Offshore
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Stock Analysis Compilation
Artisan Partners on CBRE Group $CBRE US
Thesis: CBRE’s leadership in real estate and workforce solutions positions it to benefit from industry recovery and outsourcing trends
(Extract from their Q3 letter) https://t.co/8N49zfgFte
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Artisan Partners on CBRE Group $CBRE US
Thesis: CBRE’s leadership in real estate and workforce solutions positions it to benefit from industry recovery and outsourcing trends
(Extract from their Q3 letter) https://t.co/8N49zfgFte
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Offshore
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Stock Analysis Compilation
Polen Capital on Oracle $ORCL US
Thesis: Oracle leverages its strong market position and competitive advantages to capitalize on the growth of cloud-based solutions and enterprise software
(Extract from their Q3 letter) https://t.co/tHRC1G2Jp4
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Polen Capital on Oracle $ORCL US
Thesis: Oracle leverages its strong market position and competitive advantages to capitalize on the growth of cloud-based solutions and enterprise software
(Extract from their Q3 letter) https://t.co/tHRC1G2Jp4
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Ahmad Jivraj
Some interesting off the beaten path names below
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Some interesting off the beaten path names below
I believe these are the 10 small-cap stocks that will skyrocket in 2025:
- $HIMS | Hims and Hers
- $REAX | Real Brokerage
- $SOFI | Sofi
- $LMND | Lemonade Inc.
- $ROOT | Root Inc.
- $TMDX | Transmedics
- $JMIA | Jumia
- $DLO | Dlocal Ltd.
- $STNE | Stoneco
- $LRN | Stride tweet
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Ahmad Jivraj
RT @JonErlichman: Blockbuster’s investor presentation slide from 2007 on its plan to beat Netflix. https://t.co/R3sxy36Jna
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RT @JonErlichman: Blockbuster’s investor presentation slide from 2007 on its plan to beat Netflix. https://t.co/R3sxy36Jna
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Stock Analysis Compilation
Ross Van Compernolle on Japfa $JPFA SP
Thesis: Japfa is positioned for a recovery in profitability as production costs decline and regional leadership in the protein market strengthens
(Extract from their Q3 letter) https://t.co/UP2kRmSFeh
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Ross Van Compernolle on Japfa $JPFA SP
Thesis: Japfa is positioned for a recovery in profitability as production costs decline and regional leadership in the protein market strengthens
(Extract from their Q3 letter) https://t.co/UP2kRmSFeh
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Hidden Value Gems
Hard to call Mag7 a bubble focusing on their bottom-up fundamentals (double-digit growth, expanding margins, net cash, high FCF conversion, buybacks).
Yet this chart from BofA suggests that they could be the biggest bubble in recent history 👇 https://t.co/kck3oRH369
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Hard to call Mag7 a bubble focusing on their bottom-up fundamentals (double-digit growth, expanding margins, net cash, high FCF conversion, buybacks).
Yet this chart from BofA suggests that they could be the biggest bubble in recent history 👇 https://t.co/kck3oRH369
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Offshore
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Startup Archive
Ben Horowitz on how startup founders should run board meetings
As Ben explains, the most valuable thing that comes out of a board meeting is that it’s a forcing function to take a step back and make sure the game plan is right.
So the first thing you want to make sure to do is come prepared with data that provides a good overview of where the company is at:
“If you do that and present that at a board meeting and then have time to discuss interesting issues, then you’re doing pretty good. Like you’re in the 95th percentile.”
Ben also advises founders to make sure you’re getting the right kind of strategy from your board:
“One of the things you’ll notice when you’re running a company is the knowledge gap between the people in the company and the people on the board starts out small and then gets big over time. So when you start your company, your VC will have all these really interesting insights.”
But after a year, you’ll know every bit of customer feedback and product decision cold. So your VC’s advice on product strategy won’t be that valuable. Where they can be useful though is asking: What are you not doing?
“One of the problems in running a company is you spend all your time and energy optimizing, tuning, refining, A/B testing, and getting really good at what you’re doing. But then there’s this whole world of stuff you’re not doing and one of those things may be something you should do.”
If you give a good board the right context, they can help you identify things you should be doing but haven’t yet considered (e.g. entering an adjacent market, buying a company, etc.)
“That’s a lot easier to see from the outside than from the inside. You want the right kind of strategy from the board, not the wrong kind of strategy.”
Video source: @kevinrose (2012)
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Ben Horowitz on how startup founders should run board meetings
As Ben explains, the most valuable thing that comes out of a board meeting is that it’s a forcing function to take a step back and make sure the game plan is right.
So the first thing you want to make sure to do is come prepared with data that provides a good overview of where the company is at:
“If you do that and present that at a board meeting and then have time to discuss interesting issues, then you’re doing pretty good. Like you’re in the 95th percentile.”
Ben also advises founders to make sure you’re getting the right kind of strategy from your board:
“One of the things you’ll notice when you’re running a company is the knowledge gap between the people in the company and the people on the board starts out small and then gets big over time. So when you start your company, your VC will have all these really interesting insights.”
But after a year, you’ll know every bit of customer feedback and product decision cold. So your VC’s advice on product strategy won’t be that valuable. Where they can be useful though is asking: What are you not doing?
“One of the problems in running a company is you spend all your time and energy optimizing, tuning, refining, A/B testing, and getting really good at what you’re doing. But then there’s this whole world of stuff you’re not doing and one of those things may be something you should do.”
If you give a good board the right context, they can help you identify things you should be doing but haven’t yet considered (e.g. entering an adjacent market, buying a company, etc.)
“That’s a lot easier to see from the outside than from the inside. You want the right kind of strategy from the board, not the wrong kind of strategy.”
Video source: @kevinrose (2012)
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Dimitry Nakhla | Babylon Capital®
$PLTR has a market cap of $187B and is forecasted to reach $5.5B in revenue by 2027
This means it’s trading at approximately 34x its projected 2027 revenue
While $PLTR is an excellent business with strong long-term prospects, its valuation is challenging to justify
+379% YTD https://t.co/jpRdC1iWoJ
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$PLTR has a market cap of $187B and is forecasted to reach $5.5B in revenue by 2027
This means it’s trading at approximately 34x its projected 2027 revenue
While $PLTR is an excellent business with strong long-term prospects, its valuation is challenging to justify
+379% YTD https://t.co/jpRdC1iWoJ
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