Quartr @Quartr_App
Increasing efficiency and precision in qualitative public market research. go.quartr.com/bio Internet, Everywhere Joined December 2020-
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$CROX CEO on being #1 on TikTok Shop: "It's sort of mind blowing that we'd be the #1 brand on TikTok Shop relative to all those others that exist. And so I think that's just a testament to the speed at which we can move and the willingness to experiment and take risks, which…
$ATD.TO CEO on passing $TSLA in Sweden and driving more in-store traffic: "We have 1 million charging transactions this quarter and it grew 50% [...] We have passed Tesla in Sweden as an example. Our utilization of chargers per charger is well ahead of the industry standard,…
$PM CEO on ZYN's premium price tag over competitors: "ZYN is 65+ percent on a per pouch basis, higher price than the next competitor [...] I mean, Marlboro would not be available to attain such a price premium versus the key competitors as we have with the ZYN."
$MTCH's CFO on the massive impact of app store economics: "IAP fees, both Apple and Google combined, are our single largest costs, $700 million a year we spend on fees. And so it's more than headcount, it's more than marketing. Like when you think about that, pretty incredible,…
$FIG's CEO @zoink on near-term margin pressure from AI investments: "Our focus drives our capital allocation decisions at Figma. For example, you should expect to see significant investments in our AI efforts because we believe AI will be critical to how software development…
This isn't a chart of an AI hyperscaler, it's what happens when you mix scarcity, influencer culture, and a unique IP. Pop Mart, the company behind the dolls, doesn't actually own "The Monsters" IP, where Labubu is one of the characters, but the hype has driven its revenue to…
$INTC CFO on the U.S. government investing in Intel: "Having the U.S. government invested in us, and invested in our success, is absolutely helpful. At the end of the day, we're going to have to bring out the processes and execute on the business, but to have their support and…
$NVDA CEO Jensen Huang on on hyperscaler CapEx and Nvidia's runway: "The demand is really, really high. But the long-term outlook between where we are today, CapEx has doubled in 2 years. It is now running about $600 billion a year just in the large hyperscalers. For us to grow…
$NVDA Q2 2026 "Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary." - Jensen Huang Revenue +56% *Data Center +56% *Gaming +49% *Professional Vis. +32% *Automotive +69% EBIT +53% *marg. 61% (62) EPS +61%
30+ well-known brands with surprising or lesser-known owners: $EAT → Chili's $WBD → CNN $CRM → Slack $DECK → UGG $DASH → Wolt $MAT → Barbie $AAPL → Beats $TEAM → Trello $AMZN → IMDb $AS → Arc'teryx $NWL → Sharpie $RKUNY → Viber $ABF.L → Primark $DOM.ST → Igloo…
Why did Kodak fall despite owning photography? Its dominance in film became its greatest weakness as rivals embraced digital. A textbook case of the innovator's dilemma. Read the full story here: quartr.com/insights/edge/…
A once-stalled restaurant chain is back in growth mode: $EAT, parent of Chili's and Maggiano's, has seen its stock rise ~400% since Kevin Hochman became CEO in 2022. Hochman's playbook Brinker has driven strong sales and profit growth by cutting its menu by over 25% and doubling…

Nicklas Andersson @Investeraren
94K Followers 1K Following Investerare som älskar att inspirera +20yr | Sparekonom Montrose by Carnegie @montrose_io 🔥 Författare, programledare, poddare #PrataPengar #Finanstwitter
The Transcript @TheTranscript_
89K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Brandon Beylo @marketplunger1
95K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Magnus Andersson🦎 @Lou_Mannheim
36K Followers 855 Following Utgå från att jag äger bolag som jag skriver regelbundet om. Utgå inte från att jag äger bolag jag nämner enstaka gånger. Inga blankningar.
Ten_Bagger @Ten_Bagger
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Brad Freeman @StockMarketNerd
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Idea Hive @ideahive
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Leandro @Invesquotes
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Professor Kalkyl @Prof_Kalkyl
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Mostly Borrowed Ideas @borrowed_ideas
143K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
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Gabriel Mellqvist @EkonomiGabriel
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Heavy Moat Investment... @stonkmetal
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The Transcript @TheTranscript_
89K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Brandon Beylo @marketplunger1
95K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Magnus Andersson🦎 @Lou_Mannheim
36K Followers 855 Following Utgå från att jag äger bolag som jag skriver regelbundet om. Utgå inte från att jag äger bolag jag nämner enstaka gånger. Inga blankningar.
Brad Freeman @StockMarketNerd
178K Followers 1K Following Detailed equity research and balanced portfolio insights for serious investors who want analysis over hype. Invest with good reason here.
Idea Hive @ideahive
55K Followers 447 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks. Check out my blog here: https://t.co/ZptZfOvElj
Leandro @Invesquotes
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Professor Kalkyl @Prof_Kalkyl
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Mostly Borrowed Ideas @borrowed_ideas
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MT Capital @MT_Capital1
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Heavy Moat Investment... @stonkmetal
23K Followers 853 Following Young self-taught investor and Software dev | Quality Value Investing | Writer at Substack | Entertainment only, no financial advice
Alex Morris (TSOH Inv... @TSOH_Investing
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From Growth To Value @FromValue
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