⁠Stock Analysis Compilation
Kingdom Capital Advisors on United Natural Foods $UNFI US

Thesis: UNFI shows signs of recovery with rebounding sales and strong focus on cash flow generation, positioning itself well after a period of disappointing results

(Extract from their Q3 letter) https://t.co/Db0JRKySQP
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⁠App Economy Insights
$TSLA Tesla Q3 FY24:

• Revenue +8% Y/Y to $25.2B ($0.5B miss).
• Gross margin 20% (+2pp Y/Y).
• Operating margin 11% (+3pp Y/Y).
• Capex +43% Y/Y to $3.5B.
• Free cash flow +223% Y/Y to $2.7B.
• Non-GAAP EPS $0.72 ($0.12 beat). https://t.co/e0xYSrogUF
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⁠Dimitry Nakhla | Babylon Capital®
Lam Research $LRCX Reports a Strong Q1 🎯

✅ Revenue: $4.17B vs $4.05B (est)

✅ Adjusted EPS: $0.86 vs $0.80 (est)

⬆️ FY Guidance

Perhaps one of the most impressive facts about $LRCX is that ~42% of revenue originates from servicing/more recurring business

#stocks #investing https://t.co/RPC6MlVXpf
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⁠Capital Employed
We have another investor interview dropping tomorrow featuring a fascinating fund manager.

19 quality interviews published so far this year.

Sign-up to get these interviews direct to your inbox 👇

https://t.co/SUDtX1pI0Z
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⁠Stock Analysis Compilation
Platinium on Marui $8252 JP

Thesis: Marui’s shift toward non-retail tenants and strong fintech business positions it for growth as consumer spending rebounds and rent levels recover.

(Extract from their Q3 letter) https://t.co/sWeQ3lVYCt
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⁠Dimitry Nakhla | Babylon Capital®
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”

— Charlie Munger 🗣️

#stocks #investing
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⁠Stock Analysis Compilation
Patient Capital Management on Seadrill Limited $SDRL NO

Thesis: Seadrill’s strategic position in deepwater drilling and commitment to shareholder returns make it an attractive investment, with potential for consolidation or acquisition.

(Extract from their Q3 letter) https://t.co/RcRiRy6We9
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⁠Startup Archive
YC CEO Garry Tan & Replit founder Amjad Masad on why learning to code is more important than ever

A lot of college freshman who want to be founders ask Y Combinator CEO Garry Tan about the impact of AI on coding — “The code will write itself, right? So I don’t have to study this anymore?”

But Garry tells them that’s the absolute wrong takeaway:

“It is far higher leverage to know how to code than ever before. It’s actually even more important and will make you way more powerful… You are going to be able to orchestrate this giant army of agents… [And you’ll be able] to build whatever the heck you want, whenever you want, literally from any computer.”

Replit founder and CEO Amjad Masad agrees and compares it to Moore’s Law:

“The return on learning to code is doubling every six months or something like that. Learning to code a little bit in 2020 was not that useful because you’d get blocked — you wouldn’t know how to deploy or configure something. But in 2023 with ChatGPT, learning to code just a little bit will get you fairly far because ChatGPT can help you. And then in 2024, learning to code a little bit is a massive leverage because we have agents and there’s lots of really cool tools out there like Cursor that will get you super far… Just extend that forward. Six months from now, you’re going to have even more power. Programmers are just on this massive trajectory of increased power.”

Video source: @ycombinator (2024)
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⁠Startup Archive
RT @mikemcg0: “The return on learning to code is doubling every six months or something like that... Programmers are just on this massive trajectory of increased power.”

-- @amasad

YC CEO Garry Tan & Replit founder Amjad Masad on why learning to code is more important than ever

A lot of college freshman who want to be founders ask Y Combinator CEO Garry Tan about the impact of AI on coding — “The code will write itself, right? So I don’t have to study this anymore?”

But Garry tells them that’s the absolute wrong takeaway:

“It is far higher leverage to know how to code than ever before. It’s actually even more important and will make you way more powerful… You are going to be able to orchestrate this giant army of agents… [And you’ll be able] to build whatever the heck you want, whenever you want, literally from any computer.”

Replit founder and CEO Amjad Masad agrees and compares it to Moore’s Law:

“The return on learning to code is doubling every six months or something like that. Learning to code a little bit in 2020 was not that useful because you’d get blocked — you wouldn’t know how to deploy or configure something. But in 2023 with ChatGPT, learning to code just a little bit will get you fairly far because ChatGPT can help you. And then in 2024, learning to code a little bit is a massive leverage because we have agents and there’s lots of really cool tools out there like Cursor that will get you super far… Just extend that forward. Six months from now, you’re going to have even more power. Programmers are just on this massive trajectory of increased power.”

Video source: @ycombinator (2024) - Startup Archive
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: The CFO of $MAN just reported purchasing ~$500k of his company's stock

This is the first insider purchase that has been reported at $MAN in over 3 years. https://t.co/REzdVGLVJU
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