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Dimitry Nakhla | Babylon Capital®
Amazon Will Report Q4 Earnings Today 🗓️
📈Revenue Estimate: $187.23B | +10% YoY
📈EPS Estimate: $1.48 | +48% YoY
What to watch for 👇🏽
1️⃣In $AMZN last report, AWS grew 19.1% YoY, reaching a $110B annualized run rate
2️⃣Ads revenue grew 18.8% YoY, reaching $14.33B in Q3 2024 https://t.co/3hZUle6wV8
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Amazon Will Report Q4 Earnings Today 🗓️
📈Revenue Estimate: $187.23B | +10% YoY
📈EPS Estimate: $1.48 | +48% YoY
What to watch for 👇🏽
1️⃣In $AMZN last report, AWS grew 19.1% YoY, reaching a $110B annualized run rate
2️⃣Ads revenue grew 18.8% YoY, reaching $14.33B in Q3 2024 https://t.co/3hZUle6wV8
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Stock Analysis Compilation
Deep Sail Capital on Shelly Group $SLYG BU
Thesis: Shelly Group is strengthening its position in the smart home market through innovative software integration, strategic expansion, and a commitment to sustainability, all while achieving significant revenue growth and a favorable valuation.
(Extract from their Q4 letter)
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Deep Sail Capital on Shelly Group $SLYG BU
Thesis: Shelly Group is strengthening its position in the smart home market through innovative software integration, strategic expansion, and a commitment to sustainability, all while achieving significant revenue growth and a favorable valuation.
(Extract from their Q4 letter)
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $JBLU has just reported purchasing $614K of the company's stock, increasing his ownership stake by 608%.
This is the first insider purchase we have seen at the company in over 3 years.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $JBLU has just reported purchasing $614K of the company's stock, increasing his ownership stake by 608%.
This is the first insider purchase we have seen at the company in over 3 years.
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InsideArbitrage
The acquisition of Revance Therapeutics $RVNC by Crown Laboratories was completed on February 6, 2025.
It took 178 days for the deal to be completed.
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The acquisition of Revance Therapeutics $RVNC by Crown Laboratories was completed on February 6, 2025.
It took 178 days for the deal to be completed.
Crown Laboratories and Revance Therapeutics announced that the tender offer to purchase all of Revance's outstanding shares at $3.65 per share expired on February 4, 2025.
The companies expect to consummate the acquisition on February 6, 2025. tweet
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InsideArbitrage
Beacon $BECN Board Unanimously Rejects QXO’s $QXO Unsolicited Tender Offer -
✴️The Board determined that the Offer significantly undervalued the Company.
✴️The Board recommends that shareholders not tender into the offer.
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Beacon $BECN Board Unanimously Rejects QXO’s $QXO Unsolicited Tender Offer -
✴️The Board determined that the Offer significantly undervalued the Company.
✴️The Board recommends that shareholders not tender into the offer.
Beacon’s $BECN Board has implemented a stockholder rights agreement in response to QXO’s $QXO buyout offer -
✴️On February 7, 2025, each shareholder will receive one preferred share purchase right per Beacon share they own.
✴️These rights are initially inactive but become active if someone acquires 15% or more of Beacon’s stock without approval.
✴️If triggered, shareholders can buy more Beacon shares at a 50% discount. If Beacon is later sold in a merger to an unapproved buyer, shareholders can purchase the acquiring company’s stock at a 50% discount.
✴️The plan expires on January 26, 2026, or earlier if redeemed, exchanged, or a Board-approved merger occurs. tweet
InsideArbitrage
$LSPD Lightspeed Commerce reports Q3 FY2025 results - Total revenue of $280.1 million, up 17% YOY, Subscription revenue grew 9% YOY
✴️Board authorized share repurchase to return up to $400 million to shareholders (including the immediate execution of approximately $100 million under current authorization, plus an additional $300 million)
Additional $300 million share repurchase - Equals ~17% of its current market cap
✴️Result of Strategic Review: The Board of Directors has unanimously concluded that pursuing a comprehensive transformation plan as a public company is the most effective strategy to maximize value
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$LSPD Lightspeed Commerce reports Q3 FY2025 results - Total revenue of $280.1 million, up 17% YOY, Subscription revenue grew 9% YOY
✴️Board authorized share repurchase to return up to $400 million to shareholders (including the immediate execution of approximately $100 million under current authorization, plus an additional $300 million)
Additional $300 million share repurchase - Equals ~17% of its current market cap
✴️Result of Strategic Review: The Board of Directors has unanimously concluded that pursuing a comprehensive transformation plan as a public company is the most effective strategy to maximize value
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Stock Analysis Compilation
Aoris on Visa $V US
Thesis: Visa is the world’s largest payment services company that enhances consumer and business payments with convenience, speed, and security, positioning it for continued growth in usage.
(Extract from their Q4 letter) https://t.co/yh5evhbVMq
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Aoris on Visa $V US
Thesis: Visa is the world’s largest payment services company that enhances consumer and business payments with convenience, speed, and security, positioning it for continued growth in usage.
(Extract from their Q4 letter) https://t.co/yh5evhbVMq
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Quiver Quantitative
Representative Tim Burchett just said:
"I agree with @AOC. Members of Congress should not be allowed to trade individual stocks."
We have not seen Burchett or AOC buy any stocks while in Congress.
Neither of them have any individual stocks in their portfolios. https://t.co/dyJtanbiZK
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Representative Tim Burchett just said:
"I agree with @AOC. Members of Congress should not be allowed to trade individual stocks."
We have not seen Burchett or AOC buy any stocks while in Congress.
Neither of them have any individual stocks in their portfolios. https://t.co/dyJtanbiZK
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $OLN has just reported purchasing $203K of the company's stock, his first insider purchase since taking over as CEO last March.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $OLN has just reported purchasing $203K of the company's stock, his first insider purchase since taking over as CEO last March.
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