Offshore
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Gainify
2Q’25 EARNINGS SEASON DELIVERING!
Nearly all of the S&P 500 is in, and the numbers speak loud:
→ Revenue: 391 beats / 99 misses (80% beat, +2.2% avg surprise)
→ EPS: 407 beats / 83 misses (83% beat, +10.1% avg surprise)
Solid results? https://t.co/YcPV2sFo0h
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2Q’25 EARNINGS SEASON DELIVERING!
Nearly all of the S&P 500 is in, and the numbers speak loud:
→ Revenue: 391 beats / 99 misses (80% beat, +2.2% avg surprise)
→ EPS: 407 beats / 83 misses (83% beat, +10.1% avg surprise)
Solid results? https://t.co/YcPV2sFo0h
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Offshore
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Dimitry Nakhla | Babylon Capital®
Fair Isaac $FICO Stock in 4 Charts 📊
1. Last 5 years $FICO revenue rose +49% ($634M) while cost of sales DECREASED -2.5% ($9M)
2. A -24% decrease in shares outstanding & +26% CAGR in basic EPS
3. FCF Margins nearly tripled since 2015
4. Steady increase in ROCE https://t.co/Yfxg7YjgOR
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Fair Isaac $FICO Stock in 4 Charts 📊
1. Last 5 years $FICO revenue rose +49% ($634M) while cost of sales DECREASED -2.5% ($9M)
2. A -24% decrease in shares outstanding & +26% CAGR in basic EPS
3. FCF Margins nearly tripled since 2015
4. Steady increase in ROCE https://t.co/Yfxg7YjgOR
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Offshore
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AlexandrIA
Tech can preserve the music of the past, but only flesh knows the sound of absence 🖤
Good Weekend! 🎶
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Tech can preserve the music of the past, but only flesh knows the sound of absence 🖤
Good Weekend! 🎶
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Evan
ALIBABA $BABA CREATES AI CHIP TO HELP CHINA 🇨🇳 FILL NVIDIA VOID
Industry insiders say China remains far from being able to make chips that can rival the most advanced American products. Still, companies are coming up with substitutes for Nvidia’s H20 chip, the most powerful AI processor it is allowed to sell in China
(Source WSJ)
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ALIBABA $BABA CREATES AI CHIP TO HELP CHINA 🇨🇳 FILL NVIDIA VOID
Industry insiders say China remains far from being able to make chips that can rival the most advanced American products. Still, companies are coming up with substitutes for Nvidia’s H20 chip, the most powerful AI processor it is allowed to sell in China
(Source WSJ)
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Dalius - Special Sits
Nice thread, with interesting follows👇
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Nice thread, with interesting follows👇
There are so many people on this platform creating and sharing great content.
I am starting a thread to highlight those who are doing great work in equity research and investing. Will keep adding to it over time.
I also appreciate any suggestions as to who should be on here - Clark Square Capitaltweet
X (formerly Twitter)
Clark Square Capital (@ClarkSquareCap) on X
There are so many people on this platform creating and sharing great content.
I am starting a thread to highlight those who are doing great work in equity research and investing. Will keep adding to it over time.
I also appreciate any suggestions as to…
I am starting a thread to highlight those who are doing great work in equity research and investing. Will keep adding to it over time.
I also appreciate any suggestions as to…