CAC

kaapooj

CAC futes down 2%

tika_dengu

Is there a futures market for DAX, CAC, FTSE, etc.? Curious how they react!

Ancient-Stock-3261

I get the bullish take; strong DD and way better than the usual WSB hype posts. That said, I think most people are focusing on the *story* and not the risk that actually matters: **when growth stops turning into margin expansion**. ARPAM flattening is usually the first crack, not CAC or competition. How I look at names like this: * Separate growth metrics from profit behavior * Watch product attach by income cohort, not averages * Use AI to flag inflection points *before* price reacts I’m not bearish on CHYM; just saying most bags are made by being right, then staying right too long.

Brilliant_Builder697

If I had to pick 10 from your list for a “hold for years” portfolio, I’d bias toward durable cash-flow machines + clear secular tailwinds, and keep the true lottery tickets to a minimum. My 10 would be: Amazon, Meta, Broadcom, Oracle, Uber, The Trade Desk, Shift4 Payments, Duolingo, e.l.f. Beauty, and Nebius Group. The “core 4” here are Amazon / Meta / Broadcom / Oracle: they’re not risk-free, but they have real moats (distribution, attention, silicon + infrastructure software, enterprise switching costs) and, crucially, the ability to self-fund AI capex without living or dying by capital markets. That matters a lot in 2026+ where the winners are often the ones who can keep investing through down cycles. Then I’d round out with “picks-and-shovels to digitization”: Uber (local commerce + logistics scale), The Trade Desk (independent ad-buying platform in a world of walled gardens), and Shift4 (payments + software embedded in merchants). These aren’t as “inevitable” as megacap tech, but they’re the kind of businesses where execution + scale can compound for a long time, while still being very exposed to regulation, competition, and margin pressure. For consumer/growth, I’d keep it to names that look like they can compound without constant reinvention: Duolingo (habit + subscription flywheel) and e.l.f. Beauty (brand + distribution momentum). These can work great, just understand they’re more vulnerable to “vibes” risk (taste shifts, CAC creep, copycats) than the infrastructure/platform names. Finally, I’d use Nebius as the single “higher-beta” slot because it’s basically an AI infrastructure bet, high upside, but also higher risk (capex intensity, customer concentration, sentiment whiplash).

AverageUnited3237

Starlink can do text barely, the claim that they have a service that's live right now is a marketing claim. ASTS is launching full 5g from space, true broadband, where by their own admission Starlink is 3 years behind at least. ASTS has Verizon, att, Vodaphone, vi, etc, a 3b user install base is there once their service launches. ASTS and Starlink currently have fundamentally different products and business models. The more you know the more you realize SpaceX and Starlink are not this omnipotent crushing force no one can compete with, and in this case against ASTS it might be the other way around if anything. Starlink currently does fixed broadband direct to dish (buy a Starlink terminal, broadband internet speeds for $120 a month) and a very unreliable texting service that barely works. Sometimes the text goes through, but after minutes of waiting, sometimes not. Their claim to having any type of service if just a marketing stnt and not even the same product or market as what ASTS is going for, which is true 5g broadband direct to device. Starlink is currently incapable of true 5g, it's a physics problem, small satellite and antenna cannot physically transmit broadband at scale to a phone on earth. Starlink tries to compensate for this with a large constellation - they claim they will need 6000-10000 of their NEXT GEN satellites to do true 5g service, which by their own optimistic claims is 3ish years away... and that's an elon timeline. Starlink service now is text only, it's a different product to what ASTS is launching this year and it will be Starlink who is the one that will prove they need to catch up to ASTS after this year. ASTS already has superior spectrum exclusivity via MNOs, superior tech, younger, growing faster, better business model, and further along in r&d. Starlink has 11m subscribers, ASTS can get that in a weekend once the service turns on. It's a global monopoly in this market for the foreseeable future, assuming they launch 45-60 satellites this year. SpaceX is dependent on Starlink v3 for true 5g due to antenna size, ( it's basic physics. You Need a large satellite). V3 is too big to fit in a rocket fare on any current flight, so it's dependent on starship, which has trouble recently. Best case, very generously, starship and by extension v3 won't deploy their satellites until 2027/2028, most likely by 2029/2030 given space timelines. V3 is also more comparable to block 1, ASTS is launching block 2 currently (just did the first with ISRO). By 2029/2030, ASTS will be on block 3 or 4. SpaceX and Starlink are not this insurmountable beast. ASTS will have a massive margin once the constellation is e deployed, their CAC will be near zero, their install base is already there to the tune of billions of devices, and no one is competing with them for the foreseeable future on a tech landscape - let alone on a spectrum acquisition and MNO partnership basis. Anyway, even assuming Starlink can compete, I'll give. Then credit and say they're only 1-2 years behind - the market is HUGE IMO. Analysts have no way to value it so their models are broken, numbers will be concrete this year and the conversation will shift from tech/binary risk to "wow how big will this be"? Buying asts is a bet not on 2026 nevessarily, just continued execution. You're free to make your own your assumptions about adoption, personally I think 1b users by 2029/2030 for atss is realistic if not conservative. Then the question comes down to ARPU, margins, valuation, and non communication (government) revenues - which will be significant.

Cultural_Thing1712

NGL European indexes are a pretty good buy these days. You don't get nuked by USD conversion rates and they have solid returns. IBEX35 returned 50%, DAX returned 21.5%. Even the CAC40's 16.1% return was better than SPY.

KD_Hub

The CAC payback + long-term operating leverage angle is the key thing most people overlook. One thing that’s helped me with names like HIMS is using AI to run quick bull/base/bear cases on subs, margins, and dilution - it makes it way easier to see where the real risk is vs just headline noise. Definitely adds clarity before sizing a position.

AggieDem

If the CAC 40 dives, does that mean people are left holding the baguette?

graavejrsdag

CAC 40 futures not trading yet?

mammal365

Many companies have already reported a decrease in CAC from AI used in advertising. New college graduate unemployment is nearly 10%, because most of the entry level jobs can be done with a generic LLM nevermind specialized AI tools. Idk what's up with this odd group of people thinking AI is some myth the largest companies on the planet are flushing billions down the toilet for. You're the same type of person in the 90's that said that the Internet is just a fad for nerds. Just because you personally don't understand how AI works and is used doesn't mean it's useless.

cloud_cafe

NIKKE green, DAX green, FTSE green, CAC green Only fatties hate money

tripletc

RKT. **Amazon of Mortgages:** They've built an end-to-end digital ecosystem by integrating origination and servicing. Think searching for a home, financing it, and managing the loan, all in one place. This vertical integration is HUGE. **Rate-Proof Business:** Unlike pure mortgage lenders, RKT's massive, fee-based servicing portfolio acts as a shield when interest rates are high, making the business much more stable. **AI & Efficiency:** They're pouring money into tech, driving down the cost to acquire customers (CAC) and closing loans faster than the competition. **Lower Rates:** When the Fed inevitably cuts rates, RKT's digital scale and huge customer list mean they'll capture a massive surge in refinancing and purchase volume. **Cheap Valuation:** The market is treating RKT like a cyclical lender, but it's really an integrated tech/servicing giant. The stock is seriously undervalued right now.

