⁠Stock Analysis Compilation
Ennismore European Smaller Companies Fund on Costain Group Plc $COST LN

Thesis: Costain Group Plc is a UK engineering and construction company focused on infrastructure, particularly in transportation and natural resources, with strong growth potential driven by increased capex in the water sector and carbon capture projects, targeting over 5% operating margin and a projected upside of over 45% by the end of 2025.

(Extract from their Q4 letter)
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⁠Mads
the market would've been up if Jensen dropped this line:

@45WallSt "I am a forward-looking statement."

— Steve Jobs (Pixar '00 Q2 earnings call) - Turtle Bay
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⁠Dimitry Nakhla | Babylon Capital®
Visa $V & Mastercard $MA doing their thing

Businesses that support investor confidence during periods of EXTREME FEAR are 💎

Also, hard to believe we are truly in “extreme fear” considering we haven’t even had a correction yet

For those calling this a “crash” — this is nothing https://t.co/42nJwIlszT
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⁠Mads
a lot of you aren't geographically diversified and it shows
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⁠Quiver Quantitative
Trump's meme coin has now fallen 83% from its all-time high last month.

Melania Trump's meme coin has fallen 93%.

We have not seen any members of Congress buy either one yet - we'll keep you posted.
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⁠Mads
$TMDX +15% https://t.co/PhvHsNmxLc

TMDX is 25% of The Juice's "core holdings"
Earnings are tonight, and he's going to hedge it perfectly
https://t.co/vFxvKngiuQ - Mads
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⁠Mads
TOTAL RETAIL MONKEY DEATH

$RKLB Rocket Lab misses on eps, beats on rev. Down 13.7% AH and close to half of where it was ... January 24th. https://t.co/1IBsCXSQnB - North Bluff Capital
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⁠Mads
tech investors today https://t.co/Jd8bEqRDSQ
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⁠Mads
there's this new model called search by google
queries are free, it has no latency and it can do 99% of tasks you actually need
it even has monetization figured out and everything https://t.co/hcA4Nr578C
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⁠Mads
$NVDA -8.5% and the universe is collapsing https://t.co/e7giDwKuUL

a company designing graphics cards will decide the fate of the universe today https://t.co/nbdSlxq4Q2 - Mads
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