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App Economy Insights
$AMZN Amazon's quarter:
☁️ AWS is cooking
📉 Other segments miss
🤖 Update on the AI stack
🏀 The landmark NBA deal
Dive deeper! 👇
https://t.co/J0tP9kUJtP
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$AMZN Amazon's quarter:
☁️ AWS is cooking
📉 Other segments miss
🤖 Update on the AI stack
🏀 The landmark NBA deal
Dive deeper! 👇
https://t.co/J0tP9kUJtP
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Offshore
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Brandon Beylo
I was Today years old when I learned the Vatican runs a trading operation.
And it's profitable, no less. https://t.co/jJ8oCKaMFP
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I was Today years old when I learned the Vatican runs a trading operation.
And it's profitable, no less. https://t.co/jJ8oCKaMFP
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Offshore
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Finding Compounders
In the earliest available Berkshire Hathaway shareholder letter, Buffett states that he believes that return on equity capital is the best suited measure of managerial economic performance . https://t.co/AqM6DUGe34
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In the earliest available Berkshire Hathaway shareholder letter, Buffett states that he believes that return on equity capital is the best suited measure of managerial economic performance . https://t.co/AqM6DUGe34
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Offshore
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Invest In Assets 📈
RT @InvestInAssets: 5 Must-Listen Podcasts for Investors
Imagine getting input from world-class investors every day
The truth is that getting quality input has NEVER been easier, and the only obstacle to receiving this information is ourselves.
My favorite investing podcast by far is “The Investor’s Podcasts” aka TIP. The network has several different podcasts that focus on business, investing, and life.
These 5 episodes have changed my perspective:
#1 TIP569: AN INVESTOR’S GUIDE TO CLEAR THINKING W/ CHRIS MAYER
Chris wrote the book “100-baggers” and is the co-founder and portfolio manager of Woodlock House Family Capital.
In this episode, Chris and @Clay_Finck discuss his book “How Do You Know – A Guide to Clear Thinking about Wall Street”.
Being a clear thinker will not only benefit your investing returns, but it will also benefit your life on several levels. This episode is a must-listen.
Mayer’s portfolio (Allegedly):
Link to the episode: https://t.co/7tu4k49t5E
#2 TIP549: 2 HIGH-QUALITY COMPOUNDERS
In this episode, Clay Finck breaks down two quality compounders, namely https://t.co/BklvROkw3c and Copart. These businesses have:
· Strong competitive advantages
· Strong fundamentals
· High insider ownership
· Managers that act like owners
This episode is great for investors as Clay discusses several elements that make a business a quality compounder. We can learn much from the way Clay analyses and approaches these companies.
Link to the episode: https://t.co/Bd8rHIbz3V
#3 TIP540: LESSONS IN LIFE AND BUSINESS FROM A SELF-MADE BILLIONAIRE W/ ANDREW WILKINSON
Andrew Wilkinson is a fascinating investor and entrepreneur who is building the “Berkshire of technology”.
In this episode, you will learn from a master on how to network and get access to people who are considered legends, such as Howard Marks & Bill Ackman. How he built Tiny, how they operate, and much more.
A must-listen if you enjoy technology, investing, and entrepreneurship.
Link to the episode: https://t.co/zF6W0kZBQB
#4 RWH016: THE BEST OF THE BEST W/ FRANÇOIS ROCHON
In this episode, @WilliamGreen72 interviews the super investor Francois Rochon. Rochon has beaten the market consistently for 30 years by focusing on quality companies at a reasonable price.
In this episode, you will learn about Rochon’s strategy, margin of safety, longterism, humility in investing, and much more.
Rochon only invests in what he deems “masterpieces”. His portfolio:
#5 MI314: THE ART OF QUALITY INVESTING W/ COMPOUNDING QUALITY
In this episode, @IrrationalMrkts talks with @QCompounding, aka Pieter about quality investing. Pieter has built an impressive social media following by sharing high-quality content on investing.
He is a former hedge fund analyst turned entrepreneur. This episode is full of concrete tips and useful data for investors, you will learn:
· Why you should focus on quality
· Why you should consider founder-led businesses
· Key lessons from super investors
This is a must-listen episode if you invest in the stock market.
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RT @InvestInAssets: 5 Must-Listen Podcasts for Investors
Imagine getting input from world-class investors every day
The truth is that getting quality input has NEVER been easier, and the only obstacle to receiving this information is ourselves.
My favorite investing podcast by far is “The Investor’s Podcasts” aka TIP. The network has several different podcasts that focus on business, investing, and life.
These 5 episodes have changed my perspective:
#1 TIP569: AN INVESTOR’S GUIDE TO CLEAR THINKING W/ CHRIS MAYER
Chris wrote the book “100-baggers” and is the co-founder and portfolio manager of Woodlock House Family Capital.
In this episode, Chris and @Clay_Finck discuss his book “How Do You Know – A Guide to Clear Thinking about Wall Street”.
Being a clear thinker will not only benefit your investing returns, but it will also benefit your life on several levels. This episode is a must-listen.
