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Investing visuals
$TSM Q4 FY24:
• Revenue +37% Y/Y ($0.9B beat).
• Gross margin 59% (+6pp Y/Y).
• Operating margin 49% (+7pp Y/Y).
Stock is up +6% pre-market
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$TSM Q4 FY24:
• Revenue +37% Y/Y ($0.9B beat).
• Gross margin 59% (+6pp Y/Y).
• Operating margin 49% (+7pp Y/Y).
Stock is up +6% pre-market
$TSM is kicking off earnings season for the semiconductor industry tomorrow. As a key player and sole supplier for $NVDA, $AAPL, and $QCOM, this one's big!
Earnings preview👇
🔹Est. Revenue: 26 Bln (+36.8%)
🔹Est. EPS: $0.43 (+55.8%) tweet
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Hidden Value Gems
Sad to hear @HindenburgRes is closing down. An inspiring letter by its founder Nate Anderson, especially if you are thinking of starting something of your own... https://t.co/pruS3SAbGT
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Sad to hear @HindenburgRes is closing down. An inspiring letter by its founder Nate Anderson, especially if you are thinking of starting something of your own... https://t.co/pruS3SAbGT
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Hidden Value Gems
Seems like a good deal for $KER.PA - selling 60% of the stake in properties in Paris for €837mn to Ardian PE. Kering will retain 40% ownership, and receive guarantees its brands can continue to occupy the buildings. https://t.co/lUVg6rF1em
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Seems like a good deal for $KER.PA - selling 60% of the stake in properties in Paris for €837mn to Ardian PE. Kering will retain 40% ownership, and receive guarantees its brands can continue to occupy the buildings. https://t.co/lUVg6rF1em
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Hidden Value Gems
Richemont's Watch segment reported -8% sales decline in the past quarter, while overall sales increased +10%. Interesting that Watch sales actually increased in the US (double-digit), Europe and other regions - the only drop was in Asia.
$SFR.SW $WOSG.L https://t.co/ubjlNf5nEf
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Richemont's Watch segment reported -8% sales decline in the past quarter, while overall sales increased +10%. Interesting that Watch sales actually increased in the US (double-digit), Europe and other regions - the only drop was in Asia.
$SFR.SW $WOSG.L https://t.co/ubjlNf5nEf
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Quality Investing 📖
Commentary on Network Effects remind me of companies like $MELI $AMZN $CPRT $ICE $CME $NDAQ $MSCI $CBOE https://t.co/MDz7woZcht
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RT @DimitryNakhla: Quality Investing 📖
Commentary on Network Effects remind me of companies like $MELI $AMZN $CPRT $ICE $CME $NDAQ $MSCI $CBOE https://t.co/MDz7woZcht
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Stock Analysis Compilation
Hertford Capital on Nagarro SE $N4G GY
Thesis: Nagarro SE is a software development company that presents a rare and compelling investment opportunity following a recent decline in share price and a confirmed interest from potential bidders
(Extract from their Q4 letter) https://t.co/xomS9bhrrc
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Hertford Capital on Nagarro SE $N4G GY
Thesis: Nagarro SE is a software development company that presents a rare and compelling investment opportunity following a recent decline in share price and a confirmed interest from potential bidders
(Extract from their Q4 letter) https://t.co/xomS9bhrrc
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Hidden Value Gems
Sounds big, but unless there is a strong political motivation, why bother if there are over 100 domestic EVs going global... $VOW.DE #VW
via @Reuters https://t.co/QFAmimZV7n
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Sounds big, but unless there is a strong political motivation, why bother if there are over 100 domestic EVs going global... $VOW.DE #VW
via @Reuters https://t.co/QFAmimZV7n
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Startup Archive
Peter Thiel’s advice to his younger self: “Value substance over status”
“One of the resolutions I came up with a number of years ago was to always value substance over status… I think if I’m honest about it, too much of [what I did] was driven by prestige and status—and not quite enough by the substance of really trying to learn things.”
Thiel continues on to explain that seven months into working at a prestigious law firm after graduating from Stanford Law School, he had a “quarter-life crisis” and quit.
“All you had to do was go through the front door, but peoples’ identities get so wrapped up in the things they compete for that it was inconceivable for people to actually do that.”
When he reflects on how he ended up in this situation, Thiel says:
“I think I had taken too many of these shortcuts of valuing what was prestigious and conventional over what I really wanted to do.”
Video source: @StanfordLaw (2014)
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Peter Thiel’s advice to his younger self: “Value substance over status”
“One of the resolutions I came up with a number of years ago was to always value substance over status… I think if I’m honest about it, too much of [what I did] was driven by prestige and status—and not quite enough by the substance of really trying to learn things.”
Thiel continues on to explain that seven months into working at a prestigious law firm after graduating from Stanford Law School, he had a “quarter-life crisis” and quit.
“All you had to do was go through the front door, but peoples’ identities get so wrapped up in the things they compete for that it was inconceivable for people to actually do that.”
When he reflects on how he ended up in this situation, Thiel says:
“I think I had taken too many of these shortcuts of valuing what was prestigious and conventional over what I really wanted to do.”
Video source: @StanfordLaw (2014)
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Stock Analysis Compilation
Montaka on KKR $KKR US
Thesis: Blackstone and KKR are poised to significantly benefit from structural growth in Asian wealth, rising global private wealth allocations to alternatives, and increasing partnerships with insurers, alongside an expected acceleration in monetizations in 2025 that will enhance their profits and fundraising capabilities.
(Extract from their Q4 letter)
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Montaka on KKR $KKR US
Thesis: Blackstone and KKR are poised to significantly benefit from structural growth in Asian wealth, rising global private wealth allocations to alternatives, and increasing partnerships with insurers, alongside an expected acceleration in monetizations in 2025 that will enhance their profits and fundraising capabilities.
(Extract from their Q4 letter)
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InsideArbitrage
The acquisition of Gatos Silver $GATO by First Majestic Silver $AG was completed on January 16, 2025. It took 133 days for the deal to be completed. https://t.co/AO3sE3Eh3A
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The acquisition of Gatos Silver $GATO by First Majestic Silver $AG was completed on January 16, 2025. It took 133 days for the deal to be completed. https://t.co/AO3sE3Eh3A
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