whomakesthetendies

CAC40 looking attractive. If only I had the 'liquidity' 😮‍💨

GTHero99

Only CAC40 I invest in is the 40cm CAC in mah pants

Fantastic-Aerie1843

CAC40 doesn’t include dividend reinvesting, you need to look at CAC GR to have an equivalent of Nasdaq, SP500 or whatever index

No-Public9273

Because it’s still a high competition market. They fight fiercely with Vivid and other resellers which drives up CAC and reduces profit. There’s limited differentiation across these platforms and it’s challenging to drive customer stickiness so their CAC doesn’t scale down as much as it would for typical large platforms with stickiness. Also, their avg take-rate is actually closer to 20-25% from what I recall. Ive looked into ticketing and I wouldnt invest in the resellers. Majority of tickets are already sold online so they arent benefitting from secular trends to digital that many other digital platforms do. They have benefited from the post-COVID entertainment spend boom and that could pull back significantly if there’s a downturn so there’s significant downside.

NukeGandhi

Customer acquisition cost is a more relevant metric for a product, not a marketplace. Amazon and eBay don’t talking about CAC the way companies like Netflix and Adobe do.

Aegeanm

Beyond user growth look at unit economics like LTV to CAC ratios and net revenue retention. Tools like [Seedscope.ai](http://Seedscope.ai) Pitchbook or even just a solid financial model help assess true value.

Fit_Swordfish558

I have the same line of thinking. Strong brand, sticky product, network effect, increasing paid-subs, AI-loser narrative overhyped, 65%+ of language learning market share, energy system will increase arpu, social media strong, little to no CAC, love the company and also the optionality with new verticals (I saw some people talking about coding and ESL potentially). Also strong financials and 30% FCF margin I believe and trading at multi-year lows for valuation multiples. I'm looking at paid subs, user growth in chess, and management's vision for fy2026 and beyond. I have some models from equity research coverage if you'd like to see...

MagicJuggler

I am still building out my portfolio, so hope to gradually diversify whenever possible. My first winning trade this year was buying shares of the Rheinmetall ADR (RNMBY) back in February, but then I started learning more about portfolio theory, option strategies, etc. I am interested in the DAX, CAC, and others in due time once I have collected sufficient capital to diversify.

Traditional_Panic966

I have seen good write ups on it recently I wish I had saved. Nothing obvious to me looking quickly. The CAC 40 is still up over 10% this year so not as much of a discount as I would be comfortable with.

TheRedditModsSuck

DAX Performance Index, Nikkei 225, FTSE 100, CAC 40, TSX 60, S&P 500 in the 1970s etc.

FastFwdFrank

Stole this from someone on X. Not exactly what you’re looking for but it is extremely thorough: “You are an equity research analyst. Produce a rigorous, source-backed investment memo on {Company} [{Ticker}] with a clear Buy, Hold, or Sell call. Rules for research and writing 1) Use only verifiable, recent sources. Prioritize official filings, earnings materials, investor presentations, regulatory documents, reputable industry data, and high quality media. Cite every non-obvious fact with a link and date. 2) Separate facts from interpretation. Tag each paragraph as Fact, Analysis, or Inference. 3) Use precise dates. Avoid vague time references. 4) Quantify claims. Show math for derived metrics. Use tables where helpful. 5) Note uncertainty. Call out missing data and state assumptions. Deliverables A) Executive summary (8 to 12 bullets): snapshot, thesis, rating, price targets and time frames, key drivers, key risks, near-term catalysts, and what would change the call. B) Full memo with sections 1 through 15 below. C) Appendix: source list with links and dates, data tables, and a simple operating model. 1) Thesis framing (purpose: define what must be true to create value) - State the core investment question in one sentence. - List 3 to 5 thesis pillars that would make the stock attractive. - List disconfirming evidence to test that could break the thesis. 2) Market structure and size (purpose: size the prize and trajectory) - Quantify TAM, SAM, SOM. Segment by product line, customer size, industry, and geography. - Identify growth drivers: regulation, replacement cycles, macro activity, technology adoption. - Estimate current penetration and runway. Compare against peer adoption curves. 3) Customer segments and jobs to be done (purpose: map who buys and why) - Describe mix by size band and industry. Identify buyer roles and budget owners. - Detail core workflows and pain points. Explain mission criticality. - Assess switching costs and vendor lock-in by segment. 4) Product and roadmap (purpose: evaluate product-market fit and durability) - Summarize core modules and adjacent products. Call out differentiators. - Compare depth vs breadth versus best point solutions. - Explain implementation time, integrations, configurability, and typical time to value. - Provide quality and reliability signals: uptime, incident history, mobile performance. - Roadmap credibility: stated milestones versus delivery track record. 5) Competitive landscape (purpose: position the company) - Identify direct and indirect competitors by segment and size. - Compare pricing, packaging, and feature gaps. Include switching friction and contract terms. - Summarize win or loss reasons from reviews, case studies, and disclosed data. 6) Go-to-market and distribution (purpose: test scalability of new-logo engine) - Break down demand sources: inbound, outbound, partner referrals, marketplaces. - Sales productivity: ramp, quota attainment, conversion rates where disclosed or inferred. - Role of channels and partnerships: integrations, OEMs, platforms. - Services and customer success model. Training and community as moat. 7) Retention and expansion (purpose: quantify durability of revenue) - Report gross and net dollar retention by cohort and segment if disclosed or estimable. - Explain logo churn drivers and timing. Provide a churn curve if possible. - Identify expansion vectors: seat growth, module attach, usage-based add-ons. - Discuss contract length, renewal mechanics, and price increase policies. - Include reference-call insights or credible review synthesis. 8) Monetization and embedded finance if applicable (purpose: understand usage economics) - Revenue streams and pricing model. For payments or fintech: share of customers active, GTV penetration, take rate by tender type, blended margin, cost stack, fraud exposure, and who holds credit risk. - Revenue recognition: gross vs net. Seasonality and cyclicality. - ARPU uplift from usage products. Payback on onboarding. 9) Unit economics and efficiency (purpose: test scalability with profitable growth) - CAC, payback period, magic number, LTV to CAC by segment if available or estimable. - Contribution margin by line: software vs usage vs services. - Cohort profitability and cash contribution over time. - Implementation and support cost over customer lifetime. 10) Financial profile (purpose: link operations to financial outcomes) - Revenue mix and growth by component. Gross margin by line. Operating leverage path. - Rule of 40 and efficiency trends. GAAP to cash flow bridge. - Leading indicators: billings, RPO, backlog. - SBC, dilution, and share count trajectory. - Liquidity, working capital needs, and path to FCF breakeven and target margin. 11) Moat and data advantage (purpose: assess defensibility) - Workflow depth and data lock-in. Network or ecosystem effects if present. - AI or analytics differentiation with measurable outcomes. - Integration footprint and practical switching costs. 12) Execution quality and organization (purpose: evaluate management and operating cadence) - Leadership track record and stability. Org design and succession. - Engineering velocity: release cadence, defect and incident rates where available. - Customer sentiment: CSAT, NPS, peer review sites, and community signals. 13) Risk inventory and mitigants (purpose: make downside explicit) - Macro, regulatory, competitive, operational, and concentration risks. - Payments, credit, or compliance risks if relevant. - Implementation complexity and time-to-value risks. - For each risk, propose leading indicators and mitigations. 14) Valuation framework (purpose: value with cross-checks) - Public comps table: growth, gross margin, operating margin, Rule of 40, EV to revenue, EV to gross profit. Normalize for any usage or payments reporting differences. - DCF with explicit drivers and sensitivity bands. - Cross-checks: cohort NPV math, S-curve adoption, unit economics to enterprise value sanity checks. 15) Scenarios, catalysts, and monitoring plan (purpose: set expectations and triggers) - 12 to 24 month bear, base, bull cases. Specify NRR, new logos, pricing or take rate, margins, SBC, and share count. Assign probabilities that sum to 100 percent. - Near-term catalysts: product launches, pricing changes, partnerships, market entries, M&A, regulatory outcomes. - Early warning indicators: churn spikes in small cohorts, backlog slippage, uptime incidents, pricing pushback. - What would change my mind: three positive and three negative triggers. Output format - Executive summary - Rating with price targets and time frames - Investment thesis and variant perception - Detailed sections 1 through 15 - Tables and charts embedded - Source list with links and dates - Appendix with model assumptions and calculations Quality bar - No generic claims. Back important statements with numbers and citations. - Label any speculation as Inference. - Be concise and structured. Prefer bullets and tables.

