Molehill Capital

Earnings, valuation and investing concepts, explained with a drink in hand 🥃
Ex-Goldman Sachs banker, now in private equity | Not financial advice

[Molehill Capital @MolehillCapital]

@InvestingVisual Now it‘s AI, what will be next?

[Molehill Capital @MolehillCapital]

What is the best investing advice you will teach your children?

[Molehill Capital @MolehillCapital]

Most economic revolutions don't look like revolutions. Sometimes they look like a box.

[Molehill Capital @MolehillCapital]

The most important invention in global trade isn't a chip or a ship. It's a steel box. 📦

[Molehill Capital @MolehillCapital]

The result: cheaper imports, global supply chains, and ports that move millions of boxes a year. ~80% of world trade by volume now goes by sea.

[Molehill Capital @MolehillCapital]

$META and $TSLA both report today after closing.

Only one for the next 5 years:

🤖 $META, spending up to $145B on AI
🚗 $TSLA, betting on robotaxis

Which one do you hold? 👇

[Molehill Capital @MolehillCapital]

$TSLA earnings Wednesday 🌙📊

Q3 deliveries beat estimates by 24,000+ cars. They were still down 2.1% from a year ago.

So this one won't be about cars. It'll be margins, FSD and Cybercab.

Are you paying for a carmaker or for a promise?

[Molehill Capital @MolehillCapital]

$META earnings Wednesday 🚨

Last quarter revenue grew 28%. Net income fell 14%.

The reason: up to $145B of AI capex this year.

One question matters: is that spending starting to pay off, or is every dollar of profit getting more expensive?

[Molehill Capital @MolehillCapital]

@LongCompounder Strong! Why do you like them?

[Molehill Capital @MolehillCapital]

Earnings week 📅

Tue: $NFLX $GE $GM $RTX $SPCX
Wed: $META $TSLA $IBM $TXN $LRCX
Thu: $LMT $CMCSA $VLO $AAL
Fri: $AXP $SLB

Netflix, Meta, Tesla and SpaceX in 48 hours. If you own any tech, this is the week it gets tested.

Which one are you watching?

[Molehill Capital @MolehillCapital]

@LongCompounder Thanks!

[Molehill Capital @MolehillCapital]

You've eaten there 1,000 times.
You still don't know how McDonald's actually makes money. 🍔

(Hint: it's not the food.)

$MCD

[Molehill Capital @MolehillCapital]

@wealthyfranklin $META is a great business

[Molehill Capital @MolehillCapital]

@wealthyfranklin Wednesday is an important day! Are you bullish or bearish?

[Molehill Capital @MolehillCapital]

$NFLX earnings tomorrow after the close 🍿

EPS consensus: $0.82 vs $0.59 a year ago
Q3 revenue guide: +12%
2026 ad revenue goal: ~$3B, roughly double

Watch the ads. It's how Netflix makes more from you without raising your price.

[Molehill Capital @MolehillCapital]

@StockMKTNewz Red light therapy keeps you strong!

[Molehill Capital @MolehillCapital]

@gurgavin $NFLX earnings tomorrow after the close 🍿

EPS consensus: $0.82 vs $0.59 a year ago
Q3 revenue guide: +12%
2026 ad revenue goal: ~$3B, roughly double

Beat or Miss?