MoatAlpha Research (@alphamoat) 's Twitter Profile
MoatAlpha Research

@alphamoat

Equity Analyst | CFA® charterholder | Investing in strong moat companies for above-market returns. Top Holdings: $UBER, $HIMS, $NBIS, $MELI, $AMD, $EVO, $ASML

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calendar_today13-01-2024 17:22:11

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Hims & Hers Health sees its shares fall 9.4% in premarket trading following a negative court ruling related to the weight-loss drug shortage. The Texas Northern Court ruled in favor of the FDA and against the Outsourcing Facilities Association (OFA) regarding the regulator's

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UBER Q4'24: For Q1 2025, we anticipate: • Gross Bookings of growth of 17% to 21% YoY on a constant currency basis. • This translates to reported Gross Bookings of $42.0 billion to $43.5 billion as our outlook assumes a roughly 5.5 percentage point currency headwind to total

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As a founder-led company, we have one rare advantage that most companies do not, extreme patients." This is what andrewdudum said during $HIMS Q4'24 earnings call. It was before the stock lost 50% in price. Due to the drawdown, I decided to read the Q4'24 earnings call again

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$DUOL will explode thanks to AI: 1) The content will grow exponentially 2) The costs will go down significantly "The AI investments were – they’re basically coming in – and expenses. They’re basically coming in two parts. We’re definitely investing in AI to automate things

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Elon, please send me within 48 hours what you've done for your company. $TSLA is 50% from ATH and is still traded at ridiculous multiples. In the meantime, $UBER has partnered with several AV companies. European Tesla sales are plummeting. Elon Musk will be also considered as

Elon, please send me within 48 hours what you've done for your company. 

$TSLA is 50% from ATH and is still traded at ridiculous multiples. In the meantime,

$UBER has partnered with several AV companies.

European Tesla sales are plummeting. Elon Musk will be also considered as
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Grab seeks up to $2B loan for possible GoTo takeover Grab is reportedly seeking a bridge loan of up to $2 billion to finance a potential acquisition of GoTo, an Indonesian tech company. According to Bloomberg News, the loan discussions with banks are in preliminary stages and

Grab seeks up to $2B loan for possible GoTo takeover

Grab is reportedly seeking a bridge loan of up to $2 billion to finance a potential acquisition of GoTo, an Indonesian tech company. 

According to Bloomberg News, the loan discussions with banks are in preliminary stages and
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IMPORTANT: If you visit $HIMS' website, you'll see that they're not just offering Zepbound — they're also providing other branded GLP-1s, including Ozempic and Wegovy. This likely indicates that $HIMS is partnering with $NVO as well. 👀 Great news IMO.

IMPORTANT:

If you visit $HIMS' website, you'll see that they're not just offering Zepbound — they're also providing other branded GLP-1s, including Ozempic and Wegovy.

This likely indicates that $HIMS is partnering with $NVO as well. 👀

Great news IMO.
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Goldman Sachs begins coverage of Advanced Micro Devices $AMD with a Neutral rating and sets a price target of $140. Reasoning: AMD has shown strong execution, gaining market share in X86 Server and PC CPUs, with 21.71% revenue growth over the past year, reaching $27.75 billion.

Goldman Sachs begins coverage of Advanced Micro Devices $AMD with a Neutral rating and sets a price target of $140.

Reasoning:
AMD has shown strong execution, gaining market share in X86 Server and PC CPUs, with 21.71% revenue growth over the past year, reaching $27.75 billion.
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Son: Dad, why is my sister’s name Rose? Dad: Because your mother loves roses, son. Son: Oh, okay. Thanks, Dad! Dad: You’re welcome, Arkady Volozh $NBIS.