Offshore
Photo
Capital Employed
Essential weekend reading...
John discusses two stocks he's bullish on, one in India and a UK microcap.
Read the full interview here 👇
https://t.co/IhmHn5HSUD https://t.co/MQPriGqOT3
tweet
Essential weekend reading...
John discusses two stocks he's bullish on, one in India and a UK microcap.
Read the full interview here 👇
https://t.co/IhmHn5HSUD https://t.co/MQPriGqOT3
tweet
Offshore
Photo
InsideArbitrage
RT @business: Chip-design company Synopsys wins conditional approval from the EU's merger watchdog for its planned $34 billion buyout of software developer Ansys https://t.co/sDMl7UYO27
tweet
RT @business: Chip-design company Synopsys wins conditional approval from the EU's merger watchdog for its planned $34 billion buyout of software developer Ansys https://t.co/sDMl7UYO27
tweet
Offshore
Photo
Stock Analysis Compilation
Baron Emerging Markets Fund on E Ink $8069 TT
Thesis: E Ink is the leading supplier of ePaper technology with a 95% market share, benefiting from growth in electronic shelf labels and potential expansion into large displays, promising mid-teens total shareholder returns over the next 3-5 years.
(Extract from their Q3 letter)
tweet
Baron Emerging Markets Fund on E Ink $8069 TT
Thesis: E Ink is the leading supplier of ePaper technology with a 95% market share, benefiting from growth in electronic shelf labels and potential expansion into large displays, promising mid-teens total shareholder returns over the next 3-5 years.
(Extract from their Q3 letter)
tweet
Offshore
Photo
Hidden Value Gems
I thought there was a bear market over there 🤔
"Shares in the Chinese toymaker rose as much as 82% on their secondary listing debut in Hong Kong, before closing up 41%, valuing founder Weisong Zhu’s stake at more than US$1bn." https://t.co/HDtQfSWqnb
tweet
I thought there was a bear market over there 🤔
"Shares in the Chinese toymaker rose as much as 82% on their secondary listing debut in Hong Kong, before closing up 41%, valuing founder Weisong Zhu’s stake at more than US$1bn." https://t.co/HDtQfSWqnb
tweet
Offshore
Photo
Investing visuals
If Palantir $PLTR reverts to its current median free cash flow multiple of 65, it would trade at $32🤷♂️ https://t.co/wxJJvaGL10
tweet
If Palantir $PLTR reverts to its current median free cash flow multiple of 65, it would trade at $32🤷♂️ https://t.co/wxJJvaGL10
tweet
Offshore
Video
Startup Archive
Steve Jobs on his strategy for saving Apple from bankruptcy
Apple was on the verge of bankruptcy when Steve Jobs returned to the company in July of 1997. The clip below is from a CNBC interview three months later.
When asked about his strategy for turning the company around, Jobs shared the following advice:
“Somebody taught me a long time ago a very valuable lesson which is if you do the right things on the top line, the bottom line will follow. And what they meant by that was: if you get the right strategy, if you have the right people, and if you have the right culture at your company, you’ll do the right products. You’ll do the right marketing. You’ll do the right things logistically and in manufacturing and distribution. And if you do all those things right, the bottom line will follow.”
Video source: @CNBC (1997)
tweet
Steve Jobs on his strategy for saving Apple from bankruptcy
Apple was on the verge of bankruptcy when Steve Jobs returned to the company in July of 1997. The clip below is from a CNBC interview three months later.
When asked about his strategy for turning the company around, Jobs shared the following advice:
“Somebody taught me a long time ago a very valuable lesson which is if you do the right things on the top line, the bottom line will follow. And what they meant by that was: if you get the right strategy, if you have the right people, and if you have the right culture at your company, you’ll do the right products. You’ll do the right marketing. You’ll do the right things logistically and in manufacturing and distribution. And if you do all those things right, the bottom line will follow.”
Video source: @CNBC (1997)
tweet
Offshore
Photo
iinvested
4Q'24 Palm Valley Capital Fund on $KELYA, $SEB, $HTLD
More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/N3TAPqvE8Y
tweet
4Q'24 Palm Valley Capital Fund on $KELYA, $SEB, $HTLD
More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/N3TAPqvE8Y
tweet
Offshore
Photo
Stock Analysis Compilation
Baron Real Estate Fund on Equinix $EQIX US
Thesis: Equinix is well-positioned for long-term growth with strong demand, pricing power, and favorable market conditions, potentially compounding earnings per share at around 10% while offering compelling shareholder returns.
(Extract from their Q3 letter)
tweet
Baron Real Estate Fund on Equinix $EQIX US
Thesis: Equinix is well-positioned for long-term growth with strong demand, pricing power, and favorable market conditions, potentially compounding earnings per share at around 10% while offering compelling shareholder returns.
(Extract from their Q3 letter)
tweet