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InsideArbitrage
$IMCR Immunocore appoints Travis Coy as CFO, and Head of Corporate Development, effective Jan 1, 2025.
👨🔬 Coy brings over 20 years of finance, business development, and chemistry experience, including senior roles at Eli Lilly.
💼Compensation Package: Coy's package includes a $500K base salary, 40% target bonus, $200K sign-on bonus, and 274,033 equity options.
🔄 Outgoing CFO: Brian Di Donato resigns as CFO, effective Dec 31, 2024, to pursue another opportunity.
📉 Immunocore stock is down 59% over the past year.
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$IMCR Immunocore appoints Travis Coy as CFO, and Head of Corporate Development, effective Jan 1, 2025.
👨🔬 Coy brings over 20 years of finance, business development, and chemistry experience, including senior roles at Eli Lilly.
💼Compensation Package: Coy's package includes a $500K base salary, 40% target bonus, $200K sign-on bonus, and 274,033 equity options.
🔄 Outgoing CFO: Brian Di Donato resigns as CFO, effective Dec 31, 2024, to pursue another opportunity.
📉 Immunocore stock is down 59% over the past year.
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App Economy Insights
$TSLA Tesla Q4 key metrics:
🚘 Deliveries:
• Q4: +2% Y/Y to 496K (11K miss).
• FY24: -1% Y/Y to 1,789K.
⚡️ Energy storage deployments:
• Q4: +244% Y/Y to 11.0 GWh.
• FY24: +114% Y/Y to 31.4 GWh.
🗓️ Q4 earnings will be on January 29. https://t.co/LaSgxR4hjE
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$TSLA Tesla Q4 key metrics:
🚘 Deliveries:
• Q4: +2% Y/Y to 496K (11K miss).
• FY24: -1% Y/Y to 1,789K.
⚡️ Energy storage deployments:
• Q4: +244% Y/Y to 11.0 GWh.
• FY24: +114% Y/Y to 31.4 GWh.
🗓️ Q4 earnings will be on January 29. https://t.co/LaSgxR4hjE
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Stock Analysis Compilation
Hotchkis & Wiley on Kosmos $KOS US
Thesis: Kosmos Energy's offshore expertise and undervaluation offer compelling upside amid evolving energy dynamics
(Extract from their Q3 letter) https://t.co/VyMl0hdAPY
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Hotchkis & Wiley on Kosmos $KOS US
Thesis: Kosmos Energy's offshore expertise and undervaluation offer compelling upside amid evolving energy dynamics
(Extract from their Q3 letter) https://t.co/VyMl0hdAPY
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Value Spotlight (Andrew Sather)
10-K Footnotes Deep Dive (Part 3 of 3)
Is Ford more liquid than it appears? It there a ceiling to the stock? $F
3 metrics to watch + Net Debt to EBITDA tutorial https://t.co/62KInQC0Yr
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10-K Footnotes Deep Dive (Part 3 of 3)
Is Ford more liquid than it appears? It there a ceiling to the stock? $F
3 metrics to watch + Net Debt to EBITDA tutorial https://t.co/62KInQC0Yr
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AkhenOsiris
Sports Betting:
Brazil's 215M person market finally entered the betting space. igamingbusiness.com/legal-co…
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Sports Betting:
Brazil's 215M person market finally entered the betting space. igamingbusiness.com/legal-co…
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Quiver Quantitative
NEW: We just released a new dashboard that tracks government payments to publicly traded companies.
CC: @elonmusk, @DOGE https://t.co/az2PZYRuVk
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NEW: We just released a new dashboard that tracks government payments to publicly traded companies.
CC: @elonmusk, @DOGE https://t.co/az2PZYRuVk
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Stock Analysis Compilation
Artisan Partners on Schlumberger $SLB US
Thesis: Schlumberger and Diamondback Energy combine operational excellence and shareholder returns, making them resilient plays in a volatile energy market
(Extract from their Q3 letter) https://t.co/QQ6dpMInc8
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Artisan Partners on Schlumberger $SLB US
Thesis: Schlumberger and Diamondback Energy combine operational excellence and shareholder returns, making them resilient plays in a volatile energy market
(Extract from their Q3 letter) https://t.co/QQ6dpMInc8
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Stock Analysis Compilation
Polen Capital on Paylocity $PCTY US
Thesis: Paylocity's resilient HCM platform offers long-term growth potential—see how mid-teen EPS compounding could redefine this undervalued gem
(Extract from their Q3 letter) https://t.co/9lvDMjuj5C
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Polen Capital on Paylocity $PCTY US
Thesis: Paylocity's resilient HCM platform offers long-term growth potential—see how mid-teen EPS compounding could redefine this undervalued gem
(Extract from their Q3 letter) https://t.co/9lvDMjuj5C
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
EcoR1 Capital, who holds a board seat in $ZYME, has just reported the purchase of $5.3M of $ZYME stock.
This is the third insider purchase that they have reported in the last week, totaling ~$24M.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
EcoR1 Capital, who holds a board seat in $ZYME, has just reported the purchase of $5.3M of $ZYME stock.
This is the third insider purchase that they have reported in the last week, totaling ~$24M.
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InsideArbitrage
RT @deedydas: BOMBSHELL: New Hindenburg report calls Carvana "a father-son accounting grift for the ages."
The online car dealer's stock went 60x in the last 2yrs after dropping 99%, hitting a $44B valuation, while the CEO's father sold $5B in stock.
Here's the wild story of $CVNA...
1/10 https://t.co/hVkl6AWT89
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RT @deedydas: BOMBSHELL: New Hindenburg report calls Carvana "a father-son accounting grift for the ages."
The online car dealer's stock went 60x in the last 2yrs after dropping 99%, hitting a $44B valuation, while the CEO's father sold $5B in stock.
Here's the wild story of $CVNA...
1/10 https://t.co/hVkl6AWT89
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