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Value Spotlight (Andrew Sather)
The Next Step: ROIC to estimate future Growth Rate (Tutorial):
$COST https://t.co/z55GnlCfg9
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The Next Step: ROIC to estimate future Growth Rate (Tutorial):
$COST https://t.co/z55GnlCfg9
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Offshore
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Offshore
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Quiver Quantitative
Corporations spend hundreds of millions of dollars on election donations.
They often donate to both sides, buying political favor.
We've been writing code to collect data on this.
Here are some of the companies who have spent the most so far in the 2024 election cycle: https://t.co/EKji1hcZ3p
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Corporations spend hundreds of millions of dollars on election donations.
They often donate to both sides, buying political favor.
We've been writing code to collect data on this.
Here are some of the companies who have spent the most so far in the 2024 election cycle: https://t.co/EKji1hcZ3p
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Stock Analysis Compilation
Hedge funds' best ideas #11 is in your inbox 🔥
(link below)
Arauca Capital / Artisan Partners / Azagala Capital / Emeth Value Capital / Greenhaven Road / Guinness / Harris Associates / Montaka / Orbis / Regal Partners / River Oaks Capital / Saga Partners / Saltlight Capital / Smithson / The London Company / VGI Partners
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Hedge funds' best ideas #11 is in your inbox 🔥
(link below)
Arauca Capital / Artisan Partners / Azagala Capital / Emeth Value Capital / Greenhaven Road / Guinness / Harris Associates / Montaka / Orbis / Regal Partners / River Oaks Capital / Saga Partners / Saltlight Capital / Smithson / The London Company / VGI Partners
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Stock Analysis Compilation
Langdon on TerraVest Industries $TVK
Thesis: TerraVest Industries, a consolidator of businesses in fragmented industries, is positioned for continued growth through strategic acquisitions, supported by strong management and increasing cash flow
(Extract from their Q2 letter) https://t.co/r4lTMVkzWm
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Langdon on TerraVest Industries $TVK
Thesis: TerraVest Industries, a consolidator of businesses in fragmented industries, is positioned for continued growth through strategic acquisitions, supported by strong management and increasing cash flow
(Extract from their Q2 letter) https://t.co/r4lTMVkzWm
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Quiver Quantitative
🚨 POLITICIANS' STOCK MARKET PROFITS
I've been writing code to track politicians portfolios.
Several members of Congress have already made millions of dollars in the stock market in 2024: https://t.co/Z8UuJbloGS
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🚨 POLITICIANS' STOCK MARKET PROFITS
I've been writing code to track politicians portfolios.
Several members of Congress have already made millions of dollars in the stock market in 2024: https://t.co/Z8UuJbloGS
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Ahmad Jivraj
Joel Greenblatt returned 40% per year for over a decade.
This is the simple way in which he described what stock picking is all about (to his 11 year old son).
As they say, "Simple But Not Easy..." https://t.co/4eVqztUxBy
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Joel Greenblatt returned 40% per year for over a decade.
This is the simple way in which he described what stock picking is all about (to his 11 year old son).
As they say, "Simple But Not Easy..." https://t.co/4eVqztUxBy
tweet
AkhenOsiris
$HLT $WEN
Hilton is using AI to make routine updates to its content, like finding the right photo to post of each of its 1.3 million hotel rooms, CMO Mark Weinstein said. The hotel chain is also using the tech for easily automatable tasks like helping customers pick rooms from a floor plan.
“If you focus on the routine things that are low value-add to automate,” Weinstein said, “it ultimately reinforces the thing we all do best; bringing creativity, bringing the humanity.”
Wendy’s is working with Google Large Language Models to listen to customers and take orders.
“[We can] take out non-value added tasks in the restaurant so that our team members can focus on what matters most to the customer. What matters most is not that a crew member heard their order, it’s that their order’s right and the food is hot and fresh and delicious.”
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$HLT $WEN
Hilton is using AI to make routine updates to its content, like finding the right photo to post of each of its 1.3 million hotel rooms, CMO Mark Weinstein said. The hotel chain is also using the tech for easily automatable tasks like helping customers pick rooms from a floor plan.
“If you focus on the routine things that are low value-add to automate,” Weinstein said, “it ultimately reinforces the thing we all do best; bringing creativity, bringing the humanity.”
Wendy’s is working with Google Large Language Models to listen to customers and take orders.