Real_Jism

company's investing in growth + acquisition, significant reduction in churn rate and a improved LTV/CAC ratio, overall positive

elsebe777

Nuvini Group (NASDAQ:NVNI), Latin America's leading B2B SaaS company acquirer, reported strong first half 2025 results with notable operational improvements. The company achieved 6.5% revenue growth to R$98.2 million, while operational free cash flow increased 16.3% to R$16.8 million. Key highlights include a significant reduction in churn to 2.4% from 14.3% year-over-year, improved LTV/CAC ratio to 8x from 6x, and recurring revenue reaching 92.2% of total revenue. However, the company reported an operating loss of R$31.9 million compared to a profit of R$14.2 million in 1H24. The company has completed one of its targeted four acquisitions for 2025 with Munddi Soluções and launched several AI initiatives, including NuviniAI Day, NuviniAI Prize, NuviniAI Lab, and NuviniAI Index, reporting a 40% increase in development team productivity through AI-driven platforms. Positive Operational free cash flow grew 16.3% to R$16.8 million Significant churn reduction to 2.4% from 14.3% year-over-year Recurring revenue increased to 92.2% of total revenue LTV/CAC ratio improved to 8x from 6x 40% productivity increase through AI-driven development platforms Net revenue grew 6.5% to R$98.2 million Gross margin improved to 63% from 61% Negative Operating loss of R$31.9 million versus R$14.2 million profit in 1H24 Adjusted EBITDA declined to R$21.1 million from R$26.5 million Only completed one of four targeted acquisitions for 2025 Low cash position of R$3.0 million as of June 30, 2025 Insights

Key-Boat-7519

Short version: they’re an operator-style holdco that buys sticky niche SaaS, keeps the teams, plugs them into shared playbooks, and funds targeted growth. What that looks like: centralize back office and analytics, standard KPIs (MRR/NDR/churn/CAC payback), tighten pricing and billing, add integrations that reduce churn, and provide GTM help (sales ops, partner channels, lightweight brand/website cleanup). Infra is rarely the bottleneck-cloud scales-so they invest where it moves the needle (reliability, security, data pipelines) rather than just piling on servers. On expansion, expect tuck-ins in the same vertical or adjacent geos, often kept as separate brands to avoid disruption, plus cross-sell across the portfolio. It’s a permanent-hold compounding model, not buy-optimize-flip. For context, I’ve used HubSpot for lead routing and Datadog for uptime, and Pulse for Reddit to spot customer pain points and market chatter when prioritizing roadmap or pricing tests. Bottom line: the value comes from hands-on operating playbooks and disciplined tuck-ins, not passive ownership.

wolf_of_rapestreet

CAC hehe

sadandconfused32

2nd scoop today: China tells tech giants to stop buying all of Nvidia’s AI chips - CAC summoned tech firms this week to ban RTX Pro 6000D - Several cos who earlier put in orders told suppliers to terminate - NV China rev will go to ~0 if no new update

sadandconfused32

$NVIDA NEWS FROM IMAKEBADINVESTMENTS 2nd scoop today: China tells tech giants to stop buying all of Nvidia’s AI chips - CAC summoned tech firms this week to ban RTX Pro 6000D - Several cos who earlier put in orders told suppliers to terminate - NV China rev will go to ~0 if no new update

Boston-Bets

Dude. Do you realize what BS your "cost of acquisitions" for RKT buying RDFN and COOP is? RDFN lowers their CAC tremendously, and gives them mongo cross selling opportunities. Buy with Redfin, and finance with RKT, get $6000 towards closing costs etc. COOP was soo undervalued, they are going \*add\* 40%+ to EPS for only 25% dilution in shares. It's literally free EPS for RKT holders. Right now RKT is valued at combined EPS, with no rate cut bump in volume. LDI first needs to get \*profitable\*, and then it can be compared Apples to Apples with RKT. Right now, LDI is trading on "hopes" of profitability in '26 and beyond.

Constant_Story8217

Cuz u can't spell CAC40 without CACA - that's the fair value of that stock exchange

FawningDeer37

Real question: Why do we mention the DAX on here a good bit but rarely if ever the CAC40?

ChornWork2

yes, companies pay to acquire new customers. sometimes pay advertisers, sometimes pay channel partners, sometimes pay sales teams and sometimes provide incentives to existing base. question is how does the CAC compare to the lifetime value, and what happens to each when you scale.

ganbaro

My 3x CAC40 is up today 😎

IAmOneGuessFromRich

Perhaps you remember that during COVID, supply chain issues were insane. I needed to buy a car during that insanity and paid out the ass premium prices because cars were sitting in warehouses, completely finished, except for the chips. The Ford Bronco is a great example. They had tens of thousands of Broncos ready to ship, but were waiting on chips to be manufactured. For as much as they already develop here, our infrastructure in chip manufacturing is not developed enough domestically to support demand. And as mentioned above, our dependence on foreign countries for chips creates a security risk. I always found it interesting in the Navy that our CAC card readers were manufactured in China. That seemed like a really odd security risk the Navy would take. Look I agree that it always seems like the big corporations get these massive handouts. In this case specifically, in order for them to receive the money, the chips act had laid out certain benchmarks they had to hit to get the money, unlike the PPP loans which were grossly abused or like many government subsidies to the fossil fuel industry or even a better example, the bank and auto bailouts. The purpose of the CHIPs act was to invest in an increase in chip manufacturing domestically to prevent issues like what we experienced during COVID. Or god forbid if Taiwan is ever taken over by China. It wasn’t just intel that was slated to receive funds. Micron, GFS, Texas Instruments, TSMC, and Samsung. Equipment suppliers like Applied Materials, Lam Research, and KLA indirectly would be positively impacted by this growth. Fabless designers (NVIDIA, AMD, Qualcomm, Apple) weren’t direct recipients but they benefit from closer, more secure supply chains in the U.S.

