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Stock Analysis Compilation
Vulcan Value Partners on Everest Group $EG US
Thesis: Everest’s disciplined underwriting and focus on long-term intrinsic value growth make it a compelling play in the reinsurance sector, especially as it capitalizes on cyclical market dynamics
(Extract from their Q3 letter) https://t.co/Hh0uMQ2ZEr
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Vulcan Value Partners on Everest Group $EG US
Thesis: Everest’s disciplined underwriting and focus on long-term intrinsic value growth make it a compelling play in the reinsurance sector, especially as it capitalizes on cyclical market dynamics
(Extract from their Q3 letter) https://t.co/Hh0uMQ2ZEr
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Quiver Quantitative
Marjorie Taylor Greene made a large purchase of Tesla stock right before the election.
$TSLA has now risen 36% since then. https://t.co/ws6RMc6wNG
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Marjorie Taylor Greene made a large purchase of Tesla stock right before the election.
$TSLA has now risen 36% since then. https://t.co/ws6RMc6wNG
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App Economy Insights
$WMT Walmart Q3 FY25 (ending in Oct.):
• Revenue +5% Y/Y to $169.6B ($3.0B beat).
• Non-GAAP EPS $0.58 ($0.05 beat).
• Walmart US comp sales +5%.
• E-commerce +27% Y/Y.
• Advertising +28% Y/Y.
FY25 Guidance:
• Net sales +4.8% to 5.1% Y/Y (0.7pp raise). https://t.co/6GprSeaRTb
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$WMT Walmart Q3 FY25 (ending in Oct.):
• Revenue +5% Y/Y to $169.6B ($3.0B beat).
• Non-GAAP EPS $0.58 ($0.05 beat).
• Walmart US comp sales +5%.
• E-commerce +27% Y/Y.
• Advertising +28% Y/Y.
FY25 Guidance:
• Net sales +4.8% to 5.1% Y/Y (0.7pp raise). https://t.co/6GprSeaRTb
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Quiver Quantitative
With the House Ethics Committee in the news:
We have caught four of the committee’s ten members violating the STOCK Act.
Here’s who we caught:
John Rutherford: 152 violations
David Joyce: 136 violations
Michael Guest (Chairman): 2 violations
Deborah Ross: 1 violation
You can track their portfolios live on Quiver.
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With the House Ethics Committee in the news:
We have caught four of the committee’s ten members violating the STOCK Act.
Here’s who we caught:
John Rutherford: 152 violations
David Joyce: 136 violations
Michael Guest (Chairman): 2 violations
Deborah Ross: 1 violation
You can track their portfolios live on Quiver.
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Offshore
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Stock Analysis Compilation
Vulcan Value Partners on Colliers International $CIGI
Thesis: CIGI’ diversified earnings and asset-light model provide strong cash flow stability, with improving real estate transactions and earnings growth supported by recent interest rate cuts
(Extract from their Q3 letter) https://t.co/b3SfEEZVbh
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Vulcan Value Partners on Colliers International $CIGI
Thesis: CIGI’ diversified earnings and asset-light model provide strong cash flow stability, with improving real estate transactions and earnings growth supported by recent interest rate cuts
(Extract from their Q3 letter) https://t.co/b3SfEEZVbh
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App Economy Insights
📺 US TV Time October 2024:
Streaming 40.5% (+3.9pp Y/Y).
• YouTube 10.6% (+1.5pp Y/Y).
• Netflix 7.5% (+0.3pp Y/Y).
• Prime Video 3.5% (-0.1pp Y/Y).
• Disney+ 2.4% (+0.5pp Y/Y).
• Hulu 2.4% (-0.7pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/JtwCYkWgwC
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📺 US TV Time October 2024:
Streaming 40.5% (+3.9pp Y/Y).
• YouTube 10.6% (+1.5pp Y/Y).
• Netflix 7.5% (+0.3pp Y/Y).
• Prime Video 3.5% (-0.1pp Y/Y).
• Disney+ 2.4% (+0.5pp Y/Y).
• Hulu 2.4% (-0.7pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/JtwCYkWgwC
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made $1.8M in the stock market today, per our estimates.
We estimate that she is now worth $263M: https://t.co/yynMGrT2nj
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BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made $1.8M in the stock market today, per our estimates.
We estimate that she is now worth $263M: https://t.co/yynMGrT2nj
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