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InsideArbitrage
RT @SawyerMerritt: NEWS: Rivian delivered 14,183 vehicles in Q4 2024, compared with analyst estimates of 13,472. Q4 production was 12,727.
The company produced a total of 49,476 vehicles in 2024 and delivered 51,579. The stock is up 20% on the news. https://t.co/8JQglXFtBN
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RT @SawyerMerritt: NEWS: Rivian delivered 14,183 vehicles in Q4 2024, compared with analyst estimates of 13,472. Q4 production was 12,727.
The company produced a total of 49,476 vehicles in 2024 and delivered 51,579. The stock is up 20% on the news. https://t.co/8JQglXFtBN
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Investing visuals
Who do you think will outperform in 2025: $AMD or $NVDA? https://t.co/O5MtGbs0vA
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Who do you think will outperform in 2025: $AMD or $NVDA? https://t.co/O5MtGbs0vA
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InsideArbitrage
The InsideArbitrage Friday Wrap is out!
"U.S Steel Stays Local"
👉Full Article link in the final tweet.
🧵1/10 https://t.co/HsWcSYT3Zr
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The InsideArbitrage Friday Wrap is out!
"U.S Steel Stays Local"
👉Full Article link in the final tweet.
🧵1/10 https://t.co/HsWcSYT3Zr
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 🧬 Thermo Fisher $TMO
$TMO is a dominant & diversified life sciences company. Its leadership in research, diagnostics, & analytics positions it for long-term success. As biotech drives the next wave of trillion-dollar co’s, $TMO is poised to benefit.
Attractive <$530💵 https://t.co/idika9w1uj
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RT @DimitryNakhla: 🧬 Thermo Fisher $TMO
$TMO is a dominant & diversified life sciences company. Its leadership in research, diagnostics, & analytics positions it for long-term success. As biotech drives the next wave of trillion-dollar co’s, $TMO is poised to benefit.
Attractive <$530💵 https://t.co/idika9w1uj
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AkhenOsiris
Gotta love it, Saccs was negative/neutral on Apple for years and arguing multiple was too high. Now he has developed a framework where the multiple should be 32x! 😂
All his raised points, are they worthy of the multiple increasing by 50%?
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Gotta love it, Saccs was negative/neutral on Apple for years and arguing multiple was too high. Now he has developed a framework where the multiple should be 32x! 😂
All his raised points, are they worthy of the multiple increasing by 50%?
Bernstein Raises PT on $AAPL to $260 from $240
Analyst comments: "We view Apple as a quality compounder, with mid-single-digit revenue growth, improving margins, disciplined capital returns, and double-digit EPS growth. AAPL’s strength is that it is increasingly a platform company—2.3B+ devices and nearly 1 billion unique, demographically attractive users.
That said, Apple’s valuation is at peak relative levels, the stock has a distinct seasonal trading pattern, and the iPhone 16 cycle is tepid and could disappoint—we would look to add to positions at $220 or below and/or in the February to April time frame. A full base for the stock would be $9 in EPS in FY26 at a 32x-33x multiple, or $290+/share."
Analyst: Toni Sacconaghi - Wall St Enginetweet
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Stock Analysis Compilation
Madison funds on Honeywell $HON US
Thesis: Honeywell's innovation in recurring revenue streams and industrial automation positions it as a resilient growth and dividend powerhouse
(Extract from their Q3 letter) https://t.co/JXwIC0tJnz
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Madison funds on Honeywell $HON US
Thesis: Honeywell's innovation in recurring revenue streams and industrial automation positions it as a resilient growth and dividend powerhouse
(Extract from their Q3 letter) https://t.co/JXwIC0tJnz
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Dimitry Nakhla | Babylon Capital®
$MELI traded below my target accumulation price of $1,700 for less than 48 hours 🎯 https://t.co/QUeCkbQz0z
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$MELI traded below my target accumulation price of $1,700 for less than 48 hours 🎯 https://t.co/QUeCkbQz0z
$MELI 😏 https://t.co/EaG2u1LviP tweet
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Stock Analysis Compilation
Newbridge AM on Monolithic Power Systems $MPWR US
Thesis: Monolithic Power Systems leverages AI-driven demand for cutting-edge power solutions—find out why its innovation fuels sustainable growth
(Extract from their Q3 letter) https://t.co/Bv23q68gP9
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Newbridge AM on Monolithic Power Systems $MPWR US
Thesis: Monolithic Power Systems leverages AI-driven demand for cutting-edge power solutions—find out why its innovation fuels sustainable growth
(Extract from their Q3 letter) https://t.co/Bv23q68gP9
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InsideArbitrage
RT @U_S_Steel: Statement from David B. Burritt, President and CEO, on Today’s Order by President Biden.
https://t.co/85iuRNiCAM https://t.co/h6rbOgiitW
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RT @U_S_Steel: Statement from David B. Burritt, President and CEO, on Today’s Order by President Biden.
https://t.co/85iuRNiCAM https://t.co/h6rbOgiitW
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InsideArbitrage
Getty Images $GETY Explores Merger With Rival Shutterstock $SSTK - Bloomberg
📸Getty has been weighing how to structure a deal that would bring together two of the biggest providers of licensed visual content in the U.S.
📸In April 2023, activist investor Trillium Capital urged Getty Images to explore strategic alternatives, including a potential sale. While there were reports of a $10-per-share cash offer from Trillium, the activist investor denied these rumors, stating that no formal offer had been made for Getty.
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Getty Images $GETY Explores Merger With Rival Shutterstock $SSTK - Bloomberg
📸Getty has been weighing how to structure a deal that would bring together two of the biggest providers of licensed visual content in the U.S.
📸In April 2023, activist investor Trillium Capital urged Getty Images to explore strategic alternatives, including a potential sale. While there were reports of a $10-per-share cash offer from Trillium, the activist investor denied these rumors, stating that no formal offer had been made for Getty.
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