OkMortgage580

Insuretechs with this digital first approach are writing the most competitive, thin margin business in the world. They do not have better underwriting than the legacy writers of wheels business and their CAC is extremely high. I don’t think it’s priced low enough with macro headwinds they will face soon.

Plaesmodia

S&P is tech-heavy and BTC is correlated with the US tech sector. If you think you are diversified with this portfolio, you are going into a wall. CAC40, FTSE100 and Stoxx600 would give you international exposure without doubling down on US tech and is a solid choice if you believe that the US is going to enter a recession.

Creative-Cranberry47

the thing is, each pet/renter policy is like a couple of hundreds of dollars, and each auto policy is thousands of dollars, so at a 330 CAC, ROOT actually has better CAC than LMND ROOT utilizes AI as well for underwriting. thats why they have superior pricing and loss ratios.

Agafina

Something is wrong with this data. It uses the S&P 500 as the benchmark index for the US (which is fair) but then doesn't use other benchmark indices for the other countries (like Dax for Germany, CAC40 for France or FTSE 100 for the UK). I can confidently say that the French stock market hasn't grown by 22% this year. In fact, it has actually underperformed the S&P500.

rasputin777

It's been a dead end for a quarter century. So has plenty of Europe. Look at CAC40. It's not brexit let's pretend. It's high rates of tax and regulations. No one wants to start a business there or hire there. I sure as hell wouldn't. The only reason anyone hires in Ireland is because you can pay people peanuts. Same in Canada.

bullbearnme

– **Analyst Optimism**: Targets of $5–$7.14 suggest massive upside, driven by NVNI’s role as a B2B SaaS consolidator in Latin America, a growing market. Acquisitions like Munddi and AI initiatives (e.g., AIMÊ with 1400% ROI) signal growth potential. – **Short Squeeze Potential**: With a 40% borrow fee, zero shares available to borrow, and a moderate 72M float, NVNI could see sharp spikes if short sellers cover or retail buying surges (e.g., July 28’s 63.72% gain on 154M volume). X posts highlight squeeze buzz, with technical signals like bullish RSI divergence **Strategic Acquisitions and Growth Plans**: NVNI completed the acquisition of Munddi, a São Paulo-based B2B SaaS platform, in May 2025, marking the first of four planned acquisitions for the year. This move is expected to enhance synergies with NVNI’s existing portfolio (e.g., Onclick, Leadlovers, Mercos) and strengthen its position as a leading B2B SaaS consolidator in Latin America. The company aims to close three more acquisitions by year-end, targeting high-growth SaaS businesses with gross margins above 65% and strong customer retention. **NuviniAI Initiative Success**: On July 17, 2025, NVNI hosted its inaugural NuviniAI Day at Oracle’s São Paulo facility, showcasing three finalist AI projects from its NuviniAI program launched in June 2025. These projects—AIMÊ by Effecti (1400% ROI for public tender analysis), Business Scout by Datahub (M&A opportunity identification), and LeadIA by Leadlovers (AI marketing assistant for 10,000+ accounts)—demonstrated an average ROI of 523% and a 4.2-month payback period. This initiative underscores NVNI’s focus on integrating AI to boost productivity and reduce costs across its portfolio.**Strong Financial** **Performance in FY2024**: NVNI reported record revenue of R$193.3 million (\~$34 million USD) for FY2024, a 14.4% increase from 2023, and achieved its first operating profit of R$16.5 million, a significant improvement from a R$189.2 million loss in 2023. Adjusted EBITDA rose 30% to R$57.4 million, with a gross margin of 63.4%, churn reduced to 2.9%, and an LTV/CAC ratio of 6x. The company also strengthened its cash position to R$18.0 million by year-end.

bullbearnme

– **Analyst Optimism**: Targets of $5–$7.14 suggest massive upside, driven by NVNI’s role as a B2B SaaS consolidator in Latin America, a growing market. Acquisitions like Munddi and AI initiatives (e.g., AIMÊ with 1400% ROI) signal growth potential. – **Short Squeeze Potential**: With a 40% borrow fee, zero shares available to borrow, and a moderate 72M float, NVNI could see sharp spikes if short sellers cover or retail buying surges (e.g., July 28’s 63.72% gain on 154M volume). X posts highlight squeeze buzz, with technical signals like bullish RSI divergence **Strategic Acquisitions and Growth Plans**: NVNI completed the acquisition of Munddi, a São Paulo-based B2B SaaS platform, in May 2025, marking the first of four planned acquisitions for the year. This move is expected to enhance synergies with NVNI’s existing portfolio (e.g., Onclick, Leadlovers, Mercos) and strengthen its position as a leading B2B SaaS consolidator in Latin America. The company aims to close three more acquisitions by year-end, targeting high-growth SaaS businesses with gross margins above 65% and strong customer retention. **NuviniAI Initiative Success**: On July 17, 2025, NVNI hosted its inaugural NuviniAI Day at Oracle’s São Paulo facility, showcasing three finalist AI projects from its NuviniAI program launched in June 2025. These projects—AIMÊ by Effecti (1400% ROI for public tender analysis), Business Scout by Datahub (M&A opportunity identification), and LeadIA by Leadlovers (AI marketing assistant for 10,000+ accounts)—demonstrated an average ROI of 523% and a 4.2-month payback period. This initiative underscores NVNI’s focus on integrating AI to boost productivity and reduce costs across its portfolio.**Strong Financial** **Performance in FY2024**: NVNI reported record revenue of R$193.3 million (\~$34 million USD) for FY2024, a 14.4% increase from 2023, and achieved its first operating profit of R$16.5 million, a significant improvement from a R$189.2 million loss in 2023. Adjusted EBITDA rose 30% to R$57.4 million, with a gross margin of 63.4%, churn reduced to 2.9%, and an LTV/CAC ratio of 6x. The company also strengthened its cash position to R$18.0 million by year-end.

