Offshore
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App Economy Insights
RT @EconomyApp: $PLTR Palantir Q2 FY24:
• Net dollar retention 114% (+4pp Y/Y).
• Customers +41% Y/Y to 593.
• Billings +19% Y/Y to $718M.
• Revenue +27% Y/Y to $678M ($26M beat).
• Non-GAAP EPS $0.09 ($0.01 beat).
FY24 guidance:
• Revenue +23% Y/Y to $2.746B (+$64M).
• Adjusted margin 35% (+2pp).
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RT @EconomyApp: $PLTR Palantir Q2 FY24:
• Net dollar retention 114% (+4pp Y/Y).
• Customers +41% Y/Y to 593.
• Billings +19% Y/Y to $718M.
• Revenue +27% Y/Y to $678M ($26M beat).
• Non-GAAP EPS $0.09 ($0.01 beat).
FY24 guidance:
• Revenue +23% Y/Y to $2.746B (+$64M).
• Adjusted margin 35% (+2pp).
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Offshore
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Hidden Value Gems
Value investors could be in for a treat, if the analysis by @PzenaInvstmtMgt is correct:
✅ Over the past 65 years, cap-weighted index beat the equal-weight index by more than 10% in just 15 six-month periods out of more than 750 rolling six-month periods
✅ In the past, the bounce back for EW following these 12 extreme periods has tended to be dramatic and happens fairly quickly, as EW has, on average, significantly outperformed CW in one- and five-year time frames, and value outperformed both by a wide margin.
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Value investors could be in for a treat, if the analysis by @PzenaInvstmtMgt is correct:
✅ Over the past 65 years, cap-weighted index beat the equal-weight index by more than 10% in just 15 six-month periods out of more than 750 rolling six-month periods
✅ In the past, the bounce back for EW following these 12 extreme periods has tended to be dramatic and happens fairly quickly, as EW has, on average, significantly outperformed CW in one- and five-year time frames, and value outperformed both by a wide margin.
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Offshore
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Librarian Capital
Rightmove $RMV announces new CFO
Ruaridh Hook has been Head of Commercial Finance and FP&A at RMV since 2020, having joined in 2016
(Alison Dolan leaving to be M&S CFO, as previously announced) https://t.co/osCvENXsjJ
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Rightmove $RMV announces new CFO
Ruaridh Hook has been Head of Commercial Finance and FP&A at RMV since 2020, having joined in 2016
(Alison Dolan leaving to be M&S CFO, as previously announced) https://t.co/osCvENXsjJ
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Offshore
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Invest In Assets 📈
RT @InvestInAssets: Warren Buffett hand-picked Todd Combs to come work at Berkshire
Combs impressed both Charlie and Warren with his sharp mind
He recently gave a brilliant interview where he revealed why he has been so successful
Here are 6 lessons I learned in 1 hr 20 minutes: https://t.co/dYVJ9EtqlG
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RT @InvestInAssets: Warren Buffett hand-picked Todd Combs to come work at Berkshire
Combs impressed both Charlie and Warren with his sharp mind
He recently gave a brilliant interview where he revealed why he has been so successful
Here are 6 lessons I learned in 1 hr 20 minutes: https://t.co/dYVJ9EtqlG
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Offshore
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Hidden Value Gems
Quote of the day from Benoit Mandelbrot 👇🏼
#60
#StockMarket #volatility #Investing https://t.co/U0HlXtix9o
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Quote of the day from Benoit Mandelbrot 👇🏼
#60
#StockMarket #volatility #Investing https://t.co/U0HlXtix9o
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Offshore
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Hidden Value Gems
Did I just miss the last chance to jump on the $NVDA train? 🤔 https://t.co/ynewzEG1OX
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Did I just miss the last chance to jump on the $NVDA train? 🤔 https://t.co/ynewzEG1OX
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Offshore
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Invest In Assets 📈
LVMH's oldest brand is Maison Ruinart - a champagne house founded in 1729.
It's hard to compete with centuries of brand-building https://t.co/HcHLvmjHEH
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LVMH's oldest brand is Maison Ruinart - a champagne house founded in 1729.
It's hard to compete with centuries of brand-building https://t.co/HcHLvmjHEH
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Offshore
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Finding Compounders
Warren Buffett’s letter to Charles Huggins after he bought See’s Candies.
Warren installed Charles Huggins as CEO of See’s Candies soon after he acquired it. https://t.co/mR2zAL0fNC
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Warren Buffett’s letter to Charles Huggins after he bought See’s Candies.
Warren installed Charles Huggins as CEO of See’s Candies soon after he acquired it. https://t.co/mR2zAL0fNC
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Dimitry Nakhla | Babylon Capital®
8 Quality Stocks Down -15% From Highs | Trading Near Or Below 5-Year Mean P/E 💵
🖨️ ASML Holding $ASML
•% Down: -24%
•Mean: 35.34x
•NTM P/E: 30.99x
💽 Taiwan Semiconductor $TSM
•% Down: -19%
•Mean: 21.45x
•NTM P/E: 20.91x
🫀 Edwards Lifesciences $EW
•% Down: -52%
•Mean: 37.20x
•NTM P/E: 21.74
📈 FactSet Data Research $FDS
•% Down: -17%
•Mean: 28.88x
•NTM P/E: 23.99x
🧾 PayPal $PYPL
•% Down: -77%
•Mean: 30.28x
•NTM P/E: 13.96x
📦 Amazon $AMZN
•% Down: -20%
•Mean OCF: 23.13x
•NTM P/OCF 16.15x
📊 Salesforce $CRM
•% Down: -25%
•Mean: 47.03x
•NTM P/E: 23.73x
👜 Louis Vuitton Moët $LVMH $MC
•% Down: -32%
•Mean: 21.80x
•NTM P/E: 19.47x
#stocks #investing
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8 Quality Stocks Down -15% From Highs | Trading Near Or Below 5-Year Mean P/E 💵
🖨️ ASML Holding $ASML
•% Down: -24%
•Mean: 35.34x
•NTM P/E: 30.99x
💽 Taiwan Semiconductor $TSM
•% Down: -19%
•Mean: 21.45x
•NTM P/E: 20.91x
🫀 Edwards Lifesciences $EW
•% Down: -52%
•Mean: 37.20x
•NTM P/E: 21.74
📈 FactSet Data Research $FDS
•% Down: -17%
•Mean: 28.88x
•NTM P/E: 23.99x
🧾 PayPal $PYPL
•% Down: -77%
•Mean: 30.28x
•NTM P/E: 13.96x
📦 Amazon $AMZN
•% Down: -20%
•Mean OCF: 23.13x
•NTM P/OCF 16.15x
📊 Salesforce $CRM
•% Down: -25%
•Mean: 47.03x
•NTM P/E: 23.73x
👜 Louis Vuitton Moët $LVMH $MC
•% Down: -32%
•Mean: 21.80x
•NTM P/E: 19.47x
#stocks #investing
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