AkhenOsiris
$AMZN
Blog Post:
After delivering at our fastest speeds ever in 2023, Amazon set new records for Prime delivery speeds in the first three months of 2024, with more than two billion items arriving the same or next day to Prime members around the world. In March, nearly 60% of Prime member orders arrived the same or next day across the top 60 largest U.S. metro areas, and we delivered three out of four items the same or next day in London, Tokyo, and Toronto.
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$AMZN
Blog Post:
After delivering at our fastest speeds ever in 2023, Amazon set new records for Prime delivery speeds in the first three months of 2024, with more than two billion items arriving the same or next day to Prime members around the world. In March, nearly 60% of Prime member orders arrived the same or next day across the top 60 largest U.S. metro areas, and we delivered three out of four items the same or next day in London, Tokyo, and Toronto.
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AkhenOsiris
$CRWD
CrowdStrike today announced that it has been named a Leader in the IDC MarketScape: Worldwide Managed Detection and Response Services (MDR) 2024 Vendor Assessment1.
CrowdStrike was also recently named a Leader in Frost & Sullivan's Frost Radar: Managed Detection and Response 2024, recognized as the growth leader among 22 vendors evaluated and an "innovator and powerhouse" in the MDR sector.
The IDC MarketScape report went on to say, "IDC recognizes that there is a push ‘to the platform' that is occurring in cybersecurity. This is worthy of mention as CrowdStrike has a wide depth and breadth of capabilities built into its Falcon platform that provides the technology muscle for its MDR offering."
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$CRWD
CrowdStrike today announced that it has been named a Leader in the IDC MarketScape: Worldwide Managed Detection and Response Services (MDR) 2024 Vendor Assessment1.
CrowdStrike was also recently named a Leader in Frost & Sullivan's Frost Radar: Managed Detection and Response 2024, recognized as the growth leader among 22 vendors evaluated and an "innovator and powerhouse" in the MDR sector.
The IDC MarketScape report went on to say, "IDC recognizes that there is a push ‘to the platform' that is occurring in cybersecurity. This is worthy of mention as CrowdStrike has a wide depth and breadth of capabilities built into its Falcon platform that provides the technology muscle for its MDR offering."
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Clark Square Capital
Exited at the open at HKD 33.
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Exited at the open at HKD 33.
Finally, L'Occitane gets an offer from the Chairman at HKD 34 per share.
The Chairman needs 90% approval from disinterested parties. So far, they've only locked up 38%.
Will we see a deal bump to get this through? tweet
X (formerly Twitter)
Clark Square Capital (@ClarkSquareCap) on X
Finally, L'Occitane gets an offer from the Chairman at HKD 34 per share.
The Chairman needs 90% approval from disinterested parties. So far, they've only locked up 38%.
Will we see a deal bump to get this through?
The Chairman needs 90% approval from disinterested parties. So far, they've only locked up 38%.
Will we see a deal bump to get this through?
Offshore
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Hidden Value Gems
"Your performance tends to improve if you stop comparing it to other investors or some arbitrary benchmark. If you focus only on your investment process and what you can control, you are less stressed about your investment and give them more time to create long-term performance."
h/t Joachim Klement
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"Your performance tends to improve if you stop comparing it to other investors or some arbitrary benchmark. If you focus only on your investment process and what you can control, you are less stressed about your investment and give them more time to create long-term performance."
h/t Joachim Klement
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Offshore
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Hidden Value Gems
An incredible case study of how brand power can translate into more value for shareholders by @IntrinsicInv discussing $RACE :
✅ "After the company went public in 2015, it reported revenue of just under €3 billion for the year while shipping less than 8,000 cars at an average selling price (ASP) of €270,000 per car. EBITDA margins were 25%. Importantly, by our calculation, its return on invested capital (ROIC) was over 100%."
✅"In 2024, the company expects to generate over €6.7 billion in revenue in 2024 with EBITDA margins exceeding 38%. We expect over 14,000 cars to be shipped with an ASP over €400,000 – that is an ASP increase of €100,000 over the past 5 years!"
✅"When we did our first deep dive into the business in 2016, we estimated there were 2-3 million potential high net worth customers who could afford to buy a Ferrari. Consequently, selling less than 8,000 cars meant a customer capture percentage of less than 0.1% in any given year. Even this year, when the company will likely sell 14,000 cars, we believe it is still selling to less than 0.1% of its potential market."
