Offshore
Photo
InsideArbitrage
$NOW ServiceNow ( ⏬8.37% - after hrs) reports Q4 and Full-Year 2024 Financial Results; Board of Directors Authorizes Additional $3B for Share Repurchase Program
The Board stated that the buyback aims to offset dilution, as reflected in the graph below 👇👇 https://t.co/VluMR05C63
tweet
$NOW ServiceNow ( ⏬8.37% - after hrs) reports Q4 and Full-Year 2024 Financial Results; Board of Directors Authorizes Additional $3B for Share Repurchase Program
The Board stated that the buyback aims to offset dilution, as reflected in the graph below 👇👇 https://t.co/VluMR05C63
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Wow 🤯 … have to share these few pages from “What I Learned About Investing From Darwin” 📖
Take a moment to absorb this. Trust me, it’s worth reading multiple times to fully grasp the concept
The text emphasizes that learning to avoid bad investments (reducing Type I errors) is more critical than finding good ones, suggesting that skepticism in investment decisions might be more valuable than optimism
This underlines the strategy of being a great investor by being a great rejector, focusing on minimizing bad investments to enhance overall investment success
tweet
Wow 🤯 … have to share these few pages from “What I Learned About Investing From Darwin” 📖
Take a moment to absorb this. Trust me, it’s worth reading multiple times to fully grasp the concept
The text emphasizes that learning to avoid bad investments (reducing Type I errors) is more critical than finding good ones, suggesting that skepticism in investment decisions might be more valuable than optimism
This underlines the strategy of being a great investor by being a great rejector, focusing on minimizing bad investments to enhance overall investment success
tweet
Offshore
Photo
Capital Employed
A fresh batch of Q4 2024 fund letters have just been added including letters from the likes of...
@Dan_Roller
@JonCukierwar
@HiddenGemsInves
@kingdomcapadv
and many more. 80 now in total 👇
https://t.co/Dndl7wcMwK https://t.co/A9EMld7g8r
tweet
A fresh batch of Q4 2024 fund letters have just been added including letters from the likes of...
@Dan_Roller
@JonCukierwar
@HiddenGemsInves
@kingdomcapadv
and many more. 80 now in total 👇
https://t.co/Dndl7wcMwK https://t.co/A9EMld7g8r
tweet
Offshore
Photo
InsideArbitrage
🚨 $COUR Coursera appoints Gregory Hart as President & CEO, effective Feb 3, 2025.
- He replaces Jeffrey Maggioncalda, who is retiring.
📉 Jeffrey Maggioncalda served as Coursera’s President & CEO for 7 years and 8 months, during which the stock declined -78.71%
📌 Gregory Hart's Background: Former COO & CPO at Compass
💰 Compensation:
Base Salary: $590K
Annual Bonus: 100% of salary (prorated for 2025)
Equity Grants: ~$38M in RSUs & stock options (time-based & performance-based).
tweet
🚨 $COUR Coursera appoints Gregory Hart as President & CEO, effective Feb 3, 2025.
- He replaces Jeffrey Maggioncalda, who is retiring.
📉 Jeffrey Maggioncalda served as Coursera’s President & CEO for 7 years and 8 months, during which the stock declined -78.71%
📌 Gregory Hart's Background: Former COO & CPO at Compass
💰 Compensation:
Base Salary: $590K
Annual Bonus: 100% of salary (prorated for 2025)
Equity Grants: ~$38M in RSUs & stock options (time-based & performance-based).
tweet
Offshore
Photo
Offshore
Photo
Hidden Value Gems
Not really saying much new, rebuilding relationships with dealers, meeting Trump this year...Lets see what they say during #Exor investor day next month.
$STLA
via @FT https://t.co/zQzl0yCi6l
tweet
Not really saying much new, rebuilding relationships with dealers, meeting Trump this year...Lets see what they say during #Exor investor day next month.
$STLA
via @FT https://t.co/zQzl0yCi6l
tweet
InsideArbitrage
$SNY Sanofi shares trade higher Pre-market as the French pharmaceutical company
▪️ Reports Q4 sales growth of 10.3%,
▪️ 2024 business EPS guidance exceeded,
▪️ Strong business EPS rebound expected in 2025
▪️Intends to execute a share buyback program in 2025 of €5 billion ($5.2 billion - ~4% of its current market cap) - stemming from the exit of its consumer health business Opella
Paul Hudson, CEO: “We achieved double-digit sales growth in 2024 while pursuing the transformation of the company. Innovation was a key driver of our growth as launches already contributed 11 percent of sales, with Beyfortus becoming a blockbuster in its first full year of sales. We exceeded our business EPS guidance. In 2024, we announced an intention to sell a controlling stake in Opella consumer health, which will make Sanofi a focused, science-driven biopharma company. We increased R&D investments and achieved significant progress with our pipeline in 2024, including positive phase 3 study results for new medicines. As we enter 2025, we expect continued, solid growth in sales and a strong rebound in earnings. We are also confident in the mid to long-term growth prospects of Sanofi, supported by ongoing launches, Dupixent (currently expected to reach sales of around €22 billion in 2030, in line with the current ambition), and expected future launches from our pipeline.”
tweet
$SNY Sanofi shares trade higher Pre-market as the French pharmaceutical company
▪️ Reports Q4 sales growth of 10.3%,
▪️ 2024 business EPS guidance exceeded,
▪️ Strong business EPS rebound expected in 2025
▪️Intends to execute a share buyback program in 2025 of €5 billion ($5.2 billion - ~4% of its current market cap) - stemming from the exit of its consumer health business Opella
Paul Hudson, CEO: “We achieved double-digit sales growth in 2024 while pursuing the transformation of the company. Innovation was a key driver of our growth as launches already contributed 11 percent of sales, with Beyfortus becoming a blockbuster in its first full year of sales. We exceeded our business EPS guidance. In 2024, we announced an intention to sell a controlling stake in Opella consumer health, which will make Sanofi a focused, science-driven biopharma company. We increased R&D investments and achieved significant progress with our pipeline in 2024, including positive phase 3 study results for new medicines. As we enter 2025, we expect continued, solid growth in sales and a strong rebound in earnings. We are also confident in the mid to long-term growth prospects of Sanofi, supported by ongoing launches, Dupixent (currently expected to reach sales of around €22 billion in 2030, in line with the current ambition), and expected future launches from our pipeline.”
tweet