bullbearnme

– **Analyst Optimism**: Targets of $5–$7.14 suggest massive upside, driven by NVNI’s role as a B2B SaaS consolidator in Latin America, a growing market. Acquisitions like Munddi and AI initiatives (e.g., AIMÊ with 1400% ROI) signal growth potential. – **Short Squeeze Potential**: With a 40% borrow fee, zero shares available to borrow, and a moderate 72M float, NVNI could see sharp spikes if short sellers cover or retail buying surges (e.g., July 28’s 63.72% gain on 154M volume). X posts highlight squeeze buzz, with technical signals like bullish RSI divergence **Strategic Acquisitions and Growth Plans**: NVNI completed the acquisition of Munddi, a São Paulo-based B2B SaaS platform, in May 2025, marking the first of four planned acquisitions for the year. This move is expected to enhance synergies with NVNI’s existing portfolio (e.g., Onclick, Leadlovers, Mercos) and strengthen its position as a leading B2B SaaS consolidator in Latin America. The company aims to close three more acquisitions by year-end, targeting high-growth SaaS businesses with gross margins above 65% and strong customer retention. **NuviniAI Initiative Success**: On July 17, 2025, NVNI hosted its inaugural NuviniAI Day at Oracle’s São Paulo facility, showcasing three finalist AI projects from its NuviniAI program launched in June 2025. These projects—AIMÊ by Effecti (1400% ROI for public tender analysis), Business Scout by Datahub (M&A opportunity identification), and LeadIA by Leadlovers (AI marketing assistant for 10,000+ accounts)—demonstrated an average ROI of 523% and a 4.2-month payback period. This initiative underscores NVNI’s focus on integrating AI to boost productivity and reduce costs across its portfolio.**Strong Financial** **Performance in FY2024**: NVNI reported record revenue of R$193.3 million (\~$34 million USD) for FY2024, a 14.4% increase from 2023, and achieved its first operating profit of R$16.5 million, a significant improvement from a R$189.2 million loss in 2023. Adjusted EBITDA rose 30% to R$57.4 million, with a gross margin of 63.4%, churn reduced to 2.9%, and an LTV/CAC ratio of 6x. The company also strengthened its cash position to R$18.0 million by year-end.

bullbearnme

NVNI 0.6731+0.1811(+36.8089%) As of 12:08:30 PM EDT. Market Open. **Analyst Optimism**: Targets of $5–$7.14 suggest massive upside, driven by NVNI’s role as a B2B SaaS consolidator in Latin America, a growing market. Acquisitions like Munddi and AI initiatives (e.g., AIMÊ with 1400% ROI) signal growth potential. * **Short Squeeze Potential**: With a 40% borrow fee, zero shares available to borrow, and a moderate 72M float, NVNI could see sharp spikes if short sellers cover or retail buying surges (e.g., July 28’s 63.72% gain on 154M volume). X posts highlight squeeze buzz, with technical signals like bullish RSI divergence and a $0.73 target. **Strategic Acquisitions and Growth Plans**: NVNI completed the acquisition of Munddi, a São Paulo-based B2B SaaS platform, in May 2025, marking the first of four planned acquisitions for the year. This move is expected to enhance synergies with NVNI’s existing portfolio (e.g., Onclick, Leadlovers, Mercos) and strengthen its position as a leading B2B SaaS consolidator in Latin America. The company aims to close three more acquisitions by year-end, targeting high-growth SaaS businesses with gross margins above 65% and strong customer retention. **NuviniAI Initiative Success**: On July 17, 2025, NVNI hosted its inaugural NuviniAI Day at Oracle’s São Paulo facility, showcasing three finalist AI projects from its NuviniAI program launched in June 2025. These projects—AIMÊ by Effecti (1400% ROI for public tender analysis), Business Scout by Datahub (M&A opportunity identification), and LeadIA by Leadlovers (AI marketing assistant for 10,000+ accounts)—demonstrated an average ROI of 523% and a 4.2-month payback period. This initiative underscores NVNI’s focus on integrating AI to boost productivity and reduce costs across its portfolio.**Strong Financial** **Performance in FY2024**: NVNI reported record revenue of R$193.3 million (\~$34 million USD) for FY2024, a 14.4% increase from 2023, and achieved its first operating profit of R$16.5 million, a significant improvement from a R$189.2 million loss in 2023. Adjusted EBITDA rose 30% to R$57.4 million, with a gross margin of 63.4%, churn reduced to 2.9%, and an LTV/CAC ratio of 6x. The company also strengthened its cash position to R$18.0 million by year-end.

bullbearnme

NVNI - UP 27.20% **Strategic Acquisitions and Growth Plans**: NVNI completed the acquisition of Munddi, a São Paulo-based B2B SaaS platform, in May 2025, marking the first of four planned acquisitions for the year. This move is expected to enhance synergies with NVNI’s existing portfolio (e.g., Onclick, Leadlovers, Mercos) and strengthen its position as a leading B2B SaaS consolidator in Latin America. The company aims to close three more acquisitions by year-end, targeting high-growth SaaS businesses with gross margins above 65% and strong customer retention.**NuviniAI Initiative Success**: On July 17, 2025, NVNI hosted its inaugural NuviniAI Day at Oracle’s São Paulo facility, showcasing three finalist AI projects from its NuviniAI program launched in June 2025. These projects—AIMÊ by Effecti (1400% ROI for public tender analysis), Business Scout by Datahub (M&A opportunity identification), and LeadIA by Leadlovers (AI marketing assistant for 10,000+ accounts)—demonstrated an average ROI of 523% and a 4.2-month payback period. This initiative underscores NVNI’s focus on integrating AI to boost productivity and reduce costs across its portfolio.**Strong Financial Performance in FY2024**: NVNI reported record revenue of R$193.3 million (\~$34 million USD) for FY2024, a 14.4% increase from 2023, and achieved its first operating profit of R$16.5 million, a significant improvement from a R$189.2 million loss in 2023. Adjusted EBITDA rose 30% to R$57.4 million, with a gross margin of 63.4%, churn reduced to 2.9%, and an LTV/CAC ratio of 6x. The company also strengthened its cash position to R$18.0 million by year-end.

bullbearnme

**Strategic Acquisitions and Growth Plans**: NVNI completed the acquisition of Munddi, a São Paulo-based B2B SaaS platform, in May 2025, marking the first of four planned acquisitions for the year. This move is expected to enhance synergies with NVNI’s existing portfolio (e.g., Onclick, Leadlovers, Mercos) and strengthen its position as a leading B2B SaaS consolidator in Latin America. The company aims to close three more acquisitions by year-end, targeting high-growth SaaS businesses with gross margins above 65% and strong customer retention. **NuviniAI Initiative Success**: On July 17, 2025, NVNI hosted its inaugural NuviniAI Day at Oracle’s São Paulo facility, showcasing three finalist AI projects from its NuviniAI program launched in June 2025. These projects—AIMÊ by Effecti (1400% ROI for public tender analysis), Business Scout by Datahub (M&A opportunity identification), and LeadIA by Leadlovers (AI marketing assistant for 10,000+ accounts)—demonstrated an average ROI of 523% and a 4.2-month payback period. This initiative underscores NVNI’s focus on integrating AI to boost productivity and reduce costs across its portfolio.**Strong Financial** **Performance in FY2024**: NVNI reported record revenue of R$193.3 million (\~$34 million USD) for FY2024, a 14.4% increase from 2023, and achieved its first operating profit of R$16.5 million, a significant improvement from a R$189.2 million loss in 2023. Adjusted EBITDA rose 30% to R$57.4 million, with a gross margin of 63.4%, churn reduced to 2.9%, and an LTV/CAC ratio of 6x. The company also strengthened its cash position to R$18.0 million by year-end.

