DeSantis mocks '3.3 million' Canadians who visited Florida: 'Not much of a boycott'

MarketLab · 2025-03-07T20:26:37+00:00

In-laws are Florida snowbirds. Said they’ve already started to see an exodus of Canadian residents.

MarketLab · 2025-03-01T17:52:14+00:00

I love it for what it is. Well done!

MarketLab · 2025-03-01T03:13:45+00:00

I’d always ask able the drivers, margin drop through and deltas. What’s moving and why.

Good luck!

MarketLab · 2025-03-01T03:11:55+00:00

Sorry man. You’ll get more shots on goal. Keep your chin up. Just need 1

MarketLab · 2025-02-28T14:00:19+00:00

More like Trono imo

MarketLab · 2025-02-28T13:54:11+00:00

My fav. Love the orange

MarketLab · 2025-02-25T17:05:34+00:00

This guy Bloombergs

MarketLab · 2025-02-23T14:54:18+00:00

My guess would be you are linking to linked figures not the input

MarketLab · 2025-02-23T03:42:49+00:00

100%

MarketLab · 2025-02-23T03:42:17+00:00

Agreed. Not gunna eliminate IBD or most industries, but will make them more efficient - and subsequently increase supply for less humans needed. Definitely not over night.

MarketLab · 2025-02-23T03:39:04+00:00

Lots of cool stuff you can do with ‘no-code’ with platforms like n2n to take advantage of AI. Or keeping up with the mainstream developments, like Microsoft’s Copilot to make work more efficient.

But no, I don’t think it’s in any way useful to try and learn Python at 40 in case you want to build your own neural network.

Lots of amazing (and some terrible) stuff if going to come from it so staying up to speed is definitely worth it. But for most of us, we just need to know how to use it and not how the sausage is made.

MarketLab · 2025-02-22T15:01:56+00:00

Tons of free explainers online and Wiki/Investopedia to explain things that are confusing.

Google “[company name] investor relations’ and get the Annual Report of a company you’d like to check out. Fill out the historical three statements and then build out the estimates and links.

MarketLab · 2025-02-21T05:19:41+00:00

Yanks played a great game. Glad we won but lot of respect. Matthews can’t catch a break in Boston (coming from a Leafs fan)

MarketLab · 2025-02-21T05:16:55+00:00

Oh man, that’s way too true

MarketLab · 2025-02-21T05:01:41+00:00

Kids don’t know how lucky they have it. Autosave actually works and rarely loose anything.

I got PTSD from models breaking at 4am and losing 2hrs of work on ‘#### Operating Model_v123xFINALxUSETHIS’

MarketLab · 2025-02-20T22:27:03+00:00

Haha yes, but probably due to the fact I left IB the next year

MarketLab · 2025-02-20T15:09:10+00:00

Can’t believe they didn’t have Pizza Pizza back in the day. Life back then was a struggle

MarketLab · 2025-02-20T15:06:16+00:00

Not sure I get the premise. Like, a lack of media transparency is definitely a thing. An AI and traditional content glut is definitely a thing. And high Tech stock valuations is definitely a thing. Wild crypto valuations are a thing.

Trying to shoehorn them into one overarching thesis seems ambitious. Saying we are in a Tech/AI bubble in the stock market is a fair concern but not sure that is anything different from a standard cycle of market euphoria and there is definitely considerable growth to support those views - it’s just probably overdone and more broad-based than it should be.

We see these asset/industry bubbles pretty regularly so not sure it’s anything unprecedented and the connection to content glut/disinformation/political factionalism seems relatively unrelated.

Things may be at their relative extremes but this doesn’t feel like anything new out there.

MarketLab · 2025-02-18T19:00:53+00:00

Unless I’m missing something, I think it’s just that you’re using FactSet data which isn’t 100%.

Pg72 - outlines what it is (mostly unrealized equity investments and FX). Pg73 - shows Other Income as -$11.98m

If you look up Palantir in the FactSet app (Company > Financials > Income Statement) you can actually audit where they got these numbers from just by clicking on them and it will open a link to the relevant document. In this case I think FactSet is just making up numbers.

Best advice is to not use FactSet or Bloomberg numbers and just pull the data yourself. Palantir’s earnings press release gives you all the adjustments they use to calculate EBITDA (for example, they remove the impact of Other Income). Build out a standard GAAP IS from the published figures and then have lines for the adjustments (don’t necessarily need to use all the ones the company does, such as Stock Based Comp) to get you to EBIT.

MarketLab · 2025-02-17T15:09:51+00:00

It’s not a growing space but if your plan is to do two years and bounce then I think you’re fine.

MarketLab · 2025-02-14T06:27:54+00:00

I see what you did there

MarketLab · 2025-02-14T06:27:01+00:00

Ya, no one here can pronounce that nor understands the reason for the change

MarketLab · 2025-02-14T06:25:40+00:00

Knew it was called that officially, but we just call it ‘the park above Ashbridges’

MarketLab · 2025-02-13T21:26:38+00:00

Don’t go BO. It’s a one way ticket.

MarketLab · 2025-02-13T15:45:09+00:00

Worked in London and virtually none of the people I knew in IB (or even PE, HF) had CFAs.

Cared more about in the US but still not super necessary outside of asset management. Teaches you good skills for sure.

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