That 40+ senior analyst who’s relied on hard-coding financials and management access his whole career getting AlphaSense, ChatGPT Enterprise and VisibleAlpha APIs force installed into Excel at work
If anyone still gives a crap about shitco $PUBM on here... $GOOGL got handed a $3.5B fine by EU today and ordered to stop directing traffic to itself. Going to appeal but it's clear everyone agrees they are monopolist assholes. DOJ's proposed US remedies come out today ahead of…
H/T @ClarkSquareCap - YOOX/OutNet shutting down is a massive accelerant to earnings inflection for $LUXE. Kliger doesn’t fuck around! Stock is worth easily north of $20 when the YNAP losses reverse which now looks well ahead of their M&A guide (remember they got paid to take…
H/T @ClarkSquareCap - YOOX/OutNet shutting down is a massive accelerant to earnings inflection for $LUXE. Kliger doesn’t fuck around! Stock is worth easily north of $20 when the YNAP losses reverse which now looks well ahead of their M&A guide (remember they got paid to take… https://t.co/zZhMyd0JIH
Added to Delek US $DK - estimates being raised, $DKL still 80% of NAV and refining shaping up to be a lot tighter than expected due to Ukraine drone attacks and no more Chinese mega-plants - great RBN write-up on this topic: rbnenergy.com/the-dog-days-a…
Added to Delek US $DK - estimates being raised, $DKL still 80% of NAV and refining shaping up to be a lot tighter than expected due to Ukraine drone attacks and no more Chinese mega-plants - great RBN write-up on this topic: rbnenergy.com/the-dog-days-a…
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