“[We can] take out non-value added tasks in the restaurant so that our team members can focus on what matters most to the customer. What matters most is not that a crew member heard their order, it’s that their order’s right and the food is hot and fresh and delicious.”
tweet
AkhenOsiris
$APP
AppLovin today released Consumer Mobile Trends 2024, a new report explaining how consumer mobile apps and direct-to-consumer (DTC) brands can leverage mobile in-app advertising to deliver new growth and expand the reach and impact of their campaigns.
The report suggests that customers acquired through in-app ads are more engaged and loyal than from other channels. For instance, in the fintech sector, in-app ad customers open their apps 9 times per month on average, compared to 5.8 times for social media-acquired customers1. This increased engagement leads to more repeat transactions, drives higher revenue and allows marketers to reinvest back in their business.
“The shift in consumer behavior toward mobile devices has driven the need for a corresponding shift in marketing toward mobile in-app advertising,” Andrey Kazakov, VP of Demand at AppLovin. “Simply put, brands need to meet their customers where they are. The mobile environment is purpose-built to drive performance, making it a natural fit for DTC brands to engage with customers and drive meaningful engagement and retention.”
Nearly 50% of online transactions will occur on mobile devices this year and are expected to reach 62% by the end of 2025. AppLovin’s Consumer Mobile Trends 2024 report provides a framework for starting and scaling in-app advertising, and dives into:
> Shifts in consumer behavior impacting mobile spending. As reliance on mobile devices increases, consumer spending has reached unprecedented levels.
> How mobile in-app advertising delivers untapped scale. Consumer brands can reach over 5 billion global smartphone users every day with mobile in-app advertising -- a scale that rivals any other marketing channel.
> Brand safety as a built-in function of mobile advertising. Mobile apps are subject to app store reviews and guidelines, and in-app ads maintain 100% share-of-voice, thus unlikely to appear next to risky content.
“We’re able to launch, monitor, and optimize our mobile in-app campaigns with minimal effort,” said Marian Bucher, Growth Expert at online shopping platform OTTO. “AI technology excels at pinpointing the right users to grow the volume and average order value of purchases.”
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$APP
AppLovin today released Consumer Mobile Trends 2024, a new report explaining how consumer mobile apps and direct-to-consumer (DTC) brands can leverage mobile in-app advertising to deliver new growth and expand the reach and impact of their campaigns.
The report suggests that customers acquired through in-app ads are more engaged and loyal than from other channels. For instance, in the fintech sector, in-app ad customers open their apps 9 times per month on average, compared to 5.8 times for social media-acquired customers1. This increased engagement leads to more repeat transactions, drives higher revenue and allows marketers to reinvest back in their business.
“The shift in consumer behavior toward mobile devices has driven the need for a corresponding shift in marketing toward mobile in-app advertising,” Andrey Kazakov, VP of Demand at AppLovin. “Simply put, brands need to meet their customers where they are. The mobile environment is purpose-built to drive performance, making it a natural fit for DTC brands to engage with customers and drive meaningful engagement and retention.”
Nearly 50% of online transactions will occur on mobile devices this year and are expected to reach 62% by the end of 2025. AppLovin’s Consumer Mobile Trends 2024 report provides a framework for starting and scaling in-app advertising, and dives into:
> Shifts in consumer behavior impacting mobile spending. As reliance on mobile devices increases, consumer spending has reached unprecedented levels.
> How mobile in-app advertising delivers untapped scale. Consumer brands can reach over 5 billion global smartphone users every day with mobile in-app advertising -- a scale that rivals any other marketing channel.
> Brand safety as a built-in function of mobile advertising. Mobile apps are subject to app store reviews and guidelines, and in-app ads maintain 100% share-of-voice, thus unlikely to appear next to risky content.
“We’re able to launch, monitor, and optimize our mobile in-app campaigns with minimal effort,” said Marian Bucher, Growth Expert at online shopping platform OTTO. “AI technology excels at pinpointing the right users to grow the volume and average order value of purchases.”
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App Economy Insights
♪ TikTok Music is shutting down in November.
It was in beta in 5 countries.
This is good news for Spotify $SPOT, removing a threat in mature markets. But it’s a reminder that music streaming is a difficult business, and most of the value capture is elsewhere. https://t.co/bwNwg0rkVM
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♪ TikTok Music is shutting down in November.
It was in beta in 5 countries.
This is good news for Spotify $SPOT, removing a threat in mature markets. But it’s a reminder that music streaming is a difficult business, and most of the value capture is elsewhere. https://t.co/bwNwg0rkVM
tweet