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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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Quiver Quantitative
Trump has announced that Boeing has been picked for the $20B+ contract to build the new 6th generation fighter jet.
Lockheed Martin stock is down 10% on the news.
https://t.co/vv87ru6tx2
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Trump has announced that Boeing has been picked for the $20B+ contract to build the new 6th generation fighter jet.
Lockheed Martin stock is down 10% on the news.
https://t.co/vv87ru6tx2
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Stock Analysis Compilation
Palm Harbour Capital on Bolloré SE $BOL FP
Thesis: Bolloré SE is a holding company with diverse stakes in major entities including UMG, Canal+, Louis Hachette, Havas, and a €6 billion cash reserve, operating under a complex ownership structure that results in significant share discounts.
(Extract from their Q4 letter)
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Palm Harbour Capital on Bolloré SE $BOL FP
Thesis: Bolloré SE is a holding company with diverse stakes in major entities including UMG, Canal+, Louis Hachette, Havas, and a €6 billion cash reserve, operating under a complex ownership structure that results in significant share discounts.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: President Trump says there will be “flexibility” on his reciprocal tariff plan.
Just minutes before making this statement, President Trump said he would not be changing his mind on tariffs.
Reciprocal tariffs are set to go live in 12 days.
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BREAKING: President Trump says there will be “flexibility” on his reciprocal tariff plan.
Just minutes before making this statement, President Trump said he would not be changing his mind on tariffs.
Reciprocal tariffs are set to go live in 12 days.
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 tweet
Offshore
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The Kobeissi Letter
BREAKING: Tesla shares, $TSLA, extend their rally on the day, now up +4%, as Elon Musk says to “hang on” to the stock. https://t.co/G2AluVeFER
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BREAKING: Tesla shares, $TSLA, extend their rally on the day, now up +4%, as Elon Musk says to “hang on” to the stock. https://t.co/G2AluVeFER
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The Kobeissi Letter
BREAKING: China’s central bank gold reserves hit a record 73.6 million fine troy ounces in February.
China bought ~160,000 ounces of gold last month, posting their 4th consecutive monthly purchase.
Over the last 2.5 years, China’s gold reserves have jumped by 11.0 million ounces of gold.
Gold now reflects a record ~5.9% of China’s total foreign exchange reserves, or 2,290 tonnes.
Central banks continue to stock up on gold as if we are in a crisis.
Gold has never been hotter.
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BREAKING: China’s central bank gold reserves hit a record 73.6 million fine troy ounces in February.
China bought ~160,000 ounces of gold last month, posting their 4th consecutive monthly purchase.
Over the last 2.5 years, China’s gold reserves have jumped by 11.0 million ounces of gold.
Gold now reflects a record ~5.9% of China’s total foreign exchange reserves, or 2,290 tonnes.
Central banks continue to stock up on gold as if we are in a crisis.
Gold has never been hotter.
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