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Stock Analysis Compilation
Stock Analysis Compilation #64 is in your inbox 🔥
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44 stock pitches from the best hedge funds & newsletters :
$APG $ASPI $BIDU $BGCP $BFH $CALM $CLBT $DG $PLOW $ELF $EBAY $EAF $HIMS $HIMS $MELI $MOH $MNDY $NNI $NU $NVDA $PLTR $PESI $RKLB $SE $SMC $TEVA $V and many more
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Stock Analysis Compilation #64 is in your inbox 🔥
(link in bio)
44 stock pitches from the best hedge funds & newsletters :
$APG $ASPI $BIDU $BGCP $BFH $CALM $CLBT $DG $PLOW $ELF $EBAY $EAF $HIMS $HIMS $MELI $MOH $MNDY $NNI $NU $NVDA $PLTR $PESI $RKLB $SE $SMC $TEVA $V and many more
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Dimitry Nakhla | Babylon Capital®
6 Stocks Trading Near My Buy Range 📈
1️⃣ Thermo Fisher Scientific $TMO
•NTM P/E: 23.34x
•NTM FCF Yield: 4.15%
2️⃣ ASML Holding $ASML
•NTM P/E: 28.41x
•NTM FCF Yield: 3.20%
3️⃣ Alphabet $GOOG $GOOGL
•NTM P/E: 20.58x
•NTM FCF Yield: 4.25%
4️⃣ IDEXX Laboratories $IDXX
•NTM P/E: 36.32x
•NTM FCF Yield: 2.76%
5️⃣ Intuit $INTU
•NTM P/E: 36.67x
•NTM FCF Yield: 3.03%
6️⃣ Visa $V
•NTM P/E: 27.51x
•NTM FCF Yield: 3.81%
#stocks #investing
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6 Stocks Trading Near My Buy Range 📈
1️⃣ Thermo Fisher Scientific $TMO
•NTM P/E: 23.34x
•NTM FCF Yield: 4.15%
2️⃣ ASML Holding $ASML
•NTM P/E: 28.41x
•NTM FCF Yield: 3.20%
3️⃣ Alphabet $GOOG $GOOGL
•NTM P/E: 20.58x
•NTM FCF Yield: 4.25%
4️⃣ IDEXX Laboratories $IDXX
•NTM P/E: 36.32x
•NTM FCF Yield: 2.76%
5️⃣ Intuit $INTU
•NTM P/E: 36.67x
•NTM FCF Yield: 3.03%
6️⃣ Visa $V
•NTM P/E: 27.51x
•NTM FCF Yield: 3.81%
#stocks #investing
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App Economy Insights
$BABA Alibaba Q2 FY25 (ending Sept.).
• Revenue +5% Y/Y to $33.7B ($0.5B beat).
• Operating margin 15% (flat Y/Y).
• Free cash flow margin 6% (-14pp Y/Y).
• Non-GAAP EPADS of $2.15 ($0.10 beat). https://t.co/YaKqu3pjm5
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$BABA Alibaba Q2 FY25 (ending Sept.).
• Revenue +5% Y/Y to $33.7B ($0.5B beat).
• Operating margin 15% (flat Y/Y).
• Free cash flow margin 6% (-14pp Y/Y).
• Non-GAAP EPADS of $2.15 ($0.10 beat). https://t.co/YaKqu3pjm5
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Stock Analysis Compilation
Miller Value Fund on Bread Financial Holdings $BFH
Thesis: With loan growth, debt reduction, and a rapidly expanding funding base, BFH is positioned for robust earnings growth, trading at a deep discount to peers.
(Extract from their Q3 letter, link to the analysis in SAC#64) https://t.co/X7dWF0dROB
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Miller Value Fund on Bread Financial Holdings $BFH
Thesis: With loan growth, debt reduction, and a rapidly expanding funding base, BFH is positioned for robust earnings growth, trading at a deep discount to peers.
(Extract from their Q3 letter, link to the analysis in SAC#64) https://t.co/X7dWF0dROB
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Quiver Quantitative
I recently created a "DC Insider Score" by combining data on:
- Congressional trading
- Corporate lobbying
- Government contracts
It quantifies how closely companies are tied to the US government.
CURRENT TOP 15:
1. Lockheed Martin
2. Northrop Grumman
3. Microsoft
4. Honeywell
5. Ford
6. Accenture
7. Pfizer
8. Raytheon
9. IBM
10. UPS
11. Abbott Laboratories
12. Southern Co
13. FedEx
14. Oracle
15. Merck
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I recently created a "DC Insider Score" by combining data on:
- Congressional trading
- Corporate lobbying
- Government contracts
It quantifies how closely companies are tied to the US government.
