Ryan Feider

[Hoop Herald @TheHoopHerald]

Coach K was 38-47 his first 3 years at Duke & 13-29 in the ACC

Jay Wright was 52-46 his first 3 years at Villanova & 21-27 in the Big East

Great things take time. You need to be process driven, not results driven

A proper foundation is much more important than instant success

[Hoop Herald @TheHoopHerald]

Big market our a**

This is HIGH level basketball

If you aren’t enjoying this, YOU DON’T LIKE BALL

[Coach Ray Ostrowski @CoachRayO3313]

Be real. Be honest. Be truthful. It can’t just be about making friends. The best leaders are the ones that will keep it real & tell the truth, no matter what. You can’t worry about hurting feelings or what people will think. Mind over matter. If you don’t mind, it won’t matter

[Michael Burry Stock Tracker ♟ @burrytracker]

Well this should help China stocks ...

[Ryan Feider @rfeider]

$BABA resistance levels

[Ryan Feider @rfeider]

$BABA is now trading at a 16.48 P/E (NTM) The denominator is going up with the numerator so that = still cheap.

[Wall St Engine @wallstengine]

$BABA | Alibaba Q3'25 Earnings Highlights:

🔹 Adj. EPS: ¥21.39 (Est. ¥19.12) 🟢; UP +13% YoY
🔹 Revenue: ¥280.15B (Est. ¥277.37B) 🟢; UP +8% YoY
🔹 Adj. EBITDA: ¥62.05B (Est. ¥60.42B) 🟢; UP +4% YoY

Cloud Intelligence Group:
🔹 Revenue: ¥31.74B (Est. ¥30.68B) 🟢; UP +13% YoY
🔹 Adj. EBITA: ¥3.14B; UP +33% YoY

Taobao and Tmall Group:
🔹 Revenue: ¥136.09B (UP +5% YoY)
🔹 Customer Management Revenue: ¥100.79B; UP +9% YoY
🔹 Direct Sales & Others: ¥28.73B; DOWN -9% YoY
🔹 Adj. EBITA: ¥61.08B; UP +2% YoY

Alibaba International Digital Commerce Group:
🔹 Revenue: ¥37.76B; UP +32% YoY
🔹 International Commerce Retail: ¥31.55B; UP +36% YoY
🔹 International Commerce Wholesale: ¥6.20B; UP +18% YoY
🔹 Adj. EBITA: (¥4.95B) loss; wider by -57% YoY

Cainiao Smart Logistics:
🔹 Revenue: ¥28.24B; DOWN -1% YoY
🔹 Adj. EBITA: ¥235M; DOWN -76% YoY

Local Services Group:
🔹 Revenue: ¥16.99B; UP +12% YoY
🔹 Adj. EBITA: (¥596M) loss; narrowed by +71% YoY

Digital Media & Entertainment Group:
🔹 Revenue: ¥5.44B; UP +8% YoY
🔹 Adj. EBITA: (¥309M) loss; narrowed by +40% YoY

All Others Segment:
🔹 Revenue: ¥53.10B; UP +13% YoY
🔹 Adj. EBITA: (¥3.16B) loss; stable YoY

Other Key Metrics:
🔹 Net Income: ¥46.43B; UP +333% YoY
🔹 Non-GAAP Net Income: ¥51.07B; UP +6% YoY
🔹 Income from Operations: ¥41.21B; UP +83% YoY
🔹 Operating Margin: 15% (vs. 9% YoY)
🔹 Free Cash Flow: ¥39.02B; DOWN -31% YoY
🔹 Net Cash from Ops: ¥70.92B; UP +10% YoY

Strategic & Shareholder Updates:
🔸 Repurchased 15M ADSs (~¥1.3B) during the quarter; total outstanding ADSs decreased by 0.6%.
🔸 Completed ~$5B senior unsecured notes offering to extend debt maturities.
🔸 Disposed of Sun Art and Intime stakes for a combined ~¥19.7B, streamlining non-core assets.

CEO Eddie Wu's Commentary:
🔸 "This quarter’s results demonstrated substantial progress in our 'user first, AI-driven' strategies and the re-accelerated growth of our core businesses. Cloud revenue reignited with double-digit growth, driven by AI-related products achieving triple-digit growth for the sixth consecutive quarter."

CFO Toby Xu's Commentary:
🔸 "We maintained financial discipline while investing in our core businesses, achieving positive EBITA growth in Taobao and Tmall Group. We also strengthened our balance sheet through asset sales and share buybacks, enhancing long-term shareholder value."

[Hoop Herald @TheHoopHerald]

“Every time you miss a shot your game deflated. We don’t care about your missed shot. Play F****** Defense” - Rick Pitino

(Via @NYPost_Brazille 🎥)

[Jake Wujastyk @Jake__Wujastyk]

$IWM #IWM Most people aren't looking at the big enough picture here.

Setting up for a massive potential launch here if $DXY and $TNX breakdown like they are showing.

[The Long Investor @TheLongInvest]

$BABA oh this day keeps getting better

Renaissance acquired more shares than Tepper did in Q4

Please take a lot at Renaissance's returns over the last few decades

[The Inner Circle Trading Group DP David Prince @epictrades1]

$HOOD rhymes w $COIN

[Michael Burry Stock Tracker ♟ @burrytracker]

Tepper when asked if he is worried about tariffs and his Chinese positions:

“My hedge is I don’t care”

He upped $BABA $JD $BIDU
https://t.co/oqrg2WZPJz

[Heisenberg @Mr_Derivatives]

$GME every part of my body suggests Gamestonk bought Bitcoin.

EVERY OUNCE OF ME.

[Matt Hackenberg @CoachHackGO]

A double lob BLOB?

I can honestly say I’ve never seen this play before

(and I write about basketball strategy for a living)

[Heisenberg @Mr_Derivatives]

$GME I’ve always had a soft spot for Gamestop. I’m not an ape. I was shopping at Electronic Boutique at a young young age. (shout out to those who remember). Well before I knew anything about the stock market.

With Cohen posting a pic besides Saylor, this could be the subtle hint that maybe, just maybe, Gamestonk uses their cash hoard to buy Bitcoin. Become a BTC holding company much like MSTR. The other business will be the legacy biz similar to Strategy’s software side. Have it to have it.

Stock could easily 5-10x by end of this decade maybe even way sooner. Imho.

[The Factor Report @PeterLBrandt]

The chart of $BABA is one of the most promising charts I have seen in a long time. This is a stock I am already invested in. I think $200 is the next stop
Earnings forthcoming though

[Brian Coughlin @EquityBrian]

$PLTR is trading at 80x sales.

$BABA is trading at 10x FCF.

One of these valuations is driven by pure hype. The other is driven by fear.

Which one would you bet on long-term?

[Ryan Feider @rfeider]

@elonmusk @DOGE Could you explore the potential for full-time W-2 employees who commute to and from work to qualify for a tax deduction on their vehicles?

[Ryan Detrick, CMT @RyanDetrick]

Worth 7 minutes of your time.