Global Automotive Stocks/EV Focus/Event Driven, SC Capital

SC Capital

Global Automotive Stocks/EV Focus/Event Driven

Over 22 years covering Japanese equities on both the sell side and the buy side. 

Bottom-up Japan Equities Research

Equity Bottom-Up

<ul>
<li>Tesla will announce Q3 2022 earnings results after the US market close on October 19th. </li>
<li>Given that CEO Elon Musk needs to sell more of his Tesla shares to fund his Twitter buyout by month end, the Street widely expects a huge earnings beat. </li>
<li>Q3 fundamentals were weak for Tesla and orders in Q4 point to another delivery miss versus consensus. We recommend selling into any spike on a positive Q3 print. </li>
</ul>


Tesla will announce Q3 2022 earnings results after the US market close on October 19th. 
Given that CEO Elon Musk needs to sell more of his Tesla shares to fund his Twitter buyout by month end, the Street widely expects a huge earnings beat. 
Q3 fundamentals were weak for Tesla and orders in Q4 point to another delivery miss versus consensus. We recommend selling into any spike on a positive Q3 print. 


Tesla Q3 Earnings Preview--Beat Widely Expected Due to Musk's Twitter Deal

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

<ul>
<li>
<a href="https://www.smartkarma.com/entities/duolingo-inc" target="_blank" data-smartkarma-citation="entities:33531:1" rel="noopener">Duolingo (DUOL US)</a>  reported solid 2QFY22 results and hosted annual Duocon 2022 event in August. Management raised full-year revenue guidance, but the stock remained range bound. </li>
<li>We model total revenues growing +45% y/y to $365M in FY22 and +42% y/y to $517M in FY23, up vs. our prior estimates and projections. </li>
<li>2QFY22 results beat all key estimates, driven by accelerating user growth and strength across the entire business. <a href="https://www.smartkarma.com/entities/duolingo-inc" target="_blank" data-smartkarma-citation="entities:33531:1" rel="noopener">Duolingo (DUOL US)</a>  remains our top mid-cap pick in the EdTech industry.</li>
</ul>



Duolingo (DUOL US)  reported solid 2QFY22 results and hosted annual Duocon 2022 event in August. Management raised full-year revenue guidance, but the stock remained range bound. 
We model total revenues growing +45% y/y to $365M in FY22 and +42% y/y to $517M in FY23, up vs. our prior estimates and projections. 
2QFY22 results beat all key estimates, driven by accelerating user growth and strength across the entire business. Duolingo (DUOL US)  remains our top mid-cap pick in the EdTech industry.


Duolingo. User Growth And Cash Flow Metrics Remain Robust. Management Raised FY22 Guidance

Podcast by Eric Golden on Web3 businesses, Web3 Breakdowns

Web3 Breakdowns

Podcast by Eric Golden on Web3 businesses

Web3 Breakdowns is a series of conversations exploring innovation in the decentralized internet. Each episode will focus on a different topic - we will cover NFT projects, crypto assets, blockchain-based protocols, and businesses being built with Web3 architecture. We will talk to founders, artists, investors and influencers to understand this emerging ecosystem. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

Thematic (Sector/Industry)

<ul><li>Interview with digital advertising expert Eric Suffert discussing Apple's app tracking transparency and its impact on digital advertising</li><li>Exploring the historical paradigms of data flow in digital advertising before and after the implementation of ATT</li><li>Examining the hub and spoke model and the mutual benefits for advertisers and platforms like Facebook in the previous paradigm</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Interview with digital advertising expert Eric Suffert discussing Apple's app tracking transparency and its impact on digital advertisingExploring the historical paradigms of data flow in digital advertising before and after the implementation of ATTExamining the hub and spoke model and the mutual benefits for advertisers and platforms like Facebook in the previous paradigmThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

A Primer on Digital Advertising - [Making Markets, EP.49]

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>
<a href="https://www.smartkarma.com/entities/bhp-group-ltd-3d29a5a1-abbf-485d-86d8-c7106582b240" target="_blank" data-smartkarma-citation="entities:5424:1" rel="noopener">BHP Group Ltd (BHP US)</a> Faces Setback in Copper Ambitions After Failed Anglo-American Takeover Attempt</li>
<li>China Considers Record Fine and Suspension for PwC Over <a href="https://www.smartkarma.com/entities/china-evergrande-group" target="_blank" data-smartkarma-citation="entities:479:1" rel="noopener">Evergrande (3333 HK)</a> Audits</li>
<li>Elon Musk Agrees to Testify in SEC Probe of <a href="https://www.smartkarma.com/entities/twitter-inc" target="_blank" data-smartkarma-citation="entities:667:1" rel="noopener">Twitter Inc (TWTR US)</a> Acquisition</li>
</ul>



