And such a Reddit result! ![]()
Newly acquired Illumina reports better-than-expected Q3, stock price thanks.
Illumina (ILMN) Q3 CY2025 Highlights:
- Revenue: $1.08 billion vs analyst estimates of $1.07 billion (flat year on year, 1.8% beat)
- Adjusted EPS: $1.34 vs analyst estimates of $1.17 (14.7% beat)
- Adjusted Operating Income: $265 million vs analyst estimates of $231.7 million (24.4% margin, 14.4% beat)
- Management raised its full-year Adjusted EPS guidance to $4.70 at the midpoint, a 4.4% increase
- Operating Margin: 20.9%, down from 68.6% in the same quarter last year
- Free Cash Flow Margin: 23.3%, down from 26.3% in the same quarter last year
- Organic Revenue was flat year on year vs analyst estimates of 1.8% declines (184.7 basis point beat)
- Market Capitalization: $14.61 billion
Excerpt from Inde’s model portfolio.
Not all these software companies are exactly goldmines, are they?
Incap has nothing to do with software, and Vaisala is probably mostly hardware.
What the heck is wrong with this too:
Now I feel like a rookie, as my own portfolio is breaking records downwards, in a bull market.
If we keep sliding all the way to the earnings report, then someone definitely knows something again. The downward journeys always hit the gut the hardest ![]()
Verve’s 12-month return -50%. It has been a tough ride for this one.
Yep, my QS-position (QS-positio) return is now 140%. And if all goes well, there’s still a lot of upside ahead in terms of returns. It requires Solid State Battery (Solid State Battery) to actually go into mass production, and VW’s 14% stake in the company probably says something.
Insiders aggressively bought Fortum after a strong rise, what should one make of that? ![]()
Even Tietoevry is starting to look like a €20.00 stock soon. I am one of the few (?) who didn’t throw in the towel during the recent years’ turmoil. A small reduction was made as a precaution at €18.00, but I’m still firmly invested.
A spontaneous short chuckle escaped ![]()
regarding Inde’s model portfolio’s “gold mining sector”. The chuckle was so brief that it probably won’t affect my forum posting privileges ![]()
Alright, now my face is back to normal.
@OsakeKeisari’s tweet about Nokia’s eventful week ![]()
https://x.com/OsakeKeisari/status/1984343544761622593
Here’s an interesting comparison of the most profitable companies from different timeframes ![]()
https://x.com/RedDogT3/status/1984189365200064520
















