Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

Apollo Global Management  / Index Rebalance

<ul>
<li>On Friday post-close, S&amp;PDJI announced the changes to the S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600 Indices. The S&amp;P500 names will get added to/deleted from the S&amp;P500 Equal-Weight Index too.</li>
<li>
<a href="https://www.smartkarma.com/entities/apollo-global-management-inc" target="_blank" data-smartkarma-citation="entities:28770:1" rel="noopener">Apollo Global Management (APO US)</a> and <a href="https://www.smartkarma.com/entities/workday-inc-class-a" target="_blank" data-smartkarma-citation="entities:5660:1" rel="noopener">Workday Inc Class A (WDAY US)</a> are IN to the S&amp;P500. <a href="https://www.smartkarma.com/entities/qorvo-inc" target="_blank" data-smartkarma-citation="entities:11965:1" rel="noopener">Qorvo Inc (QRVO US)</a> and <a href="https://www.smartkarma.com/entities/amentum-holdings-inc" target="_blank" data-smartkarma-citation="entities:44105:1" rel="noopener">Amentum Holdings (AMTM US)</a> are demoted to SmallCap600.</li>
<li>There is a theoretical quantity to trade, and an expected quantity to trade</li>
</ul>


On Friday post-close, S&amp;PDJI announced the changes to the S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600 Indices. The S&amp;P500 names will get added to/deleted from the S&amp;P500 Equal-Weight Index too.

Apollo Global Management (APO US) and Workday Inc Class A (WDAY US) are IN to the S&amp;P500. Qorvo Inc (QRVO US) and Amentum Holdings (AMTM US) are demoted to SmallCap600.
There is a theoretical quantity to trade, and an expected quantity to trade


S&P500 Dec24 Rebalance: APO and WDAY IN; QRVO and AMTM Demoted

Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

Equity Bottom-Up

<ul>
<li>Axon sells a public safety technology ecosystem that includes three main product groups, TASERs, body-worn cameras and other sensors, and evidence software, amongst a host of other software services, including virtual reality training.</li>
<li>Axon's solutions really seek to solve three of the biggest problems facing public safety, too many officers and too many suspects are dying from gunshots.</li>
<li>Axon solves for this is as the monopoly provider of TASERs globally. A TASER can be used as an alternative to firearms to temporarily incapacitate a suspect so that they may be restrained with a much, much lower chance of doing physical harm.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Axon sells a public safety technology ecosystem that includes three main product groups, TASERs, body-worn cameras and other sensors, and evidence software, amongst a host of other software services, including virtual reality training.
Axon's solutions really seek to solve three of the biggest problems facing public safety, too many officers and too many suspects are dying from gunshots.
Axon solves for this is as the monopoly provider of TASERs globally. A TASER can be used as an alternative to firearms to temporarily incapacitate a suspect so that they may be restrained with a much, much lower chance of doing physical harm.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Axon: Stunning The Competition - [Business Breakdowns, EP.175]

Global Special Situations

Charles Nave

The tragic events in Orlando have many people in the USA and around the world asking a lot of questions. These are exactly the same questions asked every couple of months and it’s honestly tiring. How many of these incidents does it take for both sides of government to unite – independent of the NRA – and make a meaningful impact? The sad fact is, meaningful, impactful change is likely to never happen in the short term, medium term or long term (or I've concluded during my lifetime).  As hard as it is to say, these events create the ideal environment for gun demand, which is great for the likes of Sturm Ruger (RGR US) and Smith &amp; Wesson (SWHC US).

The tragic events in Orlando have many people in the USA and around the world asking a lot of questions. These are exactly the same questions asked every couple of months and it’s honestly tiring. How many of these incidents does it take for both sides of government to unite – independent of the NRA – and make a meaningful impact? The sad fact is, meaningful, impactful change is likely to never happen in the short term, medium term or long term (or I've concluded during my lifetime).  As hard as it is to say, these events create the ideal environment for gun demand, which is great for the likes of Sturm Ruger (RGR US) and Smith &amp; Wesson (SWHC US).

Mass Shootings Are (I'm Afraid) A Boon for Gun Producers

United States

Axon Enterprise, Inc. is a public safety technology company. The Company offers law enforcement, military, and self defense solutions. Axon Enterprise serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Axon Enterprise (AXON US)

S&P500 Dec24 Rebalance: APO and WDAY IN; QRVO and AMTM Demoted

S&P500/400/600 Index rebal names were announced Friday. APO + WDAY are the big S&P500 adds. QRVO and AMTM get demoted to 600. 17x/13x ADV for the...

Travis Lundy

Axon: Stunning The Competition - [Business Breakdowns, EP.175]

Axon is the pioneer of the taser and the business has evolved over the years and now expanded into body cams and other supporting tools for law...

Business Breakdowns

Mass Shootings Are (I'm Afraid) A Boon for Gun Producers

The tragic events in Orlando have many people in the USA and around the world asking a lot of questions. These are exactly the same questions asked...

Charles Nave

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)