To The Moon

$Visa(V)$ is scheduled to report its fiscal second quarter 2025 financial results (for the quarter ending 31 March 2025) today, Tuesday, 29 April 2025, after the market closes. Earnings Per Share (EPS): The consensus forecast among analysts is around $2.66 to $2.68 per share. This would be an increase of about 6.8% compared to the $2.51 reported in the same quarter last year (Q2 2024). Revenue: Analysts expect revenue to be around $9.55 billion, which would represent an increase of approximately 9% year-over-year. Visa (V) Last Positive Earnings Call Saw Share Price Declined Slightly By 1.45% Visa had a positive earnings call on 30 Jan 2025 but the share price have declined by 1.45% since. Visa's earnings call highlighted strong financial performance

Adjusting value investing strategies during times of uncertainty and fear requires a nuanced approach that balances traditional principles with adaptive measures. Here is how an investors can deploy a structured strategy for value investing : 1. Reassess Valuation Metrics: Focus on Cash Flow: Prioritize free cash flow over earnings, as it’s less susceptible to accounting adjustments and reflects liquidity. Debt and Liquidity Analysis: Emphasize companies with low debt-to-equity ratios, strong cash reserves, and manageable interest obligations to withstand economic stress. 2. Avoid Value Traps: Competitive Moats: Target companies with durable competitive advantages (e.g., brand loyalty, patents, cost leadership) that ensure long-term viability. Management Quality: Scrutinize leadership’s tr

$Coca-Cola(KO)$ is scheduled to release its first-quarter financial results tomorrow, 29 April 2025, before the US market opens. Revenue: Analysts are generally expecting revenue around $11.17 billion to $11.21 billion. This represents a slight decrease compared to the $11.23 billion reported in the same quarter last year. Organic Revenue Growth: Despite the flat-to-slightly-down reported revenue forecast (which is impacted by currency and divestitures), analysts anticipate positive organic revenue growth (which excludes these factors and reflects underlying performance). Expectations are generally in the range of 5-6% year-over-year, driven primarily by pricing and product mix. Earnings Per Share (EPS): The consensus estimate is hovering around $0.

$Strategy(MSTR)$ is scheduled to release its financial results for fiscal Q1 2025 on 01 May 2025 after market closes. We need to understand that while MicroStrategy operates a business intelligence software company, its stock performance and investor focus are overwhelmingly driven by its strategy of acquiring and holding large amounts of Bitcoin. Revenue: Analysts expect revenue of around $117.5 million. This represents a slight decrease (around -3.5%) compared to the $121.7 million reported in Q1 2024. Earnings Per Share (EPS): Estimates for EPS vary significantly, highlighting the difficulty in forecasting due to Bitcoin's volatility and accounting treatment. Some sources (Yahoo Finance, Investopedia, Yahoo/Reuters) point to a consensus loss es

$Apple(AAPL)$ is scheduled to release its earnings for fiscal Q2 2025 after market closes on Thursday, 01 May 2025. Revenue: Analysts generally expect revenue to be around $94.0 billion to $94.2 billion. This would represent a modest year-over-year increase of roughly 3.6% to 3.8% compared to $90.75 billion in the same quarter last year (Q2 2024). This aligns with Apple's previous guidance for low- to mid-single-digit growth for the quarter. Earnings Per Share (EPS): The consensus EPS forecast is around $1.60 to $1.61. This indicates expected year-over-year growth of about 4.6% to 5.3% from $1.53 per share in Q2 2024. Net Income: Expected around $24.2 billion, suggesting a 2.5% year-over-year increase. Gross Margin: Forecasts suggest a slight impr

$Amazon.com(AMZN)$ is scheduled to report after market close on Thursday, 01 May 2025. Revenue: Wall Street consensus estimates range slightly but center around $144 billion to $155 billion. Some estimates lean towards the higher end (~$155B). This represents modest year-over-year growth (around 8-10%). Earnings Per Share (EPS): Consensus estimates are around $0.98 to $1.37. The higher estimates represent significant YoY growth (potentially +39%), reflecting successful cost-cutting and efficiency initiatives. It is important to remember that after Q4 2024, Amazon provided Q1 2025 revenue guidance of $151 billion to $155.5 billion, which was below market expectations at the time ($158.5B+). This cautious guidance cited a significant foreign exchang

$SoFi Technologies Inc.(SOFI)$ is scheduled to release its Q1 2025 earnings report before the market opens on Tuesday (29 April 2025). Revenue: Expected to be around $739 million to $742 million. This represents significant year-over-year growth of approximately 27-28%. (Note: SoFi's own guidance for Q1 was slightly different at $725M-$745M adjusted net revenue). Earnings Per Share (EPS): The consensus estimate is for $0.03 per share. This would be a 50% increase from the $0.02 reported in Q1 2024, indicating continued progress towards sustained profitability. Some analysts predict a potential beat, possibly reaching $0.04-$0.05. GAAP Profitability: Following its first GAAP profitable quarter in Q4 2024, SoFi is expected to maintain profitability

$Meta Platforms, Inc.(META)$ is scheduled to release its fiscal Q1 2025 earnings report after the market close on next Wednesday (30 April). Operating Margin: Expected to decrease significantly to approximately 32.5%, down from 43.1% in Q4 2024, reflecting the impact of heavy investments. Revenue: Expected around $41.35 billion to $41.4 billion. This represents a healthy year-over-year (YoY) growth of about 13.5-13.6%. However, this marks a noticeable deceleration from the 20.6% growth seen in Q4 2024. Earnings Per Share (EPS): Forecasts are clustered around $5.21 to $5.29. This indicates YoY growth of roughly 11-12%, but like revenue, it's expected to be the slowest EPS growth rate since Q1 2023. Tipranks consensus estimate for the EPS is looking

$Microsoft(MSFT)$ is scheduled to announce its fiscal Q3 2025 (quarter ending 31 March 2025) financial results after the market closes on Wednesday, 30 April 2025. Revenue: Expected to be around $68.4 billion, representing approximately 10.5% year-over-year growth. Earnings Per Share (EPS): Expected to be around $3.20 - $3.23, indicating roughly 9-10% growth compared to $2.94 in the same quarter last year (Q3 FY24). Microsoft (MSFT) Last Neutral Earnings Call Saw Share Price Decline By 11.23% MSFT had a neutral earnings call which saw its share price decline by 11.23% since. The earnings call highlights Microsoft's strong performance in cloud and AI services, with record commercial bookings and significant growth in AI and cloud revenue. However,

First, to confirm the timing: $Grab Holdings(GRAB)$ is indeed scheduled to announce its first-quarter 2025 results after the U.S. market closes on Tuesday, 29 April 2025. I do have a position in Grab in other account. The conference call for management discussion will follow at 8:00 PM U.S. Eastern Time that day (which is 8:00 AM Singapore Time on Wednesday, 30 April 2025). Revenue: Expected to be around $761 million to $767 million. This signifies a solid year-over-year increase of approximately 17%. Earnings Per Share (EPS): Forecasts center around $0.00 to $0.01 (consensus ~$0.006). This marks a significant improvement from the net loss per share in Q1 2024 and reflects Grab's push towards profitability. Grab Holdings (GRAB) Last Positive Earni