⁠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

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 - Hidden Value Gems
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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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⁠App Economy Insights
📊 This Week in Visuals:

🛒 Walmart $WMT
🎮 Tencent $TCEHT
📦 Alibaba $BABA
🌐 Cisco $CSCO
🏦 Nu Holdings $NU
🇳🇱 Ayden $ADYEY
https://t.co/af18cFlcCS
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⁠Hidden Value Gems
RT @HiddenValueGems: Quote of the day #67

#Economics #stockmarkets https://t.co/MG6mDZgyvi
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⁠Stock Analysis Compilation
Loomis Sayles on Arm Holdings $ARM US

Thesis: Arm Holdings, with its strong IP and leadership in next-gen microprocessors, is set for significant growth across diversified markets, currently undervalued by the market

(Extract from their Q2 letter) https://t.co/nu9SHV1jB2
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⁠Invest In Assets 📈
Charlie Munger famously said:

"I like people admitting they were complete stupid horses' asses. I know I'll perform better if I rub my nose in my mistakes. This is a wonderful trick to learn"

3 Times Warren Buffett rubbed his nose in his mistakes: https://t.co/XkLwr1Znql
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⁠Stock Analysis Compilation
Aristotle on Chart Industries $GTLS US

Thesis: Chart Industries is poised to thrive with strong demand in LNG and hydrogen markets, boosted by strategic improvements

(Extract from their Q2 letter) https://t.co/9L7OKVTtZ8
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⁠Dimitry Nakhla | Babylon Capital®
RT @AlenaNazarova_: A fit body is a reflection of self-respect before you even speak.
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⁠App Economy Insights
Berkshire's stock portfolio end of Q2 2024. https://t.co/Oho0J0g74l
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⁠Capital Employed
This is a great @iancassel

Many interesting stock pitches, well worth a listen...

$ALDX @DaronEvans3
$ZOM Andrew Rem
$SLYG.F @jptissot1
$PNG.V @CampaertGeert
$NLOP @kingdomcapadv
$CZBS @eriksen_tim
$PRR.CN @lagourgue1
038010.KX Sean Iddings
https://t.co/ishoqJdURl
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