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Stock Analysis Compilation
Loomis Sayles on Novo Nordisk $NOVOB DC
Thesis: Novo Nordisk, with its leadership in GLP-1 therapies and strong innovation pipeline, is well-positioned for sustained double-digit growth in the expanding obesity and diabetes markets
(Extract from their Q2 letter) https://t.co/6rS7oTQSMx
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Loomis Sayles on Novo Nordisk $NOVOB DC
Thesis: Novo Nordisk, with its leadership in GLP-1 therapies and strong innovation pipeline, is well-positioned for sustained double-digit growth in the expanding obesity and diabetes markets
(Extract from their Q2 letter) https://t.co/6rS7oTQSMx
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Hidden Value Gems
Just published a piece on the electricity sector with a particular focus on the demand factors and the growing investments into the grid. A few companies stand to benefit from this long-term trend, which I will discuss in Part II.
Link in bio. https://t.co/biKKtZLA7J
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Just published a piece on the electricity sector with a particular focus on the demand factors and the growing investments into the grid. A few companies stand to benefit from this long-term trend, which I will discuss in Part II.
Link in bio. https://t.co/biKKtZLA7J
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Capital Employed
RT @capitalemployed: 36 Best Stock Pitches (1st-15th August) 🔥
Find your next idea...
https://t.co/4m077srNtZ https://t.co/OadRe5BFEq
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RT @capitalemployed: 36 Best Stock Pitches (1st-15th August) 🔥
Find your next idea...
https://t.co/4m077srNtZ https://t.co/OadRe5BFEq
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Invest In Assets 📈
RT @InvestInAssets: Warren Buffett once said:
"The ideal business is one that earns very high returns on capital and that keeps using lots of capital at those high returns. That becomes a compounding machine.”
And luckily for us, we can learn to find these.
Let's break it down: https://t.co/otz9AKlwIm
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RT @InvestInAssets: Warren Buffett once said:
"The ideal business is one that earns very high returns on capital and that keeps using lots of capital at those high returns. That becomes a compounding machine.”
And luckily for us, we can learn to find these.
Let's break it down: https://t.co/otz9AKlwIm
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Hidden Value Gems
Energy consumption at the big tech has outpaced sales growth. As a result, Microsoft, for example, requires 63% more energy to generate one dollar of revenue today than six years ago.
$MSFT $GOOG $META https://t.co/uKMW9kddMl
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Energy consumption at the big tech has outpaced sales growth. As a result, Microsoft, for example, requires 63% more energy to generate one dollar of revenue today than six years ago.
$MSFT $GOOG $META https://t.co/uKMW9kddMl
Just published a piece on the electricity sector with a particular focus on the demand factors and the growing investments into the grid. A few companies stand to benefit from this long-term trend, which I will discuss in Part II.
Link in bio. https://t.co/biKKtZLA7J tweet
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Stock Analysis Compilation
Choice Equities on Magnite $MGNI US
Thesis: Magnite is poised for significant growth as the leading independent SSP in the rapidly expanding CTV ad market, bolstered by high-profile partnerships like Netflix
(Extract from their Q2 letter) https://t.co/H4wMLjGmMq
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Choice Equities on Magnite $MGNI US
Thesis: Magnite is poised for significant growth as the leading independent SSP in the rapidly expanding CTV ad market, bolstered by high-profile partnerships like Netflix
(Extract from their Q2 letter) https://t.co/H4wMLjGmMq
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