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Stock Analysis Compilation
Brown Advisory on HDFC Bank $HDFCB IN
Thesis: HDFC Bank is well-positioned for long-term growth despite recent underperformance due to its merger, with strong fundamentals and effective management, especially in the mortgage sector.
(Extract from their Q4 letter) https://t.co/HcdfOWtl9v
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Brown Advisory on HDFC Bank $HDFCB IN
Thesis: HDFC Bank is well-positioned for long-term growth despite recent underperformance due to its merger, with strong fundamentals and effective management, especially in the mortgage sector.
(Extract from their Q4 letter) https://t.co/HcdfOWtl9v
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Finding Compounders
I’ve gained a lot of knowledge from this YouTube channel https://t.co/u6JejPBvDI
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I’ve gained a lot of knowledge from this YouTube channel https://t.co/u6JejPBvDI
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Stock Analysis Compilation
Alger International Opportunities Fund on MercadoLibre $MELI US
Thesis: MercadoLibre is the leading e-commerce and fintech platform in Latin America, leveraging strong network effects and data advantages to maintain and expand its market share despite competition.
(Extract from their Q4 letter)
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Alger International Opportunities Fund on MercadoLibre $MELI US
Thesis: MercadoLibre is the leading e-commerce and fintech platform in Latin America, leveraging strong network effects and data advantages to maintain and expand its market share despite competition.
(Extract from their Q4 letter)
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Quiver Quantitative
Never forget the time when Senator Tuberville bought shares in a small biotech company that makes implantable human tissues-right before the U.S. Army announced results from testing the technology in Ukraine to treat combat injuries, and shares went up 156%: https://t.co/WJb0X1wjK3
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Never forget the time when Senator Tuberville bought shares in a small biotech company that makes implantable human tissues-right before the U.S. Army announced results from testing the technology in Ukraine to treat combat injuries, and shares went up 156%: https://t.co/WJb0X1wjK3
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Investing visuals
$HIMS Q4 2024 earnings🚨
EPS of $0.11 beating expectations of $0.10
Revenue of $481.1M beating expectations of $470.3M
Stock is down -13% after hours https://t.co/4JQHFgUYVe
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$HIMS Q4 2024 earnings🚨
EPS of $0.11 beating expectations of $0.10
Revenue of $481.1M beating expectations of $470.3M
Stock is down -13% after hours https://t.co/4JQHFgUYVe
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App Economy Insights
$HIMS Hims & Hers Q4 FY24:
• Subs +45% Y/Y to 2.2M.
• Rev. +95% to $481M ($11M beat).
• Adj. EBITDA margin 11% (+3pp Y/Y).
• GAAP EPS $0.11 (in-line).
• FY24 Rev. ex. GLP-1 +43% to $1.2B.
FY25 Outlook
• Rev.~$2.35B ($725M from GLP-1).
• Adj. EBITDA margin 12%-13%. https://t.co/j5m1H4dk5r
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$HIMS Hims & Hers Q4 FY24:
• Subs +45% Y/Y to 2.2M.
• Rev. +95% to $481M ($11M beat).
• Adj. EBITDA margin 11% (+3pp Y/Y).
• GAAP EPS $0.11 (in-line).
• FY24 Rev. ex. GLP-1 +43% to $1.2B.
FY25 Outlook
• Rev.~$2.35B ($725M from GLP-1).
• Adj. EBITDA margin 12%-13%. https://t.co/j5m1H4dk5r
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Stock Analysis Compilation
Artisan International Value Strategy on Koninklijke Philips $PHIA NA
Thesis: Koninklijke Philips is a healthcare conglomerate with a €23 billion market cap and €7 billion in debt, experiencing a 20% share price increase in 2024 due to resolved legal liabilities, with substantial business in personal health and medical devices, and potential for significant growth if new management enhances profitability.
(Extract from their Q4 letter)
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Artisan International Value Strategy on Koninklijke Philips $PHIA NA
Thesis: Koninklijke Philips is a healthcare conglomerate with a €23 billion market cap and €7 billion in debt, experiencing a 20% share price increase in 2024 due to resolved legal liabilities, with substantial business in personal health and medical devices, and potential for significant growth if new management enhances profitability.
(Extract from their Q4 letter)
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