🌅 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗕𝗿𝗶𝗲𝗳 | 𝗔𝘂𝗴𝘂𝘀𝘁 𝟭𝟭, 𝟮𝟬𝟮𝟲
Morning all.
Two of our companies reported last night and in both cases the headline number looked worse than the business behind it, so let me unpack that before the day starts.
$ASTS (AST SpaceMobile Inc) posted a loss bigger than expected,... عرض المزيد ترجم
🌅 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗕𝗿𝗶𝗲𝗳 | 𝗔𝘂𝗴𝘂𝘀𝘁 𝟭𝟬, 𝟮𝟬𝟮𝟲
Good morning copiers and followers.
One line on Friday and then we look forward. July payrolls came out negative, with 23,000 jobs lost against the 80,000 the market expected, and stocks rallied on it anyway to close the week at a record.
A... عرض المزيد ترجم
📊 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗥𝗲𝘃𝗶𝗲𝘄 | 𝗔𝘂𝗴𝘂𝘀𝘁 𝟴, 𝟮𝟬𝟮𝟲
Dear copiers & followers, what a week to sum up.
The portfolio finished up around +7%, which is the strongest week we've had in a while. Four holdings reported and all four beat, so a good part of that came from the businesses themselves... عرض المزيد ترجم
🌅 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗕𝗿𝗶𝗲𝗳 | 𝗔𝘂𝗴𝘂𝘀𝘁 𝟳, 𝟮𝟬𝟮𝟲
Happy Friday everyone,
we've come to the end of the busiest week our portfolio has had in a long time, four holdings reporting in three days, so let me close it off properly.
All four beat. $ZETA.US (Zeta Global Holdings Corp) came in well... عرض المزيد ترجم
📊 𝗢𝘀𝗰𝗮𝗿 𝗕𝗲𝗮𝘁 𝗕𝗶𝗴, 𝗧𝗵𝗲𝗻 𝗧𝗼𝗹𝗱 𝗨𝘀 𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗦𝗲𝗰𝗼𝗻𝗱 𝗛𝗮𝗹𝗳
Back as promised this morning, and $OSCR (Oscar Health Inc) deserves a proper read rather than a headline.
The quarter itself was excellent. Revenue of 4.88 billion, up over 70% from a year ago. Earnings... عرض المزيد ترجم
🌅 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗕𝗿𝗶𝗲𝗳 | 𝗔𝘂𝗴𝘂𝘀𝘁 𝟲, 𝟮𝟬𝟮𝟲
Dear all,
third day in a row of numbers from our own holdings, and today is the one I've been waiting for.
$ZVRA (Zevra Therapeutics Inc) reported after the close last night and it was a good quarter.
Revenue of 39.7 million against roughly... عرض المزيد ترجم
📊 𝗡𝗼𝘃𝗼 𝗡𝗼𝗿𝗱𝗶𝘀𝗸 𝗥𝗮𝗶𝘀𝗲𝗱 𝗜𝘁𝘀 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗮𝗻𝗱 𝗦𝘁𝗶𝗹𝗹 𝗚𝗼𝘁 𝗦𝗼𝗹𝗱
Back again, as I said I would be this morning.
Novo put its numbers out a full evening ahead of schedule, which caught a lot of people off guard, and the reaction since has gone in about three directions.
Start... عرض المزيد ترجم
🌅 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗕𝗿𝗶𝗲𝗳 | 𝗔𝘂𝗴𝘂𝘀𝘁 𝟱, 𝟮𝟬𝟮𝟲
Good morning everyone,
two of the reports I was waiting for came in last night, and if you only looked at the share prices this morning you'd think they both went badly. They didn't.
$SPCX (Space Exploration Technologies Corp) gave us... عرض المزيد ترجم
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Tue Aug 11 2026 09:37:21 GMT+0000 (Coordinated Universal Time)