Offshore
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Stock Analysis Compilation
Headwaters Capital on Medpace $MEDP US
Thesis: Medpace is leveraging cyclical downturns to repurchase shares aggressively, positioning itself to capitalize on long-term growth in the biotech sector
(Extract from their Q3 letter) https://t.co/4tMgrhzRYN
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Headwaters Capital on Medpace $MEDP US
Thesis: Medpace is leveraging cyclical downturns to repurchase shares aggressively, positioning itself to capitalize on long-term growth in the biotech sector
(Extract from their Q3 letter) https://t.co/4tMgrhzRYN
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Offshore
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App Economy Insights
$SAP SAP Q3 FY24:
• Cloud backlog +29% in cc to €15.4B.
• Revenue +9% to €8.5B (€0.1B beat).
• Adj. EPS +6% to €1.23 (€0.02 beat).
• FY24 revenue ~€29.7B (€0.4B raise).
Cloud revenue outlook unchanged:
• FY24: €17.0 to €17.3B (+25% Y/Y). https://t.co/uITRx3b6yg
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$SAP SAP Q3 FY24:
• Cloud backlog +29% in cc to €15.4B.
• Revenue +9% to €8.5B (€0.1B beat).
• Adj. EPS +6% to €1.23 (€0.02 beat).
• FY24 revenue ~€29.7B (€0.4B raise).
Cloud revenue outlook unchanged:
• FY24: €17.0 to €17.3B (+25% Y/Y). https://t.co/uITRx3b6yg
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Quiver Quantitative
🚨 UPDATE: Elon Musk's America PAC has now spent $47M so far this month, per our estimates.
You can track election spending live on Quiver, or follow along here for updates. https://t.co/Xf6Rc0cHQd
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🚨 UPDATE: Elon Musk's America PAC has now spent $47M so far this month, per our estimates.
You can track election spending live on Quiver, or follow along here for updates. https://t.co/Xf6Rc0cHQd
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Offshore
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Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: 10 new insider purchases at $HEI
Each member of Heico's board has just reported the purchase of ~$200k of company stock. https://t.co/ybi06SPFDu
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RT @InsiderRadar: 🚨 BREAKING: 10 new insider purchases at $HEI
Each member of Heico's board has just reported the purchase of ~$200k of company stock. https://t.co/ybi06SPFDu
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Hidden Value Gems
Corporate cannibals anyone? 😉
“There have been Rmb235bn ($33bn) in buybacks across mainland-listed shares so far in 2024, more than double last year’s total and far surpassing the previous record of Rmb133bn in 2022.”
via @FT https://t.co/OTFsvotf1U
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Corporate cannibals anyone? 😉
“There have been Rmb235bn ($33bn) in buybacks across mainland-listed shares so far in 2024, more than double last year’s total and far surpassing the previous record of Rmb133bn in 2022.”
via @FT https://t.co/OTFsvotf1U
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Offshore
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Hidden Value Gems
An interesting review of Ron Baron’s career and investment lessons in his latest quarterly letter.
Some highlights 🧵👇🏼
1️⃣ “On average, the buying power of our currency falls in half about every 14 to 15 years This is because our government spends more than it takes in, depreciating the value of the dollar 4% to 5% annually to pay for wars...to recover from pandemics...to pay for social services and to manage our economy. The United States’ economic model works. With just 4% of Planet Earth’s population, the United States’ share of our planet’s GDP approximates 25%!”
1/5
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An interesting review of Ron Baron’s career and investment lessons in his latest quarterly letter.
Some highlights 🧵👇🏼
1️⃣ “On average, the buying power of our currency falls in half about every 14 to 15 years This is because our government spends more than it takes in, depreciating the value of the dollar 4% to 5% annually to pay for wars...to recover from pandemics...to pay for social services and to manage our economy. The United States’ economic model works. With just 4% of Planet Earth’s population, the United States’ share of our planet’s GDP approximates 25%!”
1/5
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Offshore
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Stock Analysis Compilation
Protean funds on MOWI $MOWI NO
Thesis: Mowi’s significant capital investments are poised to pay off by 2025, providing an intriguing long-term opportunity in the salmon farming sector
(Extract from their Q3 letter) https://t.co/HlWYGxYd03
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Protean funds on MOWI $MOWI NO
Thesis: Mowi’s significant capital investments are poised to pay off by 2025, providing an intriguing long-term opportunity in the salmon farming sector
(Extract from their Q3 letter) https://t.co/HlWYGxYd03
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iinvested
RT @bizalmanac: A few really good sources of ideas, all share snippets of investment write-ups from HF and MFs
@StockCompil
@joinyellowbrick
@_iinvested
Really good way way to increase your reps / denominator
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RT @bizalmanac: A few really good sources of ideas, all share snippets of investment write-ups from HF and MFs
@StockCompil
@joinyellowbrick
@_iinvested
Really good way way to increase your reps / denominator
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Offshore
Video
Startup Archive
NVIDIA CEO Jensen Huang shares his fish pond metaphor for thinking about market size
Jensen explains that the single purpose of NVIDIA is to build an AI platform that can be used anywhere, and he draws the distinction between “market makers” and “share takers”:
“Not one day does this company talk about market share. All we’re talking about is: How do we create the next thing? How do we take that flywheel that used to take a year and crank it down to a month?”
He continues:
“The only question is whether that mission is necessary. All great companies ought to have that at their core - it’s about what you are doing. Is it necessary? Is it valuable? Is it impactful? Does it help people? If you have a sole purpose and your purpose is meaningful and your mission is dear to you and dear to everybody else, then you can be transparent.”
Jensen cites NVIDIA sharing its roadmap with hyperscalers like Azure and AWS who are building their own ASIC chips. He doesn’t worry about market share. His only goal is to invent new markets, which he compares to fish ponds:
“Companies are limited by the size of the fish pond. A goldfish can only be so big. So the question is, what is our fish pond? And that requires a lot of imagination. It’s hard to figure that out looking backwards and trying to take share - ‘share takers’ can only be so big. But market makers can be quite large.”
This has been NVIDIA’s goal from the very beginning of the company when they created the 3D gaming PC market. And it’s rational - inventing new “fish ponds” is likely the only way for them to 10x their $3 trillion market cap.
Video source: @BG2Pod (2024)
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NVIDIA CEO Jensen Huang shares his fish pond metaphor for thinking about market size
Jensen explains that the single purpose of NVIDIA is to build an AI platform that can be used anywhere, and he draws the distinction between “market makers” and “share takers”:
“Not one day does this company talk about market share. All we’re talking about is: How do we create the next thing? How do we take that flywheel that used to take a year and crank it down to a month?”
He continues:
“The only question is whether that mission is necessary. All great companies ought to have that at their core - it’s about what you are doing. Is it necessary? Is it valuable? Is it impactful? Does it help people? If you have a sole purpose and your purpose is meaningful and your mission is dear to you and dear to everybody else, then you can be transparent.”
Jensen cites NVIDIA sharing its roadmap with hyperscalers like Azure and AWS who are building their own ASIC chips. He doesn’t worry about market share. His only goal is to invent new markets, which he compares to fish ponds:
“Companies are limited by the size of the fish pond. A goldfish can only be so big. So the question is, what is our fish pond? And that requires a lot of imagination. It’s hard to figure that out looking backwards and trying to take share - ‘share takers’ can only be so big. But market makers can be quite large.”
This has been NVIDIA’s goal from the very beginning of the company when they created the 3D gaming PC market. And it’s rational - inventing new “fish ponds” is likely the only way for them to 10x their $3 trillion market cap.
Video source: @BG2Pod (2024)
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