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Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative Andy Ogles has proposed legislation to use USAID funding to fund deportations.
Follow here for updates. https://t.co/pgfTy63Kio
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RT @QuiverCongress: JUST IN: Representative Andy Ogles has proposed legislation to use USAID funding to fund deportations.
Follow here for updates. https://t.co/pgfTy63Kio
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Stock Analysis Compilation
Aristotle Core Equity on GE Aerospace $GE US
Thesis: GE Aerospace is poised for strong growth in its commercial engine business, aiming for $10 billion in annual operating profit by 2028 and significant returns to shareholders.
(Extract from their Q4 letter) https://t.co/gvoUWZyBeG
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Aristotle Core Equity on GE Aerospace $GE US
Thesis: GE Aerospace is poised for strong growth in its commercial engine business, aiming for $10 billion in annual operating profit by 2028 and significant returns to shareholders.
(Extract from their Q4 letter) https://t.co/gvoUWZyBeG
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Novo Nordisk $NVO Reports a Strong Q4✅
✅Rev*: $12.26B vs $11.34B (est) | +28% YoY
✅EPS*: $0.91 vs $0.83 (est) | +28% YoY
*In USD
**Full Year results below (in DKK) 👇🏽 https://t.co/HpH9orVsHK
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RT @DimitryNakhla: Novo Nordisk $NVO Reports a Strong Q4✅
✅Rev*: $12.26B vs $11.34B (est) | +28% YoY
✅EPS*: $0.91 vs $0.83 (est) | +28% YoY
*In USD
**Full Year results below (in DKK) 👇🏽 https://t.co/HpH9orVsHK
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Stock Analysis Compilation
Heartland Value Fund on Delek US Holdings, Inc. $DK US
Thesis: Delek US Holdings, Inc. is substantially undervalued at $17 with an estimated worth of $31 per share, driven by potential recovery in diesel demand and strategic management actions.
(Extract from their Q4 letter) https://t.co/R9EGsFnnR6
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Heartland Value Fund on Delek US Holdings, Inc. $DK US
Thesis: Delek US Holdings, Inc. is substantially undervalued at $17 with an estimated worth of $31 per share, driven by potential recovery in diesel demand and strategic management actions.
(Extract from their Q4 letter) https://t.co/R9EGsFnnR6
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Dimitry Nakhla | Babylon Capital®
Amazon $AMZN Q4 2024 Report 🗓️
✅ Revenues: $187.8B (+10% YoY)
✅ Operating Income: $21.2B (+60% YoY)
✅ Net Income: $20.0B (+88% YoY)
☁️ AWS Revenue: $28.7B (+19% YoY)
💸 Ads Revenue: $17.3B (+18% YoY) https://t.co/JddBGLylqZ
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Amazon $AMZN Q4 2024 Report 🗓️
✅ Revenues: $187.8B (+10% YoY)
✅ Operating Income: $21.2B (+60% YoY)
✅ Net Income: $20.0B (+88% YoY)
☁️ AWS Revenue: $28.7B (+19% YoY)
💸 Ads Revenue: $17.3B (+18% YoY) https://t.co/JddBGLylqZ
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Hidden Value Gems
Surprised by the third most popular answer 🙂
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Surprised by the third most popular answer 🙂
If you use ChatGPT to summarise earning calls of your portfolio companies (instead of listening/reading transcripts), you probably hold too many stocks. Do you agree?
- Yes
- No
- I am ChatGPT/DeepSeek etc
- I dont understand the Q tweet
twitter.com
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Dimitry Nakhla | Babylon Capital®
I think it’s time for investors to begin appreciating $AMZN earnings & margin expansion potential
Historically, EPS wasn’t the best way to value $AMZN, but now it trades for slightly less than ~40x TTM (FY 24 EPS of $5.15), likely growing at ~20% a year for the next few years 💸
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I think it’s time for investors to begin appreciating $AMZN earnings & margin expansion potential
Historically, EPS wasn’t the best way to value $AMZN, but now it trades for slightly less than ~40x TTM (FY 24 EPS of $5.15), likely growing at ~20% a year for the next few years 💸
Amazon $AMZN Q4 2024 Report 🗓️
✅ Revenues: $187.8B (+10% YoY)
✅ Operating Income: $21.2B (+60% YoY)
✅ Net Income: $20.0B (+88% YoY)
☁️ AWS Revenue: $28.7B (+19% YoY)
💸 Ads Revenue: $17.3B (+18% YoY) https://t.co/JddBGLylqZ tweet