Offshore
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Stock Analysis Compilation
Aristotle Global Equity on DSM-Firmenich $DSM NA
Thesis: DSM-Firmenich is well-positioned for future growth despite recent challenges, leveraging its merger synergies, divestitures, and strong customer relationships to enhance profitability and market share.
(Extract from their Q4 letter)
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Aristotle Global Equity on DSM-Firmenich $DSM NA
Thesis: DSM-Firmenich is well-positioned for future growth despite recent challenges, leveraging its merger synergies, divestitures, and strong customer relationships to enhance profitability and market share.
(Extract from their Q4 letter)
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Video
App Economy Insights
📊 This Week in Visuals: $AMZN $LLY $NVO $MRK $DIS $PEP $PLTR $QCOM $AMD $ARM $AMGN $PFE $UBER $FI $SPOT $PYPL $RACE $CMG $FTNT $MDLZ $GSK $RBLX $F $YUM $TTWO $EA $HSY $PINS $EXPE $AFRM $SNAP $ALGN $NYT $MTCH $PTON
Check out the latest earnings👇
https://t.co/iYGlk19a9k https://t.co/AMzAQaVhXu
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📊 This Week in Visuals: $AMZN $LLY $NVO $MRK $DIS $PEP $PLTR $QCOM $AMD $ARM $AMGN $PFE $UBER $FI $SPOT $PYPL $RACE $CMG $FTNT $MDLZ $GSK $RBLX $F $YUM $TTWO $EA $HSY $PINS $EXPE $AFRM $SNAP $ALGN $NYT $MTCH $PTON
Check out the latest earnings👇
https://t.co/iYGlk19a9k https://t.co/AMzAQaVhXu
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Startup Archive
RT @foundertribune: "From Family to Team" by @reedhastings https://t.co/GCVs7HujTm
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RT @foundertribune: "From Family to Team" by @reedhastings https://t.co/GCVs7HujTm
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Startup Archive
Netflix founder Reed Hastings on why a professional sports team is a good metaphor for a company:
"Athletes on professional teams:
- Demand excellence, counting on the manager to make sure every position is filled by the best person at any given time.
- Train to win, expecting to receive candid and continuous feedback about how to up their game from the coach and from one another.
- Know effort isn’t enough, recognizing that, if they put in a B performance despite an A for effort, they will be thanked and respectfully swapped out for another player."
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Netflix founder Reed Hastings on why a professional sports team is a good metaphor for a company:
"Athletes on professional teams:
- Demand excellence, counting on the manager to make sure every position is filled by the best person at any given time.
- Train to win, expecting to receive candid and continuous feedback about how to up their game from the coach and from one another.
- Know effort isn’t enough, recognizing that, if they put in a B performance despite an A for effort, they will be thanked and respectfully swapped out for another player."
"From Family to Team" by @reedhastings https://t.co/GCVs7HujTm tweet
Offshore
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Stock Analysis Compilation
Aristotle Focus Growth on Eli Lilly $LLY US
Thesis: Eli Lilly is a leading pharmaceutical company with a strong pipeline in diabetes, oncology, and immunology, poised for growth through innovative treatments and a premium valuation supported by its successful drug portfolio.
(Extract from their Q4 letter)
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Aristotle Focus Growth on Eli Lilly $LLY US
Thesis: Eli Lilly is a leading pharmaceutical company with a strong pipeline in diabetes, oncology, and immunology, poised for growth through innovative treatments and a premium valuation supported by its successful drug portfolio.
(Extract from their Q4 letter)
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Dimitry Nakhla | Babylon Capital®
What is the greatest wonder in the world? 🌎
“Everyone sees countless people dying every day, but they act and think as if they will live forever…”
What is the greatest wonder in the world of investing … ⁉️
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“What I Learned About Investing From Darwin” — Pulak Prasad 📖 https://t.co/v95wvpd9CL
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What is the greatest wonder in the world? 🌎
“Everyone sees countless people dying every day, but they act and think as if they will live forever…”
What is the greatest wonder in the world of investing … ⁉️
___
“What I Learned About Investing From Darwin” — Pulak Prasad 📖 https://t.co/v95wvpd9CL
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Offshore
Video
Startup Archive
Peter Thiel: “If you are in favor of innovation, founders have to stay in control”
“I think the founding period is the period when you have innovation. And once that’s over, it becomes a normal business that runs in a bureaucratic, mechanistic sort of way. And it’s a very important question - how can one enable the founding of these companies to last?”
Thiel points to Apple as the classic example:
“The judgement call the board at Apple in 1985 made was that computers were like Pepsi. It was just a marketing thing. There was going to be no more innovation in the computer industry. You could get rid of the founder, and you could replace the founder with someone who would run the business in a much more predictable, mechanistic sort of way. And that turned out to be a bit of a mistake.”
He continues:
“Sort of miraculously, Jobs came back and then we saw another 14 years of innovation… If you are in favor of innovation, you have to figure out ways for founders to stay in control as long as possible and to avoid selling a business or substituting someone other than the founder in as CEO.”
Video source: @HarvardIOP (2012)
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Peter Thiel: “If you are in favor of innovation, founders have to stay in control”
“I think the founding period is the period when you have innovation. And once that’s over, it becomes a normal business that runs in a bureaucratic, mechanistic sort of way. And it’s a very important question - how can one enable the founding of these companies to last?”
Thiel points to Apple as the classic example:
“The judgement call the board at Apple in 1985 made was that computers were like Pepsi. It was just a marketing thing. There was going to be no more innovation in the computer industry. You could get rid of the founder, and you could replace the founder with someone who would run the business in a much more predictable, mechanistic sort of way. And that turned out to be a bit of a mistake.”
He continues:
“Sort of miraculously, Jobs came back and then we saw another 14 years of innovation… If you are in favor of innovation, you have to figure out ways for founders to stay in control as long as possible and to avoid selling a business or substituting someone other than the founder in as CEO.”
Video source: @HarvardIOP (2012)
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iinvested
4Q'24 SouthernSun Small Cap on $AEIS, $OXM
Full letter here:
https://t.co/dVDkhhwsJS https://t.co/M2zo6yqgWZ
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4Q'24 SouthernSun Small Cap on $AEIS, $OXM
Full letter here:
https://t.co/dVDkhhwsJS https://t.co/M2zo6yqgWZ
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Offshore
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Stock Analysis Compilation
Focus CM on Silicon Motion $SIMO US
Thesis: Silicon Motion is a promising investment opportunity with significant revenue growth and market share expansion anticipated in 2024, especially in high-end PC and AI/data center segments, despite a current stock loss.
(Extract from their Q4 letter)
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Focus CM on Silicon Motion $SIMO US
Thesis: Silicon Motion is a promising investment opportunity with significant revenue growth and market share expansion anticipated in 2024, especially in high-end PC and AI/data center segments, despite a current stock loss.
(Extract from their Q4 letter)
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