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Stock Analysis Compilation
Silver Ring VP on Pediatrix Medical Group $MD US
Thesis: Pediatrix’s turnaround story, with a strong niche business and clean financials, offers a promising investment with solid margin of safety
(Extract from their Q3 letter) https://t.co/EauFqF156t
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Silver Ring VP on Pediatrix Medical Group $MD US
Thesis: Pediatrix’s turnaround story, with a strong niche business and clean financials, offers a promising investment with solid margin of safety
(Extract from their Q3 letter) https://t.co/EauFqF156t
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AkhenOsiris
For every asinine claim this 🤡 makes, he gets a few schmucks to send him money...grifting 101.
Don't be a schmuck.
"If $NFLX is up 700X+ since IPO, I don’t see why $PLTR and $HIMS can’t 100X from here. "- Antonio Linares
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For every asinine claim this 🤡 makes, he gets a few schmucks to send him money...grifting 101.
Don't be a schmuck.
"If $NFLX is up 700X+ since IPO, I don’t see why $PLTR and $HIMS can’t 100X from here. "- Antonio Linares
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AkhenOsiris
Nothing pisses off the pros more than a market where everything is up and the "common" man has made good money. Is this because the common man is deemed to be dumb and therefore they made money on sheer luck? And if that is true, I still don't get why they so angry 😂
Even parking to the side the meme crap that has exploded this year, buyside buddy was legit furious today when he told me story of his hair stylist having made over a million on megacaps this year.
Good for the hair stylist I said (got him more pissed off 😂)
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Nothing pisses off the pros more than a market where everything is up and the "common" man has made good money. Is this because the common man is deemed to be dumb and therefore they made money on sheer luck? And if that is true, I still don't get why they so angry 😂
Even parking to the side the meme crap that has exploded this year, buyside buddy was legit furious today when he told me story of his hair stylist having made over a million on megacaps this year.
Good for the hair stylist I said (got him more pissed off 😂)
tweet
AkhenOsiris
RT @trader_53: Not one word why the AI opportunity is quantified at 1 tln. Neither here nor in the note. Not one word why regulation would only benefit $TSLA.
This is not research. This is about staying in talk shows by reclaiming the street high px target. One page PDF but zero substance.
"Raising price target on Tesla to $515 as we believe the Trump White House will be a "total game changer" for the autonomous and AI story for Tesla and Musk over the coming years. Bull case is $650 for 2025. AI/autonomous opportunity is worth at least $1 trillion 🔥🏆🐂🍿📍 "- Dan Ives
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RT @trader_53: Not one word why the AI opportunity is quantified at 1 tln. Neither here nor in the note. Not one word why regulation would only benefit $TSLA.
This is not research. This is about staying in talk shows by reclaiming the street high px target. One page PDF but zero substance.
"Raising price target on Tesla to $515 as we believe the Trump White House will be a "total game changer" for the autonomous and AI story for Tesla and Musk over the coming years. Bull case is $650 for 2025. AI/autonomous opportunity is worth at least $1 trillion 🔥🏆🐂🍿📍 "- Dan Ives
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Offshore
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Quiver Quantitative
Before the election, we launched portfolios on Autopilot that were comprised of some of the top donors to each candidate.
Palantir was in both portfolios, with employees who had made large donations to both parties.
$PLTR has now risen 80% since we posted this: https://t.co/g5foGXtzd3
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Before the election, we launched portfolios on Autopilot that were comprised of some of the top donors to each candidate.
Palantir was in both portfolios, with employees who had made large donations to both parties.
$PLTR has now risen 80% since we posted this: https://t.co/g5foGXtzd3
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $GPN has reported the purchase of ~$670K of the company's stock, increasing his ownership stake by 16%.
This is the first insider buy we have seen at the company in over a year.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $GPN has reported the purchase of ~$670K of the company's stock, increasing his ownership stake by 16%.
This is the first insider buy we have seen at the company in over a year.
tweet
Dimitry Nakhla | Babylon Capital®
In the last two years:
📦 Amazon $AMZN
•OCF: +140%
•Price: +165%
🖱️ Google $GOOG $GOOGL
•EPS: +75%
•Price: +118%
💳 Visa $V
•EPS: +32%
•Price: +53%
💸 Mastercard $MA
•EPS: +37%
•Price: +53%
🖨️ ASML Holding $ASML
•EPS: +33%
•Price: +26%
🧾 PayPal $PYPL
•EPS: +12%
•Price: +24%
📊 Salesforce $CRM
•EPS: +103%
•Price: +178%
_______
While @wesbury post offers valuable insights, it's essential to differentiate between individual business performance and broader market trends, as exemplified by the S&P 500 $SPY
Notably, the majority of growth in the S&P 500 over the past two years can be attributed to multiple expansion, rather than earnings growth
In contrast, several of the names mentioned above have demonstrated robust EPS growth, providing a fundamental justification for their share price appreciation
It's also important to recognize that multiple expansion is to be expected, given the market's decline of approximately 20% from its peak to December 2022 lows
#stocks #investing"
In the past two years:
SP500 +60%
SP500 Earnings +5%
Something has to give. "- Brian Wesbury
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In the last two years:
📦 Amazon $AMZN
•OCF: +140%
•Price: +165%
🖱️ Google $GOOG $GOOGL
•EPS: +75%
•Price: +118%
💳 Visa $V
•EPS: +32%
•Price: +53%
💸 Mastercard $MA
•EPS: +37%
•Price: +53%
🖨️ ASML Holding $ASML
•EPS: +33%
•Price: +26%
🧾 PayPal $PYPL
•EPS: +12%
•Price: +24%
📊 Salesforce $CRM
•EPS: +103%
•Price: +178%
_______
While @wesbury post offers valuable insights, it's essential to differentiate between individual business performance and broader market trends, as exemplified by the S&P 500 $SPY
Notably, the majority of growth in the S&P 500 over the past two years can be attributed to multiple expansion, rather than earnings growth
In contrast, several of the names mentioned above have demonstrated robust EPS growth, providing a fundamental justification for their share price appreciation
It's also important to recognize that multiple expansion is to be expected, given the market's decline of approximately 20% from its peak to December 2022 lows
#stocks #investing"
In the past two years:
SP500 +60%
SP500 Earnings +5%
Something has to give. "- Brian Wesbury
tweet
twitter.com
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Hidden Value Gems
“It now takes nearly $2 of new government debt to generate an additional $1 of US GDP growth — a 50 per cent increase on just five years ago. If any other country were spending this way, investors would be fleeing, but for now, they think America can get away with anything, as the world’s leading economy and issuer of the reserve currency.”
