AkhenOsiris
$DKNG
Bear Cave short thesis on DKNG due to prediction markets. Not sure straight bets on games where sharps and whales enjoy is a reason to short OSBs that are targeting casual fans who love their in-game parlays (growth area).
If Kalshi and others attack this segment, will be a problem. At this point, OSBs should just dive headfirst into prediction markets for unregulated states
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$DKNG
Bear Cave short thesis on DKNG due to prediction markets. Not sure straight bets on games where sharps and whales enjoy is a reason to short OSBs that are targeting casual fans who love their in-game parlays (growth area).
If Kalshi and others attack this segment, will be a problem. At this point, OSBs should just dive headfirst into prediction markets for unregulated states
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Yellowbrick Investing
Added 53 new stock write-ups to the site (pt final):
@BlokeOak57182 - $GMS.L (pass), $KDNC.L
@ResGloStocks - $0538.HK (update), $6811.HK (overview)
@stocktalkweekly - $IREN (analyst)
@UnlearningCFA - $FPH
@Quality_stocksA - $ORCL (update)
@DuckPond_VR - $WIZZ.L
and more... https://t.co/C0ITgYCwAy
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Added 53 new stock write-ups to the site (pt final):
@BlokeOak57182 - $GMS.L (pass), $KDNC.L
@ResGloStocks - $0538.HK (update), $6811.HK (overview)
@stocktalkweekly - $IREN (analyst)
@UnlearningCFA - $FPH
@Quality_stocksA - $ORCL (update)
@DuckPond_VR - $WIZZ.L
and more... https://t.co/C0ITgYCwAy
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Quiver Quantitative
UPDATE: Nancy Pelosi filed a purchase of Tempus AI call options earlier this year.
$TEM has now risen 176% since the trade. https://t.co/hlzXy2tRCd
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UPDATE: Nancy Pelosi filed a purchase of Tempus AI call options earlier this year.
$TEM has now risen 176% since the trade. https://t.co/hlzXy2tRCd
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Investing visuals
The FinTech market is estimated to grow ~15% annually and reach $309B by 2028, according to McKinsey.
Top 3 high-growth names:
• 1 - $HOOD
• 2 - $COIN
• 3 - $AFRM
Who's your favorite? https://t.co/PyhlPs4kBf
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The FinTech market is estimated to grow ~15% annually and reach $309B by 2028, according to McKinsey.
Top 3 high-growth names:
• 1 - $HOOD
• 2 - $COIN
• 3 - $AFRM
Who's your favorite? https://t.co/PyhlPs4kBf
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 High-Quality Stocks That Reduced Share Count >10% in the Last 10 Years 💵
📊 Moody’s $MCO
•2015: 203.40M
•LTM: 181.28M
•% reduction: 11%
•EPS boost: 12%
🖱️ Google $GOOG $GOOGL
•2015 shares: 13.86B
•LTM shares: 12.31B
•% reduction: 11%
•EPS boost: 12%
👨🏼🎨 Adobe $ADBE
•2015 shares: 507.16M
•LTM shares: 433.38M
•% reduction: 15%
•EPS boost: 18%
💳 Visa $V
•2015 shares: 2.46B
•LTM shares: 1.97B
•% reduction: 20%
•EPS boost: 25%
💸 Mastercard $MA
•2015 shares: 1.14B
•LTM shares: 916.75M
•% reduction: 20%
•EPS boost: 25%
🏦 Fair Isaac $FICO
•2015 shares: 32.61M
•LTM shares: 24.70M
•% reduction: 24%
•EPS boost: 32%
🏢 NVR Inc $NVR
•2015 shares: 4.26B
•LTM shares: 3.20B
•% reduction: 25%
•EPS boost: 33%
🖨️ Lam Research $LRCX
•2015 shares: 1.77B
•LTM shares: 1.29B
•% reduction: 27%
•EPS boost: 37%
🌐 MSCI Inc $MSCI
•2015 shares: 109.93M
•LTM shares: 78.10M
•% reduction: 29%
•EPS boost: 41%
✈️ Booking Holdings $BKNG
•2015 shares: 51.59M
•LTM shares: 33.25M
•% reduction: 35%
•EPS boost: 54%
***EPS BOOST means how much earnings per share increased (assuming 0 growth) solely from share buybacks💰
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𝘼 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠, 𝙖𝙡𝙨𝙤 𝙠𝙣𝙤𝙬𝙣 𝙖𝙨 𝙖 𝙨𝙩𝙤𝙘𝙠 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚, 𝙞𝙨 𝙬𝙝𝙚𝙣 𝙖 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙪𝙨𝙚𝙨 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙛𝙪𝙣𝙙𝙨 𝙩𝙤 𝙗𝙪𝙮 𝙗𝙖𝙘𝙠 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙨𝙝𝙖𝙧𝙚𝙨
𝘽𝙮 𝙙𝙤𝙞𝙣𝙜 𝙩𝙝𝙞𝙨, 𝙩𝙝𝙚 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙧𝙚𝙙𝙪𝙘𝙚𝙨 𝙩𝙝𝙚 𝙩𝙤𝙩𝙖𝙡 𝙣𝙪𝙢𝙗𝙚𝙧 𝙤𝙛 𝙤𝙪𝙩𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙨 𝙖𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚 𝙩𝙤 𝙩𝙝𝙚 𝙥𝙪𝙗𝙡𝙞𝙘, 𝙩𝙝𝙪𝙨 𝙞𝙣𝙘𝙧𝙚𝙖𝙨𝙞𝙣𝙜 𝙮𝙤𝙪𝙧 𝙥𝙚𝙧𝙘𝙚𝙣𝙩𝙖𝙜𝙚 𝙤𝙬𝙣𝙚𝙧𝙨𝙝𝙞𝙥 𝙤𝙛 𝙛𝙪𝙩𝙪𝙧𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙖𝙣𝙙 𝙛𝙧𝙚𝙚-𝙘𝙖𝙨𝙝-𝙛𝙡𝙤𝙬𝙨
𝙔𝙤𝙪 𝙘𝙖𝙣 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙬𝙝𝙮 𝙒𝙖𝙧𝙧𝙚𝙣 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙞𝙨 𝙖 𝙗𝙞𝙜 𝙛𝙖𝙣 𝙤𝙛 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠𝙨.
