⁠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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⁠Invest In Assets 📈
10 European Large-caps with:

ROCE 5y avg +12%
ROE TTM +15%
Rank of Op. Margin in Sector % >75%
Piotroski F-Score TTM +6
Market cap USD + 1000M

👇
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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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⁠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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⁠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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⁠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

John Lewis chair Sharon White: ‘I always ask: what’s the upside?’ https://t.co/5XTTiqE0Vj - Financial Times
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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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⁠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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⁠Stock Analysis Compilation
Baron Capital on Equity Residential and AvalonBay Communities $EQR $AVB

Thesis: Equity Residential and AvalonBay’s high-quality portfolios and attractive valuations position them for strong long-term returns

(Extract from their Q2 letter) https://t.co/2seuD7PWE7
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⁠Librarian Capital
Trojan Fund (Lyon/Yonge) on Gold

"Central banks have been key driver of gold. The first 6 months saw the fastest rate of central bank buying in over a decade"

"July suggests demand remains high"

"Structural increases in gold’s share of reserves provides good long-term support" https://t.co/rMf4QuI3mN
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