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Capital Employed
6 more quarterly letters added today. Including from...
@WhiteBrookCap @lukewinchester9 @diegobmilano
https://t.co/z8VTurKKQI https://t.co/WGNEU3Z47W
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6 more quarterly letters added today. Including from...
@WhiteBrookCap @lukewinchester9 @diegobmilano
https://t.co/z8VTurKKQI https://t.co/WGNEU3Z47W
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Stock Analysis Compilation
Platinium on Rakuten $4755 JP
Thesis: Rakuten’s mobile business shows signs of a turnaround with improving metrics and potential for EBITDA breakeven in FY25, while pricing advantages position it for market share growth.
(Extract from their Q3 letter) https://t.co/XvRwiCypih
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Platinium on Rakuten $4755 JP
Thesis: Rakuten’s mobile business shows signs of a turnaround with improving metrics and potential for EBITDA breakeven in FY25, while pricing advantages position it for market share growth.
(Extract from their Q3 letter) https://t.co/XvRwiCypih
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Stock Analysis Compilation
Plural Investing on Watches of Switzerland $WOSG LN
Thesis: Watches of Switzerland’s strong relationship with Rolex and expanding service capabilities position it for double-digit growth, with potential to double its value in three years.
(Extract from their Q3 letter) https://t.co/itRVApRtTG
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Plural Investing on Watches of Switzerland $WOSG LN
Thesis: Watches of Switzerland’s strong relationship with Rolex and expanding service capabilities position it for double-digit growth, with potential to double its value in three years.
(Extract from their Q3 letter) https://t.co/itRVApRtTG
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Startup Archive
Floodgate’s Mike Maples on the best way to come up with startup ideas
“Most people think that the way you come up with good startup ideas is to try and think of a startup. And I like to say, No - that’s exactly wrong. What you do to come up with great startup ideas is you live in the future and notice what’s missing.”
Mike - an early investor in companies like Lyft and Okta - continues:
“If you’re living in the future, there will be unbuilt missing things because if it was all built, you’d be living in the present. And so if you’re living in the future and notice what’s missing, your intuition about what to build is far more likely to be right.”
He gives Marc Andreessen inventing the Internet browser as an example:
“Andreessen didn’t do the Mosaic browser because he thought there was a market for browsers. He was trying to make the internet immediately more useful for him and his team, and his intuition about what to build was very good because he was building the thing he wanted that was missing in the world.”
Maddie Hall, founder of Living Carbon, is another example:
“She was working at Zenefits, and at first she tried to think of a startup and she had ideas that weren’t that good… But then she decided to go follow Sam Altman for a year and be his chief of staff. And Sam Altman visits the future multiple times a day with people. And so that’s what led her to this idea for Living Carbon, which does genetically modified trees… She saw Microsoft - and a bunch of other companies - about to spend a lot of money on carbon takeout. She saw that genetic engineering technology was getting good enough that you could engineer these trees. She married the inflections with the need, and then off she went.”
Video source: @lennysan (Jul 2024)
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Floodgate’s Mike Maples on the best way to come up with startup ideas
“Most people think that the way you come up with good startup ideas is to try and think of a startup. And I like to say, No - that’s exactly wrong. What you do to come up with great startup ideas is you live in the future and notice what’s missing.”
Mike - an early investor in companies like Lyft and Okta - continues:
“If you’re living in the future, there will be unbuilt missing things because if it was all built, you’d be living in the present. And so if you’re living in the future and notice what’s missing, your intuition about what to build is far more likely to be right.”
He gives Marc Andreessen inventing the Internet browser as an example:
“Andreessen didn’t do the Mosaic browser because he thought there was a market for browsers. He was trying to make the internet immediately more useful for him and his team, and his intuition about what to build was very good because he was building the thing he wanted that was missing in the world.”
