Offshore
Photo
Stock Analysis Compilation
Baron Capital on BE Semiconductor $BESI NA
Thesis: Besi’s leadership in hybrid bonding technology positions it to capitalize on the chiplet revolution, driving sustained earnings growth
(Extract from their Q2 letter) https://t.co/E5UaNK8zEu
tweet
Baron Capital on BE Semiconductor $BESI NA
Thesis: Besi’s leadership in hybrid bonding technology positions it to capitalize on the chiplet revolution, driving sustained earnings growth
(Extract from their Q2 letter) https://t.co/E5UaNK8zEu
tweet
Offshore
Photo
Invest In Assets 📈
Meta Platforms is worth +$1.3 trillion (!)
Since its IPO in 2012, Meta has returned 1266% (23.7% CAGR)
Led by the relentless founder Mark Zuckerberg, Meta is one of the most impressive companies in US history.
Let's take a closer look: https://t.co/iiZDIe26HD
tweet
Meta Platforms is worth +$1.3 trillion (!)
Since its IPO in 2012, Meta has returned 1266% (23.7% CAGR)
Led by the relentless founder Mark Zuckerberg, Meta is one of the most impressive companies in US history.
Let's take a closer look: https://t.co/iiZDIe26HD
tweet
Offshore
Photo
iinvested
2Q'24 Baron Health Care Fund on $TEM, $GKOS, $THC
https://t.co/qKEr07TbzZ
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/YZeYI52AEb
tweet
2Q'24 Baron Health Care Fund on $TEM, $GKOS, $THC
https://t.co/qKEr07TbzZ
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/YZeYI52AEb
tweet
Offshore
Photo
Stock Analysis Compilation
Artisan Partners on Genpact $G US
Thesis: Genpact’s expertise in specialized BPO services and strong cash flow generation make it an attractive, undervalued opportunity despite industry challenges
(Extract from their Q2 letter) https://t.co/dhJEnUfcdl
tweet
Artisan Partners on Genpact $G US
Thesis: Genpact’s expertise in specialized BPO services and strong cash flow generation make it an attractive, undervalued opportunity despite industry challenges
(Extract from their Q2 letter) https://t.co/dhJEnUfcdl
tweet
Offshore
Photo
Librarian Capital
Remember Dido Harding, after messes at TalkTalk and COVID Track & Trace, applied to head NHS England?
Even the Tories didn't go for it
Sharon White, after messes at Ofcom and John Lewis, now eyes the Cabinet Secretary job
FT gave her fawning lunch done by self-described "good friend", so they likely think she will get it
tweet
Remember Dido Harding, after messes at TalkTalk and COVID Track & Trace, applied to head NHS England?
Even the Tories didn't go for it
Sharon White, after messes at Ofcom and John Lewis, now eyes the Cabinet Secretary job
FT gave her fawning lunch done by self-described "good friend", so they likely think she will get it
John Lewis chair Sharon White: ‘I always ask: what’s the upside?’ https://t.co/5XTTiqE0Vj tweet
Offshore
Photo
Investing visuals
A visual every investor should know: the stock market hype cycle👇 https://t.co/5zc6HNi4Wx
tweet
A visual every investor should know: the stock market hype cycle👇 https://t.co/5zc6HNi4Wx
tweet
Offshore
Photo
App Economy Insights
📊 This Week in Visuals:
📈 Broadcom $AVGO
🚗 NIO $NIO
🌐 Samsara $IOT
🖥️ HPE $HPE
✍️ DocuSign $DOCU
🛠️ GitLab $GTLB
📝 Asana $ASAN
https://t.co/8I708XhIvC
tweet
📊 This Week in Visuals:
📈 Broadcom $AVGO
🚗 NIO $NIO
🌐 Samsara $IOT
🖥️ HPE $HPE
✍️ DocuSign $DOCU
🛠️ GitLab $GTLB
📝 Asana $ASAN
https://t.co/8I708XhIvC
tweet
Offshore
Photo
Stock Analysis Compilation
Baron Capital on Equity Residential and AvalonBay Communities $EQR $AVB
Thesis: Equity Residential and AvalonBay’s high-quality portfolios and attractive valuations position them for strong long-term returns
(Extract from their Q2 letter) https://t.co/2seuD7PWE7
tweet
Baron Capital on Equity Residential and AvalonBay Communities $EQR $AVB
Thesis: Equity Residential and AvalonBay’s high-quality portfolios and attractive valuations position them for strong long-term returns
(Extract from their Q2 letter) https://t.co/2seuD7PWE7
tweet