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Finding Compounders
Terry Smith on The Unique Advantage of Equity Investment https://t.co/ubmxK6tuv2
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Terry Smith on The Unique Advantage of Equity Investment https://t.co/ubmxK6tuv2
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App Economy Insights
RT @EconomyApp: $ADBE Adobe Q1 FY25:
• RPO +12% to $19.7B ($0.1B miss).
• Digital Media ARR +13% to $17.6B.
• Revenue +10% to $5.7B ($50M beat).
• Non-GAAP EPS $5.08 ($0.11 beat).
• Q2 FY25 revenue ~$5.8B (in-line).
• FY25 revenue ~$23.4B (unchanged). https://t.co/B9hToGJejy
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RT @EconomyApp: $ADBE Adobe Q1 FY25:
• RPO +12% to $19.7B ($0.1B miss).
• Digital Media ARR +13% to $17.6B.
• Revenue +10% to $5.7B ($50M beat).
• Non-GAAP EPS $5.08 ($0.11 beat).
• Q2 FY25 revenue ~$5.8B (in-line).
• FY25 revenue ~$23.4B (unchanged). https://t.co/B9hToGJejy
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Finding Compounders
Travis Kalanick, co founder of Uber and its former CEO , on doing business in China https://t.co/4ZsB9EDnUq
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Travis Kalanick, co founder of Uber and its former CEO , on doing business in China https://t.co/4ZsB9EDnUq
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Stock Analysis Compilation
Guinness Global Equity Income on Publicis $PUB FP
Thesis: Publicis is a leading French advertising and media agency that has successfully transitioned to a digital-focused, one-stop-shop model, demonstrating strong growth and attractive valuation due to its innovative acquisitions and robust cash flow generation.
(Extract from their Q4 letter)
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Guinness Global Equity Income on Publicis $PUB FP
Thesis: Publicis is a leading French advertising and media agency that has successfully transitioned to a digital-focused, one-stop-shop model, demonstrating strong growth and attractive valuation due to its innovative acquisitions and robust cash flow generation.
(Extract from their Q4 letter)
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The Kobeissi Letter
It's official:
The S&P 500 just CLOSED in correction territory and the Nasdaq 100 is 7% away from its first bear market since 2022.
Over the last 16 trading days, the S&P 500 has erased an average of -$340 billion PER trading day.
Here's what you need to know.
(a thread) https://t.co/1aXJb3SOV6
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It's official:
The S&P 500 just CLOSED in correction territory and the Nasdaq 100 is 7% away from its first bear market since 2022.
Over the last 16 trading days, the S&P 500 has erased an average of -$340 billion PER trading day.
Here's what you need to know.
(a thread) https://t.co/1aXJb3SOV6
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Investing visuals
$TTD is hitting lower lows and is now down 🔻61% from its highs. Meanwhile:
🔹 Free cash flow grew 171% Y/Y
🔹 Revenue grew 22% Y/Y
🔹 Net retention remains >95%
🔹 Holds $1.6 billion in cash
🔹 Trades at 33x price/forward FCF https://t.co/gQU0d8y6oM
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$TTD is hitting lower lows and is now down 🔻61% from its highs. Meanwhile:
🔹 Free cash flow grew 171% Y/Y
🔹 Revenue grew 22% Y/Y
🔹 Net retention remains >95%
🔹 Holds $1.6 billion in cash
🔹 Trades at 33x price/forward FCF https://t.co/gQU0d8y6oM
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The Kobeissi Letter
BREAKING: Gold prices have officially crossed above $3,000/oz for the first time in history. https://t.co/CELedA9VoP
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BREAKING: Gold prices have officially crossed above $3,000/oz for the first time in history. https://t.co/CELedA9VoP
Gold prices are SURGING:
As the S&P 500 has erased $5+ trillion, gold is now set to cross above a record $20 TRILLION in market cap.
Gold has more than QUADRUPLED the S&P 500's return over the last 12 months.
Gold is telling us something. Let us explain.
(a thread) https://t.co/WqihthhhJs tweet
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Dimitry Nakhla | Babylon Capital®
Costco stock is down -17% in the past month
$COST starts to look attractive near $575, or -35% below today’s $890 price 💵 https://t.co/D0JQS9EFvA
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Costco stock is down -17% in the past month
$COST starts to look attractive near $575, or -35% below today’s $890 price 💵 https://t.co/D0JQS9EFvA
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Stock Analysis Compilation
Guinness Global Innovators on Siemens Healthineers $SHL GR
Thesis: Siemens Healthineers is well-positioned to capitalize on global healthcare trends with its strong market leadership in imaging technology and a diverse portfolio, backed by recurring revenues and a history of robust growth.
(Extract from their Q4 letter)
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Guinness Global Innovators on Siemens Healthineers $SHL GR
Thesis: Siemens Healthineers is well-positioned to capitalize on global healthcare trends with its strong market leadership in imaging technology and a diverse portfolio, backed by recurring revenues and a history of robust growth.
(Extract from their Q4 letter)
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