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Snippet Finance

@SnippetFinance

Daily easy to digest Snippets on: stocks | investing | finance; Find them all here ➜ http://snippet.finance

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From @AcadianAsset Net issuance a sign of bubbles? Does the rise of private assets distort this? Definition: “12-month sum of net issuance, divided by the total capitalization of the market today."

SnippetFinance's tweet image. From @AcadianAsset 
Net issuance a sign of bubbles? 
Does the rise of private assets distort this? 

Definition: “12-month sum of net issuance, divided by the total capitalization of the market today."

Companies are staying private for longer. @BlackRock

SnippetFinance's tweet image. Companies are staying private for longer.
@BlackRock

35% of stocks are in a bear market (down >20%). Source: @SoberLook

SnippetFinance's tweet image. 35% of stocks are in a bear market (down >20%).

Source: @SoberLook

Suing short sellers doesn't pay. @ResearchGrizzly

SnippetFinance's tweet image. Suing short sellers doesn't pay.
@ResearchGrizzly

The best private fund lives now stretch well past 15 years. “The old rule of an 8- to 12-year fund life cycle is not a reality for most funds. Top quartile funds don’t actually return capital for 16-20 years.” Source: SVB.

SnippetFinance's tweet image. The best private fund lives now stretch well past 15 years. 

“The old rule of an 8- to 12-year fund life cycle is not a reality for most funds. Top quartile funds don’t actually return capital for 16-20 years.”

Source: SVB.

Small language Models could eat agentic AI lunch Source: @stateofaireport

SnippetFinance's tweet image. Small language Models could eat agentic AI lunch

Source: @stateofaireport

Capex growers don't do well historically.

SnippetFinance's tweet image. Capex growers don't do well historically.

$NVDA still dominates This is compute mentions in open source AI papers. Source: @stateofaireport

SnippetFinance's tweet image. $NVDA still dominates 

This is compute mentions in open source AI papers. 
Source: @stateofaireport

This chart is from $IAC ...

SnippetFinance's tweet image. This chart is from $IAC ...

$GOOG is the top referral domain from LLMs.

SnippetFinance's tweet image. $GOOG is the top referral domain from LLMs.

Spike in single stock (ss) vol vs. index vol Storm under the surface

SnippetFinance's tweet image. Spike in single stock (ss) vol vs. index vol
Storm under the surface

Diamond Prices ...

SnippetFinance's tweet image. Diamond Prices ...

Disliked, Disowned, Discarded. Relative. @topdowncharts

SnippetFinance's tweet image. Disliked, Disowned, Discarded. Relative.
@topdowncharts

Top 50 Consumer Gen AI Apps @a16z

SnippetFinance's tweet image. Top 50 Consumer Gen AI Apps 
@a16z

In the UK Immigration now most important issue in polls @YouGov

SnippetFinance's tweet image. In the UK Immigration now most important issue in polls

@YouGov

AI Boom is starting to measure up. Source: @KKR_Co

SnippetFinance's tweet image. AI Boom is starting to measure up.
Source: @KKR_Co

31% of the Russel 2000 Growth Index is unprofitable. $RTY

SnippetFinance's tweet image. 31% of the Russel 2000 Growth Index is unprofitable.

$RTY

Sources of private equity value creation. Revenue growth is much more important now. Source: @BoringBiz_

SnippetFinance's tweet image. Sources of private equity value creation. 
Revenue growth is much more important now. 
Source: @BoringBiz_

Chart from GS shows how separations (like Holcim’s Spinoff of its North America Business) perform across various stages.

SnippetFinance's tweet image. Chart from GS shows how separations (like Holcim’s Spinoff of its North America Business) perform across various stages.

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