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Stock Analysis Compilation
Artisan Partners on Insmed $INSM US
Thesis: Insmed's promising pipeline, led by Brensocatib, targets huge unmet needs in respiratory disease, offering significant multi-billion-dollar growth potential.
(Extract from their Q2 letter) https://t.co/CWlmfA83K7
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Artisan Partners on Insmed $INSM US
Thesis: Insmed's promising pipeline, led by Brensocatib, targets huge unmet needs in respiratory disease, offering significant multi-billion-dollar growth potential.
(Extract from their Q2 letter) https://t.co/CWlmfA83K7
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Quiver Quantitative
Super Micro Computer, $SMCI, has now fallen 35% after being accused of accounting fraud earlier this week.
Here is our data on insider selling by $SMCI executives: https://t.co/YZP7qV5EQk
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Super Micro Computer, $SMCI, has now fallen 35% after being accused of accounting fraud earlier this week.
Here is our data on insider selling by $SMCI executives: https://t.co/YZP7qV5EQk
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PitchDeckGuy
Nvidia is set to report earnings today
Here's their pitch deck: https://t.co/XsfosR0Zhl
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Nvidia is set to report earnings today
Here's their pitch deck: https://t.co/XsfosR0Zhl
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Lumida Wealth Management
$300 Billion. Gone or Added. In a flash.
UBS CIO says $NVDA's stock might swing wildly post earnings based on options pricing data.
How wild? "Around 10%"
That's a $300 Billion swing. In one day.
Everyone's watching. Waiting. Hoping.
- EPS: Will it hit $0.64?
- Revenue: Can it reach $28+ billion?
- Future guidance: Will it be even better than expected?
#Nvidia #NVDA @nvidia
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$300 Billion. Gone or Added. In a flash.
UBS CIO says $NVDA's stock might swing wildly post earnings based on options pricing data.
How wild? "Around 10%"
That's a $300 Billion swing. In one day.
Everyone's watching. Waiting. Hoping.
- EPS: Will it hit $0.64?
- Revenue: Can it reach $28+ billion?
- Future guidance: Will it be even better than expected?
#Nvidia #NVDA @nvidia
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Quality Investing with Aria
RT @QualityInvest5: Google $GOOGL is the most undervalued big tech stock, down -14% since all time highs.
Here's 7 reasons why this could be a GENERATIONAL opportunity to buy the stock. ( THREAD 🧵) https://t.co/IehTNJlLbU
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RT @QualityInvest5: Google $GOOGL is the most undervalued big tech stock, down -14% since all time highs.
Here's 7 reasons why this could be a GENERATIONAL opportunity to buy the stock. ( THREAD 🧵) https://t.co/IehTNJlLbU
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Value Spotlight (Andrew Sather)
Include Provisions in Invested Capital for ROIC? (Tutorial)
Request from @TheFinanceLad: Whitbread $WTBDY https://t.co/QHvfPhrjO8
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Include Provisions in Invested Capital for ROIC? (Tutorial)
Request from @TheFinanceLad: Whitbread $WTBDY https://t.co/QHvfPhrjO8
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Hidden Value Gems
I know personally people who sold $BRK.B in 2022 at $325 and early this year at $405. They referred to limited valuation upside, strong performance, Buffett’s age, weak outlook for markets.
One piece of advice to generate wealth is hold on to a great company for decades, not months or years.
#Berkshire #BRK
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I know personally people who sold $BRK.B in 2022 at $325 and early this year at $405. They referred to limited valuation upside, strong performance, Buffett’s age, weak outlook for markets.
One piece of advice to generate wealth is hold on to a great company for decades, not months or years.
#Berkshire #BRK
Quite a few smart people used to say that $BRK investments are not that successful anymore. Now, they say $BRK is all about $AAPL - a lucky strike which is “half of its stock portfolio”.
What’s wrong with you people? 😁 https://t.co/se48P4beyy tweet