L6M, better (even w/ div.)

But gap has narrowed, the sector rallied right after we gave up on MO (but long $BATS)

I still think we were right
Update coming later today https://t.co/0h6uQmAq5K

"Altria: Gradually, Then Suddenly? Downgrade to Neutral"

$MO revenues, EPS fell in Q1
Cigarette vol. again fell 10%
Oral Tobacco grew modestly
NJOY volume fell q/q, FDA ineffectual
IQOS enters US in May, can scale in 2025
8.7x P/E, 9% Dividend, but risk of loss

See profile link
$PM $BATS $BTI - Librarian Capital
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⁠App Economy Insights
$AMZN Amazon Q3 FY24:

• Revenue +11% Y/Y to $159B ($1.6B beat).
• Operating margin 11% (+3pp Y/Y).
• FCF $48B TTM.
• Q4 Guidance: ~$185B ($1.3B miss).

☁️ AWS:
• Revenue +19% Y/Y to $27.5B.
• Operating margin 38% (+8pp Y/Y). https://t.co/9Euz13z3Bs
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⁠Stock Analysis Compilation
Long Cast Advisers on Corecard $CCRD US

Thesis: CoreCard’s shift to non-Goldman revenue streams and growth in high-margin accounts create a promising path to accelerating growth and profitability.

(Extract from their Q3 letter) https://t.co/kx0GrRMIat
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⁠Dimitry Nakhla | Babylon Capital®
Amazon $AMZN Q3 2024 Report 🗓️

✅ Revenues: $158.9B (+11% YoY)

✅ Operating Income: $17.4B (+55% YoY)

✅ Net Income: $15.3B (+54% YoY)

✅ Free Cash Flow: $47.7B (+122% YoY)

☁️ AWS Revenue: $27.5B (+19% YoY)

💸 Ads Revenue: $14.3B (+19% YoY)
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#stocks #investing https://t.co/ULKbL0Eedt
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⁠Librarian Capital
RT @carlquintanilla: Albuquerque mayor:

#NewMexico

Still waiting for Trump to pay the half million he owes. Maybe he’s making a special Halloween delivery to the Duke City? We won’t hold our breath. https://t.co/3Yqzp0ISnj - Mayor Tim Keller
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