Quality Stocks
🇬🇧 Arm $ARM is a fascinating company
But is 20% annual growth worth above 60x PE... in 2027?
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🇬🇧 Arm $ARM is a fascinating company
But is 20% annual growth worth above 60x PE... in 2027?
Apple’s new iPhone will use Arm’s next-generation chip technology for AI https://t.co/18xd2JxcT7 tweet
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Stock Analysis Compilation
Baron Capital on BE Semiconductor $BESI NA
Thesis: Besi’s leadership in hybrid bonding technology positions it to capitalize on the chiplet revolution, driving sustained earnings growth
(Extract from their Q2 letter) https://t.co/E5UaNK8zEu
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Baron Capital on BE Semiconductor $BESI NA
Thesis: Besi’s leadership in hybrid bonding technology positions it to capitalize on the chiplet revolution, driving sustained earnings growth
(Extract from their Q2 letter) https://t.co/E5UaNK8zEu
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Invest In Assets 📈
Meta Platforms is worth +$1.3 trillion (!)
Since its IPO in 2012, Meta has returned 1266% (23.7% CAGR)
Led by the relentless founder Mark Zuckerberg, Meta is one of the most impressive companies in US history.
Let's take a closer look: https://t.co/iiZDIe26HD
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Meta Platforms is worth +$1.3 trillion (!)
Since its IPO in 2012, Meta has returned 1266% (23.7% CAGR)
Led by the relentless founder Mark Zuckerberg, Meta is one of the most impressive companies in US history.
Let's take a closer look: https://t.co/iiZDIe26HD
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iinvested
2Q'24 Baron Health Care Fund on $TEM, $GKOS, $THC
https://t.co/qKEr07TbzZ
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/YZeYI52AEb
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2Q'24 Baron Health Care Fund on $TEM, $GKOS, $THC
https://t.co/qKEr07TbzZ
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/YZeYI52AEb
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Stock Analysis Compilation
Artisan Partners on Genpact $G US
Thesis: Genpact’s expertise in specialized BPO services and strong cash flow generation make it an attractive, undervalued opportunity despite industry challenges
(Extract from their Q2 letter) https://t.co/dhJEnUfcdl
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Artisan Partners on Genpact $G US
Thesis: Genpact’s expertise in specialized BPO services and strong cash flow generation make it an attractive, undervalued opportunity despite industry challenges
(Extract from their Q2 letter) https://t.co/dhJEnUfcdl
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Librarian Capital
Remember Dido Harding, after messes at TalkTalk and COVID Track & Trace, applied to head NHS England?
Even the Tories didn't go for it
Sharon White, after messes at Ofcom and John Lewis, now eyes the Cabinet Secretary job
FT gave her fawning lunch done by self-described "good friend", so they likely think she will get it
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Remember Dido Harding, after messes at TalkTalk and COVID Track & Trace, applied to head NHS England?
Even the Tories didn't go for it
Sharon White, after messes at Ofcom and John Lewis, now eyes the Cabinet Secretary job
FT gave her fawning lunch done by self-described "good friend", so they likely think she will get it
John Lewis chair Sharon White: ‘I always ask: what’s the upside?’ https://t.co/5XTTiqE0Vj tweet
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Investing visuals
A visual every investor should know: the stock market hype cycle👇 https://t.co/5zc6HNi4Wx
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A visual every investor should know: the stock market hype cycle👇 https://t.co/5zc6HNi4Wx
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App Economy Insights
📊 This Week in Visuals:
📈 Broadcom $AVGO
🚗 NIO $NIO
🌐 Samsara $IOT
🖥️ HPE $HPE
✍️ DocuSign $DOCU
🛠️ GitLab $GTLB
📝 Asana $ASAN
https://t.co/8I708XhIvC
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📊 This Week in Visuals:
📈 Broadcom $AVGO
🚗 NIO $NIO
🌐 Samsara $IOT
🖥️ HPE $HPE
✍️ DocuSign $DOCU
🛠️ GitLab $GTLB
📝 Asana $ASAN
https://t.co/8I708XhIvC
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