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Stock Analysis Compilation
Conestoga on Paylocity Holding Corp. $PCTY US
Thesis: Paylocity Holding Corp. (PCTY) is a leading cloud HCM software provider with strong recurring revenue growth and long-term potential driven by strategic acquisitions and AI-enhanced workflows.
(Extract from their Q4 letter) https://t.co/kZN3Ig2IcQ
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Conestoga on Paylocity Holding Corp. $PCTY US
Thesis: Paylocity Holding Corp. (PCTY) is a leading cloud HCM software provider with strong recurring revenue growth and long-term potential driven by strategic acquisitions and AI-enhanced workflows.
(Extract from their Q4 letter) https://t.co/kZN3Ig2IcQ
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Finding Compounders
The outcome of James O'Shaughnessy’s research .
“Perhaps the most compelling strategy for delivering attractive long term returns came from value investing.” https://t.co/mjgkaq11fS
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The outcome of James O'Shaughnessy’s research .
“Perhaps the most compelling strategy for delivering attractive long term returns came from value investing.” https://t.co/mjgkaq11fS
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The Kobeissi Letter
BREAKING: Nvidia stock, $NVDA, officially turns green on the day after falling more than -20% in 10 trading days. https://t.co/vgWg3TxazL
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BREAKING: Nvidia stock, $NVDA, officially turns green on the day after falling more than -20% in 10 trading days. https://t.co/vgWg3TxazL
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Dimitry Nakhla | Babylon Capital®
Warren Buffett famously said:
“Be FEARFUL when others are greedy, and be GREEDY when others are fearful”
Here are 10 high-quality stocks trading near their LOWEST valuation MULTIPLE in the past 5 YEARS 🧵 https://t.co/dJPulp05OO
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Warren Buffett famously said:
“Be FEARFUL when others are greedy, and be GREEDY when others are fearful”
Here are 10 high-quality stocks trading near their LOWEST valuation MULTIPLE in the past 5 YEARS 🧵 https://t.co/dJPulp05OO
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The Kobeissi Letter
BREAKING: Odds of a US recession in 2025 have surged to 43% as the trade war escalates.
This marks the highest chance of a recession since November 17th, per @Kalshi. https://t.co/82jxzPS5dk
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BREAKING: Odds of a US recession in 2025 have surged to 43% as the trade war escalates.
This marks the highest chance of a recession since November 17th, per @Kalshi. https://t.co/82jxzPS5dk
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App Economy Insights
🎬 Streaming Subs Leaderboard
Q4 2024 gains:
• Netflix: +19M → 302M. $NFLX
• Disney+: Flat → 125M. $DIS
• Max: +6M → 117M. $WBD
• Paramount+: +6M → 78M. $PARA
• Hulu: +2M → 54M. $DIS
• Peacock: Flat → 36M. $CMCSA
The battle below Netflix is heating up. 👀 https://t.co/8y9rXzxVRW
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🎬 Streaming Subs Leaderboard
Q4 2024 gains:
• Netflix: +19M → 302M. $NFLX
• Disney+: Flat → 125M. $DIS
• Max: +6M → 117M. $WBD
• Paramount+: +6M → 78M. $PARA
• Hulu: +2M → 54M. $DIS
• Peacock: Flat → 36M. $CMCSA
The battle below Netflix is heating up. 👀 https://t.co/8y9rXzxVRW
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The Kobeissi Letter
BREAKING: President Trump says that when Canada places tariffs on the US, he will "immediately increase" US tariffs by a like amount. https://t.co/4VA5cUgYP3
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BREAKING: President Trump says that when Canada places tariffs on the US, he will "immediately increase" US tariffs by a like amount. https://t.co/4VA5cUgYP3
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