𝙄𝙣 𝙝𝙞𝙨 2022 𝘼𝙣𝙣𝙪𝙖𝙡 𝙇𝙚𝙩𝙩𝙚𝙧, 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙬𝙧𝙤𝙩𝙚: “𝙏𝙝𝙚 𝙢𝙖𝙩𝙝 𝙞𝙨𝙣’𝙩 𝙘𝙤𝙢𝙥𝙡𝙞𝙘𝙖𝙩𝙚𝙙: 𝙒𝙝𝙚𝙣 𝙩𝙝𝙚 𝙨𝙝𝙖𝙧𝙚 𝙘𝙤𝙪𝙣𝙩 𝙜𝙤𝙚𝙨 𝙙𝙤𝙬𝙣, 𝙮𝙤𝙪𝙧 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 𝙞𝙣 𝙤𝙪𝙧 𝙢𝙖𝙣𝙮 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙜𝙤𝙚𝙨 𝙪𝙥. 𝙀𝙫𝙚𝙧𝙮 𝙨𝙢𝙖𝙡𝙡 𝙗𝙞𝙩 𝙝𝙚𝙡𝙥𝙨 𝙞𝙛 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚𝙨 𝙖𝙧𝙚 𝙢𝙖𝙙𝙚 𝙖𝙩 𝙫𝙖𝙡𝙪𝙚-𝙖𝙘𝙘𝙧𝙚𝙩𝙞𝙫𝙚 𝙥𝙧𝙞𝙘𝙚𝙨”
#stocks #investing
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RT @DimitryNakhla: 10 High-Quality Stocks That Reduced Share Count >10% in the Last 10 Years 💵
📊 Moody’s $MCO
•2015: 203.40M
•LTM: 181.28M
•% reduction: 11%
•EPS boost: 12%
🖱️ Google $GOOG $GOOGL
•2015 shares: 13.86B
•LTM shares: 12.31B
•% reduction: 11%
•EPS boost: 12%
👨🏼🎨 Adobe $ADBE
•2015 shares: 507.16M
•LTM shares: 433.38M
•% reduction: 15%
•EPS boost: 18%
💳 Visa $V
•2015 shares: 2.46B
•LTM shares: 1.97B
•% reduction: 20%
•EPS boost: 25%
💸 Mastercard $MA
•2015 shares: 1.14B
•LTM shares: 916.75M
•% reduction: 20%
•EPS boost: 25%
🏦 Fair Isaac $FICO
•2015 shares: 32.61M
•LTM shares: 24.70M
•% reduction: 24%
•EPS boost: 32%
🏢 NVR Inc $NVR
•2015 shares: 4.26B
•LTM shares: 3.20B
•% reduction: 25%
•EPS boost: 33%
🖨️ Lam Research $LRCX
•2015 shares: 1.77B
•LTM shares: 1.29B
•% reduction: 27%
•EPS boost: 37%
🌐 MSCI Inc $MSCI
•2015 shares: 109.93M
•LTM shares: 78.10M
•% reduction: 29%
•EPS boost: 41%
✈️ Booking Holdings $BKNG
•2015 shares: 51.59M
•LTM shares: 33.25M
•% reduction: 35%
•EPS boost: 54%
***EPS BOOST means how much earnings per share increased (assuming 0 growth) solely from share buybacks💰
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𝘼 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠, 𝙖𝙡𝙨𝙤 𝙠𝙣𝙤𝙬𝙣 𝙖𝙨 𝙖 𝙨𝙩𝙤𝙘𝙠 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚, 𝙞𝙨 𝙬𝙝𝙚𝙣 𝙖 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙪𝙨𝙚𝙨 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙛𝙪𝙣𝙙𝙨 𝙩𝙤 𝙗𝙪𝙮 𝙗𝙖𝙘𝙠 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙨𝙝𝙖𝙧𝙚𝙨
𝘽𝙮 𝙙𝙤𝙞𝙣𝙜 𝙩𝙝𝙞𝙨, 𝙩𝙝𝙚 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙧𝙚𝙙𝙪𝙘𝙚𝙨 𝙩𝙝𝙚 𝙩𝙤𝙩𝙖𝙡 𝙣𝙪𝙢𝙗𝙚𝙧 𝙤𝙛 𝙤𝙪𝙩𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙨 𝙖𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚 𝙩𝙤 𝙩𝙝𝙚 𝙥𝙪𝙗𝙡𝙞𝙘, 𝙩𝙝𝙪𝙨 𝙞𝙣𝙘𝙧𝙚𝙖𝙨𝙞𝙣𝙜 𝙮𝙤𝙪𝙧 𝙥𝙚𝙧𝙘𝙚𝙣𝙩𝙖𝙜𝙚 𝙤𝙬𝙣𝙚𝙧𝙨𝙝𝙞𝙥 𝙤𝙛 𝙛𝙪𝙩𝙪𝙧𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙖𝙣𝙙 𝙛𝙧𝙚𝙚-𝙘𝙖𝙨𝙝-𝙛𝙡𝙤𝙬𝙨
𝙔𝙤𝙪 𝙘𝙖𝙣 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙬𝙝𝙮 𝙒𝙖𝙧𝙧𝙚𝙣 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙞𝙨 𝙖 𝙗𝙞𝙜 𝙛𝙖𝙣 𝙤𝙛 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠𝙨.
