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Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: New CEO Insider Purchase
The CEO of $ALGM just reported the purchase of ~$100K of the company's stock.
This is the first insider purchase he has reported this year. https://t.co/jBJGb6sIrL
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RT @InsiderRadar: 🚨 BREAKING: New CEO Insider Purchase
The CEO of $ALGM just reported the purchase of ~$100K of the company's stock.
This is the first insider purchase he has reported this year. https://t.co/jBJGb6sIrL
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App Economy Insights
$MELI MercadoLibre Q3 FY24:
• Revenue +35% Y/Y to $5.3B ($30M beat).
📦 Commerce +48% Y/Y to $3.1B.
💳 Fintech +21% Y/Y to $2.2B.
• GMV +14% to $12.9B.
• TPV +34% Y/Y to $50.7B.
• EPS $7.83 ($2.02 miss). https://t.co/y25lSVPnRr
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$MELI MercadoLibre Q3 FY24:
• Revenue +35% Y/Y to $5.3B ($30M beat).
📦 Commerce +48% Y/Y to $3.1B.
💳 Fintech +21% Y/Y to $2.2B.
• GMV +14% to $12.9B.
• TPV +34% Y/Y to $50.7B.
• EPS $7.83 ($2.02 miss). https://t.co/y25lSVPnRr
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Offshore
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Dimitry Nakhla | Babylon Capital®
Mercado Libre $MELI Reports an ok Q3 🎯
✅ Revenue: $5.31B vs $5.27B (est)
❌ Adjusted EPS: $7.84 vs $$10.59 (est)
#stocks #investing
Highlights:
•Revenue +35% YoY
•TPV +34% YoY
•GMV +14% YoY https://t.co/acLoca4wPv
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Mercado Libre $MELI Reports an ok Q3 🎯
✅ Revenue: $5.31B vs $5.27B (est)
❌ Adjusted EPS: $7.84 vs $$10.59 (est)
#stocks #investing
Highlights:
•Revenue +35% YoY
•TPV +34% YoY
•GMV +14% YoY https://t.co/acLoca4wPv
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Stock Analysis Compilation
Oakmark on Azelis Group $AZE BB
Thesis: Azelis’ strong market position in specialty chemicals, combined with its long-term growth potential through M&A and market share gains, offers compelling value at a discount to peers.
(Extract from their Q3 letter) https://t.co/9L6HselfKI
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Oakmark on Azelis Group $AZE BB
Thesis: Azelis’ strong market position in specialty chemicals, combined with its long-term growth potential through M&A and market share gains, offers compelling value at a discount to peers.
(Extract from their Q3 letter) https://t.co/9L6HselfKI
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Offshore
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Startup Archive
Naval Ravikant explains why startup founders should be able to code
Naval Ravikant gave the following advice to a startup spending $25k outsourcing product development to external developers:
“You guys should be coding from the start. Web and mobile startups are so competitive right now. You have to assume that anything you’re doing, there’s a team of 2-4 dedicated, hardcore hackers working 24/7 on something extremely similar.”
He continues:
“If you have this iteration loop where you have to submit something to someone else and they have to come back to you. Then you’re like ‘no, it wasn’t quite right’ because a lot of stuff was lost in translation, you’re going to get 1-2 cycles per day at best. Meanwhile, that other team is getting 20 cycles per day. It has gotten so intense now that non-coding founders and startups are having a really difficult time adding value at these early stages.”
Video source: @Forbes (2011)
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Naval Ravikant explains why startup founders should be able to code
Naval Ravikant gave the following advice to a startup spending $25k outsourcing product development to external developers:
“You guys should be coding from the start. Web and mobile startups are so competitive right now. You have to assume that anything you’re doing, there’s a team of 2-4 dedicated, hardcore hackers working 24/7 on something extremely similar.”
He continues:
“If you have this iteration loop where you have to submit something to someone else and they have to come back to you. Then you’re like ‘no, it wasn’t quite right’ because a lot of stuff was lost in translation, you’re going to get 1-2 cycles per day at best. Meanwhile, that other team is getting 20 cycles per day. It has gotten so intense now that non-coding founders and startups are having a really difficult time adding value at these early stages.”
Video source: @Forbes (2011)
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Stock Analysis Compilation
Middle Coast Investing on Atkore $ATKR US
Thesis: Despite current headwinds, Atkore’s strong market position, infrastructure tailwinds, and potential recovery offer significant upside, with shares potentially doubling by 2025
(Extract from their Q3 letter) https://t.co/Y04uw5krFM
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Middle Coast Investing on Atkore $ATKR US
Thesis: Despite current headwinds, Atkore’s strong market position, infrastructure tailwinds, and potential recovery offer significant upside, with shares potentially doubling by 2025
(Extract from their Q3 letter) https://t.co/Y04uw5krFM
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