Our Views on CoreWeave
CoreWeave's financial statements point to a business model familiar to the authors after a closer review of the AI infrastructure company.
CoreWeave's financial statements point to a business model familiar to the authors after a closer review of the AI infrastructure company.
Here's our newest interview with @GeoffreyBSeiler! Tickers mentioned: $TRUP, $COTY, $ET https://t.co/n29EeO04UE
$LADR CEO: "I learned a long time ago that if you want to be a mezz lender, you better have enough money to take out the senior debt."
$BCS bought back 3.9% of shares in Q3 at an average of 54% of tangible book value("TBV"). Accounted for 22% of volume (excluding ADR volume). Repurchasing shares at a discount to TBV increases TBV from 296 to 301 ex-other Q3 items like earnings and reserves.
I sent out my quarterly letter this morning. I wrote about banks stocks and $AX. If you would like a copy, please DM me your email address.
@JohnHuber72 If Dimon is so bullish on Mexico, he should have $JPM buy BanaMex from $C instead of buying a Mexican ETF for his PA.
$GS counting AUM from the NN Investment Partners acquisition as Net Inflows during Q2 is not a good look.
Since $SYF reported earnings in Jan 2015, the stock is unchanged and has returned 2% annually (due to dividends) vs 9% for the $XLF. It underperformed because the multiple has gone from 12x to 5x. EPS have compounded 11%...
($SYF cont) Shares out declined 42%. They just improved loan loss guidance. They still have too much capital. The stock popped 5% at today's open but finished close to unchanged. At 5x, it seems like an interesting stock if we don't have a consumer-led recession.
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