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App Economy Insights
$NFLX Netflix Q3 FY24:
• Members +5M Q/Q to 283M.
• Ads tier membership +35% Q/Q.
• Revenue +15% Y/Y to $9.8B ($50M beat).
• Operating margin 30% (+7pp Y/Y).
• EPS $5.40 ($0.28 beat).
Q4 FY24 Guidance:
• Revenue +15% Y/Y.
• Operating magin 22%. https://t.co/ukEYqU1i7o
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$NFLX Netflix Q3 FY24:
• Members +5M Q/Q to 283M.
• Ads tier membership +35% Q/Q.
• Revenue +15% Y/Y to $9.8B ($50M beat).
• Operating margin 30% (+7pp Y/Y).
• EPS $5.40 ($0.28 beat).
Q4 FY24 Guidance:
• Revenue +15% Y/Y.
• Operating magin 22%. https://t.co/ukEYqU1i7o
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Quiver Quantitative
Nancy Pelosi bought up to $5M of Broadcom, $AVGO, call options in June.
The stock has now risen 16% since then.
It rose another 3.5% today: https://t.co/Lg0ZfgRJpl
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Nancy Pelosi bought up to $5M of Broadcom, $AVGO, call options in June.
The stock has now risen 16% since then.
It rose another 3.5% today: https://t.co/Lg0ZfgRJpl
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Quiver Quantitative
RT @InsiderRadar: 🚨 Big insider purchases in Upstream Bio following IPO
3 insiders at $UPB just reported new multimillion dollar stock purchases.
These are the first insider trades that have been reported since the company's IPO earlier this week. https://t.co/D5sugvqwhs
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RT @InsiderRadar: 🚨 Big insider purchases in Upstream Bio following IPO
3 insiders at $UPB just reported new multimillion dollar stock purchases.
These are the first insider trades that have been reported since the company's IPO earlier this week. https://t.co/D5sugvqwhs
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Dimitry Nakhla | Babylon Capital®
RT @finkmoney_: If you like money, you'll take a look at ASML...
Charlie Munger...
"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin."
$ASML
Have some balls. Be brave. Actual earnings call today 👀 https://t.co/KL0tfCgzGI
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RT @finkmoney_: If you like money, you'll take a look at ASML...
Charlie Munger...
"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin."
$ASML
Have some balls. Be brave. Actual earnings call today 👀 https://t.co/KL0tfCgzGI
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Dimitry Nakhla | Babylon Capital®
RT @QualityInvest5: Current $ASML Price: $689
200W Moving Average: $687🤯
You would've MASSIVLEY outperformed the market ever-time $ASML has came in contact with the 200W MA. To prove it? Here is every time this happened, and your return 1 year later 👇
1) Aug 30, 2010➡️Aug 29, 2011
+40% in 364 days
2) Jan 19, 2016➡️Aug 17, 2017
+63% in 364 Days
3) Note: Dec 2018 and March 2020 came within 10% of 200W MA but they never touched -- They returned 107% and 153% respectively 🤯
4) Jul 11, 2022➡️Jul 10, 2023
+86% in 364 Days
5) Note: All of October 2023 it was within a few % of the 200W MA as well. your return 360 days later was about 50%
Conclusion?
You've had a handful of opportunities for a day like today. To buy arguably the most important company in all of semiconductors on a STEEP discount from its historical valuations. Both technically speaking and fundamentally
Of course, never financial advice, but I think its quite obvious the opportunity that lays ahead of us here. Cheers and happy investing
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RT @QualityInvest5: Current $ASML Price: $689
200W Moving Average: $687🤯
You would've MASSIVLEY outperformed the market ever-time $ASML has came in contact with the 200W MA. To prove it? Here is every time this happened, and your return 1 year later 👇
1) Aug 30, 2010➡️Aug 29, 2011
+40% in 364 days
2) Jan 19, 2016➡️Aug 17, 2017
+63% in 364 Days
3) Note: Dec 2018 and March 2020 came within 10% of 200W MA but they never touched -- They returned 107% and 153% respectively 🤯
4) Jul 11, 2022➡️Jul 10, 2023
+86% in 364 Days
5) Note: All of October 2023 it was within a few % of the 200W MA as well. your return 360 days later was about 50%
Conclusion?
You've had a handful of opportunities for a day like today. To buy arguably the most important company in all of semiconductors on a STEEP discount from its historical valuations. Both technically speaking and fundamentally
Of course, never financial advice, but I think its quite obvious the opportunity that lays ahead of us here. Cheers and happy investing
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Stock Analysis Compilation
Upslope capital on Mitsubishi Heavy Industries $7011 JP
Thesis: Mitsubishi Heavy, with leading positions in Japanese defense, nuclear power, and gas turbines, offers strong long-term growth potential, especially after a sharp share price drop
(Extract from their Q3 letter) https://t.co/yUNmjn6fxE
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Upslope capital on Mitsubishi Heavy Industries $7011 JP
Thesis: Mitsubishi Heavy, with leading positions in Japanese defense, nuclear power, and gas turbines, offers strong long-term growth potential, especially after a sharp share price drop
(Extract from their Q3 letter) https://t.co/yUNmjn6fxE
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Stock Analysis Compilation
Gehlen Bräutigam Capital on JOST Werke SE $JST GR
Thesis: JOST Werke SE stands out in the automotive sector with resilience and long-term growth potential, making it a solid investment even amid market uncertainties
(Extract from their Q3 letter) https://t.co/hEz9jZ0UEb
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Gehlen Bräutigam Capital on JOST Werke SE $JST GR
Thesis: JOST Werke SE stands out in the automotive sector with resilience and long-term growth potential, making it a solid investment even amid market uncertainties
(Extract from their Q3 letter) https://t.co/hEz9jZ0UEb
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Hidden Value Gems
Doing some research on $EXPE $IAC and learning more about Barry Diller. Came across his views on Netflix back in 2018, he was spot on...good jugdement https://t.co/aQ4dOdB6Lj
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Doing some research on $EXPE $IAC and learning more about Barry Diller. Came across his views on Netflix back in 2018, he was spot on...good jugdement https://t.co/aQ4dOdB6Lj
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