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Joined December 2010
We've reimagined Smartkarma for the AI era, building on what has always been at our core: 𝗜𝗱𝗲𝗮𝘀. 𝗗𝗮𝘁𝗮. 𝗣𝗲𝗼𝗽𝗹𝗲. A completely redesigned platform bringing together original investment insights, specialist alternative data and human expertise, all connected by AI and grounded in research. See it for yourself: smartkarma.com/dashboard
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Leslie Kilgore has traded $NFLX 18 times; on averaging producing 43% return 12mos out.. with a 94% hit rate. That's something... Leslie Kilgore served as the Company's Chief Marketing Officer from 2000 until 2012. Now Chair of the Compensation Committee... smartkarma.com/s/chart/c2hhc…
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Smartkarma retweeted
S&P Dow Jones Indices and Kalshi are joining forces to build the next generation of financial markets. The Dow launched in 1896. The S&P 500 in 1957. The idea was simple: bring individual stocks together into a single benchmark, giving people a clearer view of the broader market. Over time, products built around those benchmarks transformed investing. Index funds, ETFs, futures, and options gave investors ways to gain diversified market exposure and hedge broad market swings. These indices became foundations of global finance. More than $20 trillion is indexed or benchmarked to the S&P 500 alone. Today, this structure extends beyond stocks to bonds, commodities, currencies, and more. The next step is to bring that structure to the events that shape everyone’s lives. Through this partnership, S&P Dow Jones Indices and Kalshi will work together to create indices composed of Kalshi event contracts. Think about what that opens up. An index of political power. An index of supply chain risk. An index tracking AI’s impact on employment. An index of sports outcomes that affect broadcasters, advertisers, cities, and small businesses. An index of weather risks that shape harvests, energy demand, and business revenues. Each would bundle event contracts into a single indicator, helping people understand how related risks are evolving. Over time, products built around these indices could offer diversified exposure to those events and new ways to hedge their impact. The events that shape our lives could become as easy to track and gain exposure to as the S&P 500.
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"Shimano's 3QFY12/26 (Jul–Sep) operating profit (OP) of ¥17.3bn was 50% above the ¥11.5bn consensus and 55% above our ¥11.1bn forecast, on sales of ¥128.2bn (+13% YoY). The bike margin reached 13.8%, its second quarter back at pre-destock levels." - Mark Chadwick smartkarma.com/insights/shim…
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🚨 It is time for Smartkarma's Weekly Review (Don't forget to share) 1. US: Cost of Debt vs Equity (via @acemaxx)
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6. S&P 500 vs % Stocks Down (via @dailychartbook)
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Have a great week everybody!
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🧵Smartkarma #eventdriven #threadoftheday Haitong Unitrust (1905 HK): SIG's Partial As Guotai Haitong Cleans House — David Blennerhassett -- $1905.HK 1/
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The proposal from SIG, Guotai Haitong's largest shareholder, is via a Partial Offer. Terms are fair. The key risk, as it applies to PRC reg approvals, is one of timing. 4/
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In Conclusion: "Terms are very attractive. The risk to the trade is one of timing. This is a long-dated deal. No urgency to get committed/filled. I can see this opening strong at the bell - ~HK$1.85+/share." — David Blennerhassett 5x
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🧵Smartkarma #bottomup #threadoftheday Curator’s Cut: IT Services Bounce Back, Indonesia Feels the Heat & Gold Cuts Many Ways — Pranav Rao -- $BBNI.IJ 1/
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Want to dig deeper? Comment or message with the themes you’d like to see highlighted next. 4/
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In Conclusion: "Are markets prematurely writing off IT services after last year's AI sell-off? This Curators Cut examines Accenture's sharp rebound, alongside headwinds in Indonesia and gold's cross-asset pullback." — Pranav Rao 5x
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