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App Economy Insights
In today’s issue:
$NKE $GOOG $ACN
👟 Nike: Sole Searching
☁️ Google: Biggest Acquisition Ever
🌐 Accenture: AI Gains, Federal Pains
https://t.co/NRUpIOgUkD
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In today’s issue:
$NKE $GOOG $ACN
👟 Nike: Sole Searching
☁️ Google: Biggest Acquisition Ever
🌐 Accenture: AI Gains, Federal Pains
https://t.co/NRUpIOgUkD
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Dimitry Nakhla | Babylon Capital®
Even with $NKE stock crashing -34% in the past year, its multiple has expanded over +20% in that same stretch 😳 https://t.co/Rj0IsNrbM0
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Even with $NKE stock crashing -34% in the past year, its multiple has expanded over +20% in that same stretch 😳 https://t.co/Rj0IsNrbM0
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The Investing for Beginners Podcast
Cash Conversion Cycle
How to and impact 🧵⬇️ https://t.co/CaJCtVVJwG
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Cash Conversion Cycle
How to and impact 🧵⬇️ https://t.co/CaJCtVVJwG
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Stock Analysis Compilation
Munro Global Growth Fund on Axon Enterprises $AAXN US
Thesis: Axon Enterprises is a pioneering, founder-led company focused on public safety technologies, aiming to significantly reduce gun-related deaths and capture a larger share of the $77 billion market for law enforcement solutions.
(Extract from their Q4 letter)
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Munro Global Growth Fund on Axon Enterprises $AAXN US
Thesis: Axon Enterprises is a pioneering, founder-led company focused on public safety technologies, aiming to significantly reduce gun-related deaths and capture a larger share of the $77 billion market for law enforcement solutions.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: The Philadelphia Fed Manufacturing index dropped 5.6 points in March, to 12.5, its 2nd consecutive monthly decline.
6-month outlook for new orders fell by 30.8 points, to 2.3, the lowest in 3 years.
This marks the third-largest drop in history, only behind the 2008 Financial Crisis and December 1973.
Furthermore, 6-month business outlook dropped ~40 points to its lowest since January 2024.
All while prices paid rose 7.8 points, to 48.3, the highest since July 2022.
This is further evidence of weakening economic activity with rising prices.
Stagflation has arrived.
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BREAKING: The Philadelphia Fed Manufacturing index dropped 5.6 points in March, to 12.5, its 2nd consecutive monthly decline.
6-month outlook for new orders fell by 30.8 points, to 2.3, the lowest in 3 years.
This marks the third-largest drop in history, only behind the 2008 Financial Crisis and December 1973.
Furthermore, 6-month business outlook dropped ~40 points to its lowest since January 2024.
All while prices paid rose 7.8 points, to 48.3, the highest since July 2022.
This is further evidence of weakening economic activity with rising prices.
Stagflation has arrived.
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App Economy Insights
RT @EconomyApp: $NKE Nike Q3 FY25 (ending Feb. 2025).
• Revenue -9% Y/Y to $11.3B ($240M beat).
• GAAP EPS $0.54 ($0.26 beat).
• Inventory -2% Y/Y to $7.5B.
• Wholesale -7% Y/Y to $6.2B.
• Direct revenue -12% Y/Y to $4.7B. https://t.co/sGr3oQDTrg
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RT @EconomyApp: $NKE Nike Q3 FY25 (ending Feb. 2025).
• Revenue -9% Y/Y to $11.3B ($240M beat).
• GAAP EPS $0.54 ($0.26 beat).
• Inventory -2% Y/Y to $7.5B.
• Wholesale -7% Y/Y to $6.2B.
• Direct revenue -12% Y/Y to $4.7B. https://t.co/sGr3oQDTrg
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Investing visuals
I’ve created and shared hundreds of free investing visuals — and I’ll keep doing that.
If you’ve found value in my work, becoming an X-subscriber is a small but meaningful way to support it.
It truly means a lot to me and helps keep 95% of my content free for everyone 🙏 https://t.co/QQ660BoN2F
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I’ve created and shared hundreds of free investing visuals — and I’ll keep doing that.
If you’ve found value in my work, becoming an X-subscriber is a small but meaningful way to support it.
It truly means a lot to me and helps keep 95% of my content free for everyone 🙏 https://t.co/QQ660BoN2F
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The Kobeissi Letter
BREAKING: President Trump says April 2nd is going to be "liberation day for America" after being "ripped off by every country in the world."
April 2nd is when a variety of reciprocal US tariffs officially go live. https://t.co/VVSeIqdzYw
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BREAKING: President Trump says April 2nd is going to be "liberation day for America" after being "ripped off by every country in the world."
April 2nd is when a variety of reciprocal US tariffs officially go live. https://t.co/VVSeIqdzYw
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The Investing for Beginners Podcast
What is EV/FCF?
EV/FCF represents "Enterprise Value to Free Cash Flow"
3 pros:
- valuation clarity
- focus on cash flow
- comparitive analysis
2 cons:
- limited scope
- vulnerability to manipulation https://t.co/jDEujgKrzR
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What is EV/FCF?
EV/FCF represents "Enterprise Value to Free Cash Flow"
3 pros:
- valuation clarity
- focus on cash flow
- comparitive analysis
2 cons:
- limited scope
- vulnerability to manipulation https://t.co/jDEujgKrzR
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