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Stock Analysis Compilation
Andvari Associates on Pool Corp $POOL US
Thesis: Pool Corp’s dominant market position and steady growth in the fragmented swimming pool industry make it a solid bet for long-term, non-discretionary sales growth
(Extract from their Q2 letter) https://t.co/y1PJR2FeCO
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Andvari Associates on Pool Corp $POOL US
Thesis: Pool Corp’s dominant market position and steady growth in the fragmented swimming pool industry make it a solid bet for long-term, non-discretionary sales growth
(Extract from their Q2 letter) https://t.co/y1PJR2FeCO
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Invest In Assets 📈
RT @InvestInAssets: Peter Lynch on how he achieved a 30% compounded annual growth rate in his fund https://t.co/ZaA3iWmhe7
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RT @InvestInAssets: Peter Lynch on how he achieved a 30% compounded annual growth rate in his fund https://t.co/ZaA3iWmhe7
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Librarian Capital
"Bill Ackman Says X Ban Will Make Brazil an ‘Uninvestable Market’" (Bloomberg)
How long are we before the point where the US will also be declared "uninvestable" for Pershing Square vehicles $PSH and $PSUS? https://t.co/AEoVHspKMT
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"Bill Ackman Says X Ban Will Make Brazil an ‘Uninvestable Market’" (Bloomberg)
How long are we before the point where the US will also be declared "uninvestable" for Pershing Square vehicles $PSH and $PSUS? https://t.co/AEoVHspKMT
Hedge fund billionaire Bill Ackman joined critics of a court order to suspend Elon Musk’s X in Brazil, saying the ruling will likely drive away investors and harm the country https://t.co/xOi7PbxTQA tweet
AkhenOsiris
Bloomberg:
The 18th, a 90,000-soldier rapid reaction force, is the largest operational test bed for Maven, a system built around powerful algorithms intended to identify personnel and equipment on the battlefield. Relying on breakthroughs in machine learning, the system can teach itself to pick out objects based on training data and user feedback. The Pentagon’s AI models can also learn whether changes to objects are likely to be significant—suggesting, for example, that an adversary is building a new military facility. All this is fused with information such as satellite imagery and geolocation data from communications intercepts on a single computer interface, called Maven Smart System.
A growing number of US military officers predict that AI will transform the way America and its enemies make war, ranking it alongside the radio and machine gun in its potential to revolutionize combat. The Pentagon, which now has a senior official in charge of so-called algorithmic warfare, asked for more than $3 billion for AI-related activities in its 2024 budget submission. And in a signal of its possible ambitions, the US recently argued at the United Nations that human control of autonomous weapons is not required by international law.
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Bloomberg:
The 18th, a 90,000-soldier rapid reaction force, is the largest operational test bed for Maven, a system built around powerful algorithms intended to identify personnel and equipment on the battlefield. Relying on breakthroughs in machine learning, the system can teach itself to pick out objects based on training data and user feedback. The Pentagon’s AI models can also learn whether changes to objects are likely to be significant—suggesting, for example, that an adversary is building a new military facility. All this is fused with information such as satellite imagery and geolocation data from communications intercepts on a single computer interface, called Maven Smart System.
A growing number of US military officers predict that AI will transform the way America and its enemies make war, ranking it alongside the radio and machine gun in its potential to revolutionize combat. The Pentagon, which now has a senior official in charge of so-called algorithmic warfare, asked for more than $3 billion for AI-related activities in its 2024 budget submission. And in a signal of its possible ambitions, the US recently argued at the United Nations that human control of autonomous weapons is not required by international law.
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Librarian Capital
"Year with the FT" review
5,303 articles read (average: 625)
1,140 articles commented
Most read topics: US & Canadian Companies, UK Companies, Financial Services
Whose articles have you read the most: George Parker
Unable to find prior-year data, unfortunately https://t.co/L8W7aqyrn9
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"Year with the FT" review
5,303 articles read (average: 625)
1,140 articles commented
Most read topics: US & Canadian Companies, UK Companies, Financial Services
Whose articles have you read the most: George Parker
Unable to find prior-year data, unfortunately https://t.co/L8W7aqyrn9
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Quality Investing with Aria
RT @QualityInvest5: I want a company to deep dive into this weekend.
