Offshore
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Hidden Value Gems
RT @HiddenValueGems: If you bought $INTC shares in August 2009, you would be down -20% today, despite huge demand for chips and the rise of the global tech sector... https://t.co/QMSrLcXusu
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RT @HiddenValueGems: If you bought $INTC shares in August 2009, you would be down -20% today, despite huge demand for chips and the rise of the global tech sector... https://t.co/QMSrLcXusu
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Librarian Capital
"Vista Winds Down Hedge Fund, Citing Dominance of Private Markets" (Bloomberg)
"Founded in 2014 and ... managing about $550m ... the fund’s total net return was 12.8% YTD and 8.5% annualized since inception"
Skillsets for stockpicking and PE overlap only a little
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"Vista Winds Down Hedge Fund, Citing Dominance of Private Markets" (Bloomberg)
"Founded in 2014 and ... managing about $550m ... the fund’s total net return was 12.8% YTD and 8.5% annualized since inception"
Skillsets for stockpicking and PE overlap only a little
Vista Equity Partners has told investors it’s winding down its hedge fund amid a “structural shift” in markets toward private assets. https://t.co/wMIZl9HQxn tweet
twitter.com
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Offshore
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App Economy Insights
$ABNB Airbnb Q2 FY24:
💵 GBV +11% Y/Y to $21.2B.
🛌 Nights booked +9% Y/Y to 125M.
• Revenue +11% Y/Y to $2.75B ($10M beat).
• Operating margin 18% (-3pp Y/Y).
• EPS $0.86 ($0.05 miss).
• FCF +16% Y/Y to $1.0B.
Q3 Guidance:
• Revenue +9% to $3.7B ($3.84B expected). https://t.co/iRLtSFznbg
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$ABNB Airbnb Q2 FY24:
💵 GBV +11% Y/Y to $21.2B.
🛌 Nights booked +9% Y/Y to 125M.
• Revenue +11% Y/Y to $2.75B ($10M beat).
• Operating margin 18% (-3pp Y/Y).
• EPS $0.86 ($0.05 miss).
• FCF +16% Y/Y to $1.0B.
Q3 Guidance:
• Revenue +9% to $3.7B ($3.84B expected). https://t.co/iRLtSFznbg
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Offshore
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Capital Employed
FRESH OFF THE PRESS 🔥
Read our interview with @Jake___Barfield from Asheville Capital Management.
Jake discusses his background, research process, why he's bullish on Auto Partner $APR and two other stocks he's bullish on. 👇
https://t.co/oNu6kKs6zq https://t.co/GeHYFLXVMM
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FRESH OFF THE PRESS 🔥
Read our interview with @Jake___Barfield from Asheville Capital Management.
Jake discusses his background, research process, why he's bullish on Auto Partner $APR and two other stocks he's bullish on. 👇
https://t.co/oNu6kKs6zq https://t.co/GeHYFLXVMM
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Offshore
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Capital Employed
96 Q2 fund letters now added.
A superb source of insights and potential stock ideas...
https://t.co/0KI2PTSjEh https://t.co/TBRwuSNVbp
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96 Q2 fund letters now added.
A superb source of insights and potential stock ideas...
https://t.co/0KI2PTSjEh https://t.co/TBRwuSNVbp
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Offshore
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Librarian Capital
"How a $16bn tax stand-off stays unseen in Coca-Cola’s earnings" (FT)
$KO "could owe $16bn in back taxes, enough to wipe out a year and a half of profits ... the IRS would be able to impose a higher US tax bill ... adding 3.5% to a global tax rate that was 17.4% last year"
https://t.co/AAKb88BBqZ
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"How a $16bn tax stand-off stays unseen in Coca-Cola’s earnings" (FT)
$KO "could owe $16bn in back taxes, enough to wipe out a year and a half of profits ... the IRS would be able to impose a higher US tax bill ... adding 3.5% to a global tax rate that was 17.4% last year"
https://t.co/AAKb88BBqZ
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $V processes >7,000 transactions per second & $MA processes >4,200 transactions per second
Railroads of global payments 🛤️💳
#stocks #investing
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RT @DimitryNakhla: $V processes >7,000 transactions per second & $MA processes >4,200 transactions per second
Railroads of global payments 🛤️💳
#stocks #investing
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Offshore
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Hidden Value Gems
Interesting observations by Tyler Grason from @PatientCM
➡️ Small-caps (since 1979) performed better than the S&P 500 once the Sahm Rule was triggered, outperforming the S&P most of the time and achieving a 100% win rate on a 3-year period.
➡️ S&P500 initially struggled but delivered +14.2% returns in 12 months.
Stay patient!
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Interesting observations by Tyler Grason from @PatientCM
➡️ Small-caps (since 1979) performed better than the S&P 500 once the Sahm Rule was triggered, outperforming the S&P most of the time and achieving a 100% win rate on a 3-year period.
➡️ S&P500 initially struggled but delivered +14.2% returns in 12 months.
Stay patient!
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Offshore
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App Economy Insights
RT @EconomyApp: $PLTR Palantir Q2 FY24:
• Net dollar retention 114% (+4pp Y/Y).
• Customers +41% Y/Y to 593.
• Billings +19% Y/Y to $718M.
• Revenue +27% Y/Y to $678M ($26M beat).
• Non-GAAP EPS $0.09 ($0.01 beat).
FY24 guidance:
• Revenue +23% Y/Y to $2.746B (+$64M).
• Adjusted margin 35% (+2pp).
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RT @EconomyApp: $PLTR Palantir Q2 FY24:
• Net dollar retention 114% (+4pp Y/Y).
• Customers +41% Y/Y to 593.
• Billings +19% Y/Y to $718M.
• Revenue +27% Y/Y to $678M ($26M beat).
• Non-GAAP EPS $0.09 ($0.01 beat).
FY24 guidance:
• Revenue +23% Y/Y to $2.746B (+$64M).
• Adjusted margin 35% (+2pp).
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