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Investing visuals
Is $TSLA worth the premium?
With its recent all-time high, $TSLA trades at 77x price/gross profit, far above its 4-year average of 43x.
The impact of Robotaxis, Optimus and FSD on revenue remains to be seen. Do you believe $TSLA will deliver? https://t.co/KMP9ajaajD
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Is $TSLA worth the premium?
With its recent all-time high, $TSLA trades at 77x price/gross profit, far above its 4-year average of 43x.
The impact of Robotaxis, Optimus and FSD on revenue remains to be seen. Do you believe $TSLA will deliver? https://t.co/KMP9ajaajD
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Quiver Quantitative
RT @InsiderRadar: One month ago, we reported on a new insider purchase by the CEO of $EXAS.
The stock has been climbing slowly but steadily since then, and is now up 28% since his purchase. https://t.co/d2NZwMGAKn
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RT @InsiderRadar: One month ago, we reported on a new insider purchase by the CEO of $EXAS.
The stock has been climbing slowly but steadily since then, and is now up 28% since his purchase. https://t.co/d2NZwMGAKn
🚨 BREAKING: New CEO Insider Purchase
The CEO of $EXAS just reported the purchase of ~$1M of the company's stock.
This is the first insider purchase we have EVER seen at Exact Sciences. https://t.co/cuT7meWNvY tweet
Offshore
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Stock Analysis Compilation
Bronte Capital on Capital One $COF US
Thesis: Capital One’s merger synergies with Discover promise years of earnings growth by bypassing Visa’s monopoly, but short-term challenges in Discover’s network remain
(Extract from their Q3 letter) https://t.co/x7zUbIGvku
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Bronte Capital on Capital One $COF US
Thesis: Capital One’s merger synergies with Discover promise years of earnings growth by bypassing Visa’s monopoly, but short-term challenges in Discover’s network remain
(Extract from their Q3 letter) https://t.co/x7zUbIGvku
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Quiver Quantitative
Big month for Pelosi's portfolio so far.
I’ve been writing code that lets people track politicians’ portfolios on Quiver.
Nancy Pelosi has now made $10,000,000 in the stock market in December, per our estimates.
No other member of Congress has made more than $1M: https://t.co/whmRbJIPsn
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Big month for Pelosi's portfolio so far.
I’ve been writing code that lets people track politicians’ portfolios on Quiver.
Nancy Pelosi has now made $10,000,000 in the stock market in December, per our estimates.
No other member of Congress has made more than $1M: https://t.co/whmRbJIPsn
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Offshore
Video
Startup Archive
Balaji Srinivasan: “If you have runway, you’re not dead”
Balaji is asked for his thoughts on pivots and lists several examples of massive companies that pivoted from their initial idea:
• YouTube started as a dating site
• PayPal was originally built for beaming money between PalmPilots
• Slack started as a gaming company called Tiny Speck
• Opsware (sold for $1.6B) started as LoudCloud
He tells the audience:
“If you have the runway, you’re not dead. You iterate until you survive and thrive. And then you grow. And then you become big.”
Video source: @StartupGrind (2017)
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Balaji Srinivasan: “If you have runway, you’re not dead”
Balaji is asked for his thoughts on pivots and lists several examples of massive companies that pivoted from their initial idea:
• YouTube started as a dating site
• PayPal was originally built for beaming money between PalmPilots
• Slack started as a gaming company called Tiny Speck
• Opsware (sold for $1.6B) started as LoudCloud
He tells the audience:
“If you have the runway, you’re not dead. You iterate until you survive and thrive. And then you grow. And then you become big.”
Video source: @StartupGrind (2017)
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Offshore
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Stock Analysis Compilation
Fairlight Capital on Monument Mining Limited $MMY CN
Thesis: Monument Mining combines low-cost gold production, rising profitability, and strong cash flow generation, trading at an attractive valuation of 3x forward earnings
(Extract from their Q3 letter) https://t.co/Dg5gnQ67rw
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Fairlight Capital on Monument Mining Limited $MMY CN
Thesis: Monument Mining combines low-cost gold production, rising profitability, and strong cash flow generation, trading at an attractive valuation of 3x forward earnings
(Extract from their Q3 letter) https://t.co/Dg5gnQ67rw
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Offshore
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Investing visuals
Alphabet $GOOGL generated $40B in cloud revenue over the past 12 months, yet it’s just 10% of total revenue.
Here’s a full breakdown 👇 https://t.co/6ZEtL0xCfL
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Alphabet $GOOGL generated $40B in cloud revenue over the past 12 months, yet it’s just 10% of total revenue.
Here’s a full breakdown 👇 https://t.co/6ZEtL0xCfL
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Quiver Quantitative
RT @PabloReports: Asked Rep. TIM BURCHETT (R-TN) about Trump's mass deportation plans. "If I was you, I'd look at which transit system congressmen from both sides of the aisle buy stock in," he said, adding: "That would give you a good indicator."
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RT @PabloReports: Asked Rep. TIM BURCHETT (R-TN) about Trump's mass deportation plans. "If I was you, I'd look at which transit system congressmen from both sides of the aisle buy stock in," he said, adding: "That would give you a good indicator."
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Dimitry Nakhla | Babylon Capital®
Some notable facts regarding $MELI 💸
Revenue CAGR (2019-2023): 58%
Revenue CAGR (2023-2027E): 26%
EPS CAGR (2023-2027E): 34%
LTM ROIC: 20.1%
LTM ROE: 42.6%
Cash & Short-Term Inv: $6.67B
LT Debt: $3.04B
FFO Int Coverage Ratio: 20x
#stocks #investing https://t.co/HopoYzUpnL
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Some notable facts regarding $MELI 💸
Revenue CAGR (2019-2023): 58%
Revenue CAGR (2023-2027E): 26%
EPS CAGR (2023-2027E): 34%
LTM ROIC: 20.1%
LTM ROE: 42.6%
Cash & Short-Term Inv: $6.67B
LT Debt: $3.04B
FFO Int Coverage Ratio: 20x
#stocks #investing https://t.co/HopoYzUpnL
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