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Quality Stocks
🎉 It's One Pager Thursday!
Time to recap our special one pager week about Sweden 🇸🇪
We presented 6 stocks
AstraZeneca $AZN
Sectra $SECT
Evolution $EVO
Bonesupport $BONEX
Investor $INVE
Saab $SAAB
Here are 2 one pagers, the 4 others, and more than 150 can be found for free, on the link in my bio
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🎉 It's One Pager Thursday!
Time to recap our special one pager week about Sweden 🇸🇪
We presented 6 stocks
AstraZeneca $AZN
Sectra $SECT
Evolution $EVO
Bonesupport $BONEX
Investor $INVE
Saab $SAAB
Here are 2 one pagers, the 4 others, and more than 150 can be found for free, on the link in my bio
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Offshore
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Quality Stocks
My article on Alphabet $GOOGL is set to be published next Saturday
💡 In it, I provide an in-depth overview of the company, including the Other Bets segment, with a strong focus on Alphabet's diversification strategy
📈 As always, I will also cover key metrics, risks, opportunities, and offer a fair price estimate!
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My article on Alphabet $GOOGL is set to be published next Saturday
💡 In it, I provide an in-depth overview of the company, including the Other Bets segment, with a strong focus on Alphabet's diversification strategy
📈 As always, I will also cover key metrics, risks, opportunities, and offer a fair price estimate!
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Bourbon Capital
Not bad at all, i'm glad people are trying to talk each other again
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Not bad at all, i'm glad people are trying to talk each other again
Dating apps are losing monthly active users, per the Economist: https://t.co/qnZxgxqhZs tweet
Offshore
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Quality Stocks
🇸🇪 Surgical Science $SUS Q2 24 results
Revenue 212M SEK
Q2 23 216M SEK -2% 🔴
Est. 219M SEK miss 🔴
EPS 0.56SEK
Q2 23 0.73SEK -23% 🔴
Est. 0.72SEK miss 🔴
Despite bad results, their are improving vs Q1 24 and the management emphasizes on a rebound https://t.co/SHWoigDDp9
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🇸🇪 Surgical Science $SUS Q2 24 results
Revenue 212M SEK
Q2 23 216M SEK -2% 🔴
Est. 219M SEK miss 🔴
EPS 0.56SEK
Q2 23 0.73SEK -23% 🔴
Est. 0.72SEK miss 🔴
Despite bad results, their are improving vs Q1 24 and the management emphasizes on a rebound https://t.co/SHWoigDDp9
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Offshore
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Quality Stocks
🇸🇪 Paxman $PAX Q2 24 results
Revenue 63.4M SEK
Q2 23 51.0M SEK +24.3% 🟢
Est. 64.0M SEK miss 🔴
EPS 0.52SEK
Q2 23 0.27SEK +92.6% 🟢
Est. 0.30SEK beat 🟢 https://t.co/8Qd00nULKr
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🇸🇪 Paxman $PAX Q2 24 results
Revenue 63.4M SEK
Q2 23 51.0M SEK +24.3% 🟢
Est. 64.0M SEK miss 🔴
EPS 0.52SEK
Q2 23 0.27SEK +92.6% 🟢
Est. 0.30SEK beat 🟢 https://t.co/8Qd00nULKr
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Stock Analysis Compilation
FMI Funds on Quest Diagnostics $DGX US
Thesis: Quest Diagnostics' strong market position and cost advantages in clinical testing provide a stable and attractive investment, poised for steady growth and returns
(Extract from their Q2 letter) https://t.co/JNNHb6MIRq
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FMI Funds on Quest Diagnostics $DGX US
Thesis: Quest Diagnostics' strong market position and cost advantages in clinical testing provide a stable and attractive investment, poised for steady growth and returns
(Extract from their Q2 letter) https://t.co/JNNHb6MIRq
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Invest In Assets 📈
RT @InvestInAssets: Being a fund manager is a rough job: https://t.co/64NZdVvX2x
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RT @InvestInAssets: Being a fund manager is a rough job: https://t.co/64NZdVvX2x
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App Economy Insights
RT @EconomyApp: US TV Time July 2024:
Streaming 41.4% (+2.7pp Y/Y).
• YouTube 10.4% (+1.2pp Y/Y).
