⁠Hidden Value Gems
Business biographies have usually more insights than annual reports or analyst notes.

Here are 9 lessons that I picked up from reading Shoe Dog by Phil Knight.

🧵👇🏽

#founders #entrepreneurs #Investors

1/11 https://t.co/UdPJ4gCOAm
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⁠Stock Analysis Compilation
Baron Capital on Ajinomoto Co $2802 JP

Thesis: Ajinomoto’s near-monopoly in high-margin ABF technology and strong demand in AI-related semiconductor markets position it for significant profit growth

(Extract from their Q2 letter) https://t.co/K6gscLz6Kp
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⁠Stock Analysis Compilation
Davis fund on Tencent $TME US

Thesis: Tencent’s integration of generative AI across its social media, gaming, and cloud platforms positions it to capitalize on AI advancements, offering substantial growth potential

(Extract from their Q2 letter) https://t.co/7JOH9MJRDE
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⁠Librarian Capital
EU "competitiveness" report $NFLX $GOOG

Look carefully at page 75 of Draghi's report and he suggests something rather controversial. Content providers like Netflix or YouTube should be forced to pay EU telco operators extra money to be allowed to stream their content. Defenders of "net neutrality" will not like this. https://t.co/EFOLZEtnUi - Stanley Pignal
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⁠Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Green Flags for ROIC (Tutorial):

$TXRH https://t.co/weJMTAPyNC
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⁠Value Spotlight (Andrew Sather)
Calculating WACC and ROIC (Tutorial):

Is value created or destroyed? https://t.co/plxSII0o2o
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⁠Stock Analysis Compilation
Baron Capital on Samsara $IOT US

Thesis: Samsara’s innovative cloud-native platform and expansive data-driven AI create a strong foundation for long-term growth in the connected asset market

(Extract from their Q2 letter) https://t.co/R3WTb5twfy
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⁠Investing visuals
MercadoLibre $MELI is a high quality compounder at a very reasonable price. Here's a snapshot of the company💎👇 https://t.co/czgFjNFNds
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