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Hidden Value Gems
Has anyone come across a study on fiscal deficits and stock market returns. Probably relevant for small economies / EMs, less so for US …or maybe it is just a matter of time ?
It definitely looks interesting- US neg 7.6% (budget deficit of GDP), Russia at just -1.9%, Portugal and Greece even better 👀
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Has anyone come across a study on fiscal deficits and stock market returns. Probably relevant for small economies / EMs, less so for US …or maybe it is just a matter of time ?
It definitely looks interesting- US neg 7.6% (budget deficit of GDP), Russia at just -1.9%, Portugal and Greece even better 👀
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Offshore
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App Economy Insights
$AVGO Broadcom Q4 FY24 (October quarter).
VMWare acquisition completed in November 2023 (impacting infrastructure software segment).
• Revenue +51% Y/Y to $14.1B (in-line).
• Non-GAAP EPS $1.42 ($0.03 beat).
• Dividend raised by 11% to $0.59.
Q1 FY25 guidance:
• Revenue ~$14.6B (in-line).
• Adjusted EBITDA margin ~66%.
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$AVGO Broadcom Q4 FY24 (October quarter).
VMWare acquisition completed in November 2023 (impacting infrastructure software segment).
• Revenue +51% Y/Y to $14.1B (in-line).
• Non-GAAP EPS $1.42 ($0.03 beat).
• Dividend raised by 11% to $0.59.
Q1 FY25 guidance:
• Revenue ~$14.6B (in-line).
• Adjusted EBITDA margin ~66%.
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The interim CEO of $PLAY has reported the purchase of ~$960K of the company's stock.
The stock had fallen 32% over the last 5 days, leading the previous CEO to resign on Tuesday.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The interim CEO of $PLAY has reported the purchase of ~$960K of the company's stock.
The stock had fallen 32% over the last 5 days, leading the previous CEO to resign on Tuesday.
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Capital Employed
35 stock pitches we’ve enjoyed reading in the past two weeks… 👇
https://t.co/QOli1c5QWM https://t.co/yNsEQOUqnJ
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35 stock pitches we’ve enjoyed reading in the past two weeks… 👇
https://t.co/QOli1c5QWM https://t.co/yNsEQOUqnJ
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Offshore
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Stock Analysis Compilation
Fairlight Capital on Serabi Gold $SRB LN
Thesis: Serabi Gold’s strong cash flow, production growth, and undervaluation make it a high-potential junior gold miner in an accelerating market
(Extract from their Q3 letter) https://t.co/6vItEzcc4V
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Fairlight Capital on Serabi Gold $SRB LN
Thesis: Serabi Gold’s strong cash flow, production growth, and undervaluation make it a high-potential junior gold miner in an accelerating market
(Extract from their Q3 letter) https://t.co/6vItEzcc4V
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Offshore
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Startup Archive
Elon Musk on his schedule building both Tesla and SpaceX
In this 2013 interview, Elon is asked what his schedule looks like running both Tesla and SpaceX simultaneously. He responds:
“So the way I generally do it is I’ll be working at SpaceX on Monday. And then Monday night fly to the Bay Area, spend Tuesday and Wednesday at Tesla. And then fly back on Wednesday night, spend Thursday and Friday at SpaceX. In the last several months, I’d fly back here on Saturday and either spend Saturday and Sunday at Tesla or spend Saturday at Tesla and Sunday at SpaceX.”
Video source: @ComputerHistory (2013)
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Elon Musk on his schedule building both Tesla and SpaceX
In this 2013 interview, Elon is asked what his schedule looks like running both Tesla and SpaceX simultaneously. He responds:
“So the way I generally do it is I’ll be working at SpaceX on Monday. And then Monday night fly to the Bay Area, spend Tuesday and Wednesday at Tesla. And then fly back on Wednesday night, spend Thursday and Friday at SpaceX. In the last several months, I’d fly back here on Saturday and either spend Saturday and Sunday at Tesla or spend Saturday at Tesla and Sunday at SpaceX.”
Video source: @ComputerHistory (2013)
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Offshore
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Startup Archive
RT @mikemcg0: "It may not be possible to prove that you have to work hard to do great things, but the empirical evidence is on the scale of the evidence for mortality. That's why it's essential to work on something you're deeply interested in. Interest will drive you to work harder than mere diligence ever could."
- Paul Graham, How to Do Great Work
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RT @mikemcg0: "It may not be possible to prove that you have to work hard to do great things, but the empirical evidence is on the scale of the evidence for mortality. That's why it's essential to work on something you're deeply interested in. Interest will drive you to work harder than mere diligence ever could."
- Paul Graham, How to Do Great Work
Elon Musk on his schedule building both Tesla and SpaceX
In this 2013 interview, Elon is asked what his schedule looks like running both Tesla and SpaceX simultaneously. He responds:
“So the way I generally do it is I’ll be working at SpaceX on Monday. And then Monday night fly to the Bay Area, spend Tuesday and Wednesday at Tesla. And then fly back on Wednesday night, spend Thursday and Friday at SpaceX. In the last several months, I’d fly back here on Saturday and either spend Saturday and Sunday at Tesla or spend Saturday at Tesla and Sunday at SpaceX.”
Video source: @ComputerHistory (2013) tweet
Hidden Value Gems
Thank you for voting, looks like #LVMH is by far the favourite !
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Thank you for voting, looks like #LVMH is by far the favourite !
If you had to buy one luxury goods stock for the next 3 years, what would it be ?