bullbearnme

**Strategic Acquisitions and Growth Plans**: NVNI completed the acquisition of Munddi, a São Paulo-based B2B SaaS platform, in May 2025, marking the first of four planned acquisitions for the year. This move is expected to enhance synergies with NVNI’s existing portfolio (e.g., Onclick, Leadlovers, Mercos) and strengthen its position as a leading B2B SaaS consolidator in Latin America. The company aims to close three more acquisitions by year-end, targeting high-growth SaaS businesses with gross margins above 65% and strong customer retention. **NuviniAI Initiative Success**: On July 17, 2025, NVNI hosted its inaugural NuviniAI Day at Oracle’s São Paulo facility, showcasing three finalist AI projects from its NuviniAI program launched in June 2025. These projects—AIMÊ by Effecti (1400% ROI for public tender analysis), Business Scout by Datahub (M&A opportunity identification), and LeadIA by Leadlovers (AI marketing assistant for 10,000+ accounts)—demonstrated an average ROI of 523% and a 4.2-month payback period. This initiative underscores NVNI’s focus on integrating AI to boost productivity and reduce costs across its portfolio.**Strong Financial** **Performance in FY2024**: NVNI reported record revenue of R$193.3 million (\~$34 million USD) for FY2024, a 14.4% increase from 2023, and achieved its first operating profit of R$16.5 million, a significant improvement from a R$189.2 million loss in 2023. Adjusted EBITDA rose 30% to R$57.4 million, with a gross margin of 63.4%, churn reduced to 2.9%, and an LTV/CAC ratio of 6x. The company also strengthened its cash position to R$18.0 million by year-end.

bullbearnme

**Strategic Acquisitions and Growth Plans**: NVNI completed the acquisition of Munddi, a São Paulo-based B2B SaaS platform, in May 2025, marking the first of four planned acquisitions for the year. This move is expected to enhance synergies with NVNI’s existing portfolio (e.g., Onclick, Leadlovers, Mercos) and strengthen its position as a leading B2B SaaS consolidator in Latin America. The company aims to close three more acquisitions by year-end, targeting high-growth SaaS businesses with gross margins above 65% and strong customer retention. **NuviniAI Initiative Success**: On July 17, 2025, NVNI hosted its inaugural NuviniAI Day at Oracle’s São Paulo facility, showcasing three finalist AI projects from its NuviniAI program launched in June 2025. These projects—AIMÊ by Effecti (1400% ROI for public tender analysis), Business Scout by Datahub (M&A opportunity identification), and LeadIA by Leadlovers (AI marketing assistant for 10,000+ accounts)—demonstrated an average ROI of 523% and a 4.2-month payback period. This initiative underscores NVNI’s focus on integrating AI to boost productivity and reduce costs across its portfolio. **Strong Financial Performance in FY2024**: NVNI reported record revenue of R$193.3 million (\~$34 million USD) for FY2024, a 14.4% increase from 2023, and achieved its first operating profit of R$16.5 million, a significant improvement from a R$189.2 million loss in 2023. Adjusted EBITDA rose 30% to R$57.4 million, with a gross margin of 63.4%, churn reduced to 2.9%, and an LTV/CAC ratio of 6x. The company also strengthened its cash position to R$18.0 million by year-end.

meNriveBabylon

Going all in on France's CAC 40 index. France has the biggest investment houses in Europe. They're probably making bank by knowing about these deals ahead of time.

That-Fun-7760

**[DD] $NVNI (Nuvini Group Ltd) — 2025 Comprehensive Deep Dive (Smallcap, SaaS Acquirer, Brazil, High Risk/Reward)** **TL;DR:** NVNI is a Brazil-focused “mini-Constellation” serial SaaS acquirer that’s just turned its first annual operating profit, but continues to post net losses and faces considerable dilution, compliance risk, and high volatility. Under-discussed, massively insider-controlled, thin on institutional backing, heavy on retail risk/reward. **1. What is NVNI?** - Brazilian holding group modeled after Constellation/VersaPay, focused on acquiring B2B niche-leading SaaS (software-as-a-service) companies across Latin America. - Led by CEO Pierre Schurmann (direct + indirect: ~15.5% economic, but voting supermajority). **2. Key Financials (2024–2025):** - 2024 Revenue: R$193.3M (+14.4% YoY) - 2024 Op. Profit: R$16.5M (first profitable year, vs. R$189M op. loss in 2023) - 2024 Net Loss: (R$78.2M) – improvement, but still negative net - Adj. EBITDA: R$57.4M (+30% YoY) - Churn: Down from 3.3% to 2.9% - LTV/CAC: 6x (was 4x in 2023) - Market Cap: $38.8M (Price ~$0.42) - Shares: 92.3M (post-June 2025 dilution) **3. Valuation & Risk Metrics:** - TTM P/S: ~1.1x - P/B: Negative (accum losses, equity deficit) - Piotroski F: 3 (weak) - Altman Z: −1.83 (distress) **4. Balance Sheet & Dilution:** - YE 2024 Working Cap: −R$348M - Equity Deficit: −R$120.5M - Heavy share issuance in 2025 (advisory fees/equity comp, M&A funding). - Auditor gives “going concern” warning. **5. Business Model/M&A:** - “SaaS acquirer play” – buys, integrates, scales B2B SaaS in LatAm. - Closed Munddi (retail/brand sourcing SaaS) in May 2025; pipeline full for rest of year. - Internal “NuviniAI” aimed at reducing G&A by 8% and launching more AI-driven platforms. **6. Insider & Institutional Ownership:** - CEO/insiders: Absolute voting control due to supervoting structure. - Latest: CEO got 1.47M shares in lieu of $630k comp; ~6% more dilution for advisory/services in June 2025. - Institutions: Sub-1% (Anson Funds noted; minimal activity). **7. Market & Sector:** - LatAm SaaS: Fastest-growing EM vertical, low penetration, high fragmentation. - NVNI: Early-mover, but execution risk high. **8. Analyst Ratings & Sentiment:** - Coverage: Sparse; one outlier target ($40, ignore), generally “Hold”/Neutral with caveats. - TipRanks SmartScore: 6/10 (Neutral to slightly positive, but not robust). - Hedge funds net reduced by 300k shares last Q; little institutional conviction. **9. Retail Trading, Sentiment & Community:** - Stocktwits: Retail swings w/ compliance and dilution headlines; sentiment flashes hot/bearish then cools. - Reddit: Not a meme stock, not trending, small posts only. - Price History: 52w range $0.14–$12 (yes, −95% from post-SPAC highs); up 158% last 3 months, but down 74% YoY. **10. Compliance & Structural Risks:** - NASDAQ compliance warning (April 2025). Needs to re-attain $1 min bid by Oct 13, 2025. Reverse split authorized if not. - Ongoing, heavy dilution a near-certainty. - “Going concern” warnings in multiple 2025 filings. **11. Summary Table** | Metric | Value | |---------------------|---------| | Price (7/25/2025) | $0.42 | | Market Cap | $38.8M | | 2024 Revenue | R$193M | | Op. Profit (2024) | R$16.5M | | Net Loss (2024) | (R$78M) | | Institutions | ~0.5% | | Insider Control | 15.5% econ., 314M votes | | Piotroski F | 3/9 | | Altman Z | −1.8 | | M&A Activity | High | | NASDAQ Compliance | At Risk | | Meme Stock? | No | **12. Final Thoughts** This is NOT for widows and orphans. NVNI is a high-leverage, “smallcap SaaS rollup” story with: - Some operational improvement and first real op. profit on the books - Huge retail risk, thin liquidity, and substantial dilution risk - Near-zero institutional support - Complete insider voting control Upside = execution of Constellation-style playbook in LatAm SaaS, with AI and acquisition flywheel; downside = further dilution, potential delisting, and high bankruptcy risk if the wheel breaks. Would only consider this with *speculative* capital and strict risk controls. DYOR. *Sources: SEC filings (2024-2025), company reports, Stocktwits/Reddit sentiment, TipRanks, MarketScreener, and relevant broker data as of July 2025.*