BHP Group Ltd (BHP US) Faces Setback in Copper Ambitions After Failed Anglo-American Takeover Attempt
China Considers Record Fine and Suspension for PwC Over Evergrande (3333 HK) Audits
Elon Musk Agrees to Testify in SEC Probe of Twitter Inc (TWTR US) Acquisition


#8 Business Buzz: BHP's Setback, China Fine on PwC, Tesla's FSD in China, Slower US GDP, Twitter

<ul>
<li>Musk's xAI secures $6 billion to rival OpenAI, aiming for AI dominance.</li>
<li>India's booming public sector raises economic concerns amid private sector decline.</li>
<li>China launches $47.5 billion fund to bolster domestic chip industry amidst global tensions.</li>
</ul>


Musk's xAI secures $6 billion to rival OpenAI, aiming for AI dominance.
India's booming public sector raises economic concerns amid private sector decline.
China launches $47.5 billion fund to bolster domestic chip industry amidst global tensions.


#5Business Buzz: China’s $47.5B Chip Fund, Ambani’s Africa Telecom Venture, Japan’s Output Rebounds

United States

Twitter, Inc. provides online social networking and microblogging service. The Company offers users the ability to follow other users activity, read, and post tweets. Twitter 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

Twitter Inc (TWTR US)

Tesla Q3 Earnings Preview--Beat Widely Expected Due to Musk's Twitter Deal

Tesla could announce a huge Q3 beat and possibly a share buyback, as Musk needs to sell more Tesla shares in order to fund his Twitter buyout by...

SC Capital

Duolingo. User Growth And Cash Flow Metrics Remain Robust. Management Raised FY22 Guidance

Duolingo remains our top mid-cap pick in EdTech, and we believe the company’s growth profile of generating 40%+ organic growth is underappreciated...

Andrei Zakharov

A Primer on Digital Advertising - [Making Markets, EP.49]

Eric Suffert, a renowned writer and commentator on digital advertising, delves into the impact of Apple's app tracking transparency, Meta's...

Web3 Breakdowns

#8 Business Buzz: BHP's Setback, China Fine on PwC, Tesla's FSD in China, Slower US GDP, Twitter

BHP Group Ltd faces setback in copper ambitions after failed takeover attempt; China considers record fine for PwC over Evergrande audits; Elon...

Nimish Maheshwari

#5Business Buzz: China’s $47.5B Chip Fund, Ambani’s Africa Telecom Venture, Japan’s Output Rebounds

Musk's xAI secures $6 billion to rival OpenAI, India's public sector growth raises concerns, China launches $47.5 billion fund for chip industry.

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tesla Q3 Earnings Preview--Beat Widely Expected Due to Musk's Twitter Deal

Tesla could announce a huge Q3 beat and possibly a share buyback, as Musk needs to sell more Tesla shares in order to fund his Twitter buyout by...

SC Capital

Duolingo. User Growth And Cash Flow Metrics Remain Robust. Management Raised FY22 Guidance

Duolingo remains our top mid-cap pick in EdTech, and we believe the company’s growth profile of generating 40%+ organic growth is underappreciated...

Andrei Zakharov

A Primer on Digital Advertising - [Making Markets, EP.49]

Eric Suffert, a renowned writer and commentator on digital advertising, delves into the impact of Apple's app tracking transparency, Meta's...

Web3 Breakdowns

#8 Business Buzz: BHP's Setback, China Fine on PwC, Tesla's FSD in China, Slower US GDP, Twitter

​BHP Group Ltd faces setback in copper ambitions after failed takeover attempt; China considers record fine for PwC over Evergrande audits; Elon...

Nimish Maheshwari

#5Business Buzz: China’s $47.5B Chip Fund, Ambani’s Africa Telecom Venture, Japan’s Output Rebounds

​Musk's xAI secures $6 billion to rival OpenAI, India's public sector growth raises concerns, China launches $47.5 billion fund for chip industry.

Nimish Maheshwari

BHP Group Ltd faces setback in copper ambitions after failed takeover attempt; China considers record fine for PwC over Evergrande audits; Elon...

Musk's xAI secures $6 billion to rival OpenAI, India's public sector growth raises concerns, China launches $47.5 billion fund for chip industry.