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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Offshore
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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
Offshore
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Q-Cap
$AXON
GOD DAMN TASERS
What an absolute juggernaut this company is turning out to be.
580x bagger at $24B Mkt Cap with little to no penetration outside the US + Europe. https://t.co/K8XtRsofBx
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$AXON
GOD DAMN TASERS
What an absolute juggernaut this company is turning out to be.
580x bagger at $24B Mkt Cap with little to no penetration outside the US + Europe. https://t.co/K8XtRsofBx
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The Long Investor
$HIMS all the market cares about is fundamentals.
Nobody cares about opinions
Algos don’t have opinions
Leave them at the door
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$HIMS all the market cares about is fundamentals.
Nobody cares about opinions
Algos don’t have opinions
Leave them at the door
$HIMS lost $200 million in value yesterday because people believe that the CEO should not exercise his right to free speech.
The market does not care about opinions, it cares about fundamentals, if the price gets dragged down in the short term and fundamentals remain strong, then you take advantage of this opportunity.
$TGT being the perfect example of this behaviour, it has since jumped 70% since its irrational decline last year
The game is value hunting and the entire system is constantly looking to find whats undervalued, an ALGO does not care what your opinion is on the Israeli invasion of Palestine. tweet
Offshore
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Antonio Linares
I didn’t
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I didn’t
@alc2022 Sir, hope you didn’t sell your shares. Politics is never a good strategy in investing. https://t.co/JU7oEvbCOZ tweet