Offshore
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Stock Analysis Compilation
Bell AM on Nvidia $NVDA US
Thesis: NVIDIA is a strong investment opportunity despite recent setbacks, supported by confident growth prospects in AI infrastructure and conservative consensus estimates on GPU demand.
(Extract from their September letter) https://t.co/c8udq0ubiX
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Bell AM on Nvidia $NVDA US
Thesis: NVIDIA is a strong investment opportunity despite recent setbacks, supported by confident growth prospects in AI infrastructure and conservative consensus estimates on GPU demand.
(Extract from their September letter) https://t.co/c8udq0ubiX
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Offshore
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App Economy Insights
RT @EconomyApp: 📈 How to Analyze a Stock
6 questions to ask before you click “buy” 👇
https://t.co/HroFFEvo9F
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RT @EconomyApp: 📈 How to Analyze a Stock
6 questions to ask before you click “buy” 👇
https://t.co/HroFFEvo9F
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Offshore
Video
Value Spotlight (Andrew Sather)
ROIC vs WACC (Tutorial): Donuts Gone Stale.
Stay away from this value trap. One of the 18 Most Dangerous Small Caps on @NewConstructs platform for Dec 24. S/O to @finchat_io for their always quick and beautiful charts. https://t.co/9YTJYf4AN2
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ROIC vs WACC (Tutorial): Donuts Gone Stale.
Stay away from this value trap. One of the 18 Most Dangerous Small Caps on @NewConstructs platform for Dec 24. S/O to @finchat_io for their always quick and beautiful charts. https://t.co/9YTJYf4AN2
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Offshore
Photo
Stock Analysis Compilation
Baron Opportunity Fund on Tesla $TSLA US
Thesis: Tesla is leveraging its extensive data, advanced computational power, and significant investments in AI to lead in autonomous driving and humanoid robotics markets.
(Extract from their Q3 letter) https://t.co/NdDN3aAwwd
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Baron Opportunity Fund on Tesla $TSLA US
Thesis: Tesla is leveraging its extensive data, advanced computational power, and significant investments in AI to lead in autonomous driving and humanoid robotics markets.
(Extract from their Q3 letter) https://t.co/NdDN3aAwwd
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Offshore
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Dimitry Nakhla | Babylon Capital®
Can’t wait to start reading these two books, feel like a kid on Christmas Morning🎁 https://t.co/5la1fSAKLu
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Can’t wait to start reading these two books, feel like a kid on Christmas Morning🎁 https://t.co/5la1fSAKLu
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Offshore
Photo
Stock Analysis Compilation
Polen Capital on Booz Allen Hamilton $BAH US
Thesis: Booz Allen Hamilton is a trusted management and consulting firm for U.S. government clients, expected to deliver low-teens earnings growth and mid-teens returns through its strategic services and recent price weakness.
(Extract from their Q3 letter)
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Polen Capital on Booz Allen Hamilton $BAH US
Thesis: Booz Allen Hamilton is a trusted management and consulting firm for U.S. government clients, expected to deliver low-teens earnings growth and mid-teens returns through its strategic services and recent price weakness.
(Extract from their Q3 letter)
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Offshore
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Quiver Quantitative
BREAKING: Just caught a penny stock purchase from Representative Laurel Lee.
Her spouse bought stock in a company called TuHURA Bio, $HURA, on November 25th.
It rose 87% in the four days following the trade.
Seeing what I can find on this - follow here for updates. https://t.co/WxnBQVW1Rx
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BREAKING: Just caught a penny stock purchase from Representative Laurel Lee.
Her spouse bought stock in a company called TuHURA Bio, $HURA, on November 25th.
It rose 87% in the four days following the trade.
Seeing what I can find on this - follow here for updates. https://t.co/WxnBQVW1Rx
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Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Why "Expensive" Stocks Can Be a Bargain: A Tale of ROIC and EPS Growth 💸
I asked Grok to show why stocks that seem pricey may be great investments if their Returns on Invested Capital (ROIC) and EPS growth rates justify their premium
Here’s how Grok explained it 👇🏽 https://t.co/tJEWuXl7bt
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Why "Expensive" Stocks Can Be a Bargain: A Tale of ROIC and EPS Growth 💸
I asked Grok to show why stocks that seem pricey may be great investments if their Returns on Invested Capital (ROIC) and EPS growth rates justify their premium
Here’s how Grok explained it 👇🏽 https://t.co/tJEWuXl7bt
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InsideArbitrage
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🚂 $GBX Greenbrier Reports Strong First Quarter Results; Renews $100 million share repurchase authorization (~5% of current market cap)
Q1 Highlights:
💵 Net earnings: $55M ($1.72/share) on $876M revenue
📈 EBITDA: $145M (16.6% of revenue)
🚛 Lease fleet growth: +1,200 units to 16,700; utilization ~99%
🚂 New railcar orders: 3,800 units worth $520M; backlog: 23,400 units ($3.0B)
💰 Dividend declared: $0.30/share, payable Feb 19, 2025 (43rd consecutive)
🔄 Share repurchase: $100M authorization extended to Jan 2027
CEO: “Greenbrier achieved impressive results in the first quarter of fiscal 2025, delivering exceptional bottom-line performance and ROIC within our long-term range. The ongoing expansion of the lease fleet and the resulting recurring revenue is very encouraging. Our strong aggregate gross margin for the quarter was driven by a product mix weighted to more profitable railcar types and continued optimization in our manufacturing processes and capacity. We continue to streamline our business with the combination of our Manufacturing and Maintenance Services segments into one reportable segment, part of a strategic organizational alignment that commenced one year ago.”
https://t.co/mftI470QZS
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.
🚂 $GBX Greenbrier Reports Strong First Quarter Results; Renews $100 million share repurchase authorization (~5% of current market cap)
Q1 Highlights:
💵 Net earnings: $55M ($1.72/share) on $876M revenue
📈 EBITDA: $145M (16.6% of revenue)
🚛 Lease fleet growth: +1,200 units to 16,700; utilization ~99%
🚂 New railcar orders: 3,800 units worth $520M; backlog: 23,400 units ($3.0B)
💰 Dividend declared: $0.30/share, payable Feb 19, 2025 (43rd consecutive)
🔄 Share repurchase: $100M authorization extended to Jan 2027
CEO: “Greenbrier achieved impressive results in the first quarter of fiscal 2025, delivering exceptional bottom-line performance and ROIC within our long-term range. The ongoing expansion of the lease fleet and the resulting recurring revenue is very encouraging. Our strong aggregate gross margin for the quarter was driven by a product mix weighted to more profitable railcar types and continued optimization in our manufacturing processes and capacity. We continue to streamline our business with the combination of our Manufacturing and Maintenance Services segments into one reportable segment, part of a strategic organizational alignment that commenced one year ago.”
https://t.co/mftI470QZS
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