⁠Stock Analysis Compilation
Polen Capital on Shopify $SHOP US

Thesis: Shopify's mission-critical software and payment solutions, combined with strong market tailwinds, position it for sustained long-term growth

(Extract from their Q2 letter) https://t.co/w0I6yTL2Jd
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⁠Finding Compounders
Great presentation by Michael Mauboussin https://t.co/MdatdtLAEV
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⁠Invest In Assets 📈
Business characteristics I look for:

• Founder-led
• Fast growing
• Organic Growth
• High return on capital
• Competitive advantage

What companies match this description?
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⁠Hidden Value Gems
An unexpected fact: in 2023, UAE saw higher FDI inflow than India! 👇🏼 https://t.co/Jk6td9lxZN
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⁠Stock Analysis Compilation
Heartland Advisors on Brady Corporation $BRC US

Thesis: Brady Corporation's streamlined focus on high-margin products and strong financial position make it a promising investment poised for growth

(Extract from their Q2 letter) https://t.co/JVNrQ7cUc7
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⁠Finding Compounders
Analyzing Earnings Quality as a Financial Forensic Tool https://t.co/eUEgYaa93G
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⁠App Economy Insights
Streaming Paid Subscribers Trends. https://t.co/EbmiFKFgI3
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⁠Hidden Value Gems
Focus beats almost any budget even in the streaming business:

“Apple has spent more than $20 billion to produce original TV shows and movies. However, Apple TV+ generates less viewing in one month than Netflix does in one day.”

$NFLX https://t.co/UcUzpPZCc1
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