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An incredible case study of how brand power can translate into more value for shareholders by @IntrinsicInv discussing $RACE :
✅ "After the company went public in 2015, it reported revenue of just under €3 billion for the year while shipping less than 8,000 cars at an average selling price (ASP) of €270,000 per car. EBITDA margins were 25%. Importantly, by our calculation, its return on invested capital (ROIC) was over 100%."
✅"In 2024, the company expects to generate over €6.7 billion in revenue in 2024 with EBITDA margins exceeding 38%. We expect over 14,000 cars to be shipped with an ASP over €400,000 – that is an ASP increase of €100,000 over the past 5 years!"
✅"When we did our first deep dive into the business in 2016, we estimated there were 2-3 million potential high net worth customers who could afford to buy a Ferrari. Consequently, selling less than 8,000 cars meant a customer capture percentage of less than 0.1% in any given year. Even this year, when the company will likely sell 14,000 cars, we believe it is still selling to less than 0.1% of its potential market."
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Offshore
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Hidden Value Gems
A good read on how #LVMH uses real estate strategy to support its brands by @WSJ
🧵👇🏽
1⃣"In the early 1980s, after years of developing commercial real estate in France at his father’s company, Ferret-Savinel, Arnault set his sights on the U.S. Arnault’s careers took a sharp detour in 1984, when Arnault, by then president of his father’s company, purchased Boussac, a bankrupt French textile company that owned the fashion brand Christian Dior."
1/6
$MC.PA
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A good read on how #LVMH uses real estate strategy to support its brands by @WSJ
🧵👇🏽
1⃣"In the early 1980s, after years of developing commercial real estate in France at his father’s company, Ferret-Savinel, Arnault set his sights on the U.S. Arnault’s careers took a sharp detour in 1984, when Arnault, by then president of his father’s company, purchased Boussac, a bankrupt French textile company that owned the fashion brand Christian Dior."
1/6
$MC.PA
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Offshore
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The Long Investor
HSI
This is what happens when a chart moves in an impulse wave.
You get 5 waves moving up, 3 waves pulling back, holding at a strong Fib level, here at the 0.5 Fib and then you get a strong bounce next.
HSI has been textbook
Above the 200 Day MA and into Wave 3 now. https://t.co/IEw2lNfJBi
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HSI
This is what happens when a chart moves in an impulse wave.
You get 5 waves moving up, 3 waves pulling back, holding at a strong Fib level, here at the 0.5 Fib and then you get a strong bounce next.
HSI has been textbook
Above the 200 Day MA and into Wave 3 now. https://t.co/IEw2lNfJBi
HSI
Johnny who lives in his mothers box room who still believes China is one big rice paddie:
"HSI has crashed this year, wouldn't touch it, only Americana for me'
Reality: Moving in an impulse wave. https://t.co/6DKvQgZlUH tweet
Offshore
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The Long Investor
RT @DeItaone: ❖ $PYPL RESULTS: Q1
• Total payment volume $403.9B, +14% y/y, EST $392.9B
• Net revenue $7.7B, +9.4% y/y, EST $7.51B
• Transaction revenue $7.03B, EST $6.79B
• Other value added services revenue $665M, EST $723.3M
• US net revenue $4.47B, EST $4.37B
• International net revenue $3.23B, EST $3.12B
• Transaction margin dollars $3.5B
• Total operating expenses $6.53B, EST $6.45B
• ADJ operating income $1.40B, EST $1.55B
• ADJ EPS $1.08, ADJ free cash flow $1.86B, EST $1.19B
• Payment transactions 6.51B, EST 6.45B
• Guides FY Adj EPS increase by a low double-digit percentage compared to $0.87 in the prior year period.
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RT @DeItaone: ❖ $PYPL RESULTS: Q1
• Total payment volume $403.9B, +14% y/y, EST $392.9B
• Net revenue $7.7B, +9.4% y/y, EST $7.51B
• Transaction revenue $7.03B, EST $6.79B
• Other value added services revenue $665M, EST $723.3M
• US net revenue $4.47B, EST $4.37B
• International net revenue $3.23B, EST $3.12B
• Transaction margin dollars $3.5B
• Total operating expenses $6.53B, EST $6.45B
• ADJ operating income $1.40B, EST $1.55B
• ADJ EPS $1.08, ADJ free cash flow $1.86B, EST $1.19B
• Payment transactions 6.51B, EST 6.45B
• Guides FY Adj EPS increase by a low double-digit percentage compared to $0.87 in the prior year period.
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