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Stock Analysis Compilation
Clearbridge Canadian Equity Strategy on Shopify $SHOP US
Thesis: Shopify is demonstrating significant financial improvement and maturity under new management, highlighting robust profitability, enhanced capital allocation, and a strong growth trajectory.
(Extract from their Q4 letter)
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Clearbridge Canadian Equity Strategy on Shopify $SHOP US
Thesis: Shopify is demonstrating significant financial improvement and maturity under new management, highlighting robust profitability, enhanced capital allocation, and a strong growth trajectory.
(Extract from their Q4 letter)
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Quiver Quantitative
RT @QuiverCongress: Representative Derrick Van Orden has proposed a resolution to impeach Paul Engelmayer, a District Court judge.
He says that Engelmayer engaged in judicial misconduct when he blocked DOGE from accessing payment systems: https://t.co/AVX5gC84Kz
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RT @QuiverCongress: Representative Derrick Van Orden has proposed a resolution to impeach Paul Engelmayer, a District Court judge.
He says that Engelmayer engaged in judicial misconduct when he blocked DOGE from accessing payment systems: https://t.co/AVX5gC84Kz
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 15 Stocks <$50b20% Annually Over the Last 5 Years | ROIC 5-Year Average 💵
💤 ResMed $RMD | 23%
🧃 Monster Beverage $MNST | 27%
🧾 Paycom $PAYC | 28%
🤖 Qualys $QLYS | 32%
🌐 MSCI Inc $MSCI | 33%
☁️ NetApp $NTAP | 33%
🚛 Old Dominion $ODFL | 34%
🩳 Lululemon $LULU | 37%
🏢 NVR Inc $NVR | 38%
🏦 Fair Isaac $FICO | 44%
⚖️ Mettler-Toledo $MTD | 50%
🐶 IDEXX Labs $IDXX | 55%
📊 Manhattan Assoc $MANH | 60%
⏫ Otis Worldwide $OTIS | 61%
🍕 Domino’s Pizza $DPZ | 70%
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RT @DimitryNakhla: 15 Stocks <$50b20% Annually Over the Last 5 Years | ROIC 5-Year Average 💵
💤 ResMed $RMD | 23%
🧃 Monster Beverage $MNST | 27%
🧾 Paycom $PAYC | 28%
🤖 Qualys $QLYS | 32%
🌐 MSCI Inc $MSCI | 33%
☁️ NetApp $NTAP | 33%
🚛 Old Dominion $ODFL | 34%
🩳 Lululemon $LULU | 37%
🏢 NVR Inc $NVR | 38%
🏦 Fair Isaac $FICO | 44%
⚖️ Mettler-Toledo $MTD | 50%
🐶 IDEXX Labs $IDXX | 55%
📊 Manhattan Assoc $MANH | 60%
⏫ Otis Worldwide $OTIS | 61%
🍕 Domino’s Pizza $DPZ | 70%
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Offshore
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Stock Analysis Compilation
Brown Advisory on Illumina $ILMN US
Thesis: Illumina is a leading U.S. life science and diagnostics company that has revolutionized gene sequencing, significantly reducing costs and driving growth in personalized medicine, while maintaining a dominant market share and high customer switching costs.
(Extract from their Q4 letter)
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Brown Advisory on Illumina $ILMN US
Thesis: Illumina is a leading U.S. life science and diagnostics company that has revolutionized gene sequencing, significantly reducing costs and driving growth in personalized medicine, while maintaining a dominant market share and high customer switching costs.
(Extract from their Q4 letter)
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Stock Analysis Compilation
Baron Real Estate Income Fund on IRT (Independence Realty Trust, Inc.) $IRT US
Thesis: IRT is an attractive investment opportunity due to its affordable apartment units, discounted valuation relative to peers, robust growth prospects from its value-add program, limited new supply, and overlooked cash flow from recent developments.
(Extract from their Q4 letter)
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Baron Real Estate Income Fund on IRT (Independence Realty Trust, Inc.) $IRT US
Thesis: IRT is an attractive investment opportunity due to its affordable apartment units, discounted valuation relative to peers, robust growth prospects from its value-add program, limited new supply, and overlooked cash flow from recent developments.
(Extract from their Q4 letter)
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Offshore
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Startup Archive
Airbnb founder Brian Chesky explains his interview question “If you had a year left to live, would you still take this job?”
