Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ A quality valuation analysis on $CNI ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 18.02x โข10-Year Mean: 19.89x โขNTM FCF Yield: 3.86% โข10-Year Mean: 3.51% As you can see, $CNI appears to be trading slightly below fair value Going forward,โฆ
๏ฟฝ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ Stock Analysis Compilation
Analysis of BlueBird Corporation $BLBD US - 2024 Darden at Virginia Investing Challenge (2nd Place)
Thesis: BlueBird is positioned for growth through its leadership in alternative powertrains and expanding EV adoption in the school bus market
(Extract from the Graham Doddsville Fall 2024 Issue)
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Analysis of BlueBird Corporation $BLBD US - 2024 Darden at Virginia Investing Challenge (2nd Place)
Thesis: BlueBird is positioned for growth through its leadership in alternative powertrains and expanding EV adoption in the school bus market
(Extract from the Graham Doddsville Fall 2024 Issue)
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โ App Economy Insights
๐ Earnings season visualized.
200+ companies covered.
Grab the December report.๐
https://t.co/APdjYK7vr3 https://t.co/uZ7IUa7Nd7
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๐ Earnings season visualized.
200+ companies covered.
Grab the December report.๐
https://t.co/APdjYK7vr3 https://t.co/uZ7IUa7Nd7
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โ Startup Archive
Basecamp founder Jason Fried: Customers donโt care about your features and technology
Jason recounts how when he was selling shoes growing up in Illinois, representatives of the major shoe brands would arm salespeople with facts about all of the fancy new technology (e.g. the difference between the Nike Air versus the Zoom Air, the Goodyear rubber outsole and the midsole, etc.).
However, when Jason told customers about these technologies, they didnโt care.
When you actually watched customers buy shoes, they really only cared about a few key things: What does it look like? Is it comfortable? Can I afford it?
Jason saw the same thing selling tennis rackets.
Heโd tell customers about all the latest technology and the difference between graphite versus fiberglass or natural gut string versus synthetic. Nobody cared. Theyโd look at a tennis racket and ask him if it came in other colors.
Jason has observed the same pattern across website and software:
โCompanies are obsessed with features and the technologies because thatโs what they do all day. But they donโt actually watch people buy stuff. When you watch people buy stuff, they just want the simple stuff. They want the stuff that solves their problems and just works. They like the way it looks. They like the way it feels. Itโs comfortable. Itโs affordable. Thatโs what people wantโฆ. Yet companies keep talking about the specs, the technology, and the features.โ
Jason advises founders to really listen to what your customers are saying and watch how they buy your product:
โYouโll find out that they just need a few things done really, really well. And that is really, I think, the secret to all this stuff. Itโs figuring out the basics. Nailing the basics.โ
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Basecamp founder Jason Fried: Customers donโt care about your features and technology
Jason recounts how when he was selling shoes growing up in Illinois, representatives of the major shoe brands would arm salespeople with facts about all of the fancy new technology (e.g. the difference between the Nike Air versus the Zoom Air, the Goodyear rubber outsole and the midsole, etc.).
However, when Jason told customers about these technologies, they didnโt care.
When you actually watched customers buy shoes, they really only cared about a few key things: What does it look like? Is it comfortable? Can I afford it?
Jason saw the same thing selling tennis rackets.
Heโd tell customers about all the latest technology and the difference between graphite versus fiberglass or natural gut string versus synthetic. Nobody cared. Theyโd look at a tennis racket and ask him if it came in other colors.
Jason has observed the same pattern across website and software:
โCompanies are obsessed with features and the technologies because thatโs what they do all day. But they donโt actually watch people buy stuff. When you watch people buy stuff, they just want the simple stuff. They want the stuff that solves their problems and just works. They like the way it looks. They like the way it feels. Itโs comfortable. Itโs affordable. Thatโs what people wantโฆ. Yet companies keep talking about the specs, the technology, and the features.โ
Jason advises founders to really listen to what your customers are saying and watch how they buy your product:
โYouโll find out that they just need a few things done really, really well. And that is really, I think, the secret to all this stuff. Itโs figuring out the basics. Nailing the basics.โ
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