⁠Stock Analysis Compilation
White Brook Capital on Green Plains $GPRE US

Thesis: Green Plains is under increasing pressure from activist shareholders to sell the company, with a potential sale expected to unlock significant value in the short term

(Extract from their Q3 letter) https://t.co/YzB7wsbZ2N
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⁠Dimitry Nakhla | Babylon Capital®
“Fund consultants like to require style boxes such as long-term, macro, international equities.

At Berkshire our only style box is smart.”

— Warren Buffett 🗣️

#stocks #investing
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⁠Investing visuals
Tesla $TSLA is up nearly +25% in the past month. Now, let's zoom out. Here's a snapshot of the key metrics from the past 5 years👇 https://t.co/lXoWcBCWsy
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⁠Quiver Quantitative
Just found something interesting in our data.

Representative Josh Gottheimer bought stock in a company called DISCO Corp, $DSCSY

It’s a Japanese company that makes laser saws to cut semiconductor wafers.

First time we have ever seen a member of Congress buy this stock. https://t.co/Sd9McHHIYC
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: New CEO Insider Purchase

The CEO of $MEC just reported the purchase of ~$100K of the company's stock.

This comes shortly after the stock suffered a 25% drop-off this week. https://t.co/xDUwD0MFjL
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⁠Stock Analysis Compilation
Clearbridge on Meritage Homes $MTH US

Thesis: Meritage Homes is well-positioned to benefit from a systemic housing shortage in the U.S., with higher historical returns and the potential for strong growth as interest rates decline

(Extract from their Q3 letter) https://t.co/f5mIwRhy7x
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⁠App Economy Insights
$ABNB Airbnb Q3 FY24:

💵 GBV +10% Y/Y to $20.1B.
🛌 Nights booked +8% Y/Y to 123M.

• Revenue +10% Y/Y to $3.7B ($10M beat).
• Operating margin 41% (-3pp Y/Y).
• EPS $2.13 ($0.02 miss).
• FCF +29% Y/Y to $1.1B.
• Q4 revenue outlook 8% to 10%. https://t.co/JqusiuVVRt
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⁠Startup Archive
RT @shrihacker: AI assisted coding basically fuels the founder-engineer who already knows how to code which is crazy when you think about it.
This phenomenon that Naval talks about actually accelerates even more and those who can’t code are left even more behind . AI can’t help them

Naval Ravikant explains why startup founders should be able to code

Naval Ravikant gave the following advice to a startup spending $25k outsourcing product development to external developers:

“You guys should be coding from the start. Web and mobile startups are so competitive right now. You have to assume that anything you’re doing, there’s a team of 2-4 dedicated, hardcore hackers working 24/7 on something extremely similar.”

He continues:

“If you have this iteration loop where you have to submit something to someone else and they have to come back to you. Then you’re like ‘no, it wasn’t quite right’ because a lot of stuff was lost in translation, you’re going to get 1-2 cycles per day at best. Meanwhile, that other team is getting 20 cycles per day. It has gotten so intense now that non-coding founders and startups are having a really difficult time adding value at these early stages.”

Video source: @Forbes (2011) - Startup Archive
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⁠iinvested
RT @ReneSellmann: @drhoa3 @mastersinvest @_iinvested Thanks Derek! And thanks @_iinvested for the amazing job you do!
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⁠iinvested
RT @ReneSellmann: This first link is a literal gold mind – it's a curation of various find letters sorted by date and stocks mentioned:

https://t.co/x651UhZ0Eu

I'm not sure who is doing the work here? Tag him/her please to give credits.

Additionally, head to @mastersinvest's website which features an overview of some of the greatest investment letters of all time (sorted by the funds) such as Terry Smith's Fundsmith, Oaktree, or Chuck Akre's fund.
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⁠Capital Employed
FRESH OFF THE PRESS 🔥

Investor interview #103 with Chris Waller from Plural Investing.

Chris discusses his research process, discovering hidden gems, two stock picks, plus much more 👇

https://t.co/85KHWUqsE9 https://t.co/1pSAaATfZp
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