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โ InsideArbitrage
The InsideArbitrage Friday Wrap is out!

"Spencer Rascoff to Lead Match Group Turnaround "

๐Ÿ‘‰Full Article link in the final tweet.

๐Ÿงต1/10 https://t.co/ZSe8LUE7ZS
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โ Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: Who said big tobacco is dead? Philip Morris $PM just reported 52.9% YoY growth in ZYNs ๐Ÿ“ˆ

โœ…Rev: $9.71B vs $9.44B (est) | +7% YoY

โœ…EPS: $1.55 vs $1.50 (est) | +14% YoY https://t.co/kPYzSnBW0D
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โ Dimitry Nakhla | Babylon Capitalยฎ
RT @skhetpal: 90% of US banks use FICO scores to decide who gets a loan.

That's helped the stock rise over 2,000% in the past 10 years.

Hereโ€™s how FICO built a near-monopoly: https://t.co/f1kTAF5RTn
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โ InsideArbitrage
$AME AMETEK announces ๐Ÿ‘‡๐Ÿ‘‡

๐Ÿ”ธA new $1.25 Billion Share Repurchase Authorization that replaces the prior $1 billion plan (May 2022) of which $590 million remain
๐Ÿ”ธ11% increase in its quarterly cash dividend to $0.31 from $0.28 per share
๐Ÿ”ธAppoints Isabel S. Wells as Vice President, Information Technology and Chief Information Officer
๐Ÿ”ธAppoints William P. Callahan Vice President and General Manager, Aerospace & Defense Division
๐Ÿ”ธ Recent Q4 2024 results - missed both revenue (by $58.16M) and EPS (by $0.17) estimates
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โ Stock Analysis Compilation
Rogue Funds on ASP Isotopes $ASPI US

Thesis: ASP Isotopes is poised for significant market impact with its undervalued medical isotope business, strong margins, and unique production capabilities in Silicon-28.

(Extract from their Q4 letter) https://t.co/k45Zy3OeMM
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โ Dimitry Nakhla | Babylon Capitalยฎ
A crucial investing insight: donโ€™t confuse stock price volatility with fundamental business changes ๐Ÿง˜๐Ÿฝโ€โ™‚๏ธ

As Pulak Prasad eloquently notes in โ€œWhat I Learned About Investing From Darwin,โ€ itโ€™s the fundamentals that ultimately drive long-term success ๐ŸŽฏ https://t.co/Zsz59EfQOM
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โ Dimitry Nakhla | Babylon Capitalยฎ
RT @Chichuel07: @DimitryNakhla Bro we need a subscription plan ๐Ÿ˜‚.

Jokes aside, your account is a gold mine๐Ÿ‘
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