CURRENT TOP 15:
1. Lockheed Martin
2. Northrop Grumman
3. Microsoft
4. Honeywell
5. Ford
6. Accenture
7. Pfizer
8. Raytheon
9. IBM
10. UPS
11. Abbott Laboratories
12. Southern Co
13. FedEx
14. Oracle
15. Merck
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Startup Archive
Former Google CEO Eric Schmidt on why you should hire the divas: “Steve Jobs was a diva”
“If you read any management textbook, it says ‘don’t hire the divas’ because they’re nothing but a pain in the ass. And by the way, they are. But the people who are the divas—who believe—are the ones who will drive the culture and company to excellence. Steve Jobs was a diva. I worked with Bill Joy who was my colleague for many years—he’s an example of a diva. And I mean this in the most flattering way: they expect a lot, they drive people hard, they’re controversial, and they care passionately. If you find those people, you’re probably going to work for one so be nice to them.”
However, Eric does not mean that you should tolerate arrogant jerks at your company.
In his book How Google Works, he uses use the terms “divas” and “knaves” to distinguish between who you should tolerate and who you shouldn’t:
“Knavish behavior is a product of low integrity; diva-ish behavior is one of high exceptionalism. Knaves prioritize the individual over the team; divas think they are better than the team, but want success equally for both. Knaves need to be dealt with as quickly as possible. But as long as their contributions match their outlandish egos, divas should be tolerated and even protected. Great people are often unusual and difficult, and some of those quirks can be quite off-putting. Since culture is about social norms and divas refuse to be normal, cultural factors can conspire
to sweep out the divas along with the knaves. As long as people can figure out any way to work with the divas, and the divas’ achievements outweigh the collateral damage caused by their diva ways, you should fight for them. They will pay off your investment by doing interesting things.”
Video source: @GreylockVC (2015)
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Former Google CEO Eric Schmidt on why you should hire the divas: “Steve Jobs was a diva”
“If you read any management textbook, it says ‘don’t hire the divas’ because they’re nothing but a pain in the ass. And by the way, they are. But the people who are the divas—who believe—are the ones who will drive the culture and company to excellence. Steve Jobs was a diva. I worked with Bill Joy who was my colleague for many years—he’s an example of a diva. And I mean this in the most flattering way: they expect a lot, they drive people hard, they’re controversial, and they care passionately. If you find those people, you’re probably going to work for one so be nice to them.”
However, Eric does not mean that you should tolerate arrogant jerks at your company.
In his book How Google Works, he uses use the terms “divas” and “knaves” to distinguish between who you should tolerate and who you shouldn’t:
“Knavish behavior is a product of low integrity; diva-ish behavior is one of high exceptionalism. Knaves prioritize the individual over the team; divas think they are better than the team, but want success equally for both. Knaves need to be dealt with as quickly as possible. But as long as their contributions match their outlandish egos, divas should be tolerated and even protected. Great people are often unusual and difficult, and some of those quirks can be quite off-putting. Since culture is about social norms and divas refuse to be normal, cultural factors can conspire
to sweep out the divas along with the knaves. As long as people can figure out any way to work with the divas, and the divas’ achievements outweigh the collateral damage caused by their diva ways, you should fight for them. They will pay off your investment by doing interesting things.”
Video source: @GreylockVC (2015)
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Quiver Quantitative
BREAKING: Senator Tommy Tuberville just disclosed 12 new stock trades.
They were all sales.
Up to $530K of stock sold.
Full trade list up on Quiver: https://t.co/XiURUgFzLF
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BREAKING: Senator Tommy Tuberville just disclosed 12 new stock trades.
They were all sales.
Up to $530K of stock sold.
Full trade list up on Quiver: https://t.co/XiURUgFzLF
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Stock Analysis Compilation
Gator Capital on Chain Bridge Bancorp $CBNA US
Thesis: CBNA's unique political clientele, high returns, and zero credit risk make it a compelling play in the regional banking sector, with acquisition potential.
(Extract from their Q3 letter, link to the analysis in SAC#64) https://t.co/kj1waXWZKJ
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Gator Capital on Chain Bridge Bancorp $CBNA US
Thesis: CBNA's unique political clientele, high returns, and zero credit risk make it a compelling play in the regional banking sector, with acquisition potential.
(Extract from their Q3 letter, link to the analysis in SAC#64) https://t.co/kj1waXWZKJ
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Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New CEO Insider Purchase
The CEO of $PAL just reported the purchase of ~$500K of the company's stock.
This is the first insider buy we have ever seen him make, since the company's IPO earlier this year. https://t.co/ODB27f3IU9
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RT @InsiderRadar: 🚨 JUST IN: New CEO Insider Purchase
The CEO of $PAL just reported the purchase of ~$500K of the company's stock.
This is the first insider buy we have ever seen him make, since the company's IPO earlier this year. https://t.co/ODB27f3IU9
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