Joined December 2021
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58 Photos and videos
Pinned Tweet
26 Mar 2023
🎥 🍿 Check out @join_zeed 's Founders in Action!
We're excited to give you a peek into what Zeed is all about! We wanted to create a short video that captures the heart of our mission and the problem we're solving.
We hope you enjoy watching it as much as we enjoyed making it!
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Zeed retweeted
11 Jul 2024
The race to TikTokify #Finance
Financial apps must shake things up if they want to compete with social feeds for user attention.
✍️ @AmeliaKIsaacs
@FemaleInvest @hartvigsen_anna @realestSalman @join_zeed Ylva Baeckström @kingsbschool
Read full article below
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14 Dec 2023
Earnings call are often dry events full of prepared remarks by management. Not so when that management team includes Lourenco Goncalves, the CEO of US based steel company Cleveland Cliffs. Below is a thread of some of Goncalves's most famous moments on earnings calls🧵:
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14 Dec 2023
(5/5) Goncalves stopped providing as many quality soundbites in recent years. But in 2021 he announced a very exciting appointment as CFO, with a very direct link to him.
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14 Dec 2023
For those wondering how Cleveland Cliff's has performed recently check out its last year performance. Weaker earnings coupled with general concerns around a macro slowdown have contributed to its decline. Maybe another Goncalves rant is on the horizon?
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7 Dec 2023
Muddy Water, takes aim at the kings. The activist fund, has taken a short position on Blackstone Mortgage Trust (BXMT) over concerns that the underlying loan book has deteriorated owing to higher rates as well as impaired underlying property values.
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29 Nov 2023
With banks still recovering from the hangover of the bonanza of deal making in 2020 and 2021, headcount is being trimmed. See how the bulge brackets compare:
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27 Nov 2023
After a blockbuster $10bn acquisition ending 50 years of family ownership, Subway is back in the press. The FTC are investigating the deal with Roark Capital on antitrust grounds over concerns that Inspire Brands (subsidiary of Roark) already owns various fast food restaurants.
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15 Nov 2023
The delta between the company operated restaurant verses franchise business model is stark. $CMG's impressive growth, despite a materially lower number of stores verses peers, rewards investors with relatively high EPS.
*Data from latest SEC filings, not investment advice*
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9 Nov 2023
With the roll-out of fiber on-going across much of the developed world, check out how the biggest European operators stack up against each other. With Vodafone looking to monetize its significant base and Deutsche Telekom benefiting from its sizable ownership of T-Mobile.
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3 Nov 2023
With Tesla, BYD, NIO, XPENG and Polestar all having announced global EV deliveries for Q3 it is clear that it is a two horse race with Tesla and BYD competing for the number one position among EV players.
(BYD outpaced Tesla when considering hybrid sales)
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3 Nov 2023
Ferrari $RACE hits a major milestone with 51.3% of cars sold in Q3 being hybrid engines. With Ferrari yet to launch an EV model until 2025, this begins Ferrari's path to having 40% of its line-up be battery-only cars by 2030.
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2 Nov 2023
Softbank, one of Japan's largest telecom companies launches innovative bond-type shares to fund its "social infrastructure" including its large language model (LLM). The shares are set to offer a set dividend of 2.5% with the option for Softbank to redeem them after 5 years.
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2 Nov 2023
Palantir $PLTR beat analyst estimates on both top and bottom line generating:
- Revenue: Est. $556mn Act. $558mn
- Earnings per share: Est. $0.06 Act. $0.07
Guidance has been revised upwards from Q2 with full year revenue guided to $2.216bn - $2.22bn verses $2.212bn previously. Much of this major beat has been attributed to the strong growth in Palantir's commercial division (33% up YoY). Similar to other tech companies Palantir saw strong revenue growth in its AI customer base, up 34% YoY.
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