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If you want to create a strong lower back, read this:

$ZS Nth to complain about when alot of Saas tech co are trimming guidance but ZS is upgrading guidance with improving margins 👍🔥

businessinsider.com/priced-out-aft…

$SHOP - beat and raise on top and bottom line. 3 things that stood out from the call: 1. # of merchants was the largest driver of the beat. MRR was up 25%; Shopify + contributed 31% to MRR 2. Marketing spend - Investors were worried about increased performance marketing

$BN Not too late to realise this is a undervalued gem goderichsignalstar.com/investing/bill…

SG pride 🇸🇬🇸🇬🇸🇬

10 Business Battles Super Thread!🥊🧵 A side-by-side comparison of iconic duos, sector leaders, and lifelong rivals. Who’s your favorite?👇 #1 Visa $V versus Mastercard $MA: A unique duopoly in the digital payments industry 💳

$SQ vs. $ADYEY I got this reaction from a reader on Seeking Alpha In my answer, I focused on: 1. net revenue vs gross revenue 2. operating income comparison 3. P/FCF 4. SBC 5. Owner's earnings Here we go! ➡️ First, $ADYEY reports revenue on a net basis, not gross, like

Nice

Buffett's latest letter is hot off the press and, as usual, is filled with insights into his investment strategy and future outlook. Below are the key takeaways I noted, with quotes from Buffett provided in parentheses: 1. Quality Businesses and Position Sizing When you invest

Warren Buffett: "You've got to be prepared — when you buy a stock — to have it go down 50% or more." "If you can't handle it psychologically, then you really shouldn't own stocks — because you're going to buy and sell them at the wrong time."

Today I share my analysis on Novo Nordisk ~ $NVO with you! The stock has been heavily debated lately and it’s understandable why: it’s rare for a market leader to lose 60% of its market value in just one year! The Big Thread:

$GOOGL

A very good meeting today with China, in Switzerland. Many things discussed, much agreed to. A total reset negotiated in a friendly, but constructive, manner. We want to see, for the good of both China and the U.S., an opening up of China to American business. GREAT PROGRESS

$UNH Insiders are buying...at least a positive sign...

At #GoogleIO, we shared how decades of AI research have now become reality.  From a total reimagining of Search to Agent Mode, Veo 3 and more, Gemini season will be the most exciting era of AI yet.  Some highlights 🧵

Innovation is key. But speed is also equally or even more important to maintain your market share. $GOOGLE

New office ergonomics chair as my birthday gift #hinomi

YouTube ( $42.5 billion ) generates more revenue than Netflix ( $39.2 billion) NFLX trades at P/E 63x , while GOOGL trades at a P/E of 19x One is still a steal right now

$GOOGL ain't dead yet