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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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Dimitry Nakhla | Babylon Capital®
Fair Isaac $FICO Reports a Mixed Q1 🆗
❌Rev: $439.9M vs $452.2M (est) | +15% YoY
✅EPS: $6.14 vs $6.07 (est) | +28% YoY
Annual Recurring Revenue (ARR) for Software segment for full year 2024 was $729.3M, a +6% YoY increase https://t.co/2VyV2gFc0C
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Fair Isaac $FICO Reports a Mixed Q1 🆗
❌Rev: $439.9M vs $452.2M (est) | +15% YoY
✅EPS: $6.14 vs $6.07 (est) | +28% YoY
Annual Recurring Revenue (ARR) for Software segment for full year 2024 was $729.3M, a +6% YoY increase https://t.co/2VyV2gFc0C
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App Economy Insights
$AMD AMD Q4 FY24:
• Revenue +24% Y/Y to $7.7B ($170M beat).
• Gross margin 51% (+3pp Y/Y).
• Operating margin 11% (+6pp Y/Y).
• Non-GAAP EPS $1.09 (in-line).
• Q1 rev. guidance ~$7.1B ($0.1B beat).
Dr. Lisa Su: "Looking into 2025, we see clear opportunities for continued growth based on the strength of our product portfolio and growing demand for high-performance and adaptive computing."
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$AMD AMD Q4 FY24:
• Revenue +24% Y/Y to $7.7B ($170M beat).
• Gross margin 51% (+3pp Y/Y).
• Operating margin 11% (+6pp Y/Y).
• Non-GAAP EPS $1.09 (in-line).
• Q1 rev. guidance ~$7.1B ($0.1B beat).
Dr. Lisa Su: "Looking into 2025, we see clear opportunities for continued growth based on the strength of our product portfolio and growing demand for high-performance and adaptive computing."
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