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Quiver Quantitative
Never forget the time when Senator Tuberville bought shares in a small biotech company that makes implantable human tissues-right before the U.S. Army announced results from testing the technology in Ukraine to treat combat injuries, and shares went up 156%: https://t.co/WJb0X1wjK3
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Never forget the time when Senator Tuberville bought shares in a small biotech company that makes implantable human tissues-right before the U.S. Army announced results from testing the technology in Ukraine to treat combat injuries, and shares went up 156%: https://t.co/WJb0X1wjK3
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Investing visuals
$HIMS Q4 2024 earnings🚨
EPS of $0.11 beating expectations of $0.10
Revenue of $481.1M beating expectations of $470.3M
Stock is down -13% after hours https://t.co/4JQHFgUYVe
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$HIMS Q4 2024 earnings🚨
EPS of $0.11 beating expectations of $0.10
Revenue of $481.1M beating expectations of $470.3M
Stock is down -13% after hours https://t.co/4JQHFgUYVe
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App Economy Insights
$HIMS Hims & Hers Q4 FY24:
• Subs +45% Y/Y to 2.2M.
• Rev. +95% to $481M ($11M beat).
• Adj. EBITDA margin 11% (+3pp Y/Y).
• GAAP EPS $0.11 (in-line).
• FY24 Rev. ex. GLP-1 +43% to $1.2B.
FY25 Outlook
• Rev.~$2.35B ($725M from GLP-1).
• Adj. EBITDA margin 12%-13%. https://t.co/j5m1H4dk5r
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$HIMS Hims & Hers Q4 FY24:
• Subs +45% Y/Y to 2.2M.
• Rev. +95% to $481M ($11M beat).
• Adj. EBITDA margin 11% (+3pp Y/Y).
• GAAP EPS $0.11 (in-line).
• FY24 Rev. ex. GLP-1 +43% to $1.2B.
FY25 Outlook
• Rev.~$2.35B ($725M from GLP-1).
• Adj. EBITDA margin 12%-13%. https://t.co/j5m1H4dk5r
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Stock Analysis Compilation
Artisan International Value Strategy on Koninklijke Philips $PHIA NA
Thesis: Koninklijke Philips is a healthcare conglomerate with a €23 billion market cap and €7 billion in debt, experiencing a 20% share price increase in 2024 due to resolved legal liabilities, with substantial business in personal health and medical devices, and potential for significant growth if new management enhances profitability.
(Extract from their Q4 letter)
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Artisan International Value Strategy on Koninklijke Philips $PHIA NA
Thesis: Koninklijke Philips is a healthcare conglomerate with a €23 billion market cap and €7 billion in debt, experiencing a 20% share price increase in 2024 due to resolved legal liabilities, with substantial business in personal health and medical devices, and potential for significant growth if new management enhances profitability.
(Extract from their Q4 letter)
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Alvin
I am extra excited for the Xiaomi 15 Series mainly because of the 15 Ultra and its new camera system.
I hope they have made some big improvements in the processing algorithm this time.
Dual telephoto solution >>> https://t.co/Wi2y4MlB7Y
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I am extra excited for the Xiaomi 15 Series mainly because of the 15 Ultra and its new camera system.
I hope they have made some big improvements in the processing algorithm this time.
Dual telephoto solution >>> https://t.co/Wi2y4MlB7Y
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Alvin
RT @ShishirShelke1: Which processor does your current smartphone have? 👀
Mine: Snapdragon 8 Elite 🐉 https://t.co/i3niU9Ba1m
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RT @ShishirShelke1: Which processor does your current smartphone have? 👀
Mine: Snapdragon 8 Elite 🐉 https://t.co/i3niU9Ba1m
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Hidden Value Gems
Don’t forget about second-level thinking:
“Since Donald Trump landed in the White House, the benchmark Stoxx Europe 600 index has gained 5.7% compared with S&P 500, which has given back gains and is down 0.2% in the period.”
And I cannot agree more:
“We believe there is currently an extremely attractive opportunity to buy great businesses that trade on non-US exchanges . . . Companies with similar products, end markets, and growth prospects, can trade at vastly different valuations,” he said referring to lower European earnings multiples.
via @FT
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Don’t forget about second-level thinking:
“Since Donald Trump landed in the White House, the benchmark Stoxx Europe 600 index has gained 5.7% compared with S&P 500, which has given back gains and is down 0.2% in the period.”
And I cannot agree more:
“We believe there is currently an extremely attractive opportunity to buy great businesses that trade on non-US exchanges . . . Companies with similar products, end markets, and growth prospects, can trade at vastly different valuations,” he said referring to lower European earnings multiples.
via @FT
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