ConsultorShelby

VISA It's the NETFLIX 2.0 💣 HIDDEN CAC PAYBACK = red flag🚩🚩🚩 Buy on rumors and sell on news

chopsui101

I don't own them but I just glanced at their financials I wouldn't sell if I did. They have a profit margin of 48.51%. They have a high PE but they always had a high PE. I do love brokerage companies as investments as imo they are very sticky businesses that its rather difficult for a customer to switch at least there is a cost to switch. The only risk that I see is that their revenue 50% is from PFOF and trading fee if retail traders get smacked with a declining economy that might take a hit. Their CAC is $15 which is below the $26 industry average. Personally I like brokerage companies and I like financial companies that provide services so I'd hold.

SidonyD

this is different : German : DAX European : Stoxx You've CAC40 for France if you want.

blunt-e

Yeah they're still pre-revenue, they're in process on rolling out their satellites and locking in deals w/ MNOs. Other folks have commented this as well, but one thing I want to point out about ASTS is their CAC. Unlike many other businesses or even their (sort of) competition like Starlink, the way ASTS is structuring their service they will have to spend essentially ZERO dollars on customer aquisition. You, me, your grandmother in rural bulgaria...you know, the people that would be using their service? We're not signing up with ASTS. We're choosing that on our cell service plan. Basically the same time the dude at the ATT or Verizon kiosk is asking what data plan you want is going to ask if you want to pay an extra $5/$10 a year to have satellite internet connectivity with essentially no roaming or deadzones. Full bars in the mountains or gulleys. ASTS takes a cut of potentially every customer served by most every MNO. All they have to do is keep their waffles in the sky and cash checks. Plus, the defense contracts and rural first responder contracts they're stacking up are going to be extremely profitable as well.

Defiant_Carob_5846

Ok, S&P ✅ CAC ❌ But why not DAX? German companies have good growth potential, don’t they? (I sqw the charts of the last 5 years and they look pretty good) And what’s your take on Nasdaq, MSCI, FTSE ? (no need for drama, I have no intention of schooling anybody, I appreciate any help I could get on reddit, I’m not looking for drama)

thighmaster69

> looks at SPX ytd > looks at DAX ytd > looks at CAC ytd > looks at FTSE ytd What was that you were saying about actual gains?

Defiant_Carob_5846

who said I won’t buy ETFs? I have Nasdaq, S&P, DAX, MSCE, CAC 40 on my radar, but I also want to look at single stocks

GhostsinGlass

On futes that are open after tariff delay announcement. Futes Green: * DAX * CAC * FTSE * Euro Stoxx * ASX * MSCI Futes Fuk: * US * Nikkei The money is leaving Mango, what are you doing you big orange oompa loompa.

GhostsinGlass

DAX, CAC, FTSE, NIKKEI, ASX are all green. US futes are blood red, DXY getting slammed again. Mango you absolute fucking moron.

givemeyourbiscuitplz

Exactly. The TSX (Canadian market) did 7.5% or 12.5% when converted in USD and the CAC40 did 4.4% or 15.5% when converted to USD in the last 6 months.

whatsupdog11

Buddy they spend 50% of revenue on marketing and their core business is not even growing 50% . Their CAC is incredibly high

dobik

Just my 2 cents. The CAC40 does not represent France's economy. It represents 40 biggest stocks on French market. Since the companies to qualify there need to be big in their prime, they tend not to grow us much. Same there is with Polish Wig 20, it just goes up and down. Have a look at the CAC all shares index. It will tell you a different story. Same as you take polish Wig. Us stock exchange is unique at the world's scale. Is super liquid and tend to attract investors all over world, it is global. Meanwhile European ones are local and much smaller in scale, because our countries are size of few Us states.

Ok_Cry7572

The S&P 500 is up 24% in 2 months; France’s CAC 40 is up 18% in the last 25 years All in USA baby🇺🇲

niall_9

Using the dot com bubble as your starting point and not accounting for dividend. Yikes. CAC40 up 60% in last 5 years

Accomplished-Bet8880

CAC. Hahahaha

Thunder_under

CAC40 with dividends is up +110% since 2020, about the same as SP500

Thunder_under

CAC40 doubled in the last 5 years, too, if you look at it with dividends. European stocks pay out almost 3x the dividends of US stocks.

JaxTaylor2

Obviously that’s because 500 is bigger than 40. I don’t know why the French don’t just add more components to their Index, honestly. Such a French thing to do tbh thinking that only the top 40 should have a place in their index. I’ll even bet the Nifty 50 is outperforming the CAC YTD.

joeg26reddit

What do you call someone who only invest in the French market? a CAC Sucker

LineAwkward550

Use the CAC GR (global return) instead. CAC40 is the index dividend non reinvested

Dry-Repeat-6578

Almost same as the CAC really over a 5 year period… but you didn’t even understand what you were responding to to begin with 😅

skymagic

CAC is up 1%

pdoherty972

>Markets reacted: STOXX 600 -1.7%, DAX -2.4%, CAC -2.2%, FTSE -1%, Dow -480 points Weird the AI chose to express all of the markets in percentage drops except the DOW, which it put as raw points.

