Student

How the narrative has changed. Before, it was all about saving energy. Now, deals are quoted in gigawatts.

The State of AI AI Tools for (Stock) Research

www.studentofvalue.com/p/the-state-...

Time to separate hype from reality and boost your research process.
#AIinvesting in #ValueInvesting

Just 8.4% shy of Dow 50k 🫣
That's quite a journey from 40.94 on May 26, 1896, when it was first published. 1000x in 129 years ~5.5% CAGR, not counting the ~2% dividend that could have been reinvested to nearly double the CAGR.

Shelly $SLYG 2025H1:
📈Revenue +29.3% to €54M
📈EBIT +12.2% to €12.2M
📈NI +10.1% to €10.2M
💰Free cash flow €4.1M
👤 2.3M cloud users
🧑‍💻installer network >2.4K

⏩2025 guidance reaffirmed

#IoT #Earnings #Growth

Shelly $SLYG launches first co-branded IoT devices with EcoFlow, integrating smart energy management solutions for seamless solar system control. This move opens new OEM growth channels. #IoT #solar #energytech

Planet Labs popped 50% yesterday on first-ever Q of positive FCF of $8M 🎉 more contracts 🙌 and more AI 🤖
You can read more about Planet (and Endurosat) in my recent post.

Shelly $SLYG to increase monthly production in primary China plant from 800k to 1.5m in H2 and to 2m in 2026.

> The additional production capacities will enable a potential sales contribution of up to more than €100m per year.

Small Satellites Here, There, Everywhere EnduroSat's Founders Fund Led Series B | Planet Labs Latest Results | Data-as-a-Service | Constellation-as-a-Service | Building Satellites where You Wouldn't Expect

www.studentofvalue.com/p/small-sate...

Worth a listen, Chris Hohn with Nicolai Tangen
open.spotify.com/episode/3WvN...

📝 #microbix 👀

www.studentofvalue.com/p/zooming-in...

1/ Was this the biggest miss in the history of pharma? Apparently in 1990, Pfizer preemptively abandoned development of the first GLP1 drugs

Ozempic, Zepbound, Wegovy, Mounjaro, etc. were doing $60B+ in runrate revenues at the end of last year. None are made by Pfizer

I followed some fintwit lookalike list over here, but I got almost 100% political commentary.

What are some accounts that post stock ideas?

Now, all other socials 📴

US Navy shipbuilding branded “too slow” and “too expensive” by acquisition chief
www.shephardmedia.com/news/naval-w...

Looks like Europe bent over and spreading its cheeks. Spot on!

"We used to make so many ships, we don’t make them anymore very much"
- Donald Trump

Because what would go wrong?

Huntington Ingalls The US Navy Huntington Ingalls Industries (HII), the largest military shipbuilder in the United States, occupies a critical role in national defense infrastructure.

Wrote a post about Huntington Ingalls $HII open.substack.com/pub/studento...

Good stuff, but I bet those is power are discounting them as transitory flareups, not unlike the Arab Spring.

Certain groups would still say these protests are incited by the US. It doesn't have to make sense, because Trump is playing 3D chess. Our normal brains can't comprehend it.

Shelly $SLYG 2025 guidance
Growth in sales, markets, and products

Release the Kraken! Navigating the Depths of Robotic Innovation

Looked at Kraken Robotics (maybe a bit too late) $PNG on TSX
open.substack.com/pub/studento...

US banks vs European banks between 2010-2025

That's what dead money for 15 years looks like.

Today is S day, and most definitely fake Bill Brewster

Agreed. I'll do that on my side, but platform side seems overwhelmed

I've been here for a day, and I've noticed two things:

1. I've been followed by 10 smut bots already 🥵
2. I've followed the alleged fintwit community and found mostly comments about Musk in my feed 🤢

How is this better than X (formerly and currently Shitter)?

I am trying this out bsky.app/starter-pack...