Mayer’s portfolio (Allegedly):
Link to the episode: https://t.co/7tu4k49t5E
#2 TIP549: 2 HIGH-QUALITY COMPOUNDERS
In this episode, Clay Finck breaks down two quality compounders, namely https://t.co/BklvROkw3c and Copart. These businesses have:
· Strong competitive advantages
· Strong fundamentals
· High insider ownership
· Managers that act like owners
This episode is great for investors as Clay discusses several elements that make a business a quality compounder. We can learn much from the way Clay analyses and approaches these companies.
Link to the episode: https://t.co/Bd8rHIbz3V
#3 TIP540: LESSONS IN LIFE AND BUSINESS FROM A SELF-MADE BILLIONAIRE W/ ANDREW WILKINSON
Andrew Wilkinson is a fascinating investor and entrepreneur who is building the “Berkshire of technology”.
In this episode, you will learn from a master on how to network and get access to people who are considered legends, such as Howard Marks & Bill Ackman. How he built Tiny, how they operate, and much more.
A must-listen if you enjoy technology, investing, and entrepreneurship.
Link to the episode: https://t.co/zF6W0kZBQB
#4 RWH016: THE BEST OF THE BEST W/ FRANÇOIS ROCHON
In this episode, @WilliamGreen72 interviews the super investor Francois Rochon. Rochon has beaten the market consistently for 30 years by focusing on quality companies at a reasonable price.
In this episode, you will learn about Rochon’s strategy, margin of safety, longterism, humility in investing, and much more.
Rochon only invests in what he deems “masterpieces”. His portfolio:
#5 MI314: THE ART OF QUALITY INVESTING W/ COMPOUNDING QUALITY
In this episode, @IrrationalMrkts talks with @QCompounding, aka Pieter about quality investing. Pieter has built an impressive social media following by sharing high-quality content on investing.
He is a former hedge fund analyst turned entrepreneur. This episode is full of concrete tips and useful data for investors, you will learn:
· Why you should focus on quality
· Why you should consider founder-led businesses
· Key lessons from super investors
This is a must-listen episode if you invest in the stock market.
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Hidden Value Gems
Fantastic reminder of the importance of focus in any endeavour.
A 30-yo Nike founder working 6 days as an auditor and weekends, nights and holidays on his startup 👇🏼 https://t.co/Uhz637r6RP
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Fantastic reminder of the importance of focus in any endeavour.
A 30-yo Nike founder working 6 days as an auditor and weekends, nights and holidays on his startup 👇🏼 https://t.co/Uhz637r6RP
Almost a six-hour flight ahead, how far will I get here? 😉
$NKE https://t.co/Ttq2GlVwup tweet
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Quiver Quantitative
🚨 Caught another politician making a suspicious trade around earnings.
Senator Katie Britt sold all her stock in OneWater, $ONEW, last week.
The company just released a poor earnings report, sending the stock plummeting.
It has now fallen 19% since Britt's sale. https://t.co/CnVaTHIEDh
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🚨 Caught another politician making a suspicious trade around earnings.
Senator Katie Britt sold all her stock in OneWater, $ONEW, last week.
The company just released a poor earnings report, sending the stock plummeting.
It has now fallen 19% since Britt's sale. https://t.co/CnVaTHIEDh
tweet
Kaushik
Citi on $CFLT
A respectable 3% total revenue beat in the June Q and solid sequential cloud growth was more than offset by a reiteration of full year targets implying a 3% cut to Q4 revenue growth. Beyond the implicit guidance cut, several key indicators made us incrementally more cautious, including a 5pt QoQ drop in NRR, PCS revenue (arguably cleaner indicator of on-prem biz) declining QoQ while bookings slowed another 10 points. The explanation around cloud optimizations ramping at digital native customers in June is logical, though this was different than what we heard from MSFT (EMEA softness). With cautious partner conversations, which suggested several large marquee, digital native customers were having Issues ramping up consumption (2023 data point) and more recently a rise in competitive displacements, we’re worried issues are company specific and indicate further pricing/commoditization pressure. We further trim below consensus estimates and reiterate Neutral/High-Risk rating dropping TP to $24.
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Citi on $CFLT
A respectable 3% total revenue beat in the June Q and solid sequential cloud growth was more than offset by a reiteration of full year targets implying a 3% cut to Q4 revenue growth. Beyond the implicit guidance cut, several key indicators made us incrementally more cautious, including a 5pt QoQ drop in NRR, PCS revenue (arguably cleaner indicator of on-prem biz) declining QoQ while bookings slowed another 10 points. The explanation around cloud optimizations ramping at digital native customers in June is logical, though this was different than what we heard from MSFT (EMEA softness). With cautious partner conversations, which suggested several large marquee, digital native customers were having Issues ramping up consumption (2023 data point) and more recently a rise in competitive displacements, we’re worried issues are company specific and indicate further pricing/commoditization pressure. We further trim below consensus estimates and reiterate Neutral/High-Risk rating dropping TP to $24.
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