Only qualifying factors:
>15% bottom line growth, high margins, wide moat. That's about it tbh. Ideally a fair valuation?! I dont really care tbh
Drop your best suggestions down below 🫡
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RT @QualityInvest5: I want a company to deep dive into this weekend.
Only qualifying factors:
>15% bottom line growth, high margins, wide moat. That's about it tbh. Ideally a fair valuation?! I dont really care tbh
Drop your best suggestions down below 🫡
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Invest In Assets 📈
RT @InvestInAssets: The Artificial Intelligence (AI) Market is expected to grow 35.7% CAGR in the next 6 years:
Source: Marketsandmarkets https://t.co/kPX1WJL3G5
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RT @InvestInAssets: The Artificial Intelligence (AI) Market is expected to grow 35.7% CAGR in the next 6 years:
Source: Marketsandmarkets https://t.co/kPX1WJL3G5
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Stock Analysis Compilation
Loomis Sayles on Tesla $TSLA US
Thesis: Tesla’s leadership in the accelerating EV market, along with its high-margin software potential, provides a compelling long-term growth opportunity at a discounted valuation
(Extract from their Q2 letter) https://t.co/aqD7SzGU51
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Loomis Sayles on Tesla $TSLA US
Thesis: Tesla’s leadership in the accelerating EV market, along with its high-margin software potential, provides a compelling long-term growth opportunity at a discounted valuation
(Extract from their Q2 letter) https://t.co/aqD7SzGU51
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Quality Investing with Aria
Life is so boring without the casino being open 🥴 https://t.co/vizWnstSBt
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Life is so boring without the casino being open 🥴 https://t.co/vizWnstSBt
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Bourbon Capital
Nextracker Inc. $NXT Undervalue or Trap?
The stock is down 30% from its peak
$NXT July 2023
Net Debt < 0🟢
Rev: $479.74m
EPS: $0.48
FCFPS: 1.53
Gross Margin: 23%
Share Price: $42.73
$NXT July 2024
Net Debt < 0🟢
Rev: $719.92B (+50%)🟢
EPS: $0.93 (+93%)🟢
FCFPS: 0.79
Gross Margin: 32%🟢
Share Price: $40.68
Nextracker Inc. is a global leader in solar tracker technology. Their primary focus is on providing innovative solutions for utility-scale solar power plants.
1) Solar tracker systems: They design and manufacture advanced solar trackers that enable solar panels to follow the sun's movement throughout the day, maximizing energy production.
2) Software solutions: Nextracker offers software that helps solar power plant owners and operators monitor, control, and optimize their projects.
3) Technology innovation: They continuously invest in research and development to improve their solar tracking technology and offer innovative solutions to the solar industry.
While I'm not convinced about the solar power industry, this company might be worth checking
Many funds have been accumulating shares of this stock recently:
Green rows indicate new positions
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Nextracker Inc. $NXT Undervalue or Trap?
The stock is down 30% from its peak
$NXT July 2023
Net Debt < 0🟢
Rev: $479.74m
EPS: $0.48
FCFPS: 1.53
Gross Margin: 23%
Share Price: $42.73
$NXT July 2024
Net Debt < 0🟢
Rev: $719.92B (+50%)🟢
EPS: $0.93 (+93%)🟢
FCFPS: 0.79
Gross Margin: 32%🟢
Share Price: $40.68
Nextracker Inc. is a global leader in solar tracker technology. Their primary focus is on providing innovative solutions for utility-scale solar power plants.
1) Solar tracker systems: They design and manufacture advanced solar trackers that enable solar panels to follow the sun's movement throughout the day, maximizing energy production.
2) Software solutions: Nextracker offers software that helps solar power plant owners and operators monitor, control, and optimize their projects.
3) Technology innovation: They continuously invest in research and development to improve their solar tracking technology and offer innovative solutions to the solar industry.
While I'm not convinced about the solar power industry, this company might be worth checking
Many funds have been accumulating shares of this stock recently:
Green rows indicate new positions
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