Offshore
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Stock Analysis Compilation
Montaka on Floor & Decor $FND US
Thesis: Floor & Decor’s scalable ‘flywheel’ model and favorable store economics position it as a growth compounder with significant upside potential
(Extract from their Q3 letter) https://t.co/0aSdUfVHql
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Montaka on Floor & Decor $FND US
Thesis: Floor & Decor’s scalable ‘flywheel’ model and favorable store economics position it as a growth compounder with significant upside potential
(Extract from their Q3 letter) https://t.co/0aSdUfVHql
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Value Spotlight (Andrew Sather)
ROIC vs WACC to Find Good Dividend Growth Stocks (Tutorial)
You can do this in seconds with the @NewConstructs institutional plan by sorting with their screener or following their DGI Model Portfolio.
$JNJ https://t.co/I5I2HHyPch
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ROIC vs WACC to Find Good Dividend Growth Stocks (Tutorial)
You can do this in seconds with the @NewConstructs institutional plan by sorting with their screener or following their DGI Model Portfolio.
$JNJ https://t.co/I5I2HHyPch
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Quiver Quantitative
JUST IN: Representative Chip Roy is reportedly making a bid to lead the House Rules Committee next year.
Chip Roy has cosponsored a bill that would ban congressional stock trading.
The Rules Committee decides which bills come to the floor for a vote. https://t.co/Kz1E2KE5fF
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JUST IN: Representative Chip Roy is reportedly making a bid to lead the House Rules Committee next year.
Chip Roy has cosponsored a bill that would ban congressional stock trading.
The Rules Committee decides which bills come to the floor for a vote. https://t.co/Kz1E2KE5fF
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Offshore
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Stock Analysis Compilation
Artisan Partners on Warner Music Group $WMG US
Thesis: Warner Music Group stands to benefit from streaming monetization growth while trading at a trough valuation, offering a strong growth runway
(Extract from their Q3 letter) https://t.co/AsdA2PBdpu
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Artisan Partners on Warner Music Group $WMG US
Thesis: Warner Music Group stands to benefit from streaming monetization growth while trading at a trough valuation, offering a strong growth runway
(Extract from their Q3 letter) https://t.co/AsdA2PBdpu
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Dimitry Nakhla | Babylon Capital®
Not many were interested in $GOOG when it traded for <20x earnings just 3 weeks ago …
now, everyone is interested & wants $goog after its +17% rally …
investing tip: be interested in high-quality stocks when others aren’t, it will serve you well 📝
#stocks #investing $googl https://t.co/7pmzncil1k
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Not many were interested in $GOOG when it traded for <20x earnings just 3 weeks ago …
now, everyone is interested & wants $goog after its +17% rally …
investing tip: be interested in high-quality stocks when others aren’t, it will serve you well 📝
#stocks #investing $googl https://t.co/7pmzncil1k
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Quiver Quantitative
Ouch.
Senator Sheldon Whitehouse sold his entire position in Tesla stock before the election.
Up to $300K in total sales.
$TSLA has now risen 60% since then.
Practically lost a year of congressional salary from the sales, so far. https://t.co/UMUBNBmfZM
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Ouch.
Senator Sheldon Whitehouse sold his entire position in Tesla stock before the election.
Up to $300K in total sales.
$TSLA has now risen 60% since then.
Practically lost a year of congressional salary from the sales, so far. https://t.co/UMUBNBmfZM
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Offshore
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Stock Analysis Compilation
Mar Vista on Ametek $AME US
Thesis: AMETEK’s consistent acquisition strategy, niche market focus, and discounted valuation make it an attractive long-term growth compounder
(Extract from their Q3 letter) https://t.co/m0uxE9tWyr
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Mar Vista on Ametek $AME US
Thesis: AMETEK’s consistent acquisition strategy, niche market focus, and discounted valuation make it an attractive long-term growth compounder
(Extract from their Q3 letter) https://t.co/m0uxE9tWyr
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Offshore
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App Economy Insights
$ADBE Adobe Q4 FY24:
• RPO +16% to $20.0B.
• Creative ARR +10% to $13.9B.
• Document Cloud ARR +23% to $3.5B.
• Revenue +11% to $5.6B ($70M beat).
• Non-GAAP EPS $4.81 ($0.14 beat).
FY25 revenue ~$23.4B ($23.8B expected). https://t.co/IS6BX4sqoF
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$ADBE Adobe Q4 FY24:
• RPO +16% to $20.0B.
• Creative ARR +10% to $13.9B.
• Document Cloud ARR +23% to $3.5B.
• Revenue +11% to $5.6B ($70M beat).
• Non-GAAP EPS $4.81 ($0.14 beat).
FY25 revenue ~$23.4B ($23.8B expected). https://t.co/IS6BX4sqoF
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $UAMY has reported the purchase of ~$300K of the company's stock, increasing his ownership stake by 15%.
This is the first insider buy we have ever seen him report. A director at the company also reported a $100K purchase today.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $UAMY has reported the purchase of ~$300K of the company's stock, increasing his ownership stake by 15%.
This is the first insider buy we have ever seen him report. A director at the company also reported a $100K purchase today.
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