AkhenOsiris
Google exec comments:
The technology is so incredibly powerful. It’s not like it’s infrastructure, like when the internet was born and a lot of that buildout was happening. It was like, ‘This is going to be game changing,’ but it took a while before [anyone could] take advantage of it. This is incredibly obvious and valuable to the user very quickly. It’s such a huge leapfrog in capability of platforms to be this intelligent. Just the raw capability is leading to a different sort of adoption curve.
I think having a company culture that is espousing experimentation, that is asking for the workers to provide use cases where they think it can be valuable, that is doing hackathons, that’s number two.
There’s a lot of organizations, because of cloud computing being pretty pervasive, ones that we’ve been working with have been doing a lot of work around data: data transformations, rationalizing their data estate, and cleaning up data environments within their companies. That’s been a big initiative for many companies over the last three to five years. Having a lot of that data in a better position is also accelerating the adoption of generative AI. Where we see clients that have done big data transformations, we’ve seen incredible value accelerate out of generative AI because their data estate is also in order.
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Google exec comments:
The technology is so incredibly powerful. It’s not like it’s infrastructure, like when the internet was born and a lot of that buildout was happening. It was like, ‘This is going to be game changing,’ but it took a while before [anyone could] take advantage of it. This is incredibly obvious and valuable to the user very quickly. It’s such a huge leapfrog in capability of platforms to be this intelligent. Just the raw capability is leading to a different sort of adoption curve.
I think having a company culture that is espousing experimentation, that is asking for the workers to provide use cases where they think it can be valuable, that is doing hackathons, that’s number two.
There’s a lot of organizations, because of cloud computing being pretty pervasive, ones that we’ve been working with have been doing a lot of work around data: data transformations, rationalizing their data estate, and cleaning up data environments within their companies. That’s been a big initiative for many companies over the last three to five years. Having a lot of that data in a better position is also accelerating the adoption of generative AI. Where we see clients that have done big data transformations, we’ve seen incredible value accelerate out of generative AI because their data estate is also in order.
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Offshore
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Stock Analysis Compilation
Ariel Investments on Affiliated Managers Group $AMG US
Thesis: AMG’s unique business model, which balances independence with scale advantages, makes it an attractive opportunity in the boutique asset management space
(Extract from their Q2 letter) https://t.co/TYnursr9ww
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Ariel Investments on Affiliated Managers Group $AMG US
Thesis: AMG’s unique business model, which balances independence with scale advantages, makes it an attractive opportunity in the boutique asset management space
(Extract from their Q2 letter) https://t.co/TYnursr9ww
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Hidden Value Gems
RT @HiddenValueGems: Quote of the day #80
#investing #StockMarket https://t.co/9J1JvjNG0p
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RT @HiddenValueGems: Quote of the day #80
#investing #StockMarket https://t.co/9J1JvjNG0p
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PitchDeckGuy
AI drugs? Eli Lilly just made a huge bet
Here's their deck: https://t.co/cynnhjwDij
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AI drugs? Eli Lilly just made a huge bet
Here's their deck: https://t.co/cynnhjwDij
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Dimitry Nakhla | Babylon Capital®
“I've found that when the market's going down and you buy stocks wisely, at some point in the future you will be happy. You won't get there by reading 'Now is the time to buy'.”
— Peter Lynch 🗣️
#stocks #investing
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“I've found that when the market's going down and you buy stocks wisely, at some point in the future you will be happy. You won't get there by reading 'Now is the time to buy'.”
— Peter Lynch 🗣️
#stocks #investing
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Quality Stocks
It is important to distinguish between CHEAPER and CHEAP
For example, Salesforce $CRM and Visa $V may be considered cheaper right now, but they are not necessarily cheap
When PayPal ($PYPL) dropped below $100, it became cheaper, but only around $55 could it be considered truly cheap
Of course, a company can have a PE of 30x and still be considered cheap, while another with a PE of 15x might be expensive. This single metric alone isn't enough to assess a stock's true value
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It is important to distinguish between CHEAPER and CHEAP
For example, Salesforce $CRM and Visa $V may be considered cheaper right now, but they are not necessarily cheap
When PayPal ($PYPL) dropped below $100, it became cheaper, but only around $55 could it be considered truly cheap
Of course, a company can have a PE of 30x and still be considered cheap, while another with a PE of 15x might be expensive. This single metric alone isn't enough to assess a stock's true value
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Bourbon Capital
September hates semiconductors
RIP $NVDA, $SMCI, $AVGO, and $ASML.
$ASML is finally below $800, and I'm more than happy to see it reach $750 https://t.co/OCumCkcTpa
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September hates semiconductors
RIP $NVDA, $SMCI, $AVGO, and $ASML.
$ASML is finally below $800, and I'm more than happy to see it reach $750 https://t.co/OCumCkcTpa
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Quality Investing with Aria
You buy your girl hermes, I buy her this. We’re not the same 😮💨
$NVDA https://t.co/Kdw4lTBSfW
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You buy your girl hermes, I buy her this. We’re not the same 😮💨
$NVDA https://t.co/Kdw4lTBSfW
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Bourbon Capital
Oversold stocks:
Hims & Hers Health, Inc. $HIMS
Occidental Petroleum Corporation $OXY
Lululemon Athletica Inc. $LULU
Ulta Beauty, Inc. $ULTA
e.l.f. Beauty, Inc. $ELF
Celsius Holdings, Inc. $CELH
Monster Beverage Corporation $MNST
PDD Holdings Inc. $PDD
The Estée Lauder Companies $EL
Dollar Tree, Inc. $DLTR
CrowdStrike Holdings, Inc. $CRWD
BP plc $BP
Louis Vuitton $LVMH
Nestlé S.A. $NSRGY
Edwards Lifesciences Corporation $EW
DexCom, Inc. $DXCM
Almost there:
ASML Holding N.V. $ASML
Alphabet Inc. $GOOG
Old Dominion Freight Line, Inc. $ODFL
I'm not gonna buy anything yet, its too early
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Oversold stocks:
Hims & Hers Health, Inc. $HIMS
Occidental Petroleum Corporation $OXY
Lululemon Athletica Inc. $LULU
Ulta Beauty, Inc. $ULTA
e.l.f. Beauty, Inc. $ELF
Celsius Holdings, Inc. $CELH
Monster Beverage Corporation $MNST
PDD Holdings Inc. $PDD
The Estée Lauder Companies $EL
Dollar Tree, Inc. $DLTR
CrowdStrike Holdings, Inc. $CRWD
BP plc $BP
Louis Vuitton $LVMH
Nestlé S.A. $NSRGY
Edwards Lifesciences Corporation $EW
DexCom, Inc. $DXCM
Almost there:
ASML Holding N.V. $ASML
Alphabet Inc. $GOOG
Old Dominion Freight Line, Inc. $ODFL
I'm not gonna buy anything yet, its too early
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Bourbon Capital
Big lots $BIG is going to report earnings tomorrow
Revenue: $1.04B
EPS: -3.46
The stock is +23% after-hours
I love insider information https://t.co/nZEF2R1ODg
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Big lots $BIG is going to report earnings tomorrow
Revenue: $1.04B
EPS: -3.46
The stock is +23% after-hours
I love insider information https://t.co/nZEF2R1ODg
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