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Quiver Quantitative
Robinhood's Chief Legal Officer, Dan Gallagher, is reportedly favored to replace Gary Gensler, if Trump is elected.
We have seen Gallagher, and other Robinhood executives, donate thousands of dollars this election cycle.
Track live on Quiver. https://t.co/BB7uNpYiRm
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Robinhood's Chief Legal Officer, Dan Gallagher, is reportedly favored to replace Gary Gensler, if Trump is elected.
We have seen Gallagher, and other Robinhood executives, donate thousands of dollars this election cycle.
Track live on Quiver. https://t.co/BB7uNpYiRm
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Stock Analysis Compilation
Harris Associates on Embotelladora Andina $ANDINAB CI
Thesis: Despite political headwinds, Andina’s stable earnings growth and strong market position in Latin America’s refillable bottle space present a unique value opportunity.
(Extract from their Q2 letter) https://t.co/NYu7QUP3PL
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Harris Associates on Embotelladora Andina $ANDINAB CI
Thesis: Despite political headwinds, Andina’s stable earnings growth and strong market position in Latin America’s refillable bottle space present a unique value opportunity.
(Extract from their Q2 letter) https://t.co/NYu7QUP3PL
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AkhenOsiris
$AMZN
Mizuho:
"We recently completed our quarterly AWS customer survey with a leading channel partner. Key points: (1) Increased investments in workload migration as regional banks raised their estimates from $40bn to $60bn over the next 5 years; (2) Enterprise customers are committed to Gen-AI investments; (3) Spending forecast for AWS in FY24 was raised from 22% to 25% YoY growth due to further improvements in core consumption. With that in mind, we have increased conviction on AWS acceleration and our above-the-Street revenue growth forecast of 20% for FY24. While we are positive structurally, the stock could be range-bound near-term due to potential revisions of Kuiper and normalization of margins at AWS. Maintain AMZN at Outperform, $240PT."
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$AMZN
Mizuho:
"We recently completed our quarterly AWS customer survey with a leading channel partner. Key points: (1) Increased investments in workload migration as regional banks raised their estimates from $40bn to $60bn over the next 5 years; (2) Enterprise customers are committed to Gen-AI investments; (3) Spending forecast for AWS in FY24 was raised from 22% to 25% YoY growth due to further improvements in core consumption. With that in mind, we have increased conviction on AWS acceleration and our above-the-Street revenue growth forecast of 20% for FY24. While we are positive structurally, the stock could be range-bound near-term due to potential revisions of Kuiper and normalization of margins at AWS. Maintain AMZN at Outperform, $240PT."
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Hidden Value Gems
“[Unlike] inverting and the disinverting yield curves, and the Index of Leading Economic Indicators (LEI), S&P 500 operating forward earnings has been a remarkably useful guide. We've often observed that it doesn't anticipate recessions, but it is a very good coincident indicator of actual EPS when the economy is expanding.”
@yardeni on leading economic indicators
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“[Unlike] inverting and the disinverting yield curves, and the Index of Leading Economic Indicators (LEI), S&P 500 operating forward earnings has been a remarkably useful guide. We've often observed that it doesn't anticipate recessions, but it is a very good coincident indicator of actual EPS when the economy is expanding.”
@yardeni on leading economic indicators
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Hidden Value Gems
Missed this @WSJ article on BNSF hiring Ed Harris, the 74-year old railroad veteran who is best known for precision scheduling.
“The strategy aims to cut costs in part by running trains on tighter schedules, removing excess equipment, and trying to get more cargo on a return trip rather than having a train return empty.”
The main conclusion is that BNSF has room for improvement as it keeps underperforming: ‘23 operating earnings down 14% vs 8% decline at $UNP
$BRK.B
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Missed this @WSJ article on BNSF hiring Ed Harris, the 74-year old railroad veteran who is best known for precision scheduling.
“The strategy aims to cut costs in part by running trains on tighter schedules, removing excess equipment, and trying to get more cargo on a return trip rather than having a train return empty.”
The main conclusion is that BNSF has room for improvement as it keeps underperforming: ‘23 operating earnings down 14% vs 8% decline at $UNP
$BRK.B
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Hidden Value Gems
Great piece by @paulg on whether you should follow your passion: “When To Do What You Love”
🧵👇🏼
1️⃣ “If your main goal is to make money, you can't usually afford to work on what interests you the most. People pay you for doing what they want, not what you want. But there's an obvious exception: when you both want the same thing. For example, if you love football, and you're good enough at it, you can get paid a lot to play it.”
1/6
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Great piece by @paulg on whether you should follow your passion: “When To Do What You Love”
🧵👇🏼
1️⃣ “If your main goal is to make money, you can't usually afford to work on what interests you the most. People pay you for doing what they want, not what you want. But there's an obvious exception: when you both want the same thing. For example, if you love football, and you're good enough at it, you can get paid a lot to play it.”
1/6
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Hidden Value Gems
$GKP.L to pay $20m interim dividend and launch $10m buyback, around 8% total shareholder returns. This comes on top of $15m interim dividend in July and $10m buyback earlier this year. https://t.co/0rz9fZ1tOj
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$GKP.L to pay $20m interim dividend and launch $10m buyback, around 8% total shareholder returns. This comes on top of $15m interim dividend in July and $10m buyback earlier this year. https://t.co/0rz9fZ1tOj
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Librarian Capital
"China Slaps Levy on European Brandy" (Bloomberg)
"Importers will have to pay a deposit of as much as 39% of the value of brandy ... The document specifically mentioned European spirits makers controlled by Remy Cointreau SA and Pernod Ricard SA"
$RCO -7%, $RI -3.5%
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"China Slaps Levy on European Brandy" (Bloomberg)
"Importers will have to pay a deposit of as much as 39% of the value of brandy ... The document specifically mentioned European spirits makers controlled by Remy Cointreau SA and Pernod Ricard SA"
$RCO -7%, $RI -3.5%
China imposed a levy on brandy from the European Union, escalating a trade dispute days after the bloc’s decision to boost tariffs on Chinese electric vehicles https://t.co/4Eb5zraS2G tweet
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Librarian Capital
Imperial Brands $IMB FY24 pre-close
"Trading in line with expectations"
Tobacco & NGP revenue growth "strengthened" ex-FX
Gained share in US; lost in Germany, UK
FY25 capital return £2.8bn (FY24: £2.4bn)
£1.25bn buybacks
£1.5bn dividends (40.08p x 2)
Quarterly payments in FY26 https://t.co/GFzJ7w1YNk
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Imperial Brands $IMB FY24 pre-close
"Trading in line with expectations"
Tobacco & NGP revenue growth "strengthened" ex-FX
Gained share in US; lost in Germany, UK
FY25 capital return £2.8bn (FY24: £2.4bn)
£1.25bn buybacks
£1.5bn dividends (40.08p x 2)
Quarterly payments in FY26 https://t.co/GFzJ7w1YNk
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Librarian Capital
Spirax $SPX price & valuation snapshots (Evenlode)
"Significant valuation de-rating (from 45x to 23x)"
"Operational headwinds" include "Covid-related destocking at Watson-Marlow’s biopharmaceutical customers, and the global downturn in industrial production demand" https://t.co/J1TfRon8AO
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Spirax $SPX price & valuation snapshots (Evenlode)
"Significant valuation de-rating (from 45x to 23x)"
"Operational headwinds" include "Covid-related destocking at Watson-Marlow’s biopharmaceutical customers, and the global downturn in industrial production demand" https://t.co/J1TfRon8AO
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