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Ahmad Jivraj
Interesting stocks to add your research list
Didn’t realize life 360 was a$3.5B company!
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Interesting stocks to add your research list
Didn’t realize life 360 was a$3.5B company!
Tired of hearing about the same stocks over and over?
Here are 10 small-cap stocks flying under the radar that you probably haven’t heard of before: 👇🏻🧵
1) $TBBB
• Market cap: $3.5B
Tiendas 3B is a rapidly growing discount grocery chain in Mexico, targeting cost-conscious consumers with a no-frills, high-value approach. Its business model focuses on offering essential goods at competitive prices, leveraging streamlined operations and efficient supply chains.
With a strong presence in underserved markets and growing consumer demand for affordable options, Tiendas 3B is well-positioned to capitalize on demographic trends and economic pressures. Its focus on small-format stores allows for expansion in urban and rural areas with lower overhead costs, providing significant room for growth and margin expansion. tweet
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Capital Employed
Essential Sunday reading.
For the latest issue we have the pleasure of interviewing Dave Waters from Alluvial Capital Management to discuss his new venture Tactile Fund LP.
https://t.co/sxHRN0ZwhR https://t.co/dCXPUH9VDi
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Essential Sunday reading.
For the latest issue we have the pleasure of interviewing Dave Waters from Alluvial Capital Management to discuss his new venture Tactile Fund LP.
https://t.co/sxHRN0ZwhR https://t.co/dCXPUH9VDi
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Stock Analysis Compilation
Platinium AM on Galderma $GAL SW
Thesis: Galderma is our largest single holding, showing strong growth in injectable aesthetics and skincare, with the potential for significant earnings boost from its newly approved eczema drug, Nemolizumab, set to launch in 2025.
(Extract from their Q4 letter)
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Platinium AM on Galderma $GAL SW
Thesis: Galderma is our largest single holding, showing strong growth in injectable aesthetics and skincare, with the potential for significant earnings boost from its newly approved eczema drug, Nemolizumab, set to launch in 2025.
(Extract from their Q4 letter)
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Capital Employed
RT @capitalemployed: FRESH OFF THE PRESS 🔥
Investor interview #106 with Dave Waters from @alluvialcapital
We discuss his new venture Tactile Fund LP,
diversification, currency debasement, AI,
2 stocks that are in the fund + much more. 👇
https://t.co/sxHRN0ZwhR https://t.co/D0lOOXvtbm
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RT @capitalemployed: FRESH OFF THE PRESS 🔥
Investor interview #106 with Dave Waters from @alluvialcapital
We discuss his new venture Tactile Fund LP,
diversification, currency debasement, AI,
2 stocks that are in the fund + much more. 👇
https://t.co/sxHRN0ZwhR https://t.co/D0lOOXvtbm
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Startup Archive
Marc Andreessen: Revolutionary technologies were often viewed as “trivialities” or “jokes”
“If you read history, the great innovations of the past are now well understood as being very important. In almost every case, they were not widely understood as such at the time. In fact, I would assert that they were often actually viewed as trivialities or jokes.”
He gives three examples:
1. The telephone. “When Thomas Edison was first working on the telephone, the assumption of the use case motivating his early work was the idea that telegraph operators needed to be able to talk to each other. It was considered implausible that you would have a system that would let any ordinary person pick up the telephone and talk to another person - that was clearly impossible… Completely missing the larger opportunity.”
2. The Internet. “I have personal experience with this one. The Internet was laughed at. It was heaped with scorn from 1993 to 1997-98. In fact, those of you who were in the industry at the time will remember the New York Times had a reporter on staff named Peter Lewis… I’m convinced he was specifically hired by the editors to just write negative stories about the Internet. It was all he did, and it was always the Internet was never going to be a consumer medium. The Internet is not nearly as big as these people think. Nobody is ever going to trust the internet for e-commerce.”
3. The car. “The car was absolutely viewed as a triviality and a toy when it first emerged. In fact, J.P. Morgan himself refused to invest in Ford Motor Company with the response that it’s just a toy for rich people, which is in fact what it was at the time. If you had one of the first cars, you had to be a rich person. You had to have a driver. You often actually had to also have a stoker with your early cars to keep the engine going. And then you also had to travel with a full-time mechanic because the thing would break down every three miles.”
