⁠Hidden Value Gems
RT @HiddenValueGems: An unusual guest at @NorgesBank podcast - probably the world’s best ever chess player @MagnusCarlsen on what investors can learn from chess.
🧵👇🏼

✅ “I think playing chess at an early age certainly teaches you to solve complex problems in a limited amount of time.

Continuing to only play chess probably will not get you far in business, but I think it's a good start.”
1/5
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 3️⃣ Meta Platforms $META

The headlines in 2022 ‼️

“𝙈𝙚𝙩𝙖 𝙘𝙧𝙖𝙨𝙝𝙚𝙨 𝙩𝙤 𝙡𝙤𝙬𝙚𝙨𝙩 𝙥𝙧𝙞𝙘𝙚 𝙨𝙞𝙣𝙘𝙚 2016”

“𝙈𝙚𝙩𝙖 𝙞𝙨 𝙘𝙧𝙪𝙢𝙗𝙡𝙞𝙣𝙜”

“𝙈𝙚𝙩𝙖’𝙨 𝙦𝙪𝙖𝙧𝙩𝙚𝙧𝙡𝙮 𝙥𝙧𝙤𝙛𝙞𝙩 𝙘𝙪𝙩 𝙞𝙣 𝙝𝙖𝙡𝙛, 𝙣𝙤 𝙨𝙚𝙣𝙨𝙚 𝙤𝙛 𝙙𝙞𝙧𝙚𝙘𝙩𝙞𝙤𝙣”
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THE RETURNS 💵

$10,000 ➡️ $35,777

$META CAGR: 227.92%

$SPY CAGR: 21.93%
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 1️⃣ Apple $AAPL

The headlines in 2016 ‼️

“𝘼𝙥𝙥𝙡𝙚’𝙨 𝙞𝙋𝙝𝙤𝙣𝙚 𝙨𝙖𝙡𝙚𝙨 𝙨𝙡𝙤𝙬, 𝙩𝙝𝙚𝙧𝙚’𝙨 𝙣𝙤 𝙜𝙧𝙤𝙬𝙩𝙝”

“𝘼𝙥𝙥𝙡𝙚’𝙨 𝙥𝙧𝙤𝙛𝙞𝙩𝙨 𝙛𝙖𝙡𝙡 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙛𝙞𝙧𝙨𝙩 𝙩𝙞𝙢𝙚 𝙞𝙣 15 𝙮𝙚𝙖𝙧𝙨”

“𝘼𝙥𝙥𝙡𝙚 𝙨𝙩𝙤𝙘𝙠 𝙩𝙖𝙣𝙠𝙨, 𝙛𝙖𝙡𝙡𝙨 𝙩𝙤 2 𝙮𝙚𝙖𝙧 𝙡𝙤𝙬𝙨”
___

THE RETURNS 💵

$10,000 ➡️ $84,507

$AAPL CAGR: 33.20%

$SPY CAGR: 12.57%
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⁠Hidden Value Gems
RT @HiddenValueGems: An interesting study of ownership structure of public stocks in various country (retail vs institutional investors).

I think the US data is skewed by ETFs which are owned by retail investors but could be classified as institutional money. https://t.co/rHXLoasg67
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⁠Hidden Value Gems
RT @HiddenValueGems: A great episode on Siemens Energy at @bizbreakdowns

✅ A company with a 150-year history, the market leader in grid technology (c30% of sales). The segment is growing at 20-30% with strong margins. The backlog has more than trippled.

✅ Key growth drivers are energy transition, renewables, interconnections between countries and grid upgrades. Key customers (national grid operators) have more than doubled their mid-term capex plans.

✅ The stock has suffered from quality issues at the renewables segment which is gradually being addressed.

✅ The stock could be at 10x PE (2026E) if the company delivers on its targets.

$ENR.DE
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⁠Librarian Capital
On vapes, "Minnesota imposes the heaviest wholesale tax of 95%, followed closely by Vermont at 92%"

Article published by the Tax Foundation on 25-Jun, prior to Tim Walz selection as Dem VP candidate

cc: $MO $BATS $BTI
h/t @GregTHR
https://t.co/cyzuK27nKK https://t.co/MgTR0g7D3p
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⁠Finding Compounders
There’s long term value behind value investing https://t.co/9Tpm89SFDQ
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⁠Finding Compounders
How can two investors having the same stocks in their portfolio have different results?

I answer that question in my latest newsletter post

The link is in my bio https://t.co/GbHGZkkf4v
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AkhenOsiris
$DDOG Post results sell-side:

GS raises to $150 from $143,

"investors cognizant of its 4th consecutive quarter of positive Net New Revenue growth. Lapping of optimization headwinds, accelerating usage trends in Enterprise, stability in SMB and Digital-Natives, and healthy contributions from Gen-Al customers as positives for Datadog."

BofA maintains $155 target,

"Executing its long-term strategy to plan Datadog reported very good 2Q24 results with revenue and non-GAAP operating income above our/ Street estimates. Furthermore, the 2024 revenue and non-GAAP operating income guides were raised above the 2Q24 beats. There was positive commentary on new logo and expand activity, higher multi product adoption trends, ramping emerging products, and increasing usage from Al-native inference workloads (4%+ of ARR, up from 3.5% last quarter). The results are supportive of our long-term Buy thesis that Datadog is a share gainer"

Wells Fargo $150 target,

"Strong Q2 Results Driven by Consolidation and Platform Deals; Usage growth continues to improve, which should support continued growth at these levels."
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⁠Librarian Capital
Lindsell Train: For people who DM us, they take UK retail money so monthly commentaries are on website:

https://t.co/45bwrG1Nz4

The Internet is too big to respond to every anon account; and past experience shows responding to free requests just leads to escalating bad behaviour
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