Pinned Tweet
We've reimagined Smartkarma for the AI era, building on what has always been at our core: 𝗜𝗱𝗲𝗮𝘀. 𝗗𝗮𝘁𝗮. 𝗣𝗲𝗼𝗽𝗹𝗲.
A completely redesigned platform bringing together original investment insights, specialist alternative data and human expertise, all connected by AI and grounded in research.
See it for yourself: smartkarma.com/dashboard
🧵Smartkarma #eventdriven #threadoftheday
Ingenia (INA AU): Warburg Bumps. AVID Afforded Matching Rights
— David Blennerhassett
--
$INA.AU
1/
This triggers AVID's matching rights under the Process Deed with Ingenia (INA AU). It has until the 1st November to respond. But Warburg is very much in the driver's seat.
4/
🎯 Price ratio of closely correlated HoldCo/Subsidiary pair, Financiere de Tubize SA/UCB SA is near -2 s.d.
Scores
• Actionability 4: room for price ratio to mean-revert
• Investability 3: fairly liquid pair
🔒 For Subs:
on.skr.ma/4szrXAO
Revisit high-impact macro Insights that drew engagement from our network this time last year.
Our Insight Providers have kindly agreed to remove the paywall on these Insights, so you can read them in full and uncover how their theses played out. 👇🏻
Indonesia Economics: Can We Trust Indonesia's GDP Statistics?
Indonesia's excessively smooth GDP growth raises questions about whether it accurately reflects on-the-ground economic conditions.
— Manu Bhaskaran
on.skr.ma/4iryOaM
Discover more Unpaywalled Insights on Smartkarma: on.skr.ma/3NdcnY1
🧵Smartkarma #TMT #threadoftheday
SK Hynix 3Q 2026 Earnings Preview
— Douglas Kim
--
$000660.KS
1/
SK Hynix's higher share price (up nearly 10% in the past week) is probably reflecting renewed positive sentiment post announcement SK Hynix will not pursue a NASDAQ listing of Solidigm.
4/
🧵Smartkarma #bottomup #threadoftheday
SK Hynix 3Q 2026 Earnings Preview
— Douglas Kim
--
$000660.KS
1/
SK Hynix's higher share price (up nearly 10% in the past week) is probably reflecting renewed positive sentiment post announcement SK Hynix will not pursue a NASDAQ listing of Solidigm.
4/
