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Fiscal.ai
Monday dot com since going public
Revenue: +387%
Stock Price: -55%
$MNDY https://t.co/EvXqFed66B
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Monday dot com since going public
Revenue: +387%
Stock Price: -55%
$MNDY https://t.co/EvXqFed66B
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The Transcript
Thursday's earnings deck:
Before Open: $UBER $LLY $ADNT $ABBV $NVO $CME $CDW $BG $CTSH $UBS $FTV $GEHC $BSX $JCI
After Close: $GOOGL $ARM $ORLY $SYM $FLNC $ALL $COHR $ELF $QCOM $ALGT $MET $MOD $MCK $ALGN https://t.co/cyaSq4JWWr
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Thursday's earnings deck:
Before Open: $UBER $LLY $ADNT $ABBV $NVO $CME $CDW $BG $CTSH $UBS $FTV $GEHC $BSX $JCI
After Close: $GOOGL $ARM $ORLY $SYM $FLNC $ALL $COHR $ELF $QCOM $ALGT $MET $MOD $MCK $ALGN https://t.co/cyaSq4JWWr
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God of Prompt
RT @godofprompt: ChatGPT's custom instructions feature is insanely powerful.
But 99% of people write garbage instructions.
I tested 200+ custom instruction sets.
These 5 patterns increased output quality by 3.4x: https://t.co/xVEOxr2Gm8
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RT @godofprompt: ChatGPT's custom instructions feature is insanely powerful.
But 99% of people write garbage instructions.
I tested 200+ custom instruction sets.
These 5 patterns increased output quality by 3.4x: https://t.co/xVEOxr2Gm8
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Dimitry Nakhla | Babylon Capitalยฎ
RT @QualityInvest5: Sorry mom gonna have to call you back, Dimitry just dropped another post on $FICO
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RT @QualityInvest5: Sorry mom gonna have to call you back, Dimitry just dropped another post on $FICO
One of the more interesting things about $FICO is that, as long-term shareholders, a lower short-term stock price can be beneficial in the long-run.
How?
Because $FICO is a cannibal.
Shares outstanding down ~22% over the last 10 years.
In the last 12 months alone, $FICO spent ~$1.54B on buybacks.
That reduced share count by roughly 0.16M shares (160K).
Now letโs look at why price matters:
Assume $FICO allocates another $1.54B to repurchases.
___
๐๐๐๐ง๐๐ซ๐ข๐จ ๐:
Market cap = $31.65B
$1.54B / $31.65B โ 4.86% of the company โ ๐.๐๐% ๐๐จ๐จ๐ฌ๐ญ ๐ญ๐จ ๐๐๐
๐๐๐๐ง๐๐ซ๐ข๐จ ๐:
Market cap = ~$47.47B
$1.54B / $47.47B โ 3.24% of the company โ ๐.๐๐% ๐๐จ๐จ๐ฌ๐ญ ๐ญ๐จ ๐๐๐
___
Same dollars. Different outcome.
๐๐ฉ๐ฆ ๐ญ๐ฐ๐ธ๐ฆ๐ณ ๐ต๐ฉ๐ฆ ๐ฑ๐ณ๐ช๐ค๐ฆ, ๐ต๐ฉ๐ฆ ๐ฎ๐ฐ๐ณ๐ฆ ๐ฐ๐ธ๐ฏ๐ฆ๐ณ๐ด๐ฉ๐ช๐ฑ ๐ฆ๐ข๐ค๐ฉ ๐ณ๐ฆ๐ฑ๐ถ๐ณ๐ค๐ฉ๐ข๐ด๐ฆ ๐ฅ๐ฐ๐ญ๐ญ๐ข๐ณ ๐ณ๐ฆ๐ต๐ช๐ณ๐ฆ๐ด โ ๐ข๐ฏ๐ฅ ๐ต๐ฉ๐ฆ ๐ฎ๐ฐ๐ณ๐ฆ ๐ง๐ถ๐ต๐ถ๐ณ๐ฆ ๐ฆ๐ข๐ณ๐ฏ๐ช๐ฏ๐จ๐ด ๐ฑ๐ฐ๐ธ๐ฆ๐ณ ๐ข๐ค๐ค๐ณ๐ถ๐ฆ๐ด ๐ต๐ฐ ๐ณ๐ฆ๐ฎ๐ข๐ช๐ฏ๐ช๐ฏ๐จ ๐ด๐ฉ๐ข๐ณ๐ฆ๐ฉ๐ฐ๐ญ๐ฅ๐ฆ๐ณ๐ด.
