⁠Investing visuals
Netflix $NFLX has performed phenomenally since going public in 2005. If you had invested $100 back then, it would now be worth $33,400.

Here’s an overview of the company that pioneered streaming 🍿✨ https://t.co/QyHa9g71TU
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⁠Ahmad Jivraj
From near-bankruptcy to launching a car into space, here are 10 Fun Facts about $TSLA !

1. Tesla's Gigafactory in Nevada is so large that it has its own zip code!
When completed, it's expected to be the largest building in the world by footprint.
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⁠Stock Analysis Compilation
Baron Capital on Healthpeak Properties $PEAK US

Thesis: Healthpeak Properties is poised for solid growth driven by strong demand in lab and outpatient real estate, synergistic mergers, and strategic asset management

(Extract from their Q2 letter) https://t.co/shesf2ijON
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⁠Librarian Capital
"FeverTree: H1 Showed Costs are On Track, Even if Growth is Not (Yet)"

$FEVR shares fell 12% after results and are lowest since 2016, but key parts of our thesis were validated.

https://t.co/uqjaYJE1qt https://t.co/KLbdWFjeUW
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⁠Dimitry Nakhla | Babylon Capital®
My TipRanks Weekly 💯

Top 1.86% among ~756K investors 👌🏽

#stocks #investing https://t.co/NnrkNInc3x
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⁠Stock Analysis Compilation
Baron Capital on Broadcom $AVGO US

Thesis: Broadcom is set to capitalize on explosive AI growth and its strategic VMWare acquisition, driving strong performance in both the short and long term

(Extract from their Q2 letter) https://t.co/jCXaoNcNPH
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⁠Librarian Capital
Presented without comment https://t.co/xPb9mHh6Rl

Trump: “Residents are reporting the migrants are walking off with the town's geese. They've taken the geese. You know where the geese are? In the park, in the lake. And even walking off with their pets. My dog's been taken! My dog's gone! These people are the worst” https://t.co/bm3bbALqT9 - Republicans against Trump
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⁠Stock Analysis Compilation
Baron Capital on Integer Holdings Corporation $ITGR US

Thesis: Integer Holdings is primed for rapid growth, leveraging its leadership in med-tech manufacturing and strategic acquisitions to outpace the market

(Extract from their Q2 letter) https://t.co/bDaYNMjoUj
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⁠Ahmad Jivraj
10 Fun Facts about $PLTR !

This data analytics company has a unique and controversial history in the tech world.
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⁠Librarian Capital
FeverTree $FEVR: top-3 holders include Lindsell Train (#1, 15.4%) and Smithson (#3, 6.2%)

Smithson bought back in 2019; more recently they are known for selling Rightmove $RMV near the bottom (in late 2023, when they also bought Croda $CRDA)

Investing is simple but not easy https://t.co/OwSTEm2UGT

FeverTree $FEVR discussion agenda

1/ Recap of thesis: FEVR as growth asset & acq. target
2/ Interpreting H1 sales growth; Jul-Aug acceleration
3/ Margin recovery & operational leverage
4/ FY24 outlook & FY25 comments
5/ Valuation and return forecasts
6/ Q&A
https://t.co/vHaevXLiq0 - Librarian Capital
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