Offshore
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Librarian Capital
Brown-Forman $BF.B FY25Q1
Organically, sales -4% (PY +2%)
GP -8%, EBIT -13%
Reported sales -8%, EBIT -14% (M&A, JDCC)
Impacted by PY timing of shipments
US "challenging" macro, more de-stocking
US sales -4% (PY -9%)
Dev. Int'l -8% (flat)
EM -5% (+32%)
Travel Retail -8% (+9%) https://t.co/ehJillZBhj
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Brown-Forman $BF.B FY25Q1
Organically, sales -4% (PY +2%)
GP -8%, EBIT -13%
Reported sales -8%, EBIT -14% (M&A, JDCC)
Impacted by PY timing of shipments
US "challenging" macro, more de-stocking
US sales -4% (PY -9%)
Dev. Int'l -8% (flat)
EM -5% (+32%)
Travel Retail -8% (+9%) https://t.co/ehJillZBhj
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Offshore
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Stock Analysis Compilation
Brown Capital on UFP Technologies $UFPT US
Thesis: UFP Technologies is positioned for significant long-term growth, driven by its leadership in the MedTech sector and strategic focus on recurring revenue streams
(Extract from their Q2 letter) https://t.co/MlF6KGAdpF
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Brown Capital on UFP Technologies $UFPT US
Thesis: UFP Technologies is positioned for significant long-term growth, driven by its leadership in the MedTech sector and strategic focus on recurring revenue streams
(Extract from their Q2 letter) https://t.co/MlF6KGAdpF
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Offshore
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PitchDeckGuy
Canada Goose is the ultimate seasonality stock
See their pitch deck: https://t.co/7nBVOHsCzw
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Canada Goose is the ultimate seasonality stock
See their pitch deck: https://t.co/7nBVOHsCzw
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Offshore
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Librarian Capital
In Margin Call, the Stanley Tucci character talked about the bridge he built saving 1,500+ years of people's lives
Elon Musk has done the reverse of that with Twitter
I am now posting content on 4 different social media platforms, and I can't be the only one
Years wasted https://t.co/pbk2QZ4IbT
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In Margin Call, the Stanley Tucci character talked about the bridge he built saving 1,500+ years of people's lives
Elon Musk has done the reverse of that with Twitter
I am now posting content on 4 different social media platforms, and I can't be the only one
Years wasted https://t.co/pbk2QZ4IbT
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Offshore
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Quiver Quantitative
This is wild.
In October, we published a report on a suspicious purchase of Raytheon stock by Senator Markwayne Mullin.
He is a member of the Senate Armed Services Committee, which oversees the Department of Defense.
The stock has now risen 73% since then.
Look at this graph: https://t.co/U9B0sipvnV
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This is wild.
In October, we published a report on a suspicious purchase of Raytheon stock by Senator Markwayne Mullin.
He is a member of the Senate Armed Services Committee, which oversees the Department of Defense.
The stock has now risen 73% since then.
Look at this graph: https://t.co/U9B0sipvnV
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Offshore
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Quality Investing with Aria
I’M OFFICIALLY @agentforce’s 8TH FOLLOWER ALONGSIDE $CRM ENGINEERS ✊ https://t.co/oIWHavuhoT
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I’M OFFICIALLY @agentforce’s 8TH FOLLOWER ALONGSIDE $CRM ENGINEERS ✊ https://t.co/oIWHavuhoT
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Offshore
Video
Quality Investing with Aria
I’m not sure how the stigma around such a product would be long term but I’m optimistic of $CRM future nonetheless
Perhaps I should go to dreamforce to test it out 😉😅
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I’m not sure how the stigma around such a product would be long term but I’m optimistic of $CRM future nonetheless
Perhaps I should go to dreamforce to test it out 😉😅
What if you could give every rep a dedicated coach?
We made it happen.
Meet Einstein Sales Coach Agent, your team's AI coach for personalized role-plays and objective feedback.
Now, everyone's an Einstein. See the Agentforce Platform in action at #DF24: https://t.co/wGkixgO4Zd https://t.co/uSaIgdIGs8 tweet
Offshore
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Bourbon Capital
I did not cause this crash, I haven't bought DexCom $DXCM yet
But I'm thinking about it https://t.co/gx67z1qjxh
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I did not cause this crash, I haven't bought DexCom $DXCM yet
But I'm thinking about it https://t.co/gx67z1qjxh
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