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Stock Analysis Compilation
TCW on Seagate Technology $STX US
Thesis: Seagate’s focus on innovation, cost management, and rising demand for high-capacity storage driven by AI growth offer substantial potential for margin expansion and stock appreciation
(Extract from their Q3 letter) https://t.co/19kS0hruLT
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TCW on Seagate Technology $STX US
Thesis: Seagate’s focus on innovation, cost management, and rising demand for high-capacity storage driven by AI growth offer substantial potential for margin expansion and stock appreciation
(Extract from their Q3 letter) https://t.co/19kS0hruLT
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Investing visuals
It's beautiful, isn't it: Crowdstrike's $CRWD & Palantir's $PLTR revenue growth over the past 5 years. Top notch👌
Who's your favorite of these two? https://t.co/2DBVnZlXNO
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It's beautiful, isn't it: Crowdstrike's $CRWD & Palantir's $PLTR revenue growth over the past 5 years. Top notch👌
Who's your favorite of these two? https://t.co/2DBVnZlXNO
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AkhenOsiris
Fed like the rest of us, good at covering their ass...how the fuck is this a headline...the universe of choices are A or B...we may do A or B depending on the data...thanks.
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Fed like the rest of us, good at covering their ass...how the fuck is this a headline...the universe of choices are A or B...we may do A or B depending on the data...thanks.
FED: SOME SAW PAUSE OR FASTER CUTS AS OPTIONS DEPENDING ON DATA - *Walter Bloombergtweet
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Dimitry Nakhla | Babylon Capital®
Dev Kantesaria on the importance of temperament & managing emotions as an investor 💸
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#stocks #investing https://t.co/BaQYSaZsZh
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Dev Kantesaria on the importance of temperament & managing emotions as an investor 💸
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#stocks #investing https://t.co/BaQYSaZsZh
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Investing visuals
Crowdstrike $CRWD Q3 earning:
• Sales $1.01B vs Est. $983M
• EPS $0.93 vs Est. $0.81
Updated one-pager will be out tomorrow 👌
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Crowdstrike $CRWD Q3 earning:
• Sales $1.01B vs Est. $983M
• EPS $0.93 vs Est. $0.81
Updated one-pager will be out tomorrow 👌
Crowdstrike $CRWD is reporting Q3'24 earnings Tuesday after hours. Here's the pre-earnings overview:
Earnings 📜
🔹Est. Revenue: 983 Mln (+25.1%)
🔹Est. EPS: $0.81 (-1.4%)
Key metrics to watch 🔎
🔸 Module adoption
🔸 Annual recurring revenue
🔸 Net retention rate tweet
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Quiver Quantitative
RT @InsiderRadar: $AGFY skyrocked 37% today, amazing timing by this CEO https://t.co/oMKYCJirRb
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RT @InsiderRadar: $AGFY skyrocked 37% today, amazing timing by this CEO https://t.co/oMKYCJirRb
🚨BREAKING: New CEO Insider Purchase
The interim CEO of $AGFY has reported the purchase of ~$267K of the company's stock, increasing his ownership stake by 60%. tweet
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Quiver Quantitative
RT @InsiderRadar: $NGNE is up 20% on the day after these insider buys https://t.co/cipIradqsZ
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RT @InsiderRadar: $NGNE is up 20% on the day after these insider buys https://t.co/cipIradqsZ
🚨BREAKING: New Insider Purchases
The CEO and CFO of $NGNE have both reported large insider buys ($969K and $490K respectively).
This is the first insider purchase we have ever seen either of these execs report. tweet
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App Economy Insights
$CRWD CrowdStrike Q3 FY25:
📊 ARR +27% Y/Y to $4.02B.
📈 Net new ARR $153M (-31% Y/Y).
• Revenue +29% to $1.01B ($27M beat).
• Non-GAAP EPS $0.93 ($0.12 beat).
• FY25 revenue ~$3.93B (~$30M raise). https://t.co/3a5maezlCX
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$CRWD CrowdStrike Q3 FY25:
📊 ARR +27% Y/Y to $4.02B.
📈 Net new ARR $153M (-31% Y/Y).
• Revenue +29% to $1.01B ($27M beat).
• Non-GAAP EPS $0.93 ($0.12 beat).
• FY25 revenue ~$3.93B (~$30M raise). https://t.co/3a5maezlCX
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $IIIV has reported the purchase of ~$2.1M of the company's stock, increasing his ownership stake by 39%.
This is the first insider purchase we have seen at the company in over a year.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $IIIV has reported the purchase of ~$2.1M of the company's stock, increasing his ownership stake by 39%.
This is the first insider purchase we have seen at the company in over a year.
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Capital Employed
Microcap fraudsters - oh dear. Lots of interesting responses on this short thesis.
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Microcap fraudsters - oh dear. Lots of interesting responses on this short thesis.
NEW SHORT: ASP Isotopes $ASPI
ASPI has all the makings of the next nuclear meltdown.
-Failed Tech from 20 years ago
-Infamous “Microcap Fraudsters” Honig & Stetson involved
-Paid Stock Promotion
-Some South African Subsidiaries Suspiciously Missing
We are Short $ASPI https://t.co/ypn55Qu4hn tweet
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Stock Analysis Compilation
Artemis on Sandoz $SDZ SW
Thesis: Sandoz is primed for growth with its biosimilar portfolio, capitalizing on expiring biologic exclusivity and commanding premium pricing in a low-competition market
(Extract from their Q3 letter) https://t.co/ep7NkIHaB8
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Artemis on Sandoz $SDZ SW
Thesis: Sandoz is primed for growth with its biosimilar portfolio, capitalizing on expiring biologic exclusivity and commanding premium pricing in a low-competition market
(Extract from their Q3 letter) https://t.co/ep7NkIHaB8
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Hidden Value Gems
LVMH is down 19% YTD, still not too cheap, close to 20x fwd PE, but reasonable assuming luxury recovery, high ROIC/margins and its moat.
At what level would you buy it without any further thinking?
$MC.PA #LVMH
- I already own it
- Buying it now
- Not my type of business
- Under €500
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LVMH is down 19% YTD, still not too cheap, close to 20x fwd PE, but reasonable assuming luxury recovery, high ROIC/margins and its moat.
At what level would you buy it without any further thinking?
$MC.PA #LVMH
- I already own it
- Buying it now
- Not my type of business
- Under €500
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