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AkhenOsiris
RT @ScroogeCap: Barclays out with a note today on $ZS saying it's a good spot to buy the pullback, backs it up with checks.
Further, Baird met with management and their tech sales is providing color on their top idea:
'From a GTM restructuring point, ZS noted, Mike Rich (new CRO from ServiceNow) is prioritizing experienced sales leaders (largely from $NOW) to build trust with CIOs and other decision-makers in the industry. On GTM productivity, ZS acknowledges that new salespeople will not be fully productive from day one but that is fully baked in the guide, noting, "They will have a ramp period. And that's what is already getting reflected in the 3Q and 4Q guide. That's what we're assuming, people to continue to slowly ramp and overall, you have to give 9-12 months for a sales rep to be fully productive." Hiring will continue to balance new additions and improving productivity, but there is an increasing focus on getting more productivity out of existing salespeople. On Federal, they mentioned "business as usual,” despite broader comments of weakness in the sector. Thunderdome is one of the many programs they are engaged on and they like their opportunity in all of the programs.'
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RT @ScroogeCap: Barclays out with a note today on $ZS saying it's a good spot to buy the pullback, backs it up with checks.
Further, Baird met with management and their tech sales is providing color on their top idea:
'From a GTM restructuring point, ZS noted, Mike Rich (new CRO from ServiceNow) is prioritizing experienced sales leaders (largely from $NOW) to build trust with CIOs and other decision-makers in the industry. On GTM productivity, ZS acknowledges that new salespeople will not be fully productive from day one but that is fully baked in the guide, noting, "They will have a ramp period. And that's what is already getting reflected in the 3Q and 4Q guide. That's what we're assuming, people to continue to slowly ramp and overall, you have to give 9-12 months for a sales rep to be fully productive." Hiring will continue to balance new additions and improving productivity, but there is an increasing focus on getting more productivity out of existing salespeople. On Federal, they mentioned "business as usual,” despite broader comments of weakness in the sector. Thunderdome is one of the many programs they are engaged on and they like their opportunity in all of the programs.'
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Offshore
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Hidden Value Gems
An interesting UK small-cap idea - Kitwave $KIT.L by Bargain Stocks Radar @equitybaron
£254m mkt cap, wholesale grocery distributor founded in 1987. Predictable, growing sales and earnings (PBT £25m).
ROIC >20%.
12x PE.
CEO owns 15%. https://t.co/6ikcWWg8cZ
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An interesting UK small-cap idea - Kitwave $KIT.L by Bargain Stocks Radar @equitybaron
£254m mkt cap, wholesale grocery distributor founded in 1987. Predictable, growing sales and earnings (PBT £25m).
ROIC >20%.
12x PE.
CEO owns 15%. https://t.co/6ikcWWg8cZ
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Offshore
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Offshore
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Daniel
You know who this is... Warren Buffett
He started his Investing partnership with $105,000.
Today, he manages Berkshire Hathaway with a market cap of $857,529,777,000
For 70 years, he has told us how to invest successfully.
Here are his 7 Golden Rules of Investing: https://t.co/EUCqRqOtlc
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You know who this is... Warren Buffett
He started his Investing partnership with $105,000.
Today, he manages Berkshire Hathaway with a market cap of $857,529,777,000
For 70 years, he has told us how to invest successfully.
Here are his 7 Golden Rules of Investing: https://t.co/EUCqRqOtlc
tweet
The Long Investor
It is difficult for people to fathom the size of the autonomous driving market
$TSLA did not go parabolic in 2021 because of its EV productions, it was down to their autonomous capabilities
This is their real value
Cars, trains, boats and planes are moving to fully autonomous
It’s difficult to accept because people can not visually it
Henry Ford knew that people would adapt to the car after the horse but he had to take the gamble first.
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It is difficult for people to fathom the size of the autonomous driving market
$TSLA did not go parabolic in 2021 because of its EV productions, it was down to their autonomous capabilities
This is their real value
Cars, trains, boats and planes are moving to fully autonomous
It’s difficult to accept because people can not visually it
Henry Ford knew that people would adapt to the car after the horse but he had to take the gamble first.
tweet
The Long Investor
Elon Founded or Co-Founded:
- Zip2
- Paypal
- Tesla
- Starlink
- Neuralink
- Boring Company
- XAi
- OpenAi
- and now owns X
If you think you know better than a person with this CV, sit down.
Same goes for @DivesTech
The experience he’s gained from all of these companies combined puts him as the most suitable person to execute autonomous driving.
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Elon Founded or Co-Founded:
- Zip2
- Paypal
- Tesla
- Starlink
- Neuralink
- Boring Company
- XAi
- OpenAi
- and now owns X
If you think you know better than a person with this CV, sit down.
Same goes for @DivesTech
The experience he’s gained from all of these companies combined puts him as the most suitable person to execute autonomous driving.
tweet
The Long Investor
Elon Founded or Co-Founded:
- Zip2
- Paypal
- Tesla
- SpaceX
- Starlink
- Neuralink
- Boring Company
- XAi
- OpenAi
- and now owns X
If you think you know better than a person with this CV, sit down.
Same goes for @DivesTech
The experience he’s gained from all of these companies combined puts him as the most suitable person to execute autonomous driving.
tweet
Elon Founded or Co-Founded:
- Zip2
- Paypal
- Tesla
- SpaceX
- Starlink
- Neuralink
- Boring Company
- XAi
- OpenAi
- and now owns X
If you think you know better than a person with this CV, sit down.
Same goes for @DivesTech
The experience he’s gained from all of these companies combined puts him as the most suitable person to execute autonomous driving.
tweet
Giuliano
RT @SaberCompuesto: Hoy vamos a grabar nuestra segunda no-entrevista! Si se perdieron la primera, entrevistamos a Nicolás Botbol, que nos habló de como tomar decisiones más rápido y como estudiar matemáticas cambió su vida. 🎧 Link en la bio 🎧
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RT @SaberCompuesto: Hoy vamos a grabar nuestra segunda no-entrevista! Si se perdieron la primera, entrevistamos a Nicolás Botbol, que nos habló de como tomar decisiones más rápido y como estudiar matemáticas cambió su vida. 🎧 Link en la bio 🎧
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Offshore
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Hidden Value Gems
I am revisiting the previous Berkshire meetings ahead of the forthcoming trip to Omaha. This was a great question by @bogumil_nyc last year to Buffett about his 100-year vision for $BRK .
And a great answer:
“We want [Berkshire] to be a company that is owned by its shareholders, and behaves in a way that society is happy it exists. And we will have unlimited capital, we’ll get lots of talent, and we’ve got a base that can’t be beaten. There is no reason why it cannot be perpetuated just like Ben [Graham’s] book and maybe be an example to other people.”
- Warren Buffett
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I am revisiting the previous Berkshire meetings ahead of the forthcoming trip to Omaha. This was a great question by @bogumil_nyc last year to Buffett about his 100-year vision for $BRK .
And a great answer:
“We want [Berkshire] to be a company that is owned by its shareholders, and behaves in a way that society is happy it exists. And we will have unlimited capital, we’ll get lots of talent, and we’ve got a base that can’t be beaten. There is no reason why it cannot be perpetuated just like Ben [Graham’s] book and maybe be an example to other people.”
- Warren Buffett
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