Offshore
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The Long Investor
Out of the 36 Mega Cap Companies in the S&P 500
17 of them are below their 50 Day MA
$MSFT
$META
$BRK-B
$LLY
$V
$MA
And 5 are below their 200 Day MA:
$AAPL
$TSLA
$ADBE
$JNJ
$UNH https://t.co/sMxWOwleJ4
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Out of the 36 Mega Cap Companies in the S&P 500
17 of them are below their 50 Day MA
$MSFT
$META
$BRK-B
$LLY
$V
$MA
And 5 are below their 200 Day MA:
$AAPL
$TSLA
$ADBE
$JNJ
$UNH https://t.co/sMxWOwleJ4
tweet
Dimitry Nakhla | Babylon Capital®
NOTABLE EARNINGS REPORTS 04/30/24 🗓️
Before Open ☀️
$PYPL $LLY $KO $MCD $AMT $ITW $APD
___
After Close 🌓
$AMZN $AMD $SBUX $SYK
___
#stocks #investing
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NOTABLE EARNINGS REPORTS 04/30/24 🗓️
Before Open ☀️
$PYPL $LLY $KO $MCD $AMT $ITW $APD
___
After Close 🌓
$AMZN $AMD $SBUX $SYK
___
#stocks #investing
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Offshore
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Q-Cap
$MSTR
Saylor is gonna leverage the shit out of this thing.
He's going for "richest man in the world" or Bill Hwang status.
There won't be an in between.
" Strong Capital Structure" is my fave part of the slide https://t.co/HAeoftAGdh
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$MSTR
Saylor is gonna leverage the shit out of this thing.
He's going for "richest man in the world" or Bill Hwang status.
There won't be an in between.
" Strong Capital Structure" is my fave part of the slide https://t.co/HAeoftAGdh
tweet
AkhenOsiris
$TSLA
Adam "$100 🐻 case in play" Jonas is back:
Jonas highlights the symbolic importance of Musk’s engagement with Chinese officials, suggesting that it could alleviate worries about Tesla’s profitability in China, which reportedly contributes up to half of Tesla’s profits.
Jonas also delves into the intersection of artificial intelligence (AI) and robotics, stating that the ongoing revolution in Large Language Models (LLM) and General AI (Gen AI) is still in its early stages in terms of merging with robotics.
Traditionally, LLM and robotics were viewed as separate fields, but Jonas suggests there’s significant overlap in how advancements in LLM can expedite the training and learning processes of robots, whether they’re shaped like cars or humanoid.
He metaphorically describes the relationship between AI and robotics, likening it to the AI “brain” searching for its robotic “body,” with the body serving as the vessel for the AI’s “soul.” This metaphor underscores the symbiotic relationship between AI and robotics in their development and evolution.
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$TSLA
Adam "$100 🐻 case in play" Jonas is back:
Jonas highlights the symbolic importance of Musk’s engagement with Chinese officials, suggesting that it could alleviate worries about Tesla’s profitability in China, which reportedly contributes up to half of Tesla’s profits.
Jonas also delves into the intersection of artificial intelligence (AI) and robotics, stating that the ongoing revolution in Large Language Models (LLM) and General AI (Gen AI) is still in its early stages in terms of merging with robotics.
Traditionally, LLM and robotics were viewed as separate fields, but Jonas suggests there’s significant overlap in how advancements in LLM can expedite the training and learning processes of robots, whether they’re shaped like cars or humanoid.
He metaphorically describes the relationship between AI and robotics, likening it to the AI “brain” searching for its robotic “body,” with the body serving as the vessel for the AI’s “soul.” This metaphor underscores the symbiotic relationship between AI and robotics in their development and evolution.
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AkhenOsiris
$AMZN
Blog Post:
After delivering at our fastest speeds ever in 2023, Amazon set new records for Prime delivery speeds in the first three months of 2024, with more than two billion items arriving the same or next day to Prime members around the world. In March, nearly 60% of Prime member orders arrived the same or next day across the top 60 largest U.S. metro areas, and we delivered three out of four items the same or next day in London, Tokyo, and Toronto.
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$AMZN
Blog Post:
After delivering at our fastest speeds ever in 2023, Amazon set new records for Prime delivery speeds in the first three months of 2024, with more than two billion items arriving the same or next day to Prime members around the world. In March, nearly 60% of Prime member orders arrived the same or next day across the top 60 largest U.S. metro areas, and we delivered three out of four items the same or next day in London, Tokyo, and Toronto.
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AkhenOsiris
$CRWD
CrowdStrike today announced that it has been named a Leader in the IDC MarketScape: Worldwide Managed Detection and Response Services (MDR) 2024 Vendor Assessment1.
CrowdStrike was also recently named a Leader in Frost & Sullivan's Frost Radar: Managed Detection and Response 2024, recognized as the growth leader among 22 vendors evaluated and an "innovator and powerhouse" in the MDR sector.
