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Stock Analysis Compilation
Alluvial Capital on Net Lease Office Properties $NLOP US
Thesis: Alluvial Fund's largest holding is Net Lease Office Properties, which is effectively liquidating its assets and significantly reducing debt, positioning itself for potential shareholder distributions despite challenges in the office market.
(Extract from their Q4 letter)
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Alluvial Capital on Net Lease Office Properties $NLOP US
Thesis: Alluvial Fund's largest holding is Net Lease Office Properties, which is effectively liquidating its assets and significantly reducing debt, positioning itself for potential shareholder distributions despite challenges in the office market.
(Extract from their Q4 letter)
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AkhenOsiris
AI is working
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AI is working
US JOLTS JOB OPENINGS ACTUAL 7.6M (FORECAST 8M, PREVIOUS 8.098M) - *Walter Bloombergtweet
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Quiver Quantitative
RT @QuiverCongress: Senator James Lankford has introduced a bill to prohibit discrimination based on political affiliation in granting disaster aid.
Do you support this?
Poll below. https://t.co/xneIKmllXI
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RT @QuiverCongress: Senator James Lankford has introduced a bill to prohibit discrimination based on political affiliation in granting disaster aid.
Do you support this?
Poll below. https://t.co/xneIKmllXI
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Stock Analysis Compilation
Greystone Capital Management on Innovative Food Holdings (IVFH) $IVFH US
Thesis: Innovative Food Holdings (IVFH) is poised for sustained profitability and growth in specialty food distribution following strategic asset divestitures, cost reductions, and new retail partnerships, culminating in ambitious revenue and EBITDA margin goals.
(Extract from their Q4 letter)
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Greystone Capital Management on Innovative Food Holdings (IVFH) $IVFH US
Thesis: Innovative Food Holdings (IVFH) is poised for sustained profitability and growth in specialty food distribution following strategic asset divestitures, cost reductions, and new retail partnerships, culminating in ambitious revenue and EBITDA margin goals.
(Extract from their Q4 letter)
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Quiver Quantitative
RT @QuiverCongress: Lauren Boebert has proposed a bill that would classify fentanyl as a weapon of mass destruction.
Do you support this?
Poll below. https://t.co/ugEclNyp31
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RT @QuiverCongress: Lauren Boebert has proposed a bill that would classify fentanyl as a weapon of mass destruction.
Do you support this?
Poll below. https://t.co/ugEclNyp31
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Dimitry Nakhla | Babylon Capital®
Alphabet $GOOG Reports a Good Q3 🎯
❌ Revenue: $96.47B vs $96.67B (est)
✅ Adjusted EPS: $2.15 vs $2.13 (est)
GOOGLE CLOUD ☁️ +30.05% YoY
$GOOGL https://t.co/Z63rGmXDwf
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Alphabet $GOOG Reports a Good Q3 🎯
❌ Revenue: $96.47B vs $96.67B (est)
✅ Adjusted EPS: $2.15 vs $2.13 (est)
GOOGLE CLOUD ☁️ +30.05% YoY
$GOOGL https://t.co/Z63rGmXDwf
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App Economy Insights
$GOOG Alphabet Q4 FY24:
• Revenue +12% Y/Y to $96.5B ($0.2B miss).
• Operating margin 32% (+5pp Y/Y).
• EPS $2.15 ($0.02 beat).
☁️ Google Cloud:
• Revenue +30% Y/Y to $12.0B.
• Operating margin 18% (+8pp Y/Y).
▶️ YouTube ads +14% to $10.5B. https://t.co/pGwnKUnIN9
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$GOOG Alphabet Q4 FY24:
• Revenue +12% Y/Y to $96.5B ($0.2B miss).
• Operating margin 32% (+5pp Y/Y).
• EPS $2.15 ($0.02 beat).
☁️ Google Cloud:
• Revenue +30% Y/Y to $12.0B.
• Operating margin 18% (+8pp Y/Y).
▶️ YouTube ads +14% to $10.5B. https://t.co/pGwnKUnIN9
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