⁠Librarian Capital
“Otis: Q3 2024 Results (Quick Take)”

New Equipment market in China has deteriorated again
But Otis’s main structural drivers are intact

$OTIS $KNEBV
https://t.co/dq9pg5opne https://t.co/gjCbUk55XS
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⁠Librarian Capital
Microsoft $MSFT FY25Q1 (Jul-Sep)

Revenue +16%, o/w:
Productivity & Biz. Process +12%
Intelligent Cloud +20%
More Personal Computing +17%

Azure & Other Cloud +33%

EBIT +14%
Net Income +11%, EPS +10%

Shares +1% AH https://t.co/vIpw7KuA6o
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⁠App Economy Insights
$META Meta Q3 FY24:

👨‍👩‍👧‍👦 Daily active people +5% Y/Y to 3.29B.
👀 Ad impressions +7% Y/Y.

• Revenue +19% Y/Y to $40.6B ($0.3B beat).
• Operating margin 43% (+2pp Y/Y).
• EPS $6.03 ($0.74 beat).
• FY24 Capex $38-40B (prev. $37-$40B). https://t.co/ppPnkm2o3K
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⁠Librarian Capital
Elon Musk caught on tape saying US middle class would face "necessary" "hardship" under Trump

We have seen this movie before

Elon Musk told Twitter employees they had to be "extremely hardcore" and demanded a loyalty pledge

80% of $TWTR workers didn't survive Musk https://t.co/1IMMY12jj4
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⁠Dimitry Nakhla | Babylon Capital®
While many are focused on $MSFT & $META — the discussion on today’s earnings should include $BKNG one of the highest quality businesses that often gets overlooked

$BKNG reports a strong Q3 🎯

✅ Revenue: $7.99B vs $7.63B (est)

✅ Adjusted EPS: $83.89 vs $77.47 (est)

⬆️ Guidance

💵 Cash & Equiv: $15.77B

💵 LT Debt: $13.79B

💸 FCF as % of Revenues: 39.7% (34.7% 2023)

#stocks #investing

7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸

1️⃣ $BKNG has grown revenue for 19 out of the last 20 years

2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years

3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)

4️⃣ Opportunity for growth in operating and net income margins

5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt

6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)

7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)

#stocks #investing - Dimitry Nakhla | Babylon Capital®
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⁠Stock Analysis Compilation
Nightview Capital on Blackrock $BLK US

Thesis: BlackRock’s scale, influence, and expansion into private markets with Preqin position it for sustainable growth in the evolving financial landscape.

(Extract from their Q3 letter) https://t.co/vRtpPmUzaw
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⁠Librarian Capital
"Japanese lift maker Fujitec explores sale to private equity" (FT)

Fujitec has a market capitalisation of ¥417bn ($2.7bn)

$OTIS looked at Toshiba elevator business in 2022
Kone $KNEBV bidded for TK Elevators with CVC in 2020

h/t @JamieHalse
https://t.co/lKlxqjNRPo
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 New Insider Purchase at Crocs

A director at $CROX just reported the purchase of ~$250K of the company's stock.

This follows a ~20% drop-off in the company's stock price over the last week.
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 Massive New Insider Purchase

Ra Capital Management, who has a board seat at $SEPN, just reported the purchase of $75M of the company's stock.

This comes shortly after the company's IPO, which happened last Friday.
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