Offshore
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Stock Analysis Compilation
Harding Loevner on HDFC Bank $HDB US
Thesis: HDFC's smooth merger integration, attractive pricing, and disciplined lending practices set it up for a strong rebound, with significant growth potential compared to overvalued competitors like ICICI.
(Extract from their Q3 letter) https://t.co/MdUK6pZeNq
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Harding Loevner on HDFC Bank $HDB US
Thesis: HDFC's smooth merger integration, attractive pricing, and disciplined lending practices set it up for a strong rebound, with significant growth potential compared to overvalued competitors like ICICI.
(Extract from their Q3 letter) https://t.co/MdUK6pZeNq
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Ahmad Jivraj
RT @mrjivraj: here is another practical way to think about it
age 17 => get a summer job => make $5K => put into ROTH IRA => 7% return => it becomes $128K at 65
age 18 => get another summer job => make another $5K => at 7% return, becomes $120K at 65
age 19 => get another summer job => make $5K => at 7% return, becomes $112K at 65
age 20 => make $5K => at 7% return, becomes $105K
age 21 => $5K at 7% return, becomes $98K
age 22 => $5K at 7% return, becomes $92K
That's $527K
Now, graduate and get a real job
age 23 => $6K at 7% return, becomes $103K
age 24 => $7K at 7% return, becomes $112K
age 25 => $8K at 7% return, becomes $120K
age 26 => $8K at 7% return, becomes $112K
age 27 => $8K at 7% return, becomes $104K
that's almost $1.1 million
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RT @mrjivraj: here is another practical way to think about it
age 17 => get a summer job => make $5K => put into ROTH IRA => 7% return => it becomes $128K at 65
age 18 => get another summer job => make another $5K => at 7% return, becomes $120K at 65
age 19 => get another summer job => make $5K => at 7% return, becomes $112K at 65
age 20 => make $5K => at 7% return, becomes $105K
age 21 => $5K at 7% return, becomes $98K
age 22 => $5K at 7% return, becomes $92K
That's $527K
Now, graduate and get a real job
age 23 => $6K at 7% return, becomes $103K
age 24 => $7K at 7% return, becomes $112K
age 25 => $8K at 7% return, becomes $120K
age 26 => $8K at 7% return, becomes $112K
age 27 => $8K at 7% return, becomes $104K
that's almost $1.1 million
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Dimitry Nakhla | Babylon Capital®
“Look at market fluctuations as your friend rather than your enemy. Profit from folly rather than participate in it.”
— Warren Buffett 🗣️
Takeaways 📚
1. Separate noise from signal
2. Capitalize on irrational market behavior
3. Stay calm and patient
#stocks #investing
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“Look at market fluctuations as your friend rather than your enemy. Profit from folly rather than participate in it.”
— Warren Buffett 🗣️
Takeaways 📚
1. Separate noise from signal
2. Capitalize on irrational market behavior
3. Stay calm and patient
#stocks #investing
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Offshore
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Stock Analysis Compilation
Middle Coast Investing on ABM $ABM US
Thesis: ABM's stable janitorial services, combined with potential growth from electric vehicle power stations and microgrids, offers a steady business with transformation potential
(Extract from their Q3 letter) https://t.co/KptsYEiZc9
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Middle Coast Investing on ABM $ABM US
Thesis: ABM's stable janitorial services, combined with potential growth from electric vehicle power stations and microgrids, offers a steady business with transformation potential
(Extract from their Q3 letter) https://t.co/KptsYEiZc9
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Offshore
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Stock Analysis Compilation
Munro on ASML $ASML NA
Thesis: ASML's dominant position in semiconductor lithography and strong demand from key players like TSMC position the company for continued growth, despite near-term challenges.
(Extract from their Q3 letter) https://t.co/NSjUOlfjZU
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Munro on ASML $ASML NA
Thesis: ASML's dominant position in semiconductor lithography and strong demand from key players like TSMC position the company for continued growth, despite near-term challenges.
