⁠PitchDeckGuy
She ditched college to chase a dream.

Now that dream is worth $4.4B.

Here’s how she made it happen👇 https://t.co/F64r9hvS8D
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⁠Stock Analysis Compilation
Polen Capital on Tetra Tech $TTEK

Thesis: Tetra Tech's leading position in environmental consulting, bolstered by government contracts and increasing demand for sustainable infrastructure, makes it a compelling investment as the industry evolves

(Extract from their Q2 letter) https://t.co/AkojyHLnnI
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⁠Value Spotlight (Andrew Sather)
Common misapplication of ROIC (Tutorial):

Don't make this mistake! https://t.co/2n1gawzGy7
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸

1️⃣ $BKNG has grown revenue for 19 out of the last 20 years

2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years

3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)

4️⃣ Opportunity for growth in operating and net income margins

5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt

6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)

7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)

#stocks #investing
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⁠Stock Analysis Compilation
Polar Capital on Deere & co $DE US

Thesis: John Deere's integration of AI and digital technologies is easing sector cyclicality, positioning the company for resilient growth even during downcycles

(Extract from their website) https://t.co/ujMhGijI8a
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⁠Quality Stocks
Sephora (LVMH $MC) cuts around 10% of staff in China 🇨🇳

For H1 24, the organic revenue growth of the "Selective Retailing" division was 8% with an already weak demand in China
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⁠App Economy Insights
$SNOW Snowflake Q2 FY25:

• Customers +21% Y/Y to 10,249.
• Customers > $1M +28% Y/Y to 510.
• NRR 127% (-1pp Q/Q).
• Revenue +29% Y/Y to $869M ($19M beat).
• Non-GAAP EPS $0.18 ($0.02 beat).
• FY25 Product revenue $3.356B ($56M raise). https://t.co/6y96yi0igQ
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⁠Invest In Assets 📈
RT @InvestInAssets: Steady growth wins the race: https://t.co/O8CmcutUuO
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⁠App Economy Insights
🛒 Walmart exits https://t.co/1ZtjCRJEVm.

📊 Walmart owned 9% of JD in March.
💰 Sells entire stake, raising $3.6 billion.
🇨🇳 Focus shifts to its own China operations.

This Week in Visuals includes $WMT and $JD.
https://t.co/af18cFlcCS
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