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Yellowbrick Investing
RT @FeatherFund: I love visiting @joinyellowbrick to check the stocks I'm currently researching—in this case, $PYPL and @HatedMoats' deep dive. https://t.co/UfhNT6oSvm
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RT @FeatherFund: I love visiting @joinyellowbrick to check the stocks I'm currently researching—in this case, $PYPL and @HatedMoats' deep dive. https://t.co/UfhNT6oSvm
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Offshore
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Dimitry Nakhla | Babylon Capital®
FTAI Aviation $FTAI builds and leases jet engines—but with a twist
Instead of just renting engines to airlines, it owns, repairs, and rebuilds them through a vertically integrated system of engine modules and aftermarket parts
This lets $FTAI capture profits from both leasing and maintenance—two recurring, high-margin businesses
In short: $FTAI helps airlines keep planes flying while earning “toll-like” cash flows every time an engine needs repair or replacement
$FTAI is a business worth keeping an eye on
$FTAI trades for $182💵 / $18.66B Market Cap
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FTAI Aviation $FTAI builds and leases jet engines—but with a twist
Instead of just renting engines to airlines, it owns, repairs, and rebuilds them through a vertically integrated system of engine modules and aftermarket parts
This lets $FTAI capture profits from both leasing and maintenance—two recurring, high-margin businesses
In short: $FTAI helps airlines keep planes flying while earning “toll-like” cash flows every time an engine needs repair or replacement
$FTAI is a business worth keeping an eye on
$FTAI trades for $182💵 / $18.66B Market Cap
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AkhenOsiris
$SRAD:
Jefferies said recent investor queries around Sportradar reflect “a bearish near-term bias,” with concerns focused on customer exposure and the potential threat from prediction markets. The analysts stressed Sportradar’s operator clients “only do business where online sports betting is legal or not formally illegal,” adding that league oversight and internal audits mitigate risk. It also said prediction markets are “largely irrelevant” to the company’s model because they “don’t offer the sophisticated, real-time bets that require a live data feed.”
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$SRAD:
Jefferies said recent investor queries around Sportradar reflect “a bearish near-term bias,” with concerns focused on customer exposure and the potential threat from prediction markets. The analysts stressed Sportradar’s operator clients “only do business where online sports betting is legal or not formally illegal,” adding that league oversight and internal audits mitigate risk. It also said prediction markets are “largely irrelevant” to the company’s model because they “don’t offer the sophisticated, real-time bets that require a live data feed.”
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AkhenOsiris
$SNOW
On October 26, 2025, an unauthorized Instagram interview with a Inc. executive led to statements about the company’s future results, which investors are advised not to rely on.
Snowflake reaffirms its previously issued revenue guidance for Q3 and the full fiscal year 2026, maintaining its guidance philosophy and standard practices for financial result releases.
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$SNOW
On October 26, 2025, an unauthorized Instagram interview with a Inc. executive led to statements about the company’s future results, which investors are advised not to rely on.
Snowflake reaffirms its previously issued revenue guidance for Q3 and the full fiscal year 2026, maintaining its guidance philosophy and standard practices for financial result releases.
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AkhenOsiris
$SNOW
Unauthorized financial disclosures made by one of its executive officers during an interview posted on Instagram account "theschoolofhardknockz" 😂
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$SNOW
Unauthorized financial disclosures made by one of its executive officers during an interview posted on Instagram account "theschoolofhardknockz" 😂
$SNOW
On October 26, 2025, an unauthorized Instagram interview with a Inc. executive led to statements about the company’s future results, which investors are advised not to rely on.
Snowflake reaffirms its previously issued revenue guidance for Q3 and the full fiscal year 2026, maintaining its guidance philosophy and standard practices for financial result releases. tweet
AkhenOsiris
$FLUT
Stifel lowered the price target on FLUT to $339 (from $356) while maintaining a Buy rating.
The analyst commented, "We rate FLUT Buy. We forecast a compelling multi-year FCF growth algorithm (~56% CAGR 2024-27E) underpinned by secular TAM expansion and FLUT’s unique product/scale flywheel. FY25E Consensus appears reasonable, though we see upside to FY26/27E supported by TAM momentum, regulation-driven consolidation, bottoming headwinds, and top-line synergies. FLUT’s leading positions are not definitively unassailable and rapid M&A and diversification adds execution risk, though scale advantages in OSB/iCasino are powerful — especially as the industry transitions to a more recreational, inelastic user base. Despite T3Y outperformance, valuation remains attractive vs. historical and internet comps with the catalyst path skewed more positive (Consensus upgrades; S&P500 inclusion; state expansion) than negative (tax hikes/regulation), in our view."
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$FLUT
Stifel lowered the price target on FLUT to $339 (from $356) while maintaining a Buy rating.
The analyst commented, "We rate FLUT Buy. We forecast a compelling multi-year FCF growth algorithm (~56% CAGR 2024-27E) underpinned by secular TAM expansion and FLUT’s unique product/scale flywheel. FY25E Consensus appears reasonable, though we see upside to FY26/27E supported by TAM momentum, regulation-driven consolidation, bottoming headwinds, and top-line synergies. FLUT’s leading positions are not definitively unassailable and rapid M&A and diversification adds execution risk, though scale advantages in OSB/iCasino are powerful — especially as the industry transitions to a more recreational, inelastic user base. Despite T3Y outperformance, valuation remains attractive vs. historical and internet comps with the catalyst path skewed more positive (Consensus upgrades; S&P500 inclusion; state expansion) than negative (tax hikes/regulation), in our view."
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Offshore
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Offshore
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Investing visuals
Thank you so much for all the kind messages about the $RBRK deep dive!
One visual didn’t make it into the thread, so here it is: a comparison of $RBRK versus its closest peers, $CVLT and $CRWD. https://t.co/96rNFDroc3
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Thank you so much for all the kind messages about the $RBRK deep dive!
One visual didn’t make it into the thread, so here it is: a comparison of $RBRK versus its closest peers, $CVLT and $CRWD. https://t.co/96rNFDroc3
Presenting you my first deep dive, covering $RBRK:
• Founder led
• Mission-critical
• Growing over 50%
• Named 6x data protection leader
This is the story of a business that evolved from simple backups to an industry-leading cyber resilience platform.
Let’s dive in! (~25 min. read) 🧵👇 tweet
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Investing visuals
$SOFI reports Q3 earnings tomorrow. How membership growth has evolved over time:
• 2020: 1.1M
• 2021: 2.3M
• 2022: 3.9M
• 2023: 5.7M
• 2024: 8.1M
$SOFI now has 11.7M members, a 10x increase in just five years. I’m not a shareholder, but that’s impressive execution👌 https://t.co/jQ8TDXS5wl
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$SOFI reports Q3 earnings tomorrow. How membership growth has evolved over time:
• 2020: 1.1M
• 2021: 2.3M
• 2022: 3.9M
• 2023: 5.7M
• 2024: 8.1M
$SOFI now has 11.7M members, a 10x increase in just five years. I’m not a shareholder, but that’s impressive execution👌 https://t.co/jQ8TDXS5wl
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