The IDC MarketScape report went on to say, "IDC recognizes that there is a push ‘to the platform' that is occurring in cybersecurity. This is worthy of mention as CrowdStrike has a wide depth and breadth of capabilities built into its Falcon platform that provides the technology muscle for its MDR offering."
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$CRWD
CrowdStrike today announced that it has been named a Leader in the IDC MarketScape: Worldwide Managed Detection and Response Services (MDR) 2024 Vendor Assessment1.
CrowdStrike was also recently named a Leader in Frost & Sullivan's Frost Radar: Managed Detection and Response 2024, recognized as the growth leader among 22 vendors evaluated and an "innovator and powerhouse" in the MDR sector.
The IDC MarketScape report went on to say, "IDC recognizes that there is a push ‘to the platform' that is occurring in cybersecurity. This is worthy of mention as CrowdStrike has a wide depth and breadth of capabilities built into its Falcon platform that provides the technology muscle for its MDR offering."
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Clark Square Capital
Exited at the open at HKD 33.
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Exited at the open at HKD 33.
Finally, L'Occitane gets an offer from the Chairman at HKD 34 per share.
The Chairman needs 90% approval from disinterested parties. So far, they've only locked up 38%.
Will we see a deal bump to get this through? tweet
X (formerly Twitter)
Clark Square Capital (@ClarkSquareCap) on X
Finally, L'Occitane gets an offer from the Chairman at HKD 34 per share.
The Chairman needs 90% approval from disinterested parties. So far, they've only locked up 38%.
Will we see a deal bump to get this through?
The Chairman needs 90% approval from disinterested parties. So far, they've only locked up 38%.
Will we see a deal bump to get this through?
Offshore
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Hidden Value Gems
"Your performance tends to improve if you stop comparing it to other investors or some arbitrary benchmark. If you focus only on your investment process and what you can control, you are less stressed about your investment and give them more time to create long-term performance."
h/t Joachim Klement
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"Your performance tends to improve if you stop comparing it to other investors or some arbitrary benchmark. If you focus only on your investment process and what you can control, you are less stressed about your investment and give them more time to create long-term performance."
h/t Joachim Klement
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Offshore
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Hidden Value Gems
An incredible case study of how brand power can translate into more value for shareholders by @IntrinsicInv discussing $RACE :
✅ "After the company went public in 2015, it reported revenue of just under €3 billion for the year while shipping less than 8,000 cars at an average selling price (ASP) of €270,000 per car. EBITDA margins were 25%. Importantly, by our calculation, its return on invested capital (ROIC) was over 100%."
✅"In 2024, the company expects to generate over €6.7 billion in revenue in 2024 with EBITDA margins exceeding 38%. We expect over 14,000 cars to be shipped with an ASP over €400,000 – that is an ASP increase of €100,000 over the past 5 years!"
✅"When we did our first deep dive into the business in 2016, we estimated there were 2-3 million potential high net worth customers who could afford to buy a Ferrari. Consequently, selling less than 8,000 cars meant a customer capture percentage of less than 0.1% in any given year. Even this year, when the company will likely sell 14,000 cars, we believe it is still selling to less than 0.1% of its potential market."
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An incredible case study of how brand power can translate into more value for shareholders by @IntrinsicInv discussing $RACE :
✅ "After the company went public in 2015, it reported revenue of just under €3 billion for the year while shipping less than 8,000 cars at an average selling price (ASP) of €270,000 per car. EBITDA margins were 25%. Importantly, by our calculation, its return on invested capital (ROIC) was over 100%."
✅"In 2024, the company expects to generate over €6.7 billion in revenue in 2024 with EBITDA margins exceeding 38%. We expect over 14,000 cars to be shipped with an ASP over €400,000 – that is an ASP increase of €100,000 over the past 5 years!"
✅"When we did our first deep dive into the business in 2016, we estimated there were 2-3 million potential high net worth customers who could afford to buy a Ferrari. Consequently, selling less than 8,000 cars meant a customer capture percentage of less than 0.1% in any given year. Even this year, when the company will likely sell 14,000 cars, we believe it is still selling to less than 0.1% of its potential market."
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Offshore
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Hidden Value Gems
A good read on how #LVMH uses real estate strategy to support its brands by @WSJ
🧵👇🏽
1⃣"In the early 1980s, after years of developing commercial real estate in France at his father’s company, Ferret-Savinel, Arnault set his sights on the U.S. Arnault’s careers took a sharp detour in 1984, when Arnault, by then president of his father’s company, purchased Boussac, a bankrupt French textile company that owned the fashion brand Christian Dior."
1/6
$MC.PA
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A good read on how #LVMH uses real estate strategy to support its brands by @WSJ
🧵👇🏽
1⃣"In the early 1980s, after years of developing commercial real estate in France at his father’s company, Ferret-Savinel, Arnault set his sights on the U.S. Arnault’s careers took a sharp detour in 1984, when Arnault, by then president of his father’s company, purchased Boussac, a bankrupt French textile company that owned the fashion brand Christian Dior."
1/6
$MC.PA
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