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Stock Analysis Compilation
Royce IP on Carel Industries $CRL IM
Thesis: Carel Industries is well-positioned for long-term growth with a focus on energy efficiency and strong customer relationships, despite short-term challenges
(Extract from their Q2 letter) https://t.co/Wj8Vs4CiOB
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Royce IP on Carel Industries $CRL IM
Thesis: Carel Industries is well-positioned for long-term growth with a focus on energy efficiency and strong customer relationships, despite short-term challenges
(Extract from their Q2 letter) https://t.co/Wj8Vs4CiOB
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Hidden Value Gems
A good read:
➡️Profit growth is increasingly accruing to a handul of AI infrastructure firms (e.g. semiconducters, data centres), which are the recipients of heavy spending by AI implementation firms (e.g. Big Tech, SaaS).
➡️"As the path for monetising this technology gets longer and harder, the benefits seem to be increasingly accruing to companies higher up in the supply chain."
➡️"Investors should remember that the profitability of implementation-focused AI companies is ultimately more important than that of their “upstream” counterparts."
via @WSJ
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A good read:
➡️Profit growth is increasingly accruing to a handul of AI infrastructure firms (e.g. semiconducters, data centres), which are the recipients of heavy spending by AI implementation firms (e.g. Big Tech, SaaS).
➡️"As the path for monetising this technology gets longer and harder, the benefits seem to be increasingly accruing to companies higher up in the supply chain."
➡️"Investors should remember that the profitability of implementation-focused AI companies is ultimately more important than that of their “upstream” counterparts."
via @WSJ
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Dimitry Nakhla | Babylon Capital®
Chuck Akre’s updated Q2 2024 13F (Dataroma)
Top 5 holdings: $MA $MCO $KKR $AMT & $ORLY
New holdings: $ABNB
#stocks #investing https://t.co/0NJV4pB2Xb
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Chuck Akre’s updated Q2 2024 13F (Dataroma)
Top 5 holdings: $MA $MCO $KKR $AMT & $ORLY
New holdings: $ABNB
#stocks #investing https://t.co/0NJV4pB2Xb
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Librarian Capital
Hershey $HSY price rises with cocoa prices
"Future prices will be higher levels than we've seen ... We've absorbed a lot of inflation already, but we do believe we need to pass some of it on ... We will be getting about 6 ppt to 7 ppt of net price realization"
(CEO, 24Q2 call) https://t.co/EqhFTRNO2t
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Hershey $HSY price rises with cocoa prices
"Future prices will be higher levels than we've seen ... We've absorbed a lot of inflation already, but we do believe we need to pass some of it on ... We will be getting about 6 ppt to 7 ppt of net price realization"
(CEO, 24Q2 call) https://t.co/EqhFTRNO2t
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Stock Analysis Compilation
CL Capital on Spotify $SPOT US
Thesis: Spotify's focus on digital audio, combined with its growth in podcasts and audiobooks, positions it for significant profitability and long-term success
(Extract from their Q2 letter) https://t.co/RJRNKAHKUx
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CL Capital on Spotify $SPOT US
Thesis: Spotify's focus on digital audio, combined with its growth in podcasts and audiobooks, positions it for significant profitability and long-term success
(Extract from their Q2 letter) https://t.co/RJRNKAHKUx
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Librarian Capital
US motor vehicle insurance pricing +18.6% y/y in Jul
cc: @alexandrascaggs https://t.co/FKowhGJF4j
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US motor vehicle insurance pricing +18.6% y/y in Jul
cc: @alexandrascaggs https://t.co/FKowhGJF4j
Select CPI categories: https://t.co/IhPeGmj6m6 tweet