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Quiver Quantitative
Nancy Pelosi disclosed a sale of $7.9M of Apple stock yesterday.
The stock has now fallen 11% since her sale.
Look at this screenshot from Quiver: https://t.co/2WzXJe2Hc1
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Nancy Pelosi disclosed a sale of $7.9M of Apple stock yesterday.
The stock has now fallen 11% since her sale.
Look at this screenshot from Quiver: https://t.co/2WzXJe2Hc1
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Quiver Quantitative
RT @QuiverCongress: The Government just launched a DOGE website: https://t.co/kjkWxEWpLH
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RT @QuiverCongress: The Government just launched a DOGE website: https://t.co/kjkWxEWpLH
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Quiver Quantitative
The US Debt Clock has added a DOGE Clock.
It appears to track how much the national debt has increased since Trump's inauguration. https://t.co/DWUND1XJmT
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The US Debt Clock has added a DOGE Clock.
It appears to track how much the national debt has increased since Trump's inauguration. https://t.co/DWUND1XJmT
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Stock Analysis Compilation
Montaka on MongoDB $MDB US
Thesis: MDB is poised for potential growth as AI applications increasingly demand flexible database solutions for unstructured data, despite current market challenges.
(Extract from their Q4 letter) https://t.co/OuIxfGPm8m
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Montaka on MongoDB $MDB US
Thesis: MDB is poised for potential growth as AI applications increasingly demand flexible database solutions for unstructured data, despite current market challenges.
(Extract from their Q4 letter) https://t.co/OuIxfGPm8m
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Quiver Quantitative
JUST IN: The defense contractor Huntington Ingalls, $HII, just disclosed $1.1M of new lobbying https://t.co/buvwKPIzan
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JUST IN: The defense contractor Huntington Ingalls, $HII, just disclosed $1.1M of new lobbying https://t.co/buvwKPIzan
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Dimitry Nakhla | Babylon Capital®
4 Signs a Company’s Quality may be Declining‼️
1. Unexplained pressure on margins
2. Poor growth execution
3. Discussions of competitive pressures
4. Increasing debt coupled with declining FCF
A few examples: $WBA $INTC $BDX $HRL $BF.B $DEO $MDT
Share some more below 👇🏽
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4 Signs a Company’s Quality may be Declining‼️
1. Unexplained pressure on margins
2. Poor growth execution
3. Discussions of competitive pressures
4. Increasing debt coupled with declining FCF
A few examples: $WBA $INTC $BDX $HRL $BF.B $DEO $MDT
Share some more below 👇🏽
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Quiver Quantitative
Redwire stock, $RDW, has now risen about 725% since we posted this report.
They just received another $45M contract for space-based defense last month.
We're planning on posting our future reports on X. Turn on post notifications to see them ASAP. https://t.co/8JTUoOoVCY
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Redwire stock, $RDW, has now risen about 725% since we posted this report.
They just received another $45M contract for space-based defense last month.
We're planning on posting our future reports on X. Turn on post notifications to see them ASAP. https://t.co/8JTUoOoVCY
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Stock Analysis Compilation
Black Bear value partners on Flagstar Financial $FLG US
Thesis: Flagstar Financial is a well-capitalized regional bank undergoing a successful turnaround under CEO Joseph Otting, with compelling valuation potential and minimal downside risk.
(Extract from their Q4 letter) https://t.co/AoTbkqzqkH
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Black Bear value partners on Flagstar Financial $FLG US
Thesis: Flagstar Financial is a well-capitalized regional bank undergoing a successful turnaround under CEO Joseph Otting, with compelling valuation potential and minimal downside risk.
(Extract from their Q4 letter) https://t.co/AoTbkqzqkH
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App Economy Insights
$NFLX Netflix Q4 FY24:
• Members +19M Q/Q to 302M.
• Revenue +16% Y/Y to $10.2B ($140M beat).
• Operating margin 22% (+5pp Y/Y).
• EPS $4.27 ($0.07 beat).
FY25 Guidance:
• Revenue ~$44B ($0.5B raise).
• Operating margin 29% (1pp raise). https://t.co/BIbJv06idO
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$NFLX Netflix Q4 FY24:
• Members +19M Q/Q to 302M.
• Revenue +16% Y/Y to $10.2B ($140M beat).
• Operating margin 22% (+5pp Y/Y).
• EPS $4.27 ($0.07 beat).
FY25 Guidance:
• Revenue ~$44B ($0.5B raise).
• Operating margin 29% (1pp raise). https://t.co/BIbJv06idO
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Dimitry Nakhla | Babylon Capital®
Put simply, if you earned $100,000 in 2020, your salary would need to be around $134,000 today just to maintain the same standard of living 📊
Anything less, and you’ve taken a pay cut 📉
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Put simply, if you earned $100,000 in 2020, your salary would need to be around $134,000 today just to maintain the same standard of living 📊
Anything less, and you’ve taken a pay cut 📉
You have now lost 26% of your purchasing power since 2020 https://t.co/xjrkWxVW0v tweet