Offshore
Photo
Quality Stocks
🇮🇹 Ferrari $RACE one pager
🏆 Score 6.7/10 - Valuation is the main issue to go higher
🎯 My fair price estimation is around 330€, the question is what premium should Ferrari have?
🐂 Bull case
- Very strong brand and real luxury
- Company able to choose its customers
- Good profitability
- Improving margin
🐻 Bear case
- Expensive
- Will EV be as desirable as current cars?
tweet
🇮🇹 Ferrari $RACE one pager
🏆 Score 6.7/10 - Valuation is the main issue to go higher
🎯 My fair price estimation is around 330€, the question is what premium should Ferrari have?
🐂 Bull case
- Very strong brand and real luxury
- Company able to choose its customers
- Good profitability
- Improving margin
🐻 Bear case
- Expensive
- Will EV be as desirable as current cars?
tweet
Offshore
Photo
Stock Analysis Compilation
Baron Capital on eMemory Technology $3529 TT
Thesis: eMemory’s dominant position in embedded memory IP, coupled with strong demand for security solutions, supports a path to significant profit growth
(Extract from their Q2 letter) https://t.co/jmB2O8I2FG
tweet
Baron Capital on eMemory Technology $3529 TT
Thesis: eMemory’s dominant position in embedded memory IP, coupled with strong demand for security solutions, supports a path to significant profit growth
(Extract from their Q2 letter) https://t.co/jmB2O8I2FG
tweet
Quality Stocks
🇬🇧 Arm $ARM is a fascinating company
But is 20% annual growth worth above 60x PE... in 2027?
tweet
🇬🇧 Arm $ARM is a fascinating company
But is 20% annual growth worth above 60x PE... in 2027?
Apple’s new iPhone will use Arm’s next-generation chip technology for AI https://t.co/18xd2JxcT7 tweet
twitter.com
undefined
undefined
Offshore
Photo
Stock Analysis Compilation
Baron Capital on BE Semiconductor $BESI NA
Thesis: Besi’s leadership in hybrid bonding technology positions it to capitalize on the chiplet revolution, driving sustained earnings growth
(Extract from their Q2 letter) https://t.co/E5UaNK8zEu
tweet
Baron Capital on BE Semiconductor $BESI NA
Thesis: Besi’s leadership in hybrid bonding technology positions it to capitalize on the chiplet revolution, driving sustained earnings growth
(Extract from their Q2 letter) https://t.co/E5UaNK8zEu
tweet
Offshore
Photo
Invest In Assets 📈
Meta Platforms is worth +$1.3 trillion (!)
Since its IPO in 2012, Meta has returned 1266% (23.7% CAGR)
Led by the relentless founder Mark Zuckerberg, Meta is one of the most impressive companies in US history.
Let's take a closer look: https://t.co/iiZDIe26HD
tweet
Meta Platforms is worth +$1.3 trillion (!)
Since its IPO in 2012, Meta has returned 1266% (23.7% CAGR)
Led by the relentless founder Mark Zuckerberg, Meta is one of the most impressive companies in US history.
Let's take a closer look: https://t.co/iiZDIe26HD
tweet
Offshore
Photo
iinvested
2Q'24 Baron Health Care Fund on $TEM, $GKOS, $THC
https://t.co/qKEr07TbzZ
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/YZeYI52AEb
tweet
2Q'24 Baron Health Care Fund on $TEM, $GKOS, $THC
https://t.co/qKEr07TbzZ
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/YZeYI52AEb
tweet
Offshore
Photo
Stock Analysis Compilation
Artisan Partners on Genpact $G US
Thesis: Genpact’s expertise in specialized BPO services and strong cash flow generation make it an attractive, undervalued opportunity despite industry challenges
(Extract from their Q2 letter) https://t.co/dhJEnUfcdl
tweet
Artisan Partners on Genpact $G US
Thesis: Genpact’s expertise in specialized BPO services and strong cash flow generation make it an attractive, undervalued opportunity despite industry challenges
(Extract from their Q2 letter) https://t.co/dhJEnUfcdl
tweet