RT unusual_whales (@unusual_whales)World's most valuable private companies, per MB:1. OpenAI: $500 billion2. SpaceX: $400 billion3. ByteDance: $330 billion4. Anthropic: $183 billion5. xAI: $113 billion6. Databricks: $100 billion7. Stripe: $92 billion8. Revolut: $75 billion9. Shein: $66 billion ...

Group 1 - The investment strategy focuses on companies with strong qualitative attributes, aiming to buy at attractive prices based on fundamentals and hold indefinitely [1] - The portfolio management approach is concentrated, targeting the avoidance of underperformers while maximizing exposure to high-potential winners [1] - Companies may receive a 'Hold' rating if their growth opportunities do not meet the threshold or if the downside risk is deemed too high [1] Group 2 - The analyst has a beneficial long position in GOOG shares, indicating a personal investment interest [2] - The article reflects the author's own opinions and is not influenced by compensation from external sources [2] - There is no business relationship with any company mentioned in the article, ensuring an independent perspective [2]

Wait so you can just buy back supply from early investors at a higher valuation and then do another sale at an even higher valuation?Incredible techzoomer (@zoomerfied):[ ZOOMER ]MEGAETH BUYS BACK 4.75% OF SUPPLY FROM EARLY INVESTORS AS THEY GEAR UP FOR ICO: PRESS RELEASE ...

All right. So, clearly we're seeing some very negative sentiment. Do you think this is all related to some of the credit issues we're seeing here in the US or is there something else putting pressure on the markets.>> Frank, when we got to October, we thought there'd be some sort of event uh a catalyst to to pull have a pullback here. I think we've seen it uh break in the credit market. I think our European analyst is exactly right.We've had great news coming from the banks the last few days. Uh we have, yo ...

Core Insights - ManpowerGroup (NYSE: MAN) is a global leader in workforce solutions, providing staffing and recruitment services across various industries, with operations in North America, Europe, Latin America, and Asia Pacific [1] - The company reported an earnings per share (EPS) of $0.38, which was below the estimated $0.82, primarily due to restructuring costs and non-cash currency translation losses in Argentina [2][6] - Revenue for the company was approximately $4.63 billion, slightly exceeding the estimated $4.62 billion, representing a 2.3% increase from the previous year [3][6] Financial Performance - The adjusted EPS, excluding restructuring costs and currency losses, was $0.83, surpassing the Zacks Consensus Estimate of $0.82 [2] - Net earnings for the quarter were $18 million, a decrease from $22.8 million a year ago [3] - The company's gross profit margin was 16.6%, affected by lower permanent recruitment activity and a shift towards enterprise clients [5] Valuation Metrics - The price-to-sales ratio of 0.09 and enterprise value to sales ratio of 0.17 suggest that the stock may be undervalued relative to its sales [4] - The debt-to-equity ratio of 0.81 indicates moderate debt levels [4] - The enterprise value to operating cash flow ratio is 9.78, reflecting the company's ability to cover its enterprise value with operating cash flow [5] Liquidity Position - The current ratio of 0.99 indicates that the company has nearly enough current assets to cover its liabilities [5]

Performance Metrics - Drift protocol 处理了 70 million 美元的清算，仅有 18 thousand 美元的社会化损失，损失率仅为 0.026% [1] - 保险基金为用户赚取了 600 thousand 美元的保护费用 [1] - Drift 协议的年化费用收入为 56 million 美元，市值 193 million 美元 [1] Competitive Landscape - Hyperliquid 触发了两年来的首次 ADL (Auto Deleveraging 自动减仓) [1] - Hyperliquid 的交易量超过 10 billion 美元 [1] - Drift 和 Hyperliquid 在每 TVL (Total Value Locked 总锁定价值) 美元的收入方面表现相似 [1] - Drift 的估值倍数是 Hyperliquid 的 52 倍 [1]

Core Viewpoint - Roku's stock performance is being closely monitored ahead of its upcoming earnings report, with significant projected increases in both earnings per share and revenue compared to the previous year [2][3]. Financial Performance - Roku's projected earnings per share (EPS) for the upcoming quarter is $0.07, representing a 216.67% increase year-over-year [2]. - The consensus estimate for Roku's revenue is $1.21 billion, indicating a 13.46% rise from the same quarter last year [2]. - For the entire fiscal year, earnings are expected to be $0.14 per share and revenue is projected at $4.66 billion, reflecting increases of 115.73% and 13.24% respectively from the previous year [3]. Analyst Estimates - Recent changes to analyst estimates for Roku indicate a positive outlook on the company's business operations and profit generation capabilities [4]. - The Zacks Consensus EPS estimate has increased by 18.71% over the past month, suggesting growing analyst confidence [6]. Valuation Metrics - Roku currently has a Forward P/E ratio of 709.78, which is significantly higher than the industry average Forward P/E of 30 [6]. - The company has a PEG ratio of 11.62, compared to the Broadcast Radio and Television industry's average PEG ratio of 1.86 [7]. Industry Context - The Broadcast Radio and Television industry, which includes Roku, is part of the Consumer Discretionary sector and holds a Zacks Industry Rank of 84, placing it in the top 35% of over 250 industries [8].

Today is air winning out. It is a good deck for a good day for technology. The TSMC results and guidance provide some confidence in the durability of the AFM.There's no air related slowdown, at least not yet. And air is going to remain a key driver for four markets. And so one of the most read stories today on the Bloomberg terminal and on the website is Ken Griffin, the founder of hedge fund Citadel, saying that Jeff, he is not helping hedge funds beat the market with astonishing returns.We're going to pul ...

Funding & Valuation - Chobani is raising $650 million [1] - The funding values Chobani at $20 billion [1]

Financial Ratios & Analysis - Financial ratios standardize metrics from financial statements to assess business quality and compare company performance to its history and competitors [1][2] - Four key components of a business to focus on are financial strength, profitability, growth, and value [2][3] Financial Strength - Assessing financial strength involves examining debt management through leverage ratios and liquidity levels using ratios like quick or current ratio [4][5] - Guru Focus's stock summary page provides financial strength metrics for comparison against company history and industry competitors [5] Profitability - Profitability is assessed through margins (gross, operating, and net) and returns (return on assets, return on equity, and return on invested capital) [5][6][7] - Guru Focus's stock summary page provides profitability metrics [7] Growth & Valuation - Growth is evaluated by looking at historical and projected future growth rates [7][8] - Valuation involves comparing stock price to underlying business aspects using tools like price-to-earnings, price-to-sales, and price-to-book ratios, as well as GF Value [8][9] Investment Considerations - Investors should understand the difference between an underpriced stock and a stock that's cheap for a good reason [10]