Offshore
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Hidden Value Gems
My last stop in Omaha was the book store in the airport. Picked up three books, two signed by the authors. Was looking to buy @BRK_Student book but will have to order it back in London, maybe sign it next year? 😉
Good bye #Omaha ! https://t.co/W5AnJ6txq8
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My last stop in Omaha was the book store in the airport. Picked up three books, two signed by the authors. Was looking to buy @BRK_Student book but will have to order it back in London, maybe sign it next year? 😉
Good bye #Omaha ! https://t.co/W5AnJ6txq8
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Offshore
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The Long Investor
$LCID it hurts to say but it followed our trajectory from $18 down to $2 and now has broken out of this channel.
If you had to pick a growth EV right now, $LCID would not be my first choice.
$NIO and $LI for me have the strongest futures. https://t.co/aQ8120btSQ
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$LCID it hurts to say but it followed our trajectory from $18 down to $2 and now has broken out of this channel.
If you had to pick a growth EV right now, $LCID would not be my first choice.
$NIO and $LI for me have the strongest futures. https://t.co/aQ8120btSQ
$LCID do we think $2.20 is going to hold?
Below this level and $LCID is in danger. https://t.co/0uFOGbZIgU tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
$FDS FactSet Research Systems is one of those steady compounders 📈📉
In the last 20 years:
•Revenues CAGR +11.91%
•Growth in 20/20 years ✅
•Net Income CAGR: +11.85%
•Growth in 18/20 years ✅
•Dividends CAGR: +17.44%
•Growth in 20/20 years ✅
#stocks #investing https://t.co/glt0cFnANS
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$FDS FactSet Research Systems is one of those steady compounders 📈📉
In the last 20 years:
•Revenues CAGR +11.91%
•Growth in 20/20 years ✅
•Net Income CAGR: +11.85%
•Growth in 18/20 years ✅
•Dividends CAGR: +17.44%
•Growth in 20/20 years ✅
#stocks #investing https://t.co/glt0cFnANS
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Hidden Value Gems
Having wandered in the main hall observing all the #Berkshire brands and the rush to buy them, I started thinking why none of their brands have become bigger. Buffett keeps saying many of his businesses are great (high ROIC) but lack reinvestment opportunities.
What about Brooks 🔜Nike, See’s 🔜Lindt, Fruit of the Loom 🔜Lululemon?
Possible reasons:
1/ Buffett is just not pushing his managers enough
2/ Competing brands are not big enough (relative to BRK), so no point investing much more
3/ BRK brands are just not good enough vs top competitors
4/ Other reasons I have not thought about
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Having wandered in the main hall observing all the #Berkshire brands and the rush to buy them, I started thinking why none of their brands have become bigger. Buffett keeps saying many of his businesses are great (high ROIC) but lack reinvestment opportunities.
What about Brooks 🔜Nike, See’s 🔜Lindt, Fruit of the Loom 🔜Lululemon?
Possible reasons:
1/ Buffett is just not pushing his managers enough
2/ Competing brands are not big enough (relative to BRK), so no point investing much more
3/ BRK brands are just not good enough vs top competitors
4/ Other reasons I have not thought about
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Offshore
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The Long Investor
RT @stocktalkweekly: PALANTIR $PLTR EARNINGS
EPS: $0.08 vs. $0.08 est.
REV: $634M vs. $615.8M est.
Q2 GUIDE: $649-$653M vs. $641.2M est.
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RT @stocktalkweekly: PALANTIR $PLTR EARNINGS
EPS: $0.08 vs. $0.08 est.
REV: $634M vs. $615.8M est.
Q2 GUIDE: $649-$653M vs. $641.2M est.
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The Long Investor
RT @LA_stevens_: $HIMS Q2 2024 guidance:
"For the second quarter 2024, we expect:
Revenue of $292 million to $297 million.
Adjusted EBITDA of $30 million to $35 million, reflecting an Adjusted EBITDA margin of 10% to 12%."
Implies 41.5% growth at the mid point
Massive guide
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RT @LA_stevens_: $HIMS Q2 2024 guidance:
"For the second quarter 2024, we expect:
Revenue of $292 million to $297 million.
Adjusted EBITDA of $30 million to $35 million, reflecting an Adjusted EBITDA margin of 10% to 12%."
Implies 41.5% growth at the mid point
Massive guide
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The Long Investor
$HIMS CEO has been doing an amazing job.
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$HIMS CEO has been doing an amazing job.
$HIMS Hims & Hers Health, Inc. Reports First Quarter 2024 Financial Results
Revenue of $278.2 million, up 46% year-over-year in 2024
Net income of $11.1 million; Adjusted EBITDA of $32.3 million in Q1 2024 https://t.co/gVejhjqcsW tweet