⁠Finding Compounders
Emails between Jeff Raikes and Warren Buffett

Jeff Raikes pitches Microsoft .

Buffett’s responds and compares Microsoft to Coca-Cola and explains why he isn’t comfortable with investing in Microsoft.

Good read https://t.co/OkC2Wmj7zO
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⁠Finding Compounders
A young Warren Buffett explains his Home Protective Co investment thesis.

-It’s an insurance company
- Was trading at less than 4 times earnings https://t.co/p8TL4OAjr0
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⁠Investing visuals
$AZMN: a breakdown of this high quality business in 5 visuals 🧵👇 https://t.co/d1DyL7Qq3O
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⁠Dimitry Nakhla | Babylon Capital®
MSCI Inc $MSCI Q1 Earnings Report🎯

Rev: $745M vs $744M est✅ | +10% YoY
EPS: $4.00 vs $3.91 est ✅ | +14% YoY
___

One of the stickiest businesses in the 🌎 https://t.co/zxT9ihHP2h

Take a look at $MSCI quarterly revenue over the past 10 years (40 quarters) 🤯

1. Revenue declined in just 3/40 quarters

2. Revenue increased in 37/40 quarters

It doesn’t get more predictable than that

Keep in mind, this is Q/Q not Y/Y, which makes it even more impressive 🌐 https://t.co/i0IpRNsBA8 - Dimitry Nakhla | Babylon Capital®
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⁠Quiver Quantitative
This is kind of ominous.

We've now seen five members of Congress file purchases of Dollar General stock, $DG, so far this year.

Just one member bought the stock in all of 2024.

It is up 41% since late January, while the market is down 11%.
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⁠Investing visuals
$TSLA Q1 Earnings 🚨

• Revenue $19.3B vs Est. $21.4B
• EPS $0.27 vs Est. $0.42

"We will revisit our 2025 guidance in our Q2 update" https://t.co/UzvinhbWnZ
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⁠Investing visuals
$ISRG Earnings 🚨

• Revenue: $2.25B vs $2.19B est.
• EPS: $1.81 vs $1.73 est.

Outlook 2025:
• Da Vinci procedures: 15%-17%
• Gross margin: 65%-66.5%

Stock is down🔻6% https://t.co/s9jBKkahSK
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⁠App Economy Insights
$TSLA Tesla Q1 FY25:

• Revenue -9% Y/Y to $19.3B ($2.1B miss).
• Gross margin 16% (-1pp Y/Y).
• Operating margin 2% (-3pp Y/Y).
• Capex -46% Y/Y to $1.5B.
• Free cash flow $0.6B.
• Non-GAAP EPS $0.27 ($0.15 miss). https://t.co/iJbZmIb9CH
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