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Stock Analysis Compilation
Donville Kent on Enterprise Group $E CN
Thesis: Enterprise Group’s Evolution Power Projects division, with 50% IRRs and exclusive technology, positions the company for significant growth and profitability in the energy and mining sectors.
(Extract from their Q3 letter) https://t.co/3GoX4erBvW
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Donville Kent on Enterprise Group $E CN
Thesis: Enterprise Group’s Evolution Power Projects division, with 50% IRRs and exclusive technology, positions the company for significant growth and profitability in the energy and mining sectors.
(Extract from their Q3 letter) https://t.co/3GoX4erBvW
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Value Spotlight (Andrew Sather)
Pitching the stock that is the #1 biggest position in my portfolio tomorrow morning at the Starting 5 Conference. @GeoInvesting
You can find the link through this Substack: https://t.co/IPFVxGiVdj https://t.co/Vk5zr689l2
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Pitching the stock that is the #1 biggest position in my portfolio tomorrow morning at the Starting 5 Conference. @GeoInvesting
You can find the link through this Substack: https://t.co/IPFVxGiVdj https://t.co/Vk5zr689l2
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AkhenOsiris
RT @SaaSletter: 🤔 Quick take: With @theinformation "OpenAI Shifts Strategy as Rate of ‘GPT’ AI Improvements Slows" (h/t @steph_palazzolo) receiving a *lot* of attention this weekend ->
The early returns on AI ROI, *suggest* that *current* models are *sufficient* to justify the levels of AI enthusiasm in a *B2B* context.
See studies from @ICONIQGrowth, Morgan Stanley, ETR, Bain - see attachment.
Beyond ROI, I would note that some of the factors noted in The Information article (like a data wall) do not necessarily map to B2B use cases (i.e. corporations have stores of data to use that are not available to rate of progress for ChatGPT style models). Further, the quality improvements in open source models is a *very* positive development for long-term viability of AI in B2B settings.
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RT @SaaSletter: 🤔 Quick take: With @theinformation "OpenAI Shifts Strategy as Rate of ‘GPT’ AI Improvements Slows" (h/t @steph_palazzolo) receiving a *lot* of attention this weekend ->
The early returns on AI ROI, *suggest* that *current* models are *sufficient* to justify the levels of AI enthusiasm in a *B2B* context.
See studies from @ICONIQGrowth, Morgan Stanley, ETR, Bain - see attachment.
Beyond ROI, I would note that some of the factors noted in The Information article (like a data wall) do not necessarily map to B2B use cases (i.e. corporations have stores of data to use that are not available to rate of progress for ChatGPT style models). Further, the quality improvements in open source models is a *very* positive development for long-term viability of AI in B2B settings.
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AkhenOsiris
RT @heartbreakout: Does the gap between $nvda and $amd shrink as we move from training to more inference? I’ve heard differing opinions. Anyone have a view?
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RT @heartbreakout: Does the gap between $nvda and $amd shrink as we move from training to more inference? I’ve heard differing opinions. Anyone have a view?
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Stock Analysis Compilation
White Brook Capital on Wayfair $W US
Thesis: Wayfair is well-positioned to capitalize on a housing recovery and is expected to thrive even in the face of potential tariffs, with strong free cash flow generation ahead
(Extract from their Q3 letter) https://t.co/atuIC0sSXh
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White Brook Capital on Wayfair $W US
Thesis: Wayfair is well-positioned to capitalize on a housing recovery and is expected to thrive even in the face of potential tariffs, with strong free cash flow generation ahead
(Extract from their Q3 letter) https://t.co/atuIC0sSXh
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Investing visuals
$AXON is quietly turning into a software powerhouse, growing as fast as high-flyers like Crowdstrike $CRWD and Palantir $PLTR.
This company deserves more attention. https://t.co/I4hXP5hxv1
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$AXON is quietly turning into a software powerhouse, growing as fast as high-flyers like Crowdstrike $CRWD and Palantir $PLTR.
This company deserves more attention. https://t.co/I4hXP5hxv1
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Quiver Quantitative
Congress net worth leaderboard at market close.
Pelosi is one of the few winners in the stock market today. https://t.co/z94oIvGCy3
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Congress net worth leaderboard at market close.
Pelosi is one of the few winners in the stock market today. https://t.co/z94oIvGCy3
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Stock Analysis Compilation
Choice Equities CM on Hain Celestial Group $HAIN US
Thesis: Hain Celestial’s new management is driving a turnaround with a focus on organic growth and profitability in the natural products sector, positioning the company for strong future gains
(Extract from their Q3 letter) https://t.co/TwI6bG3Bnb
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Choice Equities CM on Hain Celestial Group $HAIN US
Thesis: Hain Celestial’s new management is driving a turnaround with a focus on organic growth and profitability in the natural products sector, positioning the company for strong future gains
(Extract from their Q3 letter) https://t.co/TwI6bG3Bnb
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: 3 large new insider purchases
Rockwell Automation, $ROK - $2m purchase by CFO
Heidrick & Struggles, $HSII - $230k purchase by CEO
Highpeak Energy, $HPK - $240k purchase by CEO
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RT @InsiderRadar: 🚨BREAKING: 3 large new insider purchases
Rockwell Automation, $ROK - $2m purchase by CFO
Heidrick & Struggles, $HSII - $230k purchase by CEO
Highpeak Energy, $HPK - $240k purchase by CEO
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