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App Economy Insights
$PLTR Palantir Q2 FY24:
• Net dollar retention 114% (+4pp Y/Y).
• Customers +41% Y/Y to 593.
• Billings +19% Y/Y to $718M.
• Revenue +27% Y/Y to $678M ($26M beat).
• Non-GAAP EPS $0.09 ($0.01 beat).
FY24 guidance:
• Revenue +23% Y/Y to $2.746B (+$64M).
• Adjusted margin 35% (+2pp).
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$PLTR Palantir Q2 FY24:
• Net dollar retention 114% (+4pp Y/Y).
• Customers +41% Y/Y to 593.
• Billings +19% Y/Y to $718M.
• Revenue +27% Y/Y to $678M ($26M beat).
• Non-GAAP EPS $0.09 ($0.01 beat).
FY24 guidance:
• Revenue +23% Y/Y to $2.746B (+$64M).
• Adjusted margin 35% (+2pp).
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Librarian Capital
List of best & worst performers in S&P 500 today
Only 2 from names we are long or Buy-rated on:
Alphabet $GOOG, #23 laggard, -4.6%
Mastercard $MA, #30 laggard, -4.3%
"Select 15" model portfolio down 1.8%
S&P 500 down 3.0%
S&P 500 Quality down 2.4%
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List of best & worst performers in S&P 500 today
Only 2 from names we are long or Buy-rated on:
Alphabet $GOOG, #23 laggard, -4.6%
Mastercard $MA, #30 laggard, -4.3%
"Select 15" model portfolio down 1.8%
S&P 500 down 3.0%
S&P 500 Quality down 2.4%
just 21 stocks in the S&P 500 closed higher today https://t.co/TVTJgLqMs7 tweet
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Librarian Capital
UK Tobacco Duties were £9.38bn in FY22/23
This was 0.8% of all tax receipts
It had fallen before, e.g. FY11/12 to FY16/17
There is also VAT, applied after Tobacco Duty, but £ not spent on cigarettes would be spent elsewhere with VAT
Tax is likely not a factor in Tobacco policy https://t.co/e56ySSWjsm
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UK Tobacco Duties were £9.38bn in FY22/23
This was 0.8% of all tax receipts
It had fallen before, e.g. FY11/12 to FY16/17
There is also VAT, applied after Tobacco Duty, but £ not spent on cigarettes would be spent elsewhere with VAT
Tax is likely not a factor in Tobacco policy https://t.co/e56ySSWjsm
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Offshore
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Invest In Assets 📈
RT @InvestInAssets: 10 Incredible Lessons from Investing for Growth that every investor should know 🏆🧵
=THREAD= https://t.co/wE0HCxmDJk
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RT @InvestInAssets: 10 Incredible Lessons from Investing for Growth that every investor should know 🏆🧵
=THREAD= https://t.co/wE0HCxmDJk
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Invest In Assets 📈
RT @InvestInAssets: Timing the market is a losers game: https://t.co/QZ8DBA5NGq
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RT @InvestInAssets: Timing the market is a losers game: https://t.co/QZ8DBA5NGq
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Librarian Capital
Some figures about how much tobacco taxes are worth
Hypothesis: Not enough to be a factor in tobacco policy
(We are long tobacco stocks)
cc $PM $MO $BATS $BTI $IMB
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Some figures about how much tobacco taxes are worth
Hypothesis: Not enough to be a factor in tobacco policy
(We are long tobacco stocks)
cc $PM $MO $BATS $BTI $IMB
UK Tobacco Duties were £9.38bn in FY22/23
This was 0.8% of all tax receipts
It had fallen before, e.g. FY11/12 to FY16/17
There is also VAT, applied after Tobacco Duty, but £ not spent on cigarettes would be spent elsewhere with VAT
Tax is likely not a factor in Tobacco policy https://t.co/e56ySSWjsm tweet