𝙄𝙣 𝙝𝙞𝙨 2022 𝘼𝙣𝙣𝙪𝙖𝙡 𝙇𝙚𝙩𝙩𝙚𝙧, 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙬𝙧𝙤𝙩𝙚: “𝙏𝙝𝙚 𝙢𝙖𝙩𝙝 𝙞𝙨𝙣’𝙩 𝙘𝙤𝙢𝙥𝙡𝙞𝙘𝙖𝙩𝙚𝙙: 𝙒𝙝𝙚𝙣 𝙩𝙝𝙚 𝙨𝙝𝙖𝙧𝙚 𝙘𝙤𝙪𝙣𝙩 𝙜𝙤𝙚𝙨 𝙙𝙤𝙬𝙣, 𝙮𝙤𝙪𝙧 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 𝙞𝙣 𝙤𝙪𝙧 𝙢𝙖𝙣𝙮 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙜𝙤𝙚𝙨 𝙪𝙥. 𝙀𝙫𝙚𝙧𝙮 𝙨𝙢𝙖𝙡𝙡 𝙗𝙞𝙩 𝙝𝙚𝙡𝙥𝙨 𝙞𝙛 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚𝙨 𝙖𝙧𝙚 𝙢𝙖𝙙𝙚 𝙖𝙩 𝙫𝙖𝙡𝙪𝙚-𝙖𝙘𝙘𝙧𝙚𝙩𝙞𝙫𝙚 𝙥𝙧𝙞𝙘𝙚𝙨”
#stocks #investing
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App Economy Insights
$FDX FedEx Q1 FY26 (August quarter).
• Revenue +3% Y/Y to $22.2B ($0.6B beat).
• Non-GAAP EPS $3.83 ($0.22 beat).
Fedex Freight spin-off expected by June 2026.
FY26 guidance:
• Revenue +4% to +6% Y/Y.
• Non-GAAP EPS ~$18.1 ($0.3 miss). https://t.co/YHLrWSfro2
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$FDX FedEx Q1 FY26 (August quarter).
• Revenue +3% Y/Y to $22.2B ($0.6B beat).
• Non-GAAP EPS $3.83 ($0.22 beat).
Fedex Freight spin-off expected by June 2026.
FY26 guidance:
• Revenue +4% to +6% Y/Y.
• Non-GAAP EPS ~$18.1 ($0.3 miss). https://t.co/YHLrWSfro2
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Quiver Quantitative
UPDATE: We recently posted a report on a purchase of Amphenol stock by Representative Byron Donalds.
It caught our attention because we'd never seen him trade the stock before.
They released a strong earnings report right after his trade.
$APH has now risen 89% since. https://t.co/Pt8Hpfz1of
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UPDATE: We recently posted a report on a purchase of Amphenol stock by Representative Byron Donalds.
It caught our attention because we'd never seen him trade the stock before.
They released a strong earnings report right after his trade.
$APH has now risen 89% since. https://t.co/Pt8Hpfz1of
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Umesh
What a great initiative empowering creators!
Leonardo AI is offering $10K per creative project to push the boundaries of imagination.
If you have a great idea, you should apply!
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What a great initiative empowering creators!
Leonardo AI is offering $10K per creative project to push the boundaries of imagination.
If you have a great idea, you should apply!
The Leonardo Imagination Fund is here to unlock the infinite potential of creators worldwide.
We’re awarding $50,000 USD across 5 groundbreaking projects that use https://t.co/YMcsdJvgvh to push the boundaries of creativity.
If you can dream it, we want to fund it.
📅Apply by October 17, 2025. Let’s make your vision a reality.
🔗Apply now: https://t.co/xRAlBKaaMK
#LeonardoImaginationFund #MadeByLeo tweet