Yellowbrick Investing
$MLUAV.PA

$MLUAV.PA
The most illiquid stock I've ever bought. Pick-and-shovel play for the drone industry.

➢ 143m EUR mcap
➢ 50% 3Y Rev. CAGR
➢ 92% GM, 40% OM, 55% ROCE
➢ 30x P/E LTM
➢ Supplier for $AMZN drone program
⚠️ ≈ 1,300 EUR trading volume/day!!

📌Quick pitch below 🧵 https://t.co/JHB3333io0 - Stock.Logging
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Incremental margin measures how much of each additional revenue dollar becomes profit, reflecting a company’s efficiency in converting growth to net income

It’s a useful metric for identifying businesses that scale effectively, with revenue strongly boosting the bottom line

Here are 11 quality companies & their incremental margin % over the past 5 years🧵
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Capital Employed
A fresh batch of Q3 fund letters has just been uploaded. 40 fascinating letters to get stuck into.

https://t.co/wUDSfhSG8N https://t.co/MtYoIi7cch
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AkhenOsiris
How do you draw the next generation of talent?

Andy Jassy forcing employees to come into the office five days a week for a stock than never goes up https://t.co/a0eE7xrU5E - BuccoCapital Bloke
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AkhenOsiris
2024 SBC for AMZN was $22B. If you hold the stonk, good news (?), this will go to 0 as no one wants to work there.
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Umesh
Brilliant work by Francolli. ✨👏

Honoured to feature as Mr Umesh 😎

Must watch, is all I can say !

For all the A.I people who sit in my feed and make me smile, sorry I couldn't afford real actors, lol

If you see someone from the A.I community you recognize, pass it on

Thanks to @techhalla for the transition idea & @umesh_ai for his action sequences

Sound up! https://t.co/k3AGzB7iYK - Francolli
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Investing visuals
$TSM Q3 earnings 🚨

🟢 Revenue $32.27B (Est. $31.61B)
🟢 Earnings per share: $2.84 (Est. $2.63)

Q4 outlook:
🟢 Revenue: $32.2B–$33.4B (Est. $32.0B)
🟢 Gross Margin: 59–61%

"AI-related demand continues to be very strong".
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Yellowbrick Investing
$CTT.AX

$CTT.AX some update on thesis.

Although we didn’t have any update yet from them, and the stock is now in a wait-and-see moment, we have had some very encouraging signals:

Louis Vuitton earnings, beat every consensus case, returning to growth in fashion. Probably nothing. - Sergi
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Yellowbrick Investing
Professional VCs and 17-year-olds on Reddit invest in the exact same way

$2M ARR in three months used to be impressive. Now we expect it within ten days. Right now, momentum is the only moat. https://t.co/kQdXwbfAZG - Bryan Kim
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App Economy Insights
$TSM TSMC Q3 FY25:

CEO C.C. Wei: "Conviction in the AI megatrend is strengthening."

• Revenue +41% Y/Y $33.1B ($1.5B beat).
• Capex $9.7B (vs. $9.6B in Q2 FY25).
• EPADR $2.92 ($0.32 beat).
• FY25 raised from ~30% to mid-30%. https://t.co/HMrLs1E97X
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Quiver Quantitative
BREAKING: Representative Jonathan Jackson just filed new stock trades.

He disclosed his first ever purchase of Robinhood stock, $HOOD.

Jackson sits on the House Subcommittee on Digital Assets.

Full trade list up on Quiver. https://t.co/LccJhQwz9p
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