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London, England
Joined December 2021
🎥 🍿 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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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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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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(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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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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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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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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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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🚀 Excited to unveil our latest AI-powered video transformation! Check out how we brought the @Temaetfs $TOLL story to life with engaging visuals. Interested in working with us? Drop us a line! #FinTech #ETFs #InvestorRelations #ZeedAI
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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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Alibaba $BABA continues to trade at a sizable discount verses US peers, $META, $MSFT, $AMZN. Regulatory pressure combined with a broader macro slowdown in China have all contributed to its significant decline in share price over the past 3 years.
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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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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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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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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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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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