Offshore
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Alvin
Samsung's Bespoke AI Home Appliances are here!
Shop for your desired home appliances and get some special offers. 👇
https://t.co/y4BDczVE07
A little note:
Some of the discounts can reach 46% off or up to $1,800! https://t.co/RfTwHuklvd
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Samsung's Bespoke AI Home Appliances are here!
Shop for your desired home appliances and get some special offers. 👇
https://t.co/y4BDczVE07
A little note:
Some of the discounts can reach 46% off or up to $1,800! https://t.co/RfTwHuklvd
tweet
Offshore
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App Economy Insights
RT @EconomyApp: $AVGO Broadcom Q1 FY25 (January quarter).
VMWare acquisition completed in late 11/2023.
• Revenue +25% Y/Y to $14.9B ($0.3B beat).
• Non-GAAP EPS $1.60 ($0.09 beat).
Q2 FY25 guidance:
• Revenue ~$14.9B ($0.3B beat).
• Adjusted EBITDA margin ~66%. https://t.co/jOFydCzYtY
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RT @EconomyApp: $AVGO Broadcom Q1 FY25 (January quarter).
VMWare acquisition completed in late 11/2023.
• Revenue +25% Y/Y to $14.9B ($0.3B beat).
• Non-GAAP EPS $1.60 ($0.09 beat).
Q2 FY25 guidance:
• Revenue ~$14.9B ($0.3B beat).
• Adjusted EBITDA margin ~66%. https://t.co/jOFydCzYtY
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The Kobeissi Letter
BREAKING: The S&P 500 has erased its intra-day decline and turned POSITVE on the day.
What a time to be a trader. https://t.co/dRPcMtIrDX
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BREAKING: The S&P 500 has erased its intra-day decline and turned POSITVE on the day.
What a time to be a trader. https://t.co/dRPcMtIrDX
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Offshore
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Dimitry Nakhla | Babylon Capital®
Just in case you missed it $EFX 🧵👇🏽 https://t.co/y3in9Hhtud
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Just in case you missed it $EFX 🧵👇🏽 https://t.co/y3in9Hhtud
1/11 $EFX has been going through a silent business transformation
Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027
Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6 tweet
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Finding Compounders
Book : Memos from the Chairman
https://t.co/wjNhKXMuEL https://t.co/VqwirIJKPP
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Book : Memos from the Chairman
https://t.co/wjNhKXMuEL https://t.co/VqwirIJKPP
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Offshore
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Stock Analysis Compilation
Giverny Capital on Medpace Holdings $MEDP US
Thesis: Medpace Holdings is a leading clinical trial provider for early-stage biopharma companies, demonstrating strong growth and resilience amid industry challenges.
(Extract from their Q4 letter) https://t.co/zn3t0qrVfn
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Giverny Capital on Medpace Holdings $MEDP US
Thesis: Medpace Holdings is a leading clinical trial provider for early-stage biopharma companies, demonstrating strong growth and resilience amid industry challenges.
(Extract from their Q4 letter) https://t.co/zn3t0qrVfn
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Investing visuals
The four phases of the AI (r)evolution and companies I believe will benefit greatly:
Phase 1: $NVDA, $ASML, $AMD, $TSMC, $NBIS
Phase 2: $MSFT, $META, $GOOGL, $AMZN
Phase 3: $PLTR, $NOW, $SNOW, $DDOG, $NET
Phase 4: $CRWD, $PANW, $TEAM, $CRM, $SHOP https://t.co/P6AcKUDokQ
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The four phases of the AI (r)evolution and companies I believe will benefit greatly:
Phase 1: $NVDA, $ASML, $AMD, $TSMC, $NBIS
Phase 2: $MSFT, $META, $GOOGL, $AMZN
Phase 3: $PLTR, $NOW, $SNOW, $DDOG, $NET
Phase 4: $CRWD, $PANW, $TEAM, $CRM, $SHOP https://t.co/P6AcKUDokQ
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Offshore
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Alvin
RT @sondesix: Get your Samsung Galaxy S25 Series here and save up to $1020 on your purchase. 👀
✅️ Galaxy S25: https://t.co/BvMPERu17L
✅️ Galaxy S25+: https://t.co/FtJIANio0i
✅️ Galaxy S25 Ultra: https://t.co/XYOQvERSpB
That also includes double storage upgrade for select models, an instant discount, and a trade-in cashback!
(SamsungPartner)
(US Only)
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RT @sondesix: Get your Samsung Galaxy S25 Series here and save up to $1020 on your purchase. 👀
✅️ Galaxy S25: https://t.co/BvMPERu17L
✅️ Galaxy S25+: https://t.co/FtJIANio0i
✅️ Galaxy S25 Ultra: https://t.co/XYOQvERSpB
That also includes double storage upgrade for select models, an instant discount, and a trade-in cashback!
(SamsungPartner)
(US Only)
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