(Extract from their Q3 letter) https://t.co/NSjUOlfjZU
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Offshore
Video
Startup Archive
Elon Musk on building his first startup Zip2
In 1995, when he was just 23 years old, Elon dropped out of Stanford’s PhD program in physics to start Zip2 with his brother Kimbal Musk.
Elon personally wrote the first national maps, directions, yellow pages and white pages on the Internet that summer in C with a little C++.
In this CBS interview, a 27 year old Elon describes living in a $200/month office with a leaky roof:
“We found that an office was actually cheaper than apartment in Silicon Valley and we got this dinky little office that had a leaky roof. It was just the nastiest place you could imagine. I lived in it too and showered at the YMCA. This lasted for about three or four months, and the reason we chose this office — in addition to it being really cheap — was that there was an internet service provider on the floor below. So we were able to get really cheap internet access by drilling a hole in the floor and connecting to their server directly.”
In February 1999 — less than a year after this interview — Compaq would purchase Zip2 for $307 million in cash.
The interviewer also asks Elon what he thinks the future of the Internet will be, to which Elon responds:
“I think the internet is the superset of all media. It is the be all and end all of media. One will see print, broadcast, radio — essentially all media — folding into the internet. What the internet amounts to is it’s the first two-way communication medium that is intelligent. It allows consumers to choose what they want to see, when they want to see it.”
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Elon Musk on building his first startup Zip2
In 1995, when he was just 23 years old, Elon dropped out of Stanford’s PhD program in physics to start Zip2 with his brother Kimbal Musk.
Elon personally wrote the first national maps, directions, yellow pages and white pages on the Internet that summer in C with a little C++.
In this CBS interview, a 27 year old Elon describes living in a $200/month office with a leaky roof:
“We found that an office was actually cheaper than apartment in Silicon Valley and we got this dinky little office that had a leaky roof. It was just the nastiest place you could imagine. I lived in it too and showered at the YMCA. This lasted for about three or four months, and the reason we chose this office — in addition to it being really cheap — was that there was an internet service provider on the floor below. So we were able to get really cheap internet access by drilling a hole in the floor and connecting to their server directly.”
In February 1999 — less than a year after this interview — Compaq would purchase Zip2 for $307 million in cash.
The interviewer also asks Elon what he thinks the future of the Internet will be, to which Elon responds:
“I think the internet is the superset of all media. It is the be all and end all of media. One will see print, broadcast, radio — essentially all media — folding into the internet. What the internet amounts to is it’s the first two-way communication medium that is intelligent. It allows consumers to choose what they want to see, when they want to see it.”
tweet
Offshore
Photo
Stock Analysis Compilation
Aoris on Fastenal $FAST US
Thesis: Fastenal’s unique inventory management services and low employee turnover make it an indispensable supply chain partner with long-term growth potential.
(Extract from their Q3 letter) https://t.co/mj8xGsz2Zh
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Aoris on Fastenal $FAST US
Thesis: Fastenal’s unique inventory management services and low employee turnover make it an indispensable supply chain partner with long-term growth potential.
(Extract from their Q3 letter) https://t.co/mj8xGsz2Zh
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Offshore
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Dimitry Nakhla | Babylon Capital®
Valuations, relative to growth rates, matter … eventually … $MPWR down ~40% in a month 🔴
#stocks #investing https://t.co/0Vayd8Tjpa
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Valuations, relative to growth rates, matter … eventually … $MPWR down ~40% in a month 🔴
#stocks #investing https://t.co/0Vayd8Tjpa
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Offshore
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Quiver Quantitative
Unreal.
We posted this report on a suspicious purchase of Fair Isaac stock by a U.S. Congressman in May.
$FICO has now risen 104% since the trade.
Look at this: https://t.co/4h9HmwvzXq
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Unreal.
We posted this report on a suspicious purchase of Fair Isaac stock by a U.S. Congressman in May.
$FICO has now risen 104% since the trade.
Look at this: https://t.co/4h9HmwvzXq
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