Offshore
Photo
Stock Analysis Compilation
RS Investments on UMB Financial Corporation $UMBF US
Thesis: UMB Financial's strategic acquisition and efficient operations make it a resilient performer in a challenging banking environment
(Extract from their Q3 letter) https://t.co/f8kMBbSjLT
tweet
RS Investments on UMB Financial Corporation $UMBF US
Thesis: UMB Financial's strategic acquisition and efficient operations make it a resilient performer in a challenging banking environment
(Extract from their Q3 letter) https://t.co/f8kMBbSjLT
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
$NVO is down -42% in the past 6 months 📉
On a 5-Year basis, it’s trading near the lower end of its historical valuation range
On a 10-Year basis it appears to be somewhere in the middle
2015-2020 EPS CAGR: 5.9%
2020-2025 EPS CAGR*: 25.5%
*Includes Forecasted Growth 📊 https://t.co/SSlVw4ZXGb
tweet
$NVO is down -42% in the past 6 months 📉
On a 5-Year basis, it’s trading near the lower end of its historical valuation range
On a 10-Year basis it appears to be somewhere in the middle
2015-2020 EPS CAGR: 5.9%
2020-2025 EPS CAGR*: 25.5%
*Includes Forecasted Growth 📊 https://t.co/SSlVw4ZXGb
tweet
Offshore
Photo
Quiver Quantitative
Here are the publicly traded companies which spent the most on lobbying last quarter, per our estimates: https://t.co/BHycGd7yRL
tweet
Here are the publicly traded companies which spent the most on lobbying last quarter, per our estimates: https://t.co/BHycGd7yRL
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
The Nasdaq’s previous record for largest trading volume was 12.62M
However, preliminary data suggests that today may have surpassed this record, potentially making it the exchange’s biggest volume day in history
$IXIC $GSPC $DJI $QQQ https://t.co/3O08Lrfvdd
tweet
The Nasdaq’s previous record for largest trading volume was 12.62M
However, preliminary data suggests that today may have surpassed this record, potentially making it the exchange’s biggest volume day in history
$IXIC $GSPC $DJI $QQQ https://t.co/3O08Lrfvdd
tweet
Ahmad Jivraj
Love this.
Are your company ceos street smart?
tweet
Love this.
Are your company ceos street smart?
Few fancy degrees among the CEOs I’m partnered with, but they are all long street smarts. tweet
twitter.com
undefined
undefined
Offshore
Photo
Stock Analysis Compilation
Liontrust on Core & Main $CNM US
Thesis: Core & Main addresses critical water infrastructure needs, driving environmental benefits and sustainable water management solutions
(Extract from their Q3 letter) https://t.co/79DZI7jBjn
tweet
Liontrust on Core & Main $CNM US
Thesis: Core & Main addresses critical water infrastructure needs, driving environmental benefits and sustainable water management solutions
(Extract from their Q3 letter) https://t.co/79DZI7jBjn
tweet
Offshore
Photo
Quiver Quantitative
You may have noticed already, but I'm starting to use the @QuiverCongress account for legislation tracking.
Consider giving it a follow, if you want updates on new bills and votes.
Will repost most stuff here for a couple weeks, but eventually only repost the most significant. https://t.co/eKDviEGssJ
tweet
You may have noticed already, but I'm starting to use the @QuiverCongress account for legislation tracking.
Consider giving it a follow, if you want updates on new bills and votes.
Will repost most stuff here for a couple weeks, but eventually only repost the most significant. https://t.co/eKDviEGssJ
tweet
Offshore
Photo
App Economy Insights
Nugget from $NVDA's CES keynote:
Jensen Huang revealed automotive revenue will surge from $4B in FY25 to $5B in FY26. 👀
This spans Data Center, OEM, and Automotive segments. Did you expect it to be so big? https://t.co/7McPx48TFB
tweet
Nugget from $NVDA's CES keynote:
Jensen Huang revealed automotive revenue will surge from $4B in FY25 to $5B in FY26. 👀
This spans Data Center, OEM, and Automotive segments. Did you expect it to be so big? https://t.co/7McPx48TFB
tweet