Offshore
Photo
App Economy Insights
$AMD CEO Lisa Su predicts the Data Center AI Accelerators TAM will skyrocket to $500B by 2028.
That's a 60% CAGR from $45B in 2023. 📈🤯 https://t.co/RyaUME1oAg
tweet
$AMD CEO Lisa Su predicts the Data Center AI Accelerators TAM will skyrocket to $500B by 2028.
That's a 60% CAGR from $45B in 2023. 📈🤯 https://t.co/RyaUME1oAg
tweet
Offshore
Photo
Librarian Capital
How small blunders often play a role in great events
"Starboard had been planning to unveil its campaign in full on Oct-22", but one executive (D’Amelio) working with them accidentally sent blank e-mail to $PFE CEO, board and Starboard person on Sun
D'Amelio has now withdrawn https://t.co/rSe4ERCO1g
tweet
How small blunders often play a role in great events
"Starboard had been planning to unveil its campaign in full on Oct-22", but one executive (D’Amelio) working with them accidentally sent blank e-mail to $PFE CEO, board and Starboard person on Sun
D'Amelio has now withdrawn https://t.co/rSe4ERCO1g
Starboard plotted a campaign against Pfizer’s chief. Then a blank email dropped in his inbox
Incredible behind the scenes reporting inside corporate America’s biggest drama right now
@mroliverbarnes @HeeterMaria @JFK_America https://t.co/f7p7BLI3Ay tweet
Offshore
Photo
Quiver Quantitative
RT @InsiderRadar: The CEO of Dave and Buster’s, $PLAY, just disclosed a purchase of ~$500K of stock https://t.co/4DxbcDHAbm
tweet
RT @InsiderRadar: The CEO of Dave and Buster’s, $PLAY, just disclosed a purchase of ~$500K of stock https://t.co/4DxbcDHAbm
tweet
Offshore
Photo
Librarian Capital
"Investing through the capital cycle" & Retail
In "Capital Returns", "retail" mentioned 39 times, but far more often about retail investors than retailers
Only retailers listed in index were Ahold, Amazon, IKEA, Walmart. Costco was in book but not index
This may mean something https://t.co/mTiRWyUGER
tweet
"Investing through the capital cycle" & Retail
In "Capital Returns", "retail" mentioned 39 times, but far more often about retail investors than retailers
Only retailers listed in index were Ahold, Amazon, IKEA, Walmart. Costco was in book but not index
This may mean something https://t.co/mTiRWyUGER
tweet
AkhenOsiris
RT @ScroogeCap: Hearing Yipit Live saying $AMZN AWS has had a huge acceleration, now trailing at close to 24% Y/Y.
That would be pretty huge revenue which has been added quarter over quarter.
tweet
RT @ScroogeCap: Hearing Yipit Live saying $AMZN AWS has had a huge acceleration, now trailing at close to 24% Y/Y.
That would be pretty huge revenue which has been added quarter over quarter.
tweet
Offshore
Photo
Stock Analysis Compilation
Clearbridge on Construction Partners $ROAD US
Thesis: Construction Partners’ strong exposure to high-growth infrastructure markets and impressive EBITDA growth make it a top performer in the construction sector.
(Extract from their Q2 letter) https://t.co/npbyY586CW
tweet
Clearbridge on Construction Partners $ROAD US
Thesis: Construction Partners’ strong exposure to high-growth infrastructure markets and impressive EBITDA growth make it a top performer in the construction sector.
(Extract from their Q2 letter) https://t.co/npbyY586CW
tweet
Offshore
Photo
Librarian Capital
$THG (The Hut Group) is a dumpster fire of a company
FT Alphaville has detailed THG's latest whiz
You should read it because it's fun, and also if you are a British American Tobacco $BATS $BTI shareholder
THG's senior independent director (Sue Farr) holds the same role at BAT https://t.co/0bSUoCsmlB
tweet
$THG (The Hut Group) is a dumpster fire of a company
FT Alphaville has detailed THG's latest whiz
You should read it because it's fun, and also if you are a British American Tobacco $BATS $BTI shareholder
THG's senior independent director (Sue Farr) holds the same role at BAT https://t.co/0bSUoCsmlB
THG shareholders have to pay for (maybe) getting rid of Ingenuity https://t.co/DLkcsBH4I0 tweet
Offshore
Photo
Capital Employed
More Q3 letters have just been added. Lots to delve into over the weekend... 👇
https://t.co/z8VTurKKQI https://t.co/6duFHfNb3m
tweet
More Q3 letters have just been added. Lots to delve into over the weekend... 👇
https://t.co/z8VTurKKQI https://t.co/6duFHfNb3m
tweet
Offshore
Photo
Capital Employed
Interesting idea by @compoundersEX on $7092 Fast Fitness Japan.
The owner of master franchise rights to Anytime Fitness in Japan. 👇
https://t.co/gjrUUWRw2x?
tweet
Interesting idea by @compoundersEX on $7092 Fast Fitness Japan.
The owner of master franchise rights to Anytime Fitness in Japan. 👇
https://t.co/gjrUUWRw2x?
tweet
Offshore
Photo
Hidden Value Gems
“Two-thirds of respondents expect their companies’ profits to increase in the next six months, the largest share since October 2021. Advanced industries is the only industry in which significantly more respondents expect a boost in profits compared with the previous quarter’s survey.”
@McKinsey
tweet
“Two-thirds of respondents expect their companies’ profits to increase in the next six months, the largest share since October 2021. Advanced industries is the only industry in which significantly more respondents expect a boost in profits compared with the previous quarter’s survey.”
@McKinsey
tweet