---Right--Tackle---

# Frances CAC up over 1% 

Derp_El_Grande

You could be trading the French CAC but you're not baguette enough.

jefbe80

Here are the news this is good! 8:10 AM EDT, May 01, 2025 (Benzinga Newswire) 2024 Key Financial & Operational Highlights: Record Net Operating Revenue of R$193.3 million, an increase of R$24.3 million, or 14.4%, compared to R$169.0 million for 2023, driven mainly by an increase in SaaS subscription revenue, increased customer retention and a growing client base. Continued improvement in Gross Profit and Margin of R$122.5 million and 63.4% compared to $102.8 million and 60.8% for 2023. Delivered the Company's first Operating Profit of R$16.5 million, a sizeable improvement compared to a loss of R$(189.2) million during 2023. Significantly Increased Adjusted EBITDA by R$13.1 million to R$57.4 million or 30% when compared to R$44.3 million during 2023. Adjusted Free Cash Flow of R$22.5 million, an increase of R$31.9 million when compared to 2023. Cash & Equivalents of R$18.0 million at year end compared to R$11.4 million at the end of 2023. Improved churn of (2.9)% when compared to (3.3)% during 2023, marking improved client satisfaction and performance in relation to competition. Recorded Client Lifetime Value ("LTV") / Client Acquisition Cost ("CAC"): of 6x for the full year of 2024, an improvement compared to 4x for 2023. Write to Benzinga at editorial@benzinga.com

chiisushedjiddb

Nvni Group Limited Reports Record 2024 Financial Results Record revenue of R$193.3 million, up 14.4% YoY First-ever operating profit of R$16.5 million vs R$189.2 million loss in 2023 Adjusted EBITDA increased 30% to R$57.4 million Improved gross margin to 63.4% from 60.8% Better client metrics: reduced churn to 2.9% and improved LTV/CAC ratio to 6x Cash position increased to R$18.0 million from R$11.4 million

ace_alive

DAX recovered in 2013, Euro Stoxx 50 recovered in friggin 2021. Greece stock market is still far from recovery. CAC 40 recovered in 2020. btw, only this year has Euro Stoxx 50 recovered from the highs of the Dotcom crash. Luckily until the subprime crisis I only invested in interest products, as you got pretty nice yields back then. Never bothered with stocks. The interest yields however have never recovered. I laugh when young people call 4% or 5% high interest rates nowadays. Now I find myself in interest products again mostly and only 3% of my assets are in USD. The stocks I have are high dividend European stocks. I'll be alright. I never trusted 'growth stocks' further than I can spit.

ProfessionalGear1051

Actually, it was Lilly before, now it’s Novo. So different partnerships, but same declining margins and it’s still a stark contrast to their whole Super Bowl campaign about fighting against big pharma - which could hurt the brand and lead to higher churn rates and declining LTV. Real winners here are Lilly and Novo — increased sales, new distribution channels, and lower CAC.

Tribaljunk-19

The difference beetween, for say, CAC40 and DAX is that CAC40 doesn't integrate devidends, and DAX does

DoublePatouain

Very good question! You have several clues about Europe. The first is the Eurostoxx 50, which includes the 50 largest European market capitalizations. You also have the broader version with the 600 largest European capitalizations. It’s a matter of approach. Then there are indices tied to national markets. For me, the top performers are the CAC40 and the DAX (the MDAX is excellent right now, but it’s not as long-term as the DAX; it’s more about the economic context). The Italian FTSE MIB is doing pretty well at the moment. Then there’s the FTSE 100, the British one. Personally, I don’t invest in European ETFs. If I had to choose one, it would be an ETF that tracks the performance of the Eurostoxx 50 or the DAX.

Deliverah

I’m not even holding positions in GOOG and know it’s the goat. Spent over $100k on ads and all extremely well spent; you can fine tune your ROI and CAC. Should probably buy long term calls lol

rbraalih

London ftse 100 Paris CAC 40 Germany Stoxx

kwijibokwijibo

>Markets are blood red this morning in EU. DAX is up 6%. CAC40 up 5% Elsewhere in Europe, FTSE up 4% What are you on about?

honeybadger9951

I didn't say that they are red. I said that they lost between 2-3% since opening bell. Which is true. CAC40 lost like 300 points from 9am till now. Learn to fucking read

MillionBEAR_

🇺🇸 S&P 500 +0.7% 🇯🇵 Nikkei -7.8% 🇭🇰 HS -13.2% 🇨🇳 SSE -7.3% 🇹🇼 TSE -9.7% 🇪🇺 EU50 -4.7% 🇬🇧 FTSE100 -4.4% 🇨🇦TSX60 -1.2% 🇲🇽 BMV -1.3% 🇩🇪 DAX -4.1% 🇮🇹 MIB -5.1% 🇫🇷 CAC40 -4.8% 🇮🇳 Sensex -3.1% 🇰🇷 KOSPI -5.6% 🇦🇺 ASX200 -4.2% Lit

InIce1234

US futures all up \~1% DAX 0.35 CAC 0.35 FTSE 0.15 Market expects tariffs to hurt Europe more than the US atm.

RogueHood

They're eating the CAC, they're eating the DOW

ProfessionalGear1051

Did anyone see that HIMS is listing Lilly’s Zepbound for a whopping $1,899 per month when Lilly Direct offers it for just $349 per month??? Is that the CAC premium HIMS is charging or are they just buying these drugs off the black market to resell to people too afraid to see a doctor in person

ipakin94

European stock markets just closed: FTSE (London, UK) -4.64% DAX (Frankfurt, Germany) -3.50% CAC (Paris, France) -4.91%

Normal-Ear-5757

CAC is doing same thing. We should start a support group for Western European gay bears, I'm sure Barry, 63 will be up for it🌈 🐻 

rafalemurian

Already - 7% here in France for the CAC40...

Orangoo264

DAX down 10%, CAC down 7%; how much will S&P fall?

Ahugel71

CAC 40 (40 largest companies on Euronext Paris) futures down 0.8% rn

Enough-Meaning-9905

>I'm extremely uneducated when it comes to stocks and investments I'm right there with you. Most of my investments were in funds that professionals handle. I rarely trade stocks directly.  >does that mean you moved from investments in US based stocks like Ford and over to stocks with Toyota for example?  I moved them out of US _markets_ and into Canadian (TSX) and European (DAX, CAC) markets.  From what I understand (and those who know better, please correct me) Toyota trades on multiple markets.

SinisterCheese

I mean like... You got to spend some money to "*Own the libs!*" S&P500 is *only* down -5 % YTD, Nasdaq -10 % YTD, Russell -9 % YTD. Don't worry! I'm sure the glorious god king emperor president for life Trump has concepts of a plan to fix this. Meanwhile in Europe: DAX +12 % YTD, CAC +7 % YTD, IBEX +14 % YTD, EURO STOXX +8 % YTD. Maybe if Trump dissolves the Department of Transportation for being too woke, or Nuclear Reculatory Comission for being DEI SJW, the economy will fix itself! Or better yet. 1000 % tariffs on China!

JackfruitCrazy51

How did that work out during his first 4 years? His 1st 4 years saw an increase of 67.8% of the S&P 500 Euro stoxx 50 7.96% Germany Dax 19.5% CAC 40 14.17%

skinniks

> European markets haven’t been too hot and growth is somewhat limited. DAX is up 11.5ish% YTD CAC is up 7.5ish% YTD EURO STOXX is up 8ish% YTD IBEX is up 10ish% YTD Looks pretty decent to me.

The_GASK

Gamma squeeze as they move money to DAX and CAC

fukbullsandbears

Mmmmm. French CAC