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App Economy Insights
$PYPL PayPal Q3 FY24:
• TPV +9% Y/Y fx neutral to $423B.
• Active accounts +1% Y/Y to 432M.
• Transactions per active +9% Y/Y to 61.
• Revenue +6% Y/Y to $7.8B ($90M miss).
• Non-GAAP EPS $1.20 ($0.13 beat).
• Q4 FY24 rev. guidance low single-digit. https://t.co/dasIorZ4S2
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$PYPL PayPal Q3 FY24:
• TPV +9% Y/Y fx neutral to $423B.
• Active accounts +1% Y/Y to 432M.
• Transactions per active +9% Y/Y to 61.
• Revenue +6% Y/Y to $7.8B ($90M miss).
• Non-GAAP EPS $1.20 ($0.13 beat).
• Q4 FY24 rev. guidance low single-digit. https://t.co/dasIorZ4S2
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Dimitry Nakhla | Babylon Capital®
MSCI Inc $MSCI Reports a Strong Q3 🎯
✅ Revenue: $724.71M vs $715.6M (est)
✅ Adjusted EPS: $3.86 vs $3.77 (est)
⬆️ Guidance
#stocks #investing https://t.co/F4wF11cO7x
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MSCI Inc $MSCI Reports a Strong Q3 🎯
✅ Revenue: $724.71M vs $715.6M (est)
✅ Adjusted EPS: $3.86 vs $3.77 (est)
⬆️ Guidance
#stocks #investing https://t.co/F4wF11cO7x
~6 months ago I suggested that $MSCI is a worthwhile consideration for investment at $446💵
Since then, $MSCI shares have rallied +35% ✅
As I stated in my analysis:
“Given its wide moat, exemplary capital allocation, & linearity in its EPS & FCF, I believe 29x is fair for $MSCI & leaves us with some margin of safety
Today at $446💵 my research leads me to believe that $MSCI is a worthwhile consideration for investment”
#stocks #investing tweet
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Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: The CEO of $WGO just reported purchasing $138K of his company's stock.
This is the first insider purchase he has ever filed. https://t.co/KMMBKvXGSX
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RT @InsiderRadar: 🚨 BREAKING: The CEO of $WGO just reported purchasing $138K of his company's stock.
This is the first insider purchase he has ever filed. https://t.co/KMMBKvXGSX
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Stock Analysis Compilation
O'Keefe Stevens on Southwest Gas Corporation $SWX US
Thesis: Southwest Gas is well-positioned for rate-based growth driven by population increase in key regions and proposed rate filings, enhancing earnings potential.
(Extract from their Q3 letter) https://t.co/YLSMJIaPbH
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O'Keefe Stevens on Southwest Gas Corporation $SWX US
Thesis: Southwest Gas is well-positioned for rate-based growth driven by population increase in key regions and proposed rate filings, enhancing earnings potential.
(Extract from their Q3 letter) https://t.co/YLSMJIaPbH
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Investing visuals
One of my favorite companies reports earnings tomorrow: here’s the Microsoft $MSFT preview👇🔍
🔹Est. Revenue: $64.6 Bln (+14.2%)
🔹Est. EBITDA: $35.0 Bln (+13.4%)
🔹Est. Earnings per share: $3.10 (+3.8%)
Whats your take on $MSFT? https://t.co/5nEJ1jM5x2
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One of my favorite companies reports earnings tomorrow: here’s the Microsoft $MSFT preview👇🔍
🔹Est. Revenue: $64.6 Bln (+14.2%)
🔹Est. EBITDA: $35.0 Bln (+13.4%)
🔹Est. Earnings per share: $3.10 (+3.8%)
Whats your take on $MSFT? https://t.co/5nEJ1jM5x2
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Startup Archive
Mark Zuckerberg on why experience isn't that important
“I started Facebook when I was 19, so I can’t really believe that experience is all that important or else I would have a hard time reconciling myself and the company. At Facebook, we invest in people that we think are just really talented even if they haven’t done that thing before.”
For Facebook, this applies to people who are fresh out of university all the up way to Facebook’s CFO David Ebersman who took the company public, even though he had never taken a company public before.
As Mark explains, the key to hiring well is to just hire really talented people. And you can often assess raw talent from the different things they’ve done, such as side projects and other accomplishments.
“I think what’s important is to not believe that someone has to have specifically done the job they’re going to do in order to do it well.”
Mark also points out that when you constantly create opportunity for your employees regardless of their experience, it keeps your best people engaged and attracts the best talent to your company.
Video source: @ycombinator (2016)
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Mark Zuckerberg on why experience isn't that important
“I started Facebook when I was 19, so I can’t really believe that experience is all that important or else I would have a hard time reconciling myself and the company. At Facebook, we invest in people that we think are just really talented even if they haven’t done that thing before.”
For Facebook, this applies to people who are fresh out of university all the up way to Facebook’s CFO David Ebersman who took the company public, even though he had never taken a company public before.
As Mark explains, the key to hiring well is to just hire really talented people. And you can often assess raw talent from the different things they’ve done, such as side projects and other accomplishments.
“I think what’s important is to not believe that someone has to have specifically done the job they’re going to do in order to do it well.”
Mark also points out that when you constantly create opportunity for your employees regardless of their experience, it keeps your best people engaged and attracts the best talent to your company.
Video source: @ycombinator (2016)
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Quiver Quantitative
RT @Chrisjjosephs: Twitter has some of the best investors in the world sharing insights every day
Unfortunately there's no way to invest alongside them, until now
Introducing the first pilot to launch their portfolio on Autopilot
Meet Quiver Quant & the "Look where others don't" strategies 🧵 https://t.co/uq1cBoFDMm
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RT @Chrisjjosephs: Twitter has some of the best investors in the world sharing insights every day
Unfortunately there's no way to invest alongside them, until now
Introducing the first pilot to launch their portfolio on Autopilot
Meet Quiver Quant & the "Look where others don't" strategies 🧵 https://t.co/uq1cBoFDMm
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Stock Analysis Compilation
Aristotle on Linde $LIN US
Thesis: Linde’s market leadership in industrial gases, combined with its defensive business model and exposure to growth markets like hydrogen, makes it a strong player with opportunities in decarbonization.
(Extract from their Q3 letter) https://t.co/ZUcO4oI0F8
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Aristotle on Linde $LIN US
Thesis: Linde’s market leadership in industrial gases, combined with its defensive business model and exposure to growth markets like hydrogen, makes it a strong player with opportunities in decarbonization.
(Extract from their Q3 letter) https://t.co/ZUcO4oI0F8
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