The Transcript
@TheTranscript_
We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
قد يعجبك
$AMZN Founder Jeff Bezos: "I always say be stubborn on the vision and flexible on the details and you have to be because the world is changing and you change your mind. I've noticed that people who are right a lot change their mind a lot. People who are wrong a lot are very…
Investors examining the private credit market before and after the First Brands bankruptcy:
$CSU.TO Constellation Software President on their long-term thinking: "When we talk to our leaders and talk to the companies that we're hoping that we can invest in and acquire over time. We like to think over a very, very, very long horizon. So you need to be thinking about…
$DELL CEO: Dell has engineered AI clusters of 100,000+ GPUs, deployed in weeks. “We put 110,000 GPUs, a liquid cool infrastructure in a data center that was operational in weeks… all up in 6 weeks, driving tens of trillions of tokens.”
$GM CFO last month: "So we're going to see some noise in October and November, and I expect that EV demand is going to drop off pretty precipitously. "
Earnings slated for this week! 👇
$BAC CFO: "with anything in terms of excess capital, we want to be in a position to return that to shareholders over time. So last quarter, we bought back, I think it was $5.25 billion. That's up very significantly from a year or 2 ago where we were buying back $1 billion or $2…
"And then I told them we’ll generate ROI on the AI Capex eventually"
$META Q3 25 earnings call will be on 29th October 2025
$NKE CEO: "When I talk to my team about passion, commitment and determination, we don't have to look much further than England [Women's Soccer Team]. It's a group that embraces their roles and experience coaching staff who adapt in the moment, players who refused to give up. I…
$JPM CEO Jamie Dimon last month on when he will exit: "I don’t know the exact answer. It’s when they are ready, and it’s time for me to go—or some combination of the two. I have a great relationship with all the people here. The board is likely to make me chairman for a couple…
Earnings season is back again next week:
$GOOG $GOOGL
Delta Air Lines double beat + raises FY guidance CEO: "Momentum is continuing into the final stretch of our Centennial year, positioning us to deliver strong December quarter earnings." $DAL: +5% Pre-Market Airline stocks up on that beautiful note.
United States الاتجاهات
- 1. Baker 36.5K posts
- 2. Packers 32.7K posts
- 3. 49ers 34.3K posts
- 4. #BNBdip N/A
- 5. Bucs 11.7K posts
- 6. Flacco 12.4K posts
- 7. Cowboys 74.6K posts
- 8. Fred Warner 11.5K posts
- 9. Niners 5,601 posts
- 10. Cam Ward 3,004 posts
- 11. Zac Taylor 3,235 posts
- 12. Panthers 75.9K posts
- 13. #FTTB 4,422 posts
- 14. #GoPackGo 4,139 posts
- 15. Mac Jones 5,988 posts
- 16. Titans 24.3K posts
- 17. Tez Johnson 3,443 posts
- 18. #TNABoundForGlory 7,941 posts
- 19. #Bengals 3,283 posts
- 20. Browns 67K posts
قد يعجبك
-
Michael Mauboussin
@mjmauboussin -
Quartr
@Quartr_App -
Long Equity
@long_equity -
Sidecar Investor
@sidecarcap -
Compounding Quality
@QCompounding -
Christopher Bloomstran
@ChrisBloomstran -
Brandon Beylo
@marketplunger1 -
Wasteland Capital
@ecommerceshares -
Kantro
@MichaelKantro -
Fred Liu
@HaydenCapital -
In Practise
@_inpractise -
Finding Compounders
@F_Compounders -
Daniel S. Loeb
@DanielSLoeb1 -
3Fourteen Research
@3F_Research -
Andy Constan
@dampedspring
Something went wrong.
Something went wrong.