Offshore
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Dalius - Special Sits
Interesting pitch on $FIVN from Voss Capital
Mispriced at ~2x ARR vs peers, with reaccelerating growth, cost cuts, and AI tailwinds. Narrative shift or M&A could drive ~70% upside.
Full letter👇 https://t.co/LoH41qzCw4
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Interesting pitch on $FIVN from Voss Capital
Mispriced at ~2x ARR vs peers, with reaccelerating growth, cost cuts, and AI tailwinds. Narrative shift or M&A could drive ~70% upside.
Full letter👇 https://t.co/LoH41qzCw4
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Yellowbrick Investing
$FGA.PA
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$FGA.PA
This 🇫🇷 small cap continues to have strong tailwinds.
Figeac Aéro’s $FGA quarterly revenue landed a touch ahead of market expectations, with cleaqn organic and the A350 and the Leap-1B engines doing most of the heavy lifting. That mix matters. tweet
X (formerly Twitter)
Lux Opes (@LuxOpesResearch) on X
This 🇫🇷 small cap continues to have strong tailwinds.
Figeac Aéro’s $FGA quarterly revenue landed a touch ahead of market expectations, with cleaqn organic and the A350 and the Leap-1B engines doing most of the heavy lifting. That mix matters.
Figeac Aéro’s $FGA quarterly revenue landed a touch ahead of market expectations, with cleaqn organic and the A350 and the Leap-1B engines doing most of the heavy lifting. That mix matters.
Offshore
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Aadit Sheth
This guy literally built the ultimate cheatsheet to run open source projects
https://t.co/gMLyCgqps9
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This guy literally built the ultimate cheatsheet to run open source projects
https://t.co/gMLyCgqps9
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Evan
Broadcom $AVGO just climbed over a $1.5 Trillion market cap for the FIRST TIME EVER https://t.co/8tRekB6j0n
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Broadcom $AVGO just climbed over a $1.5 Trillion market cap for the FIRST TIME EVER https://t.co/8tRekB6j0n
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Offshore
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Evan
🚨 Alright everybody I am calling it ... it is now official
The Magnificent 7 is now A THING OF THE PAST ... Broadcom has earned its way in
Introducing ... THE GREAT 8
Nvidia $NVDA
Microsoft $MSFT
Apple $AAPL
Google $GOOGL
Amazon $AMZN
$META
Broadcom $AVGO
Tesla $TSLA https://t.co/8lnL7wZeji
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🚨 Alright everybody I am calling it ... it is now official
The Magnificent 7 is now A THING OF THE PAST ... Broadcom has earned its way in
Introducing ... THE GREAT 8
Nvidia $NVDA
Microsoft $MSFT
Apple $AAPL
Google $GOOGL
Amazon $AMZN
$META
Broadcom $AVGO
Tesla $TSLA https://t.co/8lnL7wZeji
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 15 Quality Stocks FCF CAGR >12% Last 10 Years | Years of Growth in Those 10 Years 💸
1. $MSFT +12% | 8/10
2. $ICE +12% | 9/10
3. $FICO +14% | 7/10
4. $CDNS +15% | 9/10
5. $MA +16% | 9/10
6. $INTU +17% | 9/10
7. $SPGI +18% | 10/10
8. $CPRT +19% | 8/10
9. $GOOG +20% | 7/10
10. $CSU +21% | 9/10
11. $MSCI +23% | 10/10
12. $LRCX +25% | 7/10
13. $FTNT +27% | 10/10
14. $META +30% | 8/10
15. $NVDA +54% | 9/10
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RT @DimitryNakhla: 15 Quality Stocks FCF CAGR >12% Last 10 Years | Years of Growth in Those 10 Years 💸
1. $MSFT +12% | 8/10
2. $ICE +12% | 9/10
3. $FICO +14% | 7/10
4. $CDNS +15% | 9/10
5. $MA +16% | 9/10
6. $INTU +17% | 9/10
7. $SPGI +18% | 10/10
8. $CPRT +19% | 8/10
9. $GOOG +20% | 7/10
10. $CSU +21% | 9/10
11. $MSCI +23% | 10/10
12. $LRCX +25% | 7/10
13. $FTNT +27% | 10/10
14. $META +30% | 8/10
15. $NVDA +54% | 9/10
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Offshore
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App Economy Insights
⚖️ Did OpenAI just save Google?
☁️ How is AI playing out for Salesforce?
We answer these 2 questions this week. 👇
$GOOG $CRM
https://t.co/6MAMyNsW5i
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⚖️ Did OpenAI just save Google?
☁️ How is AI playing out for Salesforce?
We answer these 2 questions this week. 👇
$GOOG $CRM
https://t.co/6MAMyNsW5i
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Offshore
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Evan
Bank of America just said it now expects Jerome Powell and the 🇺🇸 Fed to
Cut rates 2 times in 2025 compared to its previous forecast of 0 rate cuts this year https://t.co/fY1HnaZo35
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Bank of America just said it now expects Jerome Powell and the 🇺🇸 Fed to
Cut rates 2 times in 2025 compared to its previous forecast of 0 rate cuts this year https://t.co/fY1HnaZo35
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