Ruchir Sharma, ex Morgan Stanley strategist
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“It now takes nearly $2 of new government debt to generate an additional $1 of US GDP growth — a 50 per cent increase on just five years ago. If any other country were spending this way, investors would be fleeing, but for now, they think America can get away with anything, as the world’s leading economy and issuer of the reserve currency.”
Ruchir Sharma, ex Morgan Stanley strategist
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Offshore
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Hidden Value Gems
“In 6 of the last 11 decades, the [US] stock market lagged behind the rest of the world, most recently in the 2000s when it delivered zero returns and emerging markets tripled in value.”"
“It now takes nearly $2 of new government debt to generate an additional $1 of US GDP growth — a 50 per cent increase on just five years ago. If any other country were spending this way, investors would be fleeing, but for now, they think America can get away with anything, as the world’s leading economy and issuer of the reserve currency.”
Ruchir Sharma, ex Morgan Stanley strategist "- Hidden Value Gems
tweet
“In 6 of the last 11 decades, the [US] stock market lagged behind the rest of the world, most recently in the 2000s when it delivered zero returns and emerging markets tripled in value.”"
“It now takes nearly $2 of new government debt to generate an additional $1 of US GDP growth — a 50 per cent increase on just five years ago. If any other country were spending this way, investors would be fleeing, but for now, they think America can get away with anything, as the world’s leading economy and issuer of the reserve currency.”
Ruchir Sharma, ex Morgan Stanley strategist "- Hidden Value Gems
tweet
Dimitry Nakhla | Babylon Capital®
In the last two years:
📦 Amazon $AMZN
•OCF: +140%
•Price: +165%
🖱️ Google $GOOG $GOOGL
•EPS: +75%
•Price: +118%
💳 Visa $V
•EPS: +32%
•Price: +53%
💸 Mastercard $MA
•EPS: +37%
•Price: +53%
🖨️ ASML Holding $ASML
•EPS: +30%
•Price: +26%
🧾 PayPal $PYPL
•EPS: +12%
•Price: +24%
📊 Salesforce $CRM
•EPS: +103%
•Price: +178%
_______
While @wesbury post offers valuable insights, it's essential to differentiate between individual business performance and broader market trends, as exemplified by the S&P 500 $SPY
Notably, the majority of growth in the S&P 500 over the past two years can be attributed to multiple expansion, rather than earnings growth
In contrast, several of the names mentioned above have demonstrated robust EPS growth, providing a fundamental justification for their share price appreciation
It's also important to recognize that multiple expansion is to be expected, given the market's decline of approximately 20% from its peak to December 2022 lows
#stocks #investing"
In the past two years:
SP500 +60%
SP500 Earnings +5%
Something has to give. "- Brian Wesbury
tweet
In the last two years:
📦 Amazon $AMZN
•OCF: +140%
•Price: +165%
🖱️ Google $GOOG $GOOGL
•EPS: +75%
•Price: +118%
💳 Visa $V
•EPS: +32%
•Price: +53%
💸 Mastercard $MA
•EPS: +37%
•Price: +53%
🖨️ ASML Holding $ASML
•EPS: +30%
•Price: +26%
🧾 PayPal $PYPL
•EPS: +12%
•Price: +24%
📊 Salesforce $CRM
•EPS: +103%
•Price: +178%
_______
While @wesbury post offers valuable insights, it's essential to differentiate between individual business performance and broader market trends, as exemplified by the S&P 500 $SPY
Notably, the majority of growth in the S&P 500 over the past two years can be attributed to multiple expansion, rather than earnings growth
In contrast, several of the names mentioned above have demonstrated robust EPS growth, providing a fundamental justification for their share price appreciation
It's also important to recognize that multiple expansion is to be expected, given the market's decline of approximately 20% from its peak to December 2022 lows
#stocks #investing"
In the past two years:
SP500 +60%
SP500 Earnings +5%
Something has to give. "- Brian Wesbury
tweet
twitter.com
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undefined
Offshore
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App Economy Insights
RT @EconomyApp: $AVGO Broadcom has joined the $1T Club.
What fueled a 24% surge in a single day?
We’ve broken down the numbers for you. 👇
https://t.co/7uuW5ckPPT https://t.co/ZBq7J5xlYj
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RT @EconomyApp: $AVGO Broadcom has joined the $1T Club.
What fueled a 24% surge in a single day?
We’ve broken down the numbers for you. 👇
https://t.co/7uuW5ckPPT https://t.co/ZBq7J5xlYj
tweet
Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchases at $CDW
The CEO and a director of $CDW have each reported the purchase of over $1M of the company's stock.
These are the first insider purchases at the company in over a year.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchases at $CDW
The CEO and a director of $CDW have each reported the purchase of over $1M of the company's stock.
These are the first insider purchases at the company in over a year.
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