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Stock Analysis Compilation
Nightview Capital on DraftKings $DKNG US
Thesis: DraftKings, with expanding OSB legalization and a strong user growth trajectory, is well-positioned to capture substantial upside in the U.S. online betting market.
(Extract from their Q3 letter) https://t.co/ftxKVNWzmV
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Nightview Capital on DraftKings $DKNG US
Thesis: DraftKings, with expanding OSB legalization and a strong user growth trajectory, is well-positioned to capture substantial upside in the U.S. online betting market.
(Extract from their Q3 letter) https://t.co/ftxKVNWzmV
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Librarian Capital
“Microsoft: Q1 FY25 Results Show Value Still Compounding”
$MSFT shares down 10%+ since July, even as double-digit growth continues in all key metrics
https://t.co/feHJODZcDS https://t.co/ENLSBhJDVU
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“Microsoft: Q1 FY25 Results Show Value Still Compounding”
$MSFT shares down 10%+ since July, even as double-digit growth continues in all key metrics
https://t.co/feHJODZcDS https://t.co/ENLSBhJDVU
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Ahmad Jivraj
1/10
Will The Market Crash?
Some Thoughts Before Election Day
Market declines are common. https://t.co/Z9uwUKL9iF
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1/10
Will The Market Crash?
Some Thoughts Before Election Day
Market declines are common. https://t.co/Z9uwUKL9iF
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Librarian Capital
RT @mcuban: Join me for the largest phone banking event to finally elect Kamala Harris as the next president of the United States. EVERYONE FOR KAMALA is happening on Election Day starting at 10 AM ET. Let’s work together to make important calls to swing states and get out the vote! 🇺🇸
Sign up here: https://t.co/z5Cz3NmHly
#EveryoneForKamala #Vote #KamalaHarris
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RT @mcuban: Join me for the largest phone banking event to finally elect Kamala Harris as the next president of the United States. EVERYONE FOR KAMALA is happening on Election Day starting at 10 AM ET. Let’s work together to make important calls to swing states and get out the vote! 🇺🇸
Sign up here: https://t.co/z5Cz3NmHly
#EveryoneForKamala #Vote #KamalaHarris
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Librarian Capital
RT @followtheh: Your honor I was not committing an election crime it was a garden variety fraud.
If nothing else 2024 has shown millions of Americans who Elon Musk really is - a fraud and a bully.
Shout out to the $TSLAQ clan who fought the good fight starting over a decade ago. They knew.
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RT @followtheh: Your honor I was not committing an election crime it was a garden variety fraud.
If nothing else 2024 has shown millions of Americans who Elon Musk really is - a fraud and a bully.
Shout out to the $TSLAQ clan who fought the good fight starting over a decade ago. They knew.
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Librarian Capital
RT @KamalaHQ: Unearthed audio of Steve Bannon from 2020: “What Trump is gonna do is declare victory. That doesn’t mean he’s the winner. He’s just gonna say he’s the winner… He’s just gonna say they stole it. Trump is gonna do some crazy shit” https://t.co/CAMUdfksOw
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RT @KamalaHQ: Unearthed audio of Steve Bannon from 2020: “What Trump is gonna do is declare victory. That doesn’t mean he’s the winner. He’s just gonna say he’s the winner… He’s just gonna say they stole it. Trump is gonna do some crazy shit” https://t.co/CAMUdfksOw
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Investing visuals
Palantir $PLTR earning snapshot 👇
🔹Revenue: $726 Mln vs Est: $704 Mln (3% beat🟢)
🔹EPS: $0.10 vs Est: $0.09 (10% beat🟢)
🔹Raised full year guidance to 2.81B (previous est. $2.76B)
Initial stock reaction 📈
Up +13% 🟢
Updated one-pager with full review will be out tomorrow👌📜
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Palantir $PLTR earning snapshot 👇
🔹Revenue: $726 Mln vs Est: $704 Mln (3% beat🟢)
🔹EPS: $0.10 vs Est: $0.09 (10% beat🟢)
🔹Raised full year guidance to 2.81B (previous est. $2.76B)
Initial stock reaction 📈
Up +13% 🟢
Updated one-pager with full review will be out tomorrow👌📜
Palantir $PLTR earnings preview:
🔹Est. Revenue: $704 Mln (+26.1%)
🔹Est. Earnings per share: $0.09 (+29.8%) https://t.co/QDLUotAt32 tweet
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Dimitry Nakhla | Babylon Capital®
Palantir $PLTR Reports a Strong Q3 🎯
✅ Revenue: $725.52M vs $701.13M (est)
✅ Adjusted EPS: $0.10 vs $0.09 (est)
#stocks #investing https://t.co/tsax0tKEwJ
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Palantir $PLTR Reports a Strong Q3 🎯
✅ Revenue: $725.52M vs $701.13M (est)
✅ Adjusted EPS: $0.10 vs $0.09 (est)
#stocks #investing https://t.co/tsax0tKEwJ
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Stock Analysis Compilation
Clearbridge on FTAI Aviation $FTAI US
Thesis: FTAI Aviation’s modular approach to aging aircraft engines and strong leasing assets position it well for long-term revenue and earnings growth
(Extract from their Q3 letter) https://t.co/pwoSj8vITT
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Clearbridge on FTAI Aviation $FTAI US
Thesis: FTAI Aviation’s modular approach to aging aircraft engines and strong leasing assets position it well for long-term revenue and earnings growth
(Extract from their Q3 letter) https://t.co/pwoSj8vITT
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App Economy Insights
$PLTR Palantir Q3 FY24:
• Net dollar retention 118% (+11pp Y/Y).
• Customers +39% Y/Y to 629.
• Revenue +30% Y/Y to $726M ($22M beat).
• Non-GAAP EPS $0.10 ($0.01 beat).
FY24 guidance:
• Revenue +26% Y/Y to $2.807B (+$61M).
• Adjusted margin 38% (+3pp). https://t.co/X8OgGr9mLI
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$PLTR Palantir Q3 FY24:
• Net dollar retention 118% (+11pp Y/Y).
• Customers +39% Y/Y to 629.
• Revenue +30% Y/Y to $726M ($22M beat).
• Non-GAAP EPS $0.10 ($0.01 beat).
FY24 guidance:
• Revenue +26% Y/Y to $2.807B (+$61M).
• Adjusted margin 38% (+3pp). https://t.co/X8OgGr9mLI
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Librarian Capital
RT @JamesSurowiecki: Elon Musk, October 19: "We are going to be awarding a million dollars, randomly, to anyone who signs the petition." https://t.co/aeIeOVeMQj
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RT @JamesSurowiecki: Elon Musk, October 19: "We are going to be awarding a million dollars, randomly, to anyone who signs the petition." https://t.co/aeIeOVeMQj
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