73158385
liked and commented on
$Tesla (TSLA.US)$
Bad
- Revenue +24%
- Gross profit -17%
- Gross Margins: drop from 25% to 19%
Good
- Energy showing huge growth
At first glance, the numbers look bad. Growth is declining, margins are shrinking etc.
But to understand why this is happening, we need to connect the numbers back to Tesla's Strategy.
Earnings Comments:
"Pushing for higher volumes & a larger fleet is the right choice here versus a lower volume & higher margin..." - Elon Musk
Volume vs Marg...
Bad
- Revenue +24%
- Gross profit -17%
- Gross Margins: drop from 25% to 19%
Good
- Energy showing huge growth
At first glance, the numbers look bad. Growth is declining, margins are shrinking etc.
But to understand why this is happening, we need to connect the numbers back to Tesla's Strategy.
Earnings Comments:
"Pushing for higher volumes & a larger fleet is the right choice here versus a lower volume & higher margin..." - Elon Musk
Volume vs Marg...
![Tesla Q1 Earnings Review](https://sgsnsimg.moomoo.com/feed_image/102171038/be27f2a61939302cb19d21a708eea099.jpg/thumb)
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73158385
liked
$Apple (AAPL.US)$
Good:
+ Services revenue hit all time high
+ Increased dividend by 4% to $0.24 per share
+ Stock buyback plan authorized up to $90B.
Bad:
- Revenue fell 3% to $94.8 billion
- Significant slowdown in demand for Mac (-31%) and iPad (-13%)
Thoughts:
Overall, a terribly disappointing earnings for the largest public company in the world.
Even though the company's largest revenue generators (iPhone and services) managed to grow their sales, the gr...
Good:
+ Services revenue hit all time high
+ Increased dividend by 4% to $0.24 per share
+ Stock buyback plan authorized up to $90B.
Bad:
- Revenue fell 3% to $94.8 billion
- Significant slowdown in demand for Mac (-31%) and iPad (-13%)
Thoughts:
Overall, a terribly disappointing earnings for the largest public company in the world.
Even though the company's largest revenue generators (iPhone and services) managed to grow their sales, the gr...
![AAPL: No longer the Apple of Old?](https://sgsnsimg.moomoo.com/feed_image/102171038/0e5970b11e42374e99a4de57e0cc25eb.jpg/thumb)
1
73158385
commented on
$Starbucks (SBUX.US)$
- Revenue +14%
- Comparable Store Sales +11%
- Active U.S. Starbucks Rewards Membership +15%
Good:
- Growth in topline and margins globally
- More active members for Starbucks loyalty program
Bad:
- Higher commodity and supply chain costs due to inflation
Thoughts:
An almost flawless earnings report by Starbucks.
Growth in operating income and expansion of margins were driven by sales leverage, pricing, productivity improvement.
More than 400 net new s...
- Revenue +14%
- Comparable Store Sales +11%
- Active U.S. Starbucks Rewards Membership +15%
Good:
- Growth in topline and margins globally
- More active members for Starbucks loyalty program
Bad:
- Higher commodity and supply chain costs due to inflation
Thoughts:
An almost flawless earnings report by Starbucks.
Growth in operating income and expansion of margins were driven by sales leverage, pricing, productivity improvement.
More than 400 net new s...
![5 stars for Starbucks?](https://sgsnsimg.moomoo.com/feed_image/102171038/7bf7f484ed0834e88c1beaeb3ec60778.jpg/thumb)
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73158385
liked and commented on
$Coca-Cola (KO.US)$
"One thing that people don't understand... cola has no taste memory.
You can drink one of these at 9 o'clock, 11 o'clock, 5 o'clock...You can't do that with cream soda, root beer, orange, grape...
You get sick of them after a while... There is no taste memory to cola.
The average person drinks about 64 ounces of liquid per day, and you can have all 64 ounces of that be Coke...
If you do that with almost anything else -- with jus...
"One thing that people don't understand... cola has no taste memory.
You can drink one of these at 9 o'clock, 11 o'clock, 5 o'clock...You can't do that with cream soda, root beer, orange, grape...
You get sick of them after a while... There is no taste memory to cola.
The average person drinks about 64 ounces of liquid per day, and you can have all 64 ounces of that be Coke...
If you do that with almost anything else -- with jus...
![The secret to Warren Buffett's investment in Coke](https://sgsnsimg.moomoo.com/feed_image/102171038/ae258a63c76a33878029efe6005a3a16.jpg/thumb)
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73158385
commented on
MACRO
Historic US Dollar Run Sounds 'Overbought' Alarm
The dollar lost traction, following a seemingly unstoppable rally that pushed the currency toward a record streak of weekly gains on bets the Federal Reserve will keep rates elevated.
The Bloomberg Dollar Spot Index wavered and was on pace for its eighth straight-up week — the longest run since 2005. A respite in the greenback's surge reduced the pressure on commodities. The...
Historic US Dollar Run Sounds 'Overbought' Alarm
The dollar lost traction, following a seemingly unstoppable rally that pushed the currency toward a record streak of weekly gains on bets the Federal Reserve will keep rates elevated.
The Bloomberg Dollar Spot Index wavered and was on pace for its eighth straight-up week — the longest run since 2005. A respite in the greenback's surge reduced the pressure on commodities. The...
![Wall Street Today | Historic US Dollar Run Sounds 'Overbought' Alarm](https://ussnsimg.moomoo.com/77777011/editor_image/52adc2d3ca7334cdb0cd20fdb1c69c92.jpg/thumb)
![Wall Street Today | Historic US Dollar Run Sounds 'Overbought' Alarm](https://ussnsimg.moomoo.com/77777011/editor_image/b4d2f2d05997327bb41bd6fc1286f6bd.jpg/thumb)
![Wall Street Today | Historic US Dollar Run Sounds 'Overbought' Alarm](https://ussnsimg.moomoo.com/77777011/editor_image/8a2f71a9a4853a1b85722ee7596e0367.jpg/thumb)
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