๐ข๐๐ต๐ฒ๐ฟ ๐น๐ฎ๐๐ฒ๐๐ ๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐
$LLY (Eli Lilly & Co) ๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐
One of the stocks that has proven to be a real winner since I invested in it in September 2023 is $LLY . Yesterday they released another excellent set of results.
โ Revenue was up 48% YoY to $22.97bn
โ Adjusted EPS came... Show More
๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐ ๐ค๐ฎ ๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐
$SPOT (Spotify Technologies SA) released its Q2 earnings today and didn't quite hit expectations, with the stock initially down, but now up 0.18%.
โ They reached a milestone of 300m subscribers, adding 7m premium subscribers in the last quarter, with increases... Show More
๐๐บ๐ฎ๐๐ผ๐ป ๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐
$AMZN (Amazon.com Inc) posted its earnings yesterday and wow was it a good one!!
โ EPS $5.75 crushed estimates of $1.81, although the figure did include a large one time gain from its investment in Anthropic.
Net sales were up 20% to $200.61bn. ๐ค
โ AWS revenue surged... Show More
๐๐ฎ๐๐ฒ๐๐ ๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐๐ฐ๐ฟ๐ผ๐๐ ๐๐ต๐ฒ ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐๐ผ๐น๐ฑ๐ถ๐ป๐ด๐ ๐ฎ๐ ๐ ๐ถ๐ฐ๐ฟ๐ผ๐๐ผ๐ณ๐ ๐ฎ๐ป๐ฑ ๐ฆ๐ฎ๐บ๐๐๐ป๐ด ๐๐บ๐ฎ๐๐ต ๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐!!
Another day and another set of earnings to reflect upon.
Both $SMSN.L (Samsung Electronics Co Ltd - GDR) and $MSFT (Microsoft) smashed earnings.... Show More
๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ
July is a time when many companies release their latest earnings, with stock prices reflecting how well, or not they have done over the last quarter.
Tech ๐ค seems to be suffering a downturn with investors continuing to have concerns about how quickly the large hyperscalers... Show More
๐๐น๐ฝ๐ต๐ฎ๐ฏ๐ฒ๐ ๐ค๐ฎ ๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐
Yesterday $GOOG (Alphabet) issued its Q2 earnings and the market reacted badly with the stock initially down nearly 8%, but it has now recovered and is down 6.28%. ๐
This is despite $GOOG growing revenue by 24% to $119.8bn and cloud services growth of 82% to... Show More
๐๐๐๐
$ASML (ASML Holding NV) are a Dutch company, that is the ๐ฌ๐ค๐ง๐ก๐'๐จ ๐ก๐๐ง๐๐๐จ๐ฉ ๐ฅ๐ง๐ค๐๐ช๐๐๐ง of lithography machines. They are the only producer of Extreme Ultraviolet (EUV) lithography systems, used to etch tiny circuit patterns onto silcon wafers. I'm not going to pretend... Show More
I've just opened a position using 1.32% of my equity. I've been looking at $ASML (ASML Holding NV) for a while now. Later today I will write a post explaining why I have decided to add the stock to the portfolio.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Mon Aug 10 2026 09:31:27 GMT+0000 (Coordinated Universal Time)