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Capital Employed
FRESH OFF THE PRESS 🔥
Investor interview #103 with Chris Waller from Plural Investing.
Chris discusses his research process, discovering hidden gems, two stock picks, plus much more 👇
https://t.co/85KHWUqsE9 https://t.co/1pSAaATfZp
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FRESH OFF THE PRESS 🔥
Investor interview #103 with Chris Waller from Plural Investing.
Chris discusses his research process, discovering hidden gems, two stock picks, plus much more 👇
https://t.co/85KHWUqsE9 https://t.co/1pSAaATfZp
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Stock Analysis Compilation
Aristotle on MonotaRO $3064 JP
Thesis: MonotaRO’s leadership in MRO e-commerce, combined with high barriers to entry and technological advantages, positions it for sustained growth, offering a compelling valuation and long-term market share gains
(Extract from their Q3 letter) https://t.co/pCltzBhS0M
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Aristotle on MonotaRO $3064 JP
Thesis: MonotaRO’s leadership in MRO e-commerce, combined with high barriers to entry and technological advantages, positions it for sustained growth, offering a compelling valuation and long-term market share gains
(Extract from their Q3 letter) https://t.co/pCltzBhS0M
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Stock Analysis Compilation
Third Point on DSV $DSV DC
Thesis: DSV’s leading position in global freight forwarding and its strategic bid for DB Schenker create significant synergy opportunities, potentially driving over 30% earnings accretion.
(Extract from their Q3 letter) https://t.co/no0dPsY2bJ
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Third Point on DSV $DSV DC
Thesis: DSV’s leading position in global freight forwarding and its strategic bid for DB Schenker create significant synergy opportunities, potentially driving over 30% earnings accretion.
(Extract from their Q3 letter) https://t.co/no0dPsY2bJ
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Startup Archive
Jeff Bezos responds to CNBC reporter who says Amazon isn’t a “pure internet company”
The CNBC reporter asks Jeff in this 1999 interview:
“You’re not really a pure internet company anymore, are you? You’ve got millions of square feet of real estate, a huge and growing inventory of items, and you’ve got thousands of employees now.”
Jeff responds:
“Yes, we have over 3,000 employees and over 4 million square feet of distribution center space. And those are things I’m very, very proud of. That distribution center space allows us to get product close to customers so that we can ship it to customers in a very timely way, which improves customer service levels. If there’s one thing Amazon is about, it’s obsessive attention to the customer experience end-to-end.”
The reporter protests that this approach is more capital-intensive than the “pure internet play” business models that stock market analysts prefer.
Jeff responds again:
“It doesn’t matter to me if we’re a pure Internet play. What matters to me is whether we provide the best customer service… Our investors should be investing in a company that obsesses over customer experience. In the long term, there’s never any misalignment between customer interests and shareholder interests.”
Video source: @CNBC (1999)
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Jeff Bezos responds to CNBC reporter who says Amazon isn’t a “pure internet company”
The CNBC reporter asks Jeff in this 1999 interview:
“You’re not really a pure internet company anymore, are you? You’ve got millions of square feet of real estate, a huge and growing inventory of items, and you’ve got thousands of employees now.”
Jeff responds:
“Yes, we have over 3,000 employees and over 4 million square feet of distribution center space. And those are things I’m very, very proud of. That distribution center space allows us to get product close to customers so that we can ship it to customers in a very timely way, which improves customer service levels. If there’s one thing Amazon is about, it’s obsessive attention to the customer experience end-to-end.”
The reporter protests that this approach is more capital-intensive than the “pure internet play” business models that stock market analysts prefer.
Jeff responds again:
“It doesn’t matter to me if we’re a pure Internet play. What matters to me is whether we provide the best customer service… Our investors should be investing in a company that obsesses over customer experience. In the long term, there’s never any misalignment between customer interests and shareholder interests.”
Video source: @CNBC (1999)
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App Economy Insights
$META Meta's earnings:
📈 User trends.
📊 Financials visualized.
👓 Orion and the future of AR.
🤖 Why AI will kill the video star.
Dive deeper! 👇
https://t.co/FtYpqD0YwV
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$META Meta's earnings:
📈 User trends.
📊 Financials visualized.
👓 Orion and the future of AR.
🤖 Why AI will kill the video star.
Dive deeper! 👇
https://t.co/FtYpqD0YwV
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Quiver Quantitative
BREAKING: Representative Mike Collins just disclosed buying up to $80K of Ethereum, $ETH.
He also bought another $15K of an altcoin called Aerodrome, $AERO.
Full trade list up on Quiver. https://t.co/ZJ5211kxsA
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BREAKING: Representative Mike Collins just disclosed buying up to $80K of Ethereum, $ETH.
He also bought another $15K of an altcoin called Aerodrome, $AERO.
Full trade list up on Quiver. https://t.co/ZJ5211kxsA
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Quiver Quantitative
BREAKING: We just saw Representative Byron Donalds trade stock for the first time since entering Congress.
He bought stock in Nu Holdings.
It’s a Brazilian digital banking company.
Donalds sits on the House Financial Services Committee.
Full trade list up on Quiver. https://t.co/IboggNy5Fe
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BREAKING: We just saw Representative Byron Donalds trade stock for the first time since entering Congress.
He bought stock in Nu Holdings.
It’s a Brazilian digital banking company.
Donalds sits on the House Financial Services Committee.
Full trade list up on Quiver. https://t.co/IboggNy5Fe
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Quiver Quantitative
RT @InsiderRadar: $MEC stock is up 4.5% today, and up 8% in total since we reported on this insider trade yesterday https://t.co/DWV2nLzNFK
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RT @InsiderRadar: $MEC stock is up 4.5% today, and up 8% in total since we reported on this insider trade yesterday https://t.co/DWV2nLzNFK
🚨 BREAKING: New CEO Insider Purchase
The CEO of $MEC just reported the purchase of ~$100K of the company's stock.
This comes shortly after the stock suffered a 25% drop-off this week. https://t.co/xDUwD0MFjL tweet
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Stock Analysis Compilation
Stock Analysis Compilation #63 is in your inbox 🔥
(link below)
46 stock pitches from the best hedge funds & newsletters :
$AMZN $AMD $AMPY $BOMN $CELH $CPNG $ETCC $GRND $HIMS $DNUT $LEAT $MELI $MRK $MSI $PACS $PYPL $SBUX $TS $TSLA $TOT $UBER $V $HCC $WSC and many more https://t.co/EhlgMAhMvH
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Stock Analysis Compilation #63 is in your inbox 🔥
(link below)
46 stock pitches from the best hedge funds & newsletters :
$AMZN $AMD $AMPY $BOMN $CELH $CPNG $ETCC $GRND $HIMS $DNUT $LEAT $MELI $MRK $MSI $PACS $PYPL $SBUX $TS $TSLA $TOT $UBER $V $HCC $WSC and many more https://t.co/EhlgMAhMvH
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