Marc concludes:
“The great innovations of the present, I believe, are virtually guaranteed to be viewed as trivial and to be viewed as jokes. I think history 50 to 100 years from now will enshroud them in legend. In our time, they won’t be recognized as such. Of course, in the future, when they become legends, our descendants will themselves have their own trivial innovations to laugh at.”
Video source: @MilkenInstitute (2013)
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Marc Andreessen: Revolutionary technologies were often viewed as “trivialities” or “jokes”
“If you read history, the great innovations of the past are now well understood as being very important. In almost every case, they were not widely understood as such at the time. In fact, I would assert that they were often actually viewed as trivialities or jokes.”
He gives three examples:
1. The telephone. “When Thomas Edison was first working on the telephone, the assumption of the use case motivating his early work was the idea that telegraph operators needed to be able to talk to each other. It was considered implausible that you would have a system that would let any ordinary person pick up the telephone and talk to another person - that was clearly impossible… Completely missing the larger opportunity.”
2. The Internet. “I have personal experience with this one. The Internet was laughed at. It was heaped with scorn from 1993 to 1997-98. In fact, those of you who were in the industry at the time will remember the New York Times had a reporter on staff named Peter Lewis… I’m convinced he was specifically hired by the editors to just write negative stories about the Internet. It was all he did, and it was always the Internet was never going to be a consumer medium. The Internet is not nearly as big as these people think. Nobody is ever going to trust the internet for e-commerce.”
3. The car. “The car was absolutely viewed as a triviality and a toy when it first emerged. In fact, J.P. Morgan himself refused to invest in Ford Motor Company with the response that it’s just a toy for rich people, which is in fact what it was at the time. If you had one of the first cars, you had to be a rich person. You had to have a driver. You often actually had to also have a stoker with your early cars to keep the engine going. And then you also had to travel with a full-time mechanic because the thing would break down every three miles.”
Marc concludes:
“The great innovations of the present, I believe, are virtually guaranteed to be viewed as trivial and to be viewed as jokes. I think history 50 to 100 years from now will enshroud them in legend. In our time, they won’t be recognized as such. Of course, in the future, when they become legends, our descendants will themselves have their own trivial innovations to laugh at.”
Video source: @MilkenInstitute (2013)
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Stock Analysis Compilation
Platinium AM on Rheinmetall $RHM GR
Thesis: Rheinmetall is poised to benefit from increased European defense spending driven by political pressure and public support, as it is projected to hold 50% of the continent's ammunition capacity by 2026.
(Extract from their Q4 letter) https://t.co/B0gz9ZAzT0
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Platinium AM on Rheinmetall $RHM GR
Thesis: Rheinmetall is poised to benefit from increased European defense spending driven by political pressure and public support, as it is projected to hold 50% of the continent's ammunition capacity by 2026.
(Extract from their Q4 letter) https://t.co/B0gz9ZAzT0
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Dimitry Nakhla | Babylon Capital®
$BF.B stock trades at its lowest multiple in >10 years🥃
2025-2027 EPS CAGR estimate of +7.5% 📊
Assuming $BF.B stock ends 2027 w $2.07E in EPS, here’s its return potential:
22x - 14.4% CAGR
21x - 14.1% CAGR
20x - 11.7% CAGR
19x - 9.2% CAGR
18x - 6.7% CAGR https://t.co/XFfYimGhIu
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$BF.B stock trades at its lowest multiple in >10 years🥃
2025-2027 EPS CAGR estimate of +7.5% 📊
Assuming $BF.B stock ends 2027 w $2.07E in EPS, here’s its return potential:
22x - 14.4% CAGR
21x - 14.1% CAGR
20x - 11.7% CAGR
19x - 9.2% CAGR
18x - 6.7% CAGR https://t.co/XFfYimGhIu
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator Richard Blumenthal has proposed legislation to require the President to publish reasons for pardons.
Do you support this?
Poll below. https://t.co/LKsjbAupPk
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RT @QuiverCongress: JUST IN: Senator Richard Blumenthal has proposed legislation to require the President to publish reasons for pardons.
Do you support this?
Poll below. https://t.co/LKsjbAupPk
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Investing visuals
How the worlds most valuable company makes its money🍏🫰 https://t.co/5X0iiFob0U
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How the worlds most valuable company makes its money🍏🫰 https://t.co/5X0iiFob0U
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