⁠Quiver Quantitative
🚨 Donald Trump's net worth has fallen by $1.2 billion so far today, per our estimates.

Trump Media stock, $DJT, has dropped 20%.

That is over 4 Pelosis of net worth. https://t.co/xtiQ3JoLnL
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⁠Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/HM58FsHryg
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⁠Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/QFqYZiX580
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⁠Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/YURshdzXy5
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⁠Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/HNqFTXEl6d
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 New $1M Insider Purchase

A director at $SKYH, Alex Buffett Rozek, just reported the purchase of ~$1M of the company's stock.

Alex Rozek is Warren Buffett's grandnephew.
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⁠Dimitry Nakhla | Babylon Capital®
Visa $V Reported a Strong Yesterday Q4 🎯

✅ Revenue: $9.62B vs $9.49B (est)

✅ Adjusted EPS: $2.71 vs $2.58 (est)

#stocks #investing

$MA to report today After Hours https://t.co/KhoC9ZNkyc
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⁠Stock Analysis Compilation
Clearbridge on MSCI $MSCI US

Thesis: MSCI’s strong market position in ESG and indexing, combined with recurring revenue and robust demand, positions it for sustained profit growth.

(Extract from their Q3 letter) https://t.co/IRdKcFYar8
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⁠App Economy Insights
$RDDT Reddit's Daily Active Uniques. https://t.co/0AAAdt0LEW
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⁠App Economy Insights
$MSFT Microsoft Q1 FY25 (ending in Sept.):

☁️ Azure +34% Y/Y fx neutral (vs. 30% in Q4).

• Revenue +16% Y/Y to $65.6B ($1.0B beat).
• Gross margin 69% (-2pp Y/Y)
• Operating margin 47% (-1pp Y/Y).
• EPS $3.30 ($0.19 beat). https://t.co/7Q8Eapr8ks
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