Offshore
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Value Spotlight (Andrew Sather)
Calculating ROIC Contest (Tutorial):
$GIS in <90 seconds https://t.co/ilpa004b37
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Calculating ROIC Contest (Tutorial):
$GIS in <90 seconds https://t.co/ilpa004b37
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Quiver Quantitative
🚨 BREAKING: Senator Elizabeth Warren has called for JPOW to cut rates by 75bps this week: https://t.co/qaRMwl6i1m
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🚨 BREAKING: Senator Elizabeth Warren has called for JPOW to cut rates by 75bps this week: https://t.co/qaRMwl6i1m
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Librarian Capital
"Governor Tim Walz, he put a 95% tax on ZYN"
95% is the standard tax rate for all tobacco products in Minnesota (subject to certain $ minimums), including moist snuff, cigarettes and vapes, so this merely puts nicotine pouches on the same footing $PM $MO
https://t.co/8ExWJbjKfT https://t.co/czacnCz0Gd
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"Governor Tim Walz, he put a 95% tax on ZYN"
95% is the standard tax rate for all tobacco products in Minnesota (subject to certain $ minimums), including moist snuff, cigarettes and vapes, so this merely puts nicotine pouches on the same footing $PM $MO
https://t.co/8ExWJbjKfT https://t.co/czacnCz0Gd
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Offshore
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Stock Analysis Compilation
Harris Associates on Etsy $ETSY US
Thesis: Etsy presents a compelling long-term investment opportunity as it continues to expand internationally and recapture growth momentum, offering significant upside following its recent sell-off
(Extract from their Q2 letter) https://t.co/uXiRE1OaTg
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Harris Associates on Etsy $ETSY US
Thesis: Etsy presents a compelling long-term investment opportunity as it continues to expand internationally and recapture growth momentum, offering significant upside following its recent sell-off
(Extract from their Q2 letter) https://t.co/uXiRE1OaTg
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Quiver Quantitative
We recently posted this report.
It seemed notable to us that a GOP lawmaker was buying stock in a renewable energy company.
$CWEN has now risen 26% since then. https://t.co/h46tJYALcK
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We recently posted this report.
It seemed notable to us that a GOP lawmaker was buying stock in a renewable energy company.
$CWEN has now risen 26% since then. https://t.co/h46tJYALcK
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Offshore
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Stock Analysis Compilation
Baron Capital on TSMC $TSM US
Thesis: TSMC is set to lead the next wave of AI-driven chip demand, capitalizing on its dominant position and unmatched technology to deliver sustained growth
(Extract from their Q2 letter) https://t.co/HWYo0gdSIZ
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Baron Capital on TSMC $TSM US
Thesis: TSMC is set to lead the next wave of AI-driven chip demand, capitalizing on its dominant position and unmatched technology to deliver sustained growth
(Extract from their Q2 letter) https://t.co/HWYo0gdSIZ
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Ahmad Jivraj
From humble beginnings to global entertainment powerhouse, here are 10 historical facts about $NFLX
1. Netflix was founded in 1997 by Reed Hastings and Marc Randolph. The idea allegedly came to Hastings after he was charged a $40 late fee for a VHS rental of "Apollo 13".
2. Initially, Netflix's business model was based on DVD rentals by mail. They launched their website in 1998 with about 925 titles available for rent.
3. Netflix's iconic red envelopes for DVD mailings were chosen because they stood out in the mail and were easy for customers to recognize.
4. The company introduced its subscription model in 1999. By 2003, they had over one million subscribers.
5. Netflix's first attempt at streaming was in 2007 with "Watch Now". The initial offering allowed subscribers to watch about 1,000 movies and TV shows on their computers.
6. In 2010, Netflix made a crucial pivot by expanding internationally, first to Canada. This marked the beginning of its global expansion strategy.
7. Netflix began producing original content in 2013 with "House of Cards". This political drama was the first online-only series to receive major Emmy nominations.
8. The term "Netflix and chill" entered popular culture around 2014-2015. Originally meant literally, it quickly became a euphemism for "romantic encounters" :)
9. In 2017, Netflix introduced an interactive storytelling format with "Puss in Book: Trapped in an Epic Tale", allowing viewers to make choices that influence the story.
10. Netflix has a unique corporate culture. They have a famous "keeper test" - managers are encouraged to ask themselves if they would fight to keep an employee if they were to quit.
The company's story is marked by bold decisions, technological innovation, and a willingness to disrupt both their own business model and the entertainment industry at large.
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From humble beginnings to global entertainment powerhouse, here are 10 historical facts about $NFLX
1. Netflix was founded in 1997 by Reed Hastings and Marc Randolph. The idea allegedly came to Hastings after he was charged a $40 late fee for a VHS rental of "Apollo 13".
2. Initially, Netflix's business model was based on DVD rentals by mail. They launched their website in 1998 with about 925 titles available for rent.
3. Netflix's iconic red envelopes for DVD mailings were chosen because they stood out in the mail and were easy for customers to recognize.
4. The company introduced its subscription model in 1999. By 2003, they had over one million subscribers.
5. Netflix's first attempt at streaming was in 2007 with "Watch Now". The initial offering allowed subscribers to watch about 1,000 movies and TV shows on their computers.
6. In 2010, Netflix made a crucial pivot by expanding internationally, first to Canada. This marked the beginning of its global expansion strategy.
7. Netflix began producing original content in 2013 with "House of Cards". This political drama was the first online-only series to receive major Emmy nominations.
8. The term "Netflix and chill" entered popular culture around 2014-2015. Originally meant literally, it quickly became a euphemism for "romantic encounters" :)
9. In 2017, Netflix introduced an interactive storytelling format with "Puss in Book: Trapped in an Epic Tale", allowing viewers to make choices that influence the story.
10. Netflix has a unique corporate culture. They have a famous "keeper test" - managers are encouraged to ask themselves if they would fight to keep an employee if they were to quit.
The company's story is marked by bold decisions, technological innovation, and a willingness to disrupt both their own business model and the entertainment industry at large.
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Librarian Capital
Diageo: EBIT margin now ~3% below pre-COVID (32%)
Margin fell to 30% in FY20-21 w/ COVID channel shift
Travel Retail and On Trade were higher margin
Margin recovered to 31% in FY22-23 with re-opening
Down to 29% in FY24 with inflation, LAC sales decline
$DGE $DEO https://t.co/HqehAElCgB
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Diageo: EBIT margin now ~3% below pre-COVID (32%)
Margin fell to 30% in FY20-21 w/ COVID channel shift
Travel Retail and On Trade were higher margin
Margin recovered to 31% in FY22-23 with re-opening
Down to 29% in FY24 with inflation, LAC sales decline
$DGE $DEO https://t.co/HqehAElCgB
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Offshore
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Stock Analysis Compilation
Equam on KLX $KLXI US
Thesis: KLX offers a strong recovery play in the oil and gas sector, with recent business improvements and reduced leverage positioning it well for future growth despite current market challenges
(Extract from their Q2 letter) https://t.co/jo5t0Au4ay
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Equam on KLX $KLXI US
Thesis: KLX offers a strong recovery play in the oil and gas sector, with recent business improvements and reduced leverage positioning it well for future growth despite current market challenges
(Extract from their Q2 letter) https://t.co/jo5t0Au4ay
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