Learners Cap

Global generalist LO. Always learning

[Learners Cap @learnerscap]

@ContrarianCurse @ADHD_Capital Thanks. Agree with another comment on the thread that both likely won’t see material pricing rips though. ENTG seems to suggest they have plenty of under-utilised capacity

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@ContrarianCurse @ADHD_Capital Have you reconciled why ENTG’s growth is so disappointingly low vs peers this Q1?

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@sigmazerocap If you’ve met the CEO before you’ll know he won’t stop throwing $ into the furnace that is https://t.co/UTBEhjKmuY

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@WaterworldCapi1 Feels like websites are more of peripheral beneficiaries given that the growth is more material on the application software front?

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@LowAlphaHighVol @Lordvultures Thanks for sharing this here!

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@LowAlphaHighVol @Lordvultures Thanks, shall spend some to understand the space. ENTG's quarter and guide was quite uninspiring, wondering if Q is more insulated from competition risks as compared to ENTG?

[Learners Cap @learnerscap]

@LowAlphaHighVol @Lordvultures Which parts of $Q 's product portfolio have bottleneck potential?

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@Borlaug_ Would $SRT have the most issues of its BPS peers for equipment ramp given that more capacity digestion has to be worked through for SU bioreactors?

[Francisco Amador – Sleepwell 🌙 @SleepwellCap]

https://t.co/pcoDEgJz3K

[Learners Cap @learnerscap]

@TheLAPurchaser What about $DIM.FP

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@TheLAPurchaser Would management (who have done stupid things in the past) derail DIM from riding the sector beta

[Learners Cap @learnerscap]

@WaterworldCapi1 @TMTLongShort Thanks. Think ADSK competition isn't the biggest issue (depends on whether customers have design integration), but agree that it gets smoked on just end-markets deterioration.

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@WaterworldCapi1 @TMTLongShort What's the thesis here? Weak non-resi?

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@Borlaug_ Are you bullish bioprocessing in general or just RGEN w/ the idio drivers?

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@Larryjamieson_ The math is obviously good but not sure if brilliant if one party (CBs) in this interdependent relationship is now upset? Let’s see

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@SleepwellCap Interested to join luxury and music please. Thanks!

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@contralculator @marc_slans On ALGN - agree on low downside but curious on how you map out the upside pathway given increased competition intensity (from Angel)/teens growth muted/ASP trending wrong way

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@Borlaug_ Interesting that A is a long and WAT is a short...Can't quite wrap my head around that variance.

[Learners Cap @learnerscap]

@NDS0909 Agree valn is now more interesting & credit mkt vol/duration just depressed. Wondering what can change traders behaviour since MKTX’s pdt innovations feels like a catch-up vs. new, impt functionalities. Think they r approaching D2D w/ pricing strategy, could weigh on fee rates.