๐๐๐๐จ ๐๐จ ๐ฌ๐๐ฎ ๐๐ค๐ง ๐๐๐๐-๐ฆ๐ช๐๐ก๐๐ฉ๐ฎ ๐๐๐ฃ๐ฃ๐๐๐๐ก๐จ, ๐ฅ๐๐ง๐๐ค๐๐จ ๐ค๐ ๐ฅ๐ง๐๐๐ ๐ฌ๐๐๐ ๐ฃ๐๐จ๐จ ๐ฆ๐ช๐๐๐ฉ๐ก๐ฎ ๐๐ฃ๐๐๐ฃ๐๐ ๐ก๐ค๐ฃ๐-๐ฉ๐๐ง๐ข ๐๐ค๐ข๐ฅ๐ค๐ช๐ฃ๐๐๐ฃ๐.
๐๐ถ๐บ๐ฃ๐ข๐ค๐ฌ๐ด ๐ฅ๐ฐ๐ฏโ๐ต ๐ซ๐ถ๐ด๐ต ๐ณ๐ฆ๐ต๐ถ๐ณ๐ฏ ๐ค๐ข๐ฑ๐ช๐ต๐ข๐ญ. ๐๐ฉ๐ฆ๐บ ๐ณ๐ฆ๐ข๐ญ๐ญ๐ฐ๐ค๐ข๐ต๐ฆ ๐ฐ๐ธ๐ฏ๐ฆ๐ณ๐ด๐ฉ๐ช๐ฑ ๐ต๐ฐ๐ธ๐ข๐ณ๐ฅ ๐ฑ๐ข๐ต๐ช๐ฆ๐ฏ๐ต ๐ด๐ฉ๐ข๐ณ๐ฆ๐ฉ๐ฐ๐ญ๐ฅ๐ฆ๐ณ๐ด โ ๐ฎ๐ฐ๐ด๐ต ๐ฆ๐ง๐ง๐ฆ๐ค๐ต๐ช๐ท๐ฆ๐ญ๐บ ๐ธ๐ฉ๐ฆ๐ฏ ๐ฑ๐ณ๐ช๐ค๐ฆ๐ด ๐ข๐ณ๐ฆ ๐ฅ๐ฆ๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ. - Dimitry Nakhla | Babylon Capitalยฎtweet
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Michael Fritzell (Asian Century Stocks)
RT @nitinkinvest: $6952.T (Casio) continues to show powerful global inflection. Seeing G-SHOCK in particular show up on multiple "Top 10" lists across major tracking channels.
The stock recently hit a 4-year high on the back of a significant Q3 '26 earnings beat and a newly announced ยฅ5 billion share buyback.
Amazon search trends for January are up a whopping 44% for G-SHOCK and 47% for the Casio brand (overall). Management is successfully pivoting toward high-margin metal models, I believe we are in the very early innings of a major re-rating story.
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RT @nitinkinvest: $6952.T (Casio) continues to show powerful global inflection. Seeing G-SHOCK in particular show up on multiple "Top 10" lists across major tracking channels.
The stock recently hit a 4-year high on the back of a significant Q3 '26 earnings beat and a newly announced ยฅ5 billion share buyback.
Amazon search trends for January are up a whopping 44% for G-SHOCK and 47% for the Casio brand (overall). Management is successfully pivoting toward high-margin metal models, I believe we are in the very early innings of a major re-rating story.
Casio 6952.T posted really good numbers, as we expected, and is finally returning to growth. China, which has been a drag for a while, is also returning to growth. The topline here has been stagnant for years, and I believe we are in the very early stages of a material inflection for this business. - Nitin Guptatweet
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God of Prompt
RT @alex_prompter: Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY
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RT @alex_prompter: Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY
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God of Prompt
RT @godofprompt: I collected every NotebookLM prompt that went viral on Reddit, X, and research communities.
These turned a "cool AI toy" into a research weapon that does 10 hours of work in 20 seconds.
16 copy-paste prompts. Zero fluff.
Steal them all ๐ https://t.co/xRiTcsUnHi
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RT @godofprompt: I collected every NotebookLM prompt that went viral on Reddit, X, and research communities.
These turned a "cool AI toy" into a research weapon that does 10 hours of work in 20 seconds.
16 copy-paste prompts. Zero fluff.
Steal them all ๐ https://t.co/xRiTcsUnHi
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