Unfortunately X allows to offer only 4 options
- LVMH
- Kering
- WOSG
- Hermes tweet
twitter.com
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Offshore
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Stock Analysis Compilation
Heartland Advisors on Gates Industrial Corporation $GTES US
Thesis: Trading at a discount, Gates Industrial’s margin improvement and strong market position signal a compelling value opportunity with upside potential
(Extract from their Q3 letter) https://t.co/LuIHLSKZy8
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Heartland Advisors on Gates Industrial Corporation $GTES US
Thesis: Trading at a discount, Gates Industrial’s margin improvement and strong market position signal a compelling value opportunity with upside potential
(Extract from their Q3 letter) https://t.co/LuIHLSKZy8
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Offshore
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Investing visuals
Broadcom $AVGO: up 22% today and officially joined the $1 trillion club.
Over the past decade, revenue soared 11x, from $4.3B to $48.5B. A truly remarkable achievement!
Congrats to all shareholders! 🙌 https://t.co/KVuqZzTkRX
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Broadcom $AVGO: up 22% today and officially joined the $1 trillion club.
Over the past decade, revenue soared 11x, from $4.3B to $48.5B. A truly remarkable achievement!
Congrats to all shareholders! 🙌 https://t.co/KVuqZzTkRX
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Stock Analysis Compilation
Stock Analysis Compilation #67 is in your inbox 🔥
(link below)
50 stock pitches from the best hedge funds & newsletters :
$ADBE $ALCO $AMAT $ASPI $BOC $CHGG $CPNG $FAST $GOOGL $HIMS $INTU $JBI $K $KSS $TREE $LULU $MBUU $META $PLTR $QSR $REVG $CRM $IOT $SRPT $NOW $TBLA $ZTS and many more
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Stock Analysis Compilation #67 is in your inbox 🔥
(link below)
50 stock pitches from the best hedge funds & newsletters :
$ADBE $ALCO $AMAT $ASPI $BOC $CHGG $CPNG $FAST $GOOGL $HIMS $INTU $JBI $K $KSS $TREE $LULU $MBUU $META $PLTR $QSR $REVG $CRM $IOT $SRPT $NOW $TBLA $ZTS and many more
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Quiver Quantitative
We've been writing code to track government spending.
Here's an update on how much money publicly traded companies have received from public awards in 2024.
Per our estimates:
1. UnitedHealth Group: $18.5B
2. Lockheed Martin: $16.1B
3. Boeing: $13.7B
4. Leidos Holdings: $8.81B
5. General Dynamics: $7.75B
6. McKesson: $7.35B
7. Booz Allen Hamilton: $7B
8. Northrop Grumman: $6.89B
9. L3Harris Technologies: $5.62B
10. Fluor Corp: $5.35B
11. Huntington Ingalls: $4.49B
12. Science Applications International: $3.98B
13. Raytheon: $3.49B
14. Resideo Technologies: $3.2B
15. Accenture: $2.98B
16. CACI International: $2.92B
17. Merck: $2.87B
18. Parsons: $2.43B
19. General Electric: $1.62B
20. Sanofi: $1.56B
21. Textron: $1.3B
22. Pfizer: $1.28B
23. AT&T: $1.21B
24. Cencora: $1.16B
25. International Business Machines: $1.13B
26. CGI Inc: $1.1B
27. Maximus: $1.08B
28. Fedex: $954M
29. GEO Group: $954M
30. Charter Communications: $913M
31. Oracle: $888M
32. Tetra Tech: $845M
33. KBR: $841M
34. Valero Energy: $799M
35. Oshkosh: $773M
36. BP: $622M
37. Aecom: $576M
38. ICF International: $561M
39. Olin Corp: $546M
40. Cardinal Health: $491M
41. Brown & Brown: $489M
42. Palantir: $441M
43. CoreCivic: $416M
44. US Foods Holding: $385M
45. A-Mark Precious Metals: $375M
46. Verizon Communications: $368M
47. Microsoft: $365M
48. ASGN: $362M
49. Nelnet: $321M
50. Caterpillar Inc: $299M
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We've been writing code to track government spending.
Here's an update on how much money publicly traded companies have received from public awards in 2024.
Per our estimates:
1. UnitedHealth Group: $18.5B
2. Lockheed Martin: $16.1B
3. Boeing: $13.7B
4. Leidos Holdings: $8.81B
5. General Dynamics: $7.75B
6. McKesson: $7.35B
7. Booz Allen Hamilton: $7B
8. Northrop Grumman: $6.89B
9. L3Harris Technologies: $5.62B
10. Fluor Corp: $5.35B
11. Huntington Ingalls: $4.49B
12. Science Applications International: $3.98B
13. Raytheon: $3.49B
14. Resideo Technologies: $3.2B
15. Accenture: $2.98B
16. CACI International: $2.92B
17. Merck: $2.87B
18. Parsons: $2.43B
19. General Electric: $1.62B
20. Sanofi: $1.56B
21. Textron: $1.3B
22. Pfizer: $1.28B
23. AT&T: $1.21B
24. Cencora: $1.16B
25. International Business Machines: $1.13B
26. CGI Inc: $1.1B
27. Maximus: $1.08B
28. Fedex: $954M
29. GEO Group: $954M
30. Charter Communications: $913M
31. Oracle: $888M
32. Tetra Tech: $845M
33. KBR: $841M
34. Valero Energy: $799M
35. Oshkosh: $773M
36. BP: $622M
37. Aecom: $576M
38. ICF International: $561M
39. Olin Corp: $546M
40. Cardinal Health: $491M
41. Brown & Brown: $489M
42. Palantir: $441M
43. CoreCivic: $416M
44. US Foods Holding: $385M
45. A-Mark Precious Metals: $375M
46. Verizon Communications: $368M
47. Microsoft: $365M
48. ASGN: $362M
49. Nelnet: $321M
50. Caterpillar Inc: $299M
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