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App Economy Insights
📊 This Week in Visuals:
📱Apple $AAPL
♾ Meta $META
🚖 Tesla $TSLA
💳 Visa $V
💳 Mastercard $MA
👜 LVMH $LVMUY
☁️ SAP $SAP
💊 Abbvie $ABBV
and more!
https://t.co/1lOB8u7cro
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📊 This Week in Visuals:
📱Apple $AAPL
♾ Meta $META
🚖 Tesla $TSLA
💳 Visa $V
💳 Mastercard $MA
👜 LVMH $LVMUY
☁️ SAP $SAP
💊 Abbvie $ABBV
and more!
https://t.co/1lOB8u7cro
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Stock Analysis Compilation
Massif Capital on Harbour Energy $HBR LN
Thesis: Harbour Energy is well-positioned for growth and value generation through strategic acquisitions and strong cash flow, particularly following its recent expansion into diverse international markets and increased natural gas exposure.
(Extract from their Q4 letter)
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Massif Capital on Harbour Energy $HBR LN
Thesis: Harbour Energy is well-positioned for growth and value generation through strategic acquisitions and strong cash flow, particularly following its recent expansion into diverse international markets and increased natural gas exposure.
(Extract from their Q4 letter)
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Quiver Quantitative
RT @QuiverCongress: Representative Thomas Massie has introduced legislation to terminate the Department of Education.
Do you support this?
Poll below. https://t.co/g7432iPX66
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RT @QuiverCongress: Representative Thomas Massie has introduced legislation to terminate the Department of Education.
Do you support this?
Poll below. https://t.co/g7432iPX66
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App Economy Insights
🔥 Another Mega Earnings Week Ahead!
What are you watching?
• Monday: $MCD, $PLTR.
• Tuesday: $AMD, $AMGN, $CMG, $EA, $GOOG, $FI $PEP, $PFE, $PYPL, $MDLZ, $MTCH, $MRK, $RACE, $SNAP, $SPOT.
• Wednesday: $ALGN, $ARM, $DIS, $F, $GSK, $NYT, $QCOM, $NVO, $UBER.
• Thursday: $AFRM, $AMZN, $EXPE, $FTNT, $HSY, $LLY, $NET, $PINS, $PTON, $RBLX, $TTWO, $YUM.
All visualized in our newsletter this week!
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🔥 Another Mega Earnings Week Ahead!
What are you watching?
• Monday: $MCD, $PLTR.
• Tuesday: $AMD, $AMGN, $CMG, $EA, $GOOG, $FI $PEP, $PFE, $PYPL, $MDLZ, $MTCH, $MRK, $RACE, $SNAP, $SPOT.
• Wednesday: $ALGN, $ARM, $DIS, $F, $GSK, $NYT, $QCOM, $NVO, $UBER.
• Thursday: $AFRM, $AMZN, $EXPE, $FTNT, $HSY, $LLY, $NET, $PINS, $PTON, $RBLX, $TTWO, $YUM.
All visualized in our newsletter this week!
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Startup Archive
Former Google CEO Eric Schmidt’s #1 piece of advice for startups building in the age of AI
“I am struck by the speed with which you can build demonstrations of new ideas.”
Eric shares that in a recent hackathon he was a part of, the winning team used AI to generate Python code that was able to fly a drone in a simulator.
“It would have taken a week or two for good professional programmers to do that.”
He advises founders:
“If you can't get your prototype built in a day using these various tools, you need to think about that, because that's what your competitor is doing… My biggest advice is when you start thinking about a company: it's very important to prototype your idea using these tools as quickly as you can. Because you can be sure there's another person doing exactly that same thing in another company, in another university, in a place that you've never been.”
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Former Google CEO Eric Schmidt’s #1 piece of advice for startups building in the age of AI
“I am struck by the speed with which you can build demonstrations of new ideas.”
Eric shares that in a recent hackathon he was a part of, the winning team used AI to generate Python code that was able to fly a drone in a simulator.
“It would have taken a week or two for good professional programmers to do that.”
He advises founders:
“If you can't get your prototype built in a day using these various tools, you need to think about that, because that's what your competitor is doing… My biggest advice is when you start thinking about a company: it's very important to prototype your idea using these tools as quickly as you can. Because you can be sure there's another person doing exactly that same thing in another company, in another university, in a place that you've never been.”
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Stock Analysis Compilation
White Falcon Capital Management on Perrigo $PRGO US
Thesis: Perrigo is poised for significant growth with the launch of Opill, the first FDA-approved over-the-counter contraception, expected to contribute positively to earnings by 2025-26, potentially doubling its share price to $50.
(Extract from their Q4 letter)
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White Falcon Capital Management on Perrigo $PRGO US
Thesis: Perrigo is poised for significant growth with the launch of Opill, the first FDA-approved over-the-counter contraception, expected to contribute positively to earnings by 2025-26, potentially doubling its share price to $50.
(Extract from their Q4 letter)
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Microsoft $MSFT Q2 2025 Report 🗓️
•Rev: $69.6B (+12% YoY) ✅
•Operating Inc: $31.7B (+17% YoY) ✅
•Net Inc: $24.1B (+10% YoY) ✅
•Intelligent ☁️ Rev: $25.54B (+19% YoY) ✅
•Prod & Biz Rev: $29.4B (+14% YoY) ✅
•Personal Comp Rev: $14.7B (Flat YoY) ✅ https://t.co/GyUvdUcCzP
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RT @DimitryNakhla: Microsoft $MSFT Q2 2025 Report 🗓️
•Rev: $69.6B (+12% YoY) ✅
•Operating Inc: $31.7B (+17% YoY) ✅
•Net Inc: $24.1B (+10% YoY) ✅
•Intelligent ☁️ Rev: $25.54B (+19% YoY) ✅
•Prod & Biz Rev: $29.4B (+14% YoY) ✅
•Personal Comp Rev: $14.7B (Flat YoY) ✅ https://t.co/GyUvdUcCzP
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Quiver Quantitative
President Trump's meme coin has now fallen 70% in the last two weeks.
Down 24% today.
We have not seen any members of Congress trade it yet - will keep you posted. https://t.co/uevwhyp2sK
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President Trump's meme coin has now fallen 70% in the last two weeks.
Down 24% today.
We have not seen any members of Congress trade it yet - will keep you posted. https://t.co/uevwhyp2sK
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Offshore
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Stock Analysis Compilation
Greystone Capital Management on Bel Fuse $BELFB US
Thesis: Bel Fuse is positioned for significant growth following a successful turnaround and a strategic acquisition of Enercon Technologies, which enhances its market presence and earnings potential.
(Extract from their Q4 letter)
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Greystone Capital Management on Bel Fuse $BELFB US
Thesis: Bel Fuse is positioned for significant growth following a successful turnaround and a strategic acquisition of Enercon Technologies, which enhances its market presence and earnings potential.
(Extract from their Q4 letter)
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