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Stock Analysis Compilation
Patient Capital Management on Kosmos Energy $KOS US
Thesis: Kosmos Energy’s inflecting free cash flow, combined with undervaluation and strong reserves, presents a significant growth opportunity and potential acquisition appeal.
(Extract from their Q3 letter) https://t.co/jbsxMDjSRF
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Patient Capital Management on Kosmos Energy $KOS US
Thesis: Kosmos Energy’s inflecting free cash flow, combined with undervaluation and strong reserves, presents a significant growth opportunity and potential acquisition appeal.
(Extract from their Q3 letter) https://t.co/jbsxMDjSRF
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Ahmad Jivraj
“Bitcoin represents an attempted hostile takeover of the world’s currency system.”
@PeterLBrandt
What an awesome quote
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“Bitcoin represents an attempted hostile takeover of the world’s currency system.”
@PeterLBrandt
What an awesome quote
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Dimitry Nakhla | Babylon Capital®
~14 months ago I published the bull case for $PYPL on Benzinga
Perhaps my favorite part is where I suggested flipping “the script”
These narratives often highlight Mr. Market & his emotional craziness often driven by fear & greed
#stocks #investing
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https://t.co/P8QYF9LbRP https://t.co/H2BJMOlXtC
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~14 months ago I published the bull case for $PYPL on Benzinga
Perhaps my favorite part is where I suggested flipping “the script”
These narratives often highlight Mr. Market & his emotional craziness often driven by fear & greed
#stocks #investing
___
https://t.co/P8QYF9LbRP https://t.co/H2BJMOlXtC
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Quiver Quantitative
RT @InsiderRadar: 🚨 New CEO Insider Purchase
The CEO of $CSGP just reported the purchase of ~$1M of the company's stock.
This is the first insider purchase at the company in over 5 years. https://t.co/hQh4hHxsvc
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RT @InsiderRadar: 🚨 New CEO Insider Purchase
The CEO of $CSGP just reported the purchase of ~$1M of the company's stock.
This is the first insider purchase at the company in over 5 years. https://t.co/hQh4hHxsvc
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Capital Employed
83 Q3 letters now added 😎
Includes letters from @alluvialcapital and @eriksen_tim - both well worth a read.
https://t.co/z8VTurKKQI https://t.co/uPwrZz4xcu
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83 Q3 letters now added 😎
Includes letters from @alluvialcapital and @eriksen_tim - both well worth a read.
https://t.co/z8VTurKKQI https://t.co/uPwrZz4xcu
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Hidden Value Gems
A new position in David Poppe’s Giverny Capital - Medpace Holdings, providing clinical trial tests for small biotech companies. The founder owns 17%, stock at 25x PE.
$MEDP
The link to the full Q3 letter in reply. https://t.co/5ktdHceiDS
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A new position in David Poppe’s Giverny Capital - Medpace Holdings, providing clinical trial tests for small biotech companies. The founder owns 17%, stock at 25x PE.
$MEDP
The link to the full Q3 letter in reply. https://t.co/5ktdHceiDS
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Offshore
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Startup Archive
Elon Musk explains first principles thinking and uses it to predict 80%+ decline in battery prices
“First principles is a kind of physics way of looking at the world. And what that really means is you boil things down to the most fundamental truths and then reason up from there.”
People typically reason by analogy because it’s easier—we do something because that’s the way it has always been done or it’s what everyone else is doing.
First principles thinking requires a lot more energy, but it’s useful for inventing new things.
Elon gives battery prices as an example.
In this 2012 interview, he recounts how everyone told him: “battery packs are really expensive and that’s the way they’ll always be because that’s the way they’ve been in the past.”
But Elon thinks this way of reasoning is “pretty dumb” and prevents people from arriving at new and better ideas.
At the time, the cost of batteries were $600 per kilowatt hour (kWh). But Elon suggests he can do better using first principles thinking:
“So first principles thinking would be to say, okay, what are the material constituents of the batteries? What is the spot market value of the material constituents? It’s got cobalt, nickel, aluminum, carbon, some polymers for separation, and a steel can. So break that down on a material basis and say, okay, if we bought that on the London Metal Exchange, what would each of those things cost? It’s $80/kWh. So clearly, you just need to think of clever ways to take those materials and combine them into the shape of a battery cell. And then you can have batteries that are much, much cheaper than anyone realizes.”
In 2023, the price for electric vehicle battery packs hit a new low of $128/kWh ($95/kWh in 2012, adjusted for inflation).
Video source: @kevinrose (2012)
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Elon Musk explains first principles thinking and uses it to predict 80%+ decline in battery prices
“First principles is a kind of physics way of looking at the world. And what that really means is you boil things down to the most fundamental truths and then reason up from there.”
People typically reason by analogy because it’s easier—we do something because that’s the way it has always been done or it’s what everyone else is doing.
First principles thinking requires a lot more energy, but it’s useful for inventing new things.
Elon gives battery prices as an example.
In this 2012 interview, he recounts how everyone told him: “battery packs are really expensive and that’s the way they’ll always be because that’s the way they’ve been in the past.”
But Elon thinks this way of reasoning is “pretty dumb” and prevents people from arriving at new and better ideas.
At the time, the cost of batteries were $600 per kilowatt hour (kWh). But Elon suggests he can do better using first principles thinking:
“So first principles thinking would be to say, okay, what are the material constituents of the batteries? What is the spot market value of the material constituents? It’s got cobalt, nickel, aluminum, carbon, some polymers for separation, and a steel can. So break that down on a material basis and say, okay, if we bought that on the London Metal Exchange, what would each of those things cost? It’s $80/kWh. So clearly, you just need to think of clever ways to take those materials and combine them into the shape of a battery cell. And then you can have batteries that are much, much cheaper than anyone realizes.”
In 2023, the price for electric vehicle battery packs hit a new low of $128/kWh ($95/kWh in 2012, adjusted for inflation).
Video source: @kevinrose (2012)
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App Economy Insights
$MCD McDonald's Q3 FY24:
• Global comparable sales -1.5% Y/Y.
• Systemwide sales flat Y/Y.
• Revenue +3% Y/Y to $6.9B ($50M beat).
• Non-GAAP EPS $3.23 ($0.03 beat). https://t.co/5do15ry6VP
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$MCD McDonald's Q3 FY24:
• Global comparable sales -1.5% Y/Y.
• Systemwide sales flat Y/Y.
• Revenue +3% Y/Y to $6.9B ($50M beat).
• Non-GAAP EPS $3.23 ($0.03 beat). https://t.co/5do15ry6VP
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