Airbnb’s mission is to “create a world where anyone can belong anywhere.”
Founder Brian Chesky explains that, when he hires people, the first thing he looks for is someone who will champion that mission:
“We don’t want people here because they think we’ve got a great valuation, they like our office design, they need a job, or they think it’s hot. We want people to be here for the one thing that will never change, and that’s our mission… And you champion the mission by living the mission. Do you believe in it? Do you have stories about it? Have you used the product? Would you bleed for the product?”
Brian interviewed the first 300 employees of Airbnb and asked each of them a crazy interview question:
“If you had a year left to live, would you take this job?”
Realizing that this question was a little too crazy, he has since amended it to 10 years left to live, but his reasoning is as follows:
“If you knew you had 10 years left to live—whatever you would want to do in those last ten years, you should just do. And I really wanted people to think about that. That was enough time to do something you really cared about… And the answer doesn’t have to be this company. If what you’re meant to do is travel or start a company, you should just do that.”
Brian explains:
“There is a job, and then there is a calling. We want to hire people who aren’t just looking for jobs. They’re looking for a calling.”
He shares a parable that highlights this:
“Two men are laying bricks. Somebody comes up to the first man and asks, ‘what are you doing?’ He says I’m building a wall. He then asks the other man, who says ‘I’m building a cathedral.’”
Video source: @ycombinator (2014)
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Airbnb founder Brian Chesky explains his interview question “If you had a year left to live, would you still take this job?”
Airbnb’s mission is to “create a world where anyone can belong anywhere.”
Founder Brian Chesky explains that, when he hires people, the first thing he looks for is someone who will champion that mission:
“We don’t want people here because they think we’ve got a great valuation, they like our office design, they need a job, or they think it’s hot. We want people to be here for the one thing that will never change, and that’s our mission… And you champion the mission by living the mission. Do you believe in it? Do you have stories about it? Have you used the product? Would you bleed for the product?”
Brian interviewed the first 300 employees of Airbnb and asked each of them a crazy interview question:
“If you had a year left to live, would you take this job?”
Realizing that this question was a little too crazy, he has since amended it to 10 years left to live, but his reasoning is as follows:
“If you knew you had 10 years left to live—whatever you would want to do in those last ten years, you should just do. And I really wanted people to think about that. That was enough time to do something you really cared about… And the answer doesn’t have to be this company. If what you’re meant to do is travel or start a company, you should just do that.”
Brian explains:
“There is a job, and then there is a calling. We want to hire people who aren’t just looking for jobs. They’re looking for a calling.”
He shares a parable that highlights this:
“Two men are laying bricks. Somebody comes up to the first man and asks, ‘what are you doing?’ He says I’m building a wall. He then asks the other man, who says ‘I’m building a cathedral.’”
Video source: @ycombinator (2014)
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Video
Quiver Quantitative
Senator Josh Hawley just said:
Facebook got fined $5B, and the stock went UP
It’s a cost of doing business https://t.co/TUkjbaxFX0
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Senator Josh Hawley just said:
Facebook got fined $5B, and the stock went UP
It’s a cost of doing business https://t.co/TUkjbaxFX0
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Offshore
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Stock Analysis Compilation
Baron Real Estate Fund on Equinix, Inc. $EQIX US
Thesis: Equinix, Inc. is expected to achieve approximately 10% earnings per share growth over the next few years, driven by strong demand and a favorable market position in the data center industry.
(Extract from their Q4 letter) https://t.co/KfWsS0yLcf
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Baron Real Estate Fund on Equinix, Inc. $EQIX US
Thesis: Equinix, Inc. is expected to achieve approximately 10% earnings per share growth over the next few years, driven by strong demand and a favorable market position in the data center industry.
(Extract from their Q4 letter) https://t.co/KfWsS0yLcf
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Offshore
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App Economy Insights
$AAPL Apple launches iPhone 16e.
🤳 Notch and Face ID.
🔘 USB-C and action button.
🧠 Apple Intelligence included.
⚙️ A18 chipset (same as iPhone 16).
📡 First-ever in-house 5G modem (C1). https://t.co/jpzudtWRZY
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$AAPL Apple launches iPhone 16e.
🤳 Notch and Face ID.
🔘 USB-C and action button.
🧠 Apple Intelligence included.
⚙️ A18 chipset (same as iPhone 16).
📡 First-ever in-house 5G modem (C1). https://t.co/jpzudtWRZY
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