• Netflix 8.4% (+0.3pp Y/Y).
• Prime Video 3.4% (flat Y/Y).
• Hulu 2.7% (-0.9pp Y/Y).
• Disney+ 2.1% (+0.1pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/TMJCQomZMx
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RT @EconomyApp: US TV Time July 2024:
Streaming 41.4% (+2.7pp Y/Y).
• YouTube 10.4% (+1.2pp Y/Y).
• Netflix 8.4% (+0.3pp Y/Y).
• Prime Video 3.4% (flat Y/Y).
• Hulu 2.7% (-0.9pp Y/Y).
• Disney+ 2.1% (+0.1pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/TMJCQomZMx
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Bourbon Capital
Today, we’ll discuss $V
$V is the largest payment processor globally, holding over 40% market share in the U.S. credit card processing industry. $V has shown steady revenue growth, including a recent 10% year-over-year increase. However, despite its strengths, Visa's stock has underperformed the broader market in 2024. Nonetheless, Visa remains a strong player in the financial services industry with solid fundamentals.
What do you think about this company?
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Today, we’ll discuss $V
$V is the largest payment processor globally, holding over 40% market share in the U.S. credit card processing industry. $V has shown steady revenue growth, including a recent 10% year-over-year increase. However, despite its strengths, Visa's stock has underperformed the broader market in 2024. Nonetheless, Visa remains a strong player in the financial services industry with solid fundamentals.
What do you think about this company?
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AkhenOsiris
$GENI
Heartened by the success of an Olympic rollout of new advertising tech called Trend Genius, social media platform X and Genius Sports expect to sell ad campaigns around the NFL season that use the joint ventures’ ability to spot a critical mass of user engagement to feed customized ad campaigns.
“We’ve had a huge influx of inquiries,” Josh Linforth, Genius’ chief revenue officer, said on a video call. “We’ve had brands come up to us for the upcoming NFL season and NBA season asking, ‘Can we do something?’ We’ve had sportsbook partners come up asking if they can do something around line movements. It’s also gone outside of sport: We’ve had an apparel company want to leverage it to do more efficient ads that take place around celebrities associated with the brand.”
The companies rolled out Trend Genius during the Olympics and saw user engagement jump 12% over the baseline. Ad campaigns utilizing Trend Genius are already planned for the upcoming NFL season, Linforth said.
The Olympics provided an ideal testing field for the system, since it’s unpredictable what sports and moments will capture peoples’ imaginations from hour to hour. Trend Genius used thresholds around various events to trigger brand partners to jump into the more popular topics with targeted ads.
For Genius, the pilot was an immediate success in one sense, because the Olympics are simply a non-event in the world of sports betting, meaning Genius doesn’t see much lift from its core customer of sports books who consume its official data and analytics products. While declining to disclose additional details, Linforth allowed the deal with X is additive to the Genius revenue stream. sportico.com/business/media/…
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$GENI
Heartened by the success of an Olympic rollout of new advertising tech called Trend Genius, social media platform X and Genius Sports expect to sell ad campaigns around the NFL season that use the joint ventures’ ability to spot a critical mass of user engagement to feed customized ad campaigns.
“We’ve had a huge influx of inquiries,” Josh Linforth, Genius’ chief revenue officer, said on a video call. “We’ve had brands come up to us for the upcoming NFL season and NBA season asking, ‘Can we do something?’ We’ve had sportsbook partners come up asking if they can do something around line movements. It’s also gone outside of sport: We’ve had an apparel company want to leverage it to do more efficient ads that take place around celebrities associated with the brand.”
The companies rolled out Trend Genius during the Olympics and saw user engagement jump 12% over the baseline. Ad campaigns utilizing Trend Genius are already planned for the upcoming NFL season, Linforth said.
The Olympics provided an ideal testing field for the system, since it’s unpredictable what sports and moments will capture peoples’ imaginations from hour to hour. Trend Genius used thresholds around various events to trigger brand partners to jump into the more popular topics with targeted ads.
For Genius, the pilot was an immediate success in one sense, because the Olympics are simply a non-event in the world of sports betting, meaning Genius doesn’t see much lift from its core customer of sports books who consume its official data and analytics products. While declining to disclose additional details, Linforth allowed the deal with X is additive to the Genius revenue stream. sportico.com/business/media/…
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