Offshore
Photo
Dimitry Nakhla | Babylon Capital®
GE Aerospace $GE Q3 2025 Report 🗓️
✅ REV: $12.18B (+24% YoY)
✅ EPS: $1.66 (+44% YoY)
•FCF $2.4B, +30% YoY
•Raising FY 2025 Guidance
•FY 25’ EPS $6.00 - $6.25
•FY 25’ FCF $7.1B - $7.3B https://t.co/fkXyJ8Eu8B
tweet
GE Aerospace $GE Q3 2025 Report 🗓️
✅ REV: $12.18B (+24% YoY)
✅ EPS: $1.66 (+44% YoY)
•FCF $2.4B, +30% YoY
•Raising FY 2025 Guidance
•FY 25’ EPS $6.00 - $6.25
•FY 25’ FCF $7.1B - $7.3B https://t.co/fkXyJ8Eu8B
1. GE Aerospace $GE (Tue AM)
🗓️ REV Est: $10.38B (+5%)
🗓️ EPS Est: $1.47 (+29%)
💵 NTM P/E: 49x
💵 NTM FCF Yield: 2.37%
As of LTM, services revenue comprises ~71% of total revenue, with GE’s installed base steadily expanding https://t.co/48iOpwr6Q0 tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Philip Morris $PM Q3 2025 Report 🗓️
✅ REV: $10.85B (+9% YoY)
✅ EPS: $2.24 (+17% YoY)
•Smoke-free business (SFB) shipment volumes +17% YoY
$PM has done an exceptional job transforming the business over the last 5 years
tweet
Philip Morris $PM Q3 2025 Report 🗓️
✅ REV: $10.85B (+9% YoY)
✅ EPS: $2.24 (+17% YoY)
•Smoke-free business (SFB) shipment volumes +17% YoY
$PM has done an exceptional job transforming the business over the last 5 years
2. Philip Morris $PM (Tue AM)
🗓️ REV Est: $10.66B (+8%)
🗓️ EPS Est: $2.10 (+10%)
💵 NTM P/E: 19x
💵 NTM FCF Yield: 1.25%*
Smoke-free products now make up over half of $PM total revenue, marking a remarkable transformation of the business https://t.co/HRr03YRoXa tweet
Offshore
Photo
ToffCap
👇👇
tweet
👇👇
Out with TMM #75, our weekly overview of actionable event-driven and special sits 🔥🔥
A reminder that there's always plenty of free stuff in front of the paywall!!
This week:
- insiders showing the way
- upcoming deal busts (ioo)
- steady liquidations at still great r/r
- stocks with some juicy hype potential (we've been hitting quite a few home-runs on these ones)
- a lot of activist action (one of our highest alpha generating flags)
- some interesting rights issues
- 'just' some great lookin' companies
- ... and much more.
As always @ToffCap
Enjoy! tweet
Offshore
Photo
Investing visuals
Get your popcorn ready, $NFLX reports Q3 earnings after the close today!
With strong results, $NFLX could dethrone Prime as the #1 streaming service in the U.S. https://t.co/r1x6UM6iLo
tweet
Get your popcorn ready, $NFLX reports Q3 earnings after the close today!
With strong results, $NFLX could dethrone Prime as the #1 streaming service in the U.S. https://t.co/r1x6UM6iLo
tweet
Offshore
Photo
App Economy Insights
Apple is taking over the F1 grid.
$AAPL signed a 5-year deal for exclusive US rights to Formula One, starting in 2026, worth up to $150M/year (WSJ).
It builds on Apple’s push into live sports with MLS and MLB. UEFA Champions League next? https://t.co/UYgOIfGMFL
tweet
Apple is taking over the F1 grid.
$AAPL signed a 5-year deal for exclusive US rights to Formula One, starting in 2026, worth up to $150M/year (WSJ).
It builds on Apple’s push into live sports with MLS and MLB. UEFA Champions League next? https://t.co/UYgOIfGMFL
tweet
Offshore
Photo
Investing visuals
$NBIS is now 🔻down 25% from its recent peak.
Fundamentals didn’t change, so the risk/reward only gets better on the way down. https://t.co/ENlytdsgle
tweet
$NBIS is now 🔻down 25% from its recent peak.
Fundamentals didn’t change, so the risk/reward only gets better on the way down. https://t.co/ENlytdsgle
tweet
Yellowbrick Investing
$ARCT
tweet
$ARCT
***long idea*** Last few months (port now 50x + since tariff saga 🙏 ) have all been about r/r and picking the right setups. Yes there’s been a lot of luck along the way but I’d like to share another incredible setup with >100% upside this week h/t @drug_smolecules w/ $arct data coming up.
Data was supposed to be last month (guided by them at earnings in Aug) yet we’ve had nothing. There’s enough readthroughs here to assume they got a LB on the back of data looking incredibly good. If FEV >5% Nov calls could go up multifold. And could be another beautiful day tomorrow (possibly) tweet
X (formerly Twitter)
Seedy19 (@seedy19tron) on X
***long idea*** Last few months (port now 50x + since tariff saga 🙏 ) have all been about r/r and picking the right setups. Yes there’s been a lot of luck along the way but I’d like to share another incredible setup with >100% upside this week h/t @drug_smolecules…
Offshore
Photo
Yellowbrick Investing
$GSIT short
tweet
$GSIT short
Short $GSIT
$GSIT is up 150% after a Cornell-led paper claimed their APU delivers 98% lower energy consumption than GPUs for certain tasks.
Sounds impressive. But this is not new. GSI has made the same claims for over 3 years, as shown in a 2022 presentation by CEO Lee-lean Shu comparing their APU to NVIDIA GPUs.
If this technology were truly a breakthrough, we’d already see strong sales, real adoption, and industry traction. tweet