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Stock Analysis Compilation
Hotchkis & Wiley on Ovintiv $OVV US
Thesis: Ovintiv’s strong free cash flow generation and leading position in key energy resource plays offer significant upside in an undersupplied energy market
(Extract from their Q3 letter) https://t.co/YAFi3D9DDJ
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Hotchkis & Wiley on Ovintiv $OVV US
Thesis: Ovintiv’s strong free cash flow generation and leading position in key energy resource plays offer significant upside in an undersupplied energy market
(Extract from their Q3 letter) https://t.co/YAFi3D9DDJ
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Stock Analysis Compilation
Liontrust on Sweetgreen $SG US
Thesis: Sweetgreen’s tech-driven approach and focus on healthy, customizable food position it as a leading innovator in the fast-casual dining market
(Extract from their Q3 letter) https://t.co/yALkDX3w1q
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Liontrust on Sweetgreen $SG US
Thesis: Sweetgreen’s tech-driven approach and focus on healthy, customizable food position it as a leading innovator in the fast-casual dining market
(Extract from their Q3 letter) https://t.co/yALkDX3w1q
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AkhenOsiris
We're officially back! 🎉
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We're officially back! 🎉
GS: Share of stocks with EV/sales ratios >10x has risen to 13%, near 2021 and Tech Bubble levels. - Mike Zaccardi, CFA, CMT 🍖tweet
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Stock Analysis Compilation
Mar Vista on Unilever $ULVR LN
Thesis: Unilever’s improved capital allocation strategy, emerging market scale, and attractive valuation position it for a successful turnaround under new leadership
(Extract from their Q3 letter) https://t.co/8rbpzOF4mT
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Mar Vista on Unilever $ULVR LN
Thesis: Unilever’s improved capital allocation strategy, emerging market scale, and attractive valuation position it for a successful turnaround under new leadership
(Extract from their Q3 letter) https://t.co/8rbpzOF4mT
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Startup Archive
Steve Jobs explains the importance of both thinking and doing
“The doers are the major thinkers. The people that really create the things that change this industry are both the thinker-doer in one person.”
This is applicable outside of tech too, and he uses Leonardo DaVinci as an example:
“Did Leonardo have a guy off to the side that was thinking five years into the future about what he would paint or the technology he would use to paint it? Of course not. Leonardo was the artist, but he also mixed his own paints. He also was a fairly good chemist. Knew about pigments. Knew about human anatomy. And combining all of those skills together—the art and the science, the thinking and the doing—is what resulted in the exceptional result… There is no difference in our industry. The people that have really made the contributions have been the thinkers and the doers.”
Jobs speculates that one of the reasons people might mix this up is because it’s easy to take credit for the thinking:
“It’s very easy for someone to say ‘I thought of this three years ago.’ But usually when you dig a little deeper you find that the people who really did it were also the people who worked through the hard intellectual problems.”
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Steve Jobs explains the importance of both thinking and doing
“The doers are the major thinkers. The people that really create the things that change this industry are both the thinker-doer in one person.”
This is applicable outside of tech too, and he uses Leonardo DaVinci as an example:
“Did Leonardo have a guy off to the side that was thinking five years into the future about what he would paint or the technology he would use to paint it? Of course not. Leonardo was the artist, but he also mixed his own paints. He also was a fairly good chemist. Knew about pigments. Knew about human anatomy. And combining all of those skills together—the art and the science, the thinking and the doing—is what resulted in the exceptional result… There is no difference in our industry. The people that have really made the contributions have been the thinkers and the doers.”
Jobs speculates that one of the reasons people might mix this up is because it’s easy to take credit for the thinking:
“It’s very easy for someone to say ‘I thought of this three years ago.’ But usually when you dig a little deeper you find that the people who really did it were also the people who worked through the hard intellectual problems.”
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Startup Archive
RT @foundertribune: "Work Hard, Have Fun, Make History" by @JeffBezos https://t.co/Iq42ul2Z3o
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RT @foundertribune: "Work Hard, Have Fun, Make History" by @JeffBezos https://t.co/Iq42ul2Z3o
https://t.co/Pjbpoy4yYM tweet
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Startup Archive
The three questions Jeff Bezos considers when hiring someone:
1. Will you admire this person?
2. Will this person raise the average level of effectiveness of the group they’re entering?
3. Along what dimension might this person be a superstar?
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The three questions Jeff Bezos considers when hiring someone:
1. Will you admire this person?
2. Will this person raise the average level of effectiveness of the group they’re entering?
3. Along what dimension might this person be a superstar?
"Work Hard, Have Fun, Make History" by @JeffBezos https://t.co/Iq42ul2Z3o tweet
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Investing visuals
Apple $AAPL business breakdown: a wonderful company with a high price tag 🏷️ https://t.co/Sh1vzXcck9
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Apple $AAPL business breakdown: a wonderful company with a high price tag 🏷️ https://t.co/Sh1vzXcck9
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Startup Archive
RT @ArthurMacwaters: Great wisdom here.
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RT @ArthurMacwaters: Great wisdom here.
The three questions Jeff Bezos considers when hiring someone:
1. Will you admire this person?
2. Will this person raise the average level of effectiveness of the group they’re entering?
3. Along what dimension might this person be a superstar? tweet
twitter.com
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Offshore
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Stock Analysis Compilation
Loomis Sayles on Arm Holdings $ARM US
Thesis: Arm’s royalty-driven growth, diversified market expansion, and undervalued position offer strong long-term revenue growth potential
(Extract from their Q3 letter) https://t.co/e2gpJFpGPo
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Loomis Sayles on Arm Holdings $ARM US
Thesis: Arm’s royalty-driven growth, diversified market expansion, and undervalued position offer strong long-term revenue growth potential
(Extract from their Q3 letter) https://t.co/e2gpJFpGPo
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