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Quiver Quantitative
Two years ago, the news was that a Carvana bankruptcy was imminent.
But we saw insiders buying stock in the company, and published this report.
$CVNA has now risen 3,083% since then.
Sometimes it's worth watching the insiders: https://t.co/lIi6V90odi
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Two years ago, the news was that a Carvana bankruptcy was imminent.
But we saw insiders buying stock in the company, and published this report.
$CVNA has now risen 3,083% since then.
Sometimes it's worth watching the insiders: https://t.co/lIi6V90odi
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Capital Employed
If you’re seeking new investment ideas then there is 43 very interesting stock pitches here for you to read over the weekend… 👇
https://t.co/8SDepCe5iN https://t.co/LyWx2W9j44
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If you’re seeking new investment ideas then there is 43 very interesting stock pitches here for you to read over the weekend… 👇
https://t.co/8SDepCe5iN https://t.co/LyWx2W9j44
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App Economy Insights
$META Meta Q2 FY24:
👨👩👧👦 Daily active people +7% Y/Y to 3.27B.
👀 Ad impressions +10% Y/Y.
• Revenue +22% Y/Y to $39.0B ($0.8B beat).
• Operating margin 38% (+9pp Y/Y).
• EPS $5.16 ($0.40 beat).
• FY24 Capex $37-40B (prev. $35-$40B). https://t.co/czFweYj0A0
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$META Meta Q2 FY24:
👨👩👧👦 Daily active people +7% Y/Y to 3.27B.
👀 Ad impressions +10% Y/Y.
• Revenue +22% Y/Y to $39.0B ($0.8B beat).
• Operating margin 38% (+9pp Y/Y).
• EPS $5.16 ($0.40 beat).
• FY24 Capex $37-40B (prev. $35-$40B). https://t.co/czFweYj0A0
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App Economy Insights
July report is out!
📊 Nearly 100 earnings visuals.
From 📱 $ARM to 💳 $V.
Get your insights now! 👇
https://t.co/bD23VXk9tt
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July report is out!
📊 Nearly 100 earnings visuals.
From 📱 $ARM to 💳 $V.
Get your insights now! 👇
https://t.co/bD23VXk9tt
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App Economy Insights
$AMZN Amazon Q2 FY24:
• Revenue +10% Y/Y to $148B ($0.8B miss).
• Operating margin 10% (+4pp Y/Y).
• FCF $53B TTM.
☁️ AWS:
• Revenue +19% Y/Y to $26.3B.
• Operating margin 36% (+11pp Y/Y).
Q3 FY24 Guidance:
• Revenue ~$154-$158.5B ($158.3B expected). https://t.co/8fKQ6G6XKK
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$AMZN Amazon Q2 FY24:
• Revenue +10% Y/Y to $148B ($0.8B miss).
• Operating margin 10% (+4pp Y/Y).
• FCF $53B TTM.
☁️ AWS:
• Revenue +19% Y/Y to $26.3B.
• Operating margin 36% (+11pp Y/Y).
Q3 FY24 Guidance:
• Revenue ~$154-$158.5B ($158.3B expected). https://t.co/8fKQ6G6XKK
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App Economy Insights
$AAPL Apple Q3 FY24 (June quarter):
💳 Services +14% Y/Y to $24.2B.
📱 Products +2% Y/Y to $61.6B.
• Revenue +5% Y/Y to $85.8B ($1.4B beat).
• Operating margin 30% (+1pp Y/Y).
• EPS $1.40 ($0.06 beat). https://t.co/lVX92eJfuB
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$AAPL Apple Q3 FY24 (June quarter):
💳 Services +14% Y/Y to $24.2B.
📱 Products +2% Y/Y to $61.6B.
• Revenue +5% Y/Y to $85.8B ($1.4B beat).
• Operating margin 30% (+1pp Y/Y).
• EPS $1.40 ($0.06 beat). https://t.co/lVX92eJfuB
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Brandon Beylo
RT @marketplunger1: My wife watching me buy more junior mining stocks. https://t.co/U9hrUjchMl
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RT @marketplunger1: My wife watching me buy more junior mining stocks. https://t.co/U9hrUjchMl
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Hidden Value Gems
GMO highlighted the key differences between the Top 10 stocks today and in 2000:
🧵👇🏼
1️⃣ “In 2000, the price-to-earnings ratio of the top 10 was 60x. Earnings had increased by 22% pa in the previous 5 years. Even if the fundamental return expectation of 19% p.a. had been delivered and stock prices held, the top 10’s multiple would have still exceeded 25x by 2005.”
1/4
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GMO highlighted the key differences between the Top 10 stocks today and in 2000:
🧵👇🏼
1️⃣ “In 2000, the price-to-earnings ratio of the top 10 was 60x. Earnings had increased by 22% pa in the previous 5 years. Even if the fundamental return expectation of 19% p.a. had been delivered and stock prices held, the top 10’s multiple would have still exceeded 25x by 2005.”
1/4
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