Maddie Hall, founder of Living Carbon, is another example:
“She was working at Zenefits, and at first she tried to think of a startup and she had ideas that weren’t that good… But then she decided to go follow Sam Altman for a year and be his chief of staff. And Sam Altman visits the future multiple times a day with people. And so that’s what led her to this idea for Living Carbon, which does genetically modified trees… She saw Microsoft - and a bunch of other companies - about to spend a lot of money on carbon takeout. She saw that genetic engineering technology was getting good enough that you could engineer these trees. She married the inflections with the need, and then off she went.”
Video source: @lennysan (Jul 2024)
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Investing visuals
ServiceNow $NOW: the first big software player to report Q3 earnings after-hours today.
Earnings preview:
🔹Est. Revenue: $2.75 Bln (+20%)
🔹Est. Earnings per share: $0.60 (+18%) https://t.co/3Ki0gT61J5
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ServiceNow $NOW: the first big software player to report Q3 earnings after-hours today.
Earnings preview:
🔹Est. Revenue: $2.75 Bln (+20%)
🔹Est. Earnings per share: $0.60 (+18%) https://t.co/3Ki0gT61J5
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Dimitry Nakhla | Babylon Capital®
ThermoFisher $TMO Reports an OK Q3
❌ Revenue: $10.60B vs $10.64B (est)
✅ Adjusted EPS: $5.28 vs $5.24 (est)
🟰FY Guidance
Would love to see $TMO trade closer to $525
#stocks #investing https://t.co/HOGKDntlqj
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ThermoFisher $TMO Reports an OK Q3
❌ Revenue: $10.60B vs $10.64B (est)
✅ Adjusted EPS: $5.28 vs $5.24 (est)
🟰FY Guidance
Would love to see $TMO trade closer to $525
#stocks #investing https://t.co/HOGKDntlqj
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Stock Analysis Compilation
Pernas Research on Enterprise Group $E CN
Thesis: Enterprise Group's growth potential in clean energy and mining sectors, combined with new gas turbine deployments, positions it for strong profit generation in the next five years.
(Extract from their Stock Sonar Report) https://t.co/WFUAGd5QN9
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Pernas Research on Enterprise Group $E CN
Thesis: Enterprise Group's growth potential in clean energy and mining sectors, combined with new gas turbine deployments, positions it for strong profit generation in the next five years.
(Extract from their Stock Sonar Report) https://t.co/WFUAGd5QN9
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Stock Analysis Compilation
Hedge funds' best ideas #15 is in your inbox 🔥
(link below)
Alluvium / Alphyn Capital Management / BIT Capital / Black Bear VP / Brasada / Gehlen Bräutigam Capital / Headwaters Capital / Montaka / Night Watch IM / Palm Valley CM / Pernas Research / Protean funds / Right Tail Capital / Rockwood Strategic / Royce IP / Upslope capital / Vltava Fund
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Hedge funds' best ideas #15 is in your inbox 🔥
(link below)
Alluvium / Alphyn Capital Management / BIT Capital / Black Bear VP / Brasada / Gehlen Bräutigam Capital / Headwaters Capital / Montaka / Night Watch IM / Palm Valley CM / Pernas Research / Protean funds / Right Tail Capital / Rockwood Strategic / Royce IP / Upslope capital / Vltava Fund
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Stock Analysis Compilation
Patient Capital Management on Expedia Group $EXPE US
Thesis: Expedia’s successful transformation efforts, undervalued B2C business, and consistent share buybacks offer strong potential for long-term growth.
(Extract from their Q3 letter) https://t.co/p4QFYWqzWZ
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Patient Capital Management on Expedia Group $EXPE US
Thesis: Expedia’s successful transformation efforts, undervalued B2C business, and consistent share buybacks offer strong potential for long-term growth.
(Extract from their Q3 letter) https://t.co/p4QFYWqzWZ
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Value Spotlight (Andrew Sather)
(Tutorial): ROIC and acquisitions- Questions to ask yourself when running an ROIC for the 1st time
$HEI https://t.co/enWeDMgRAL
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(Tutorial): ROIC and acquisitions- Questions to ask yourself when running an ROIC for the 1st time
$HEI https://t.co/enWeDMgRAL
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