Alex Bilzerian
RT @DougJBalloon: Will students pay $30,000 a year to have writers from the Atlantic scream "get off my lawn" at them? This tech entrepreneur is betting that the answer is "yes".
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RT @DougJBalloon: Will students pay $30,000 a year to have writers from the Atlantic scream "get off my lawn" at them? This tech entrepreneur is betting that the answer is "yes".
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Alex Bilzerian
RT @vsbuffalo: Tiny tip of the day: you can create keyboard shortcuts to expedite the use of Unicode math symbols like ≈, ², ³, etc in OS X: https://t.co/sz2OmyQImO
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RT @vsbuffalo: Tiny tip of the day: you can create keyboard shortcuts to expedite the use of Unicode math symbols like ≈, ², ³, etc in OS X: https://t.co/sz2OmyQImO
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Alex Bilzerian
RT @mic_caprio: @alexbilz You won’t believe this: he was a referee for a paper I wrote on non-Diophantine arithmetics too haha https://t.co/RaqRUcR0ki
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RT @mic_caprio: @alexbilz You won’t believe this: he was a referee for a paper I wrote on non-Diophantine arithmetics too haha https://t.co/RaqRUcR0ki
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App Economy Insights
RT @EconomyApp: $NKE Nike Q1 FY25 (ending August 2024).
• Revenue -10% Y/Y to $12.6B ($50M miss).
• GAAP EPS $0.70 ($0.18 beat).
• Inventory -5% Y/Y to $8.3B.
• Wholesales -8% Y/Y to $6.4B.
• Direct sales -13% Y/Y to $4.7B.
• Elliott Hill returns as CEO on Oct 14. https://t.co/Ubz9YcqdKU
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RT @EconomyApp: $NKE Nike Q1 FY25 (ending August 2024).
• Revenue -10% Y/Y to $12.6B ($50M miss).
• GAAP EPS $0.70 ($0.18 beat).
• Inventory -5% Y/Y to $8.3B.
• Wholesales -8% Y/Y to $6.4B.
• Direct sales -13% Y/Y to $4.7B.
• Elliott Hill returns as CEO on Oct 14. https://t.co/Ubz9YcqdKU
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Librarian Capital
"1m people in England vape despite never having smoked regularly" (Guardian)
"Rates of e-cig. use among adults who had never regularly smoked were stable until 2021, when 1 in 200 ... were vapers. However, the proportion has increased sharply to 1 in 28 in 2024"
$BATS $IMB $PM https://t.co/B0WXh8anYn
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"1m people in England vape despite never having smoked regularly" (Guardian)
"Rates of e-cig. use among adults who had never regularly smoked were stable until 2021, when 1 in 200 ... were vapers. However, the proportion has increased sharply to 1 in 28 in 2024"
$BATS $IMB $PM https://t.co/B0WXh8anYn
One million people in England vape despite never having smoked regularly, study finds https://t.co/88tZlJz8Pv tweet
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Librarian Capital
Spirax $SPX investor day - FY outlook unchanged
Still expects MSD organic revenue growth
Adj. EBIT margin "broadly in line" with 20.0%
Current FX means extra 1% headwind on sales & EBIT https://t.co/zSq9vX3v95
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Spirax $SPX investor day - FY outlook unchanged
Still expects MSD organic revenue growth
Adj. EBIT margin "broadly in line" with 20.0%
Current FX means extra 1% headwind on sales & EBIT https://t.co/zSq9vX3v95
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Alex Bilzerian
John von Neumann talking shop with visiting scholars during afternoon tea (Institute for Advanced Study): https://t.co/XnlocJJstb
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John von Neumann talking shop with visiting scholars during afternoon tea (Institute for Advanced Study): https://t.co/XnlocJJstb
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Offshore
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Stock Analysis Compilation
Harding Loevner on HDFC Life $HDFCLIFE IN
Thesis: With strong synergies from its HDFC Bank merger and growing insurance penetration, HDFC Life presents a solid long-term growth opportunity.
(Extract from their Q2 letter) https://t.co/rBez96IyWI
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Harding Loevner on HDFC Life $HDFCLIFE IN
Thesis: With strong synergies from its HDFC Bank merger and growing insurance penetration, HDFC Life presents a solid long-term growth opportunity.
(Extract from their Q2 letter) https://t.co/rBez96IyWI
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