Offshore
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Stock Analysis Compilation
Ennismore on Nelnet $NNI
Thesis: NNI’s undervaluation and growth in its asset-light, high-margin software business make it a hidden gem, with potential catalysts like an IPO of its largest VC holding poised to unlock significant shareholder value
(Extract from their Q3 letter) https://t.co/n6LRWtx4L7
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Ennismore on Nelnet $NNI
Thesis: NNI’s undervaluation and growth in its asset-light, high-margin software business make it a hidden gem, with potential catalysts like an IPO of its largest VC holding poised to unlock significant shareholder value
(Extract from their Q3 letter) https://t.co/n6LRWtx4L7
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Offshore
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Stock Analysis Compilation
Hedge funds' best ideas #19 is in your inbox 🔥
(link below)
Includes links to the Q3 letters from Alger / Ariel Investments / Clearbridge / Deep Sail Capital / Ennismore / Gator Capital / Harding Loevner / Longriver Partners Fund / Maran Partners / Miller Value Fund / Munro / Oakmark / Vulcan Value Partners
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Hedge funds' best ideas #19 is in your inbox 🔥
(link below)
Includes links to the Q3 letters from Alger / Ariel Investments / Clearbridge / Deep Sail Capital / Ennismore / Gator Capital / Harding Loevner / Longriver Partners Fund / Maran Partners / Miller Value Fund / Munro / Oakmark / Vulcan Value Partners
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Hidden Value Gems
Anyone going to the Sohn Conference in London tomorrow? https://t.co/f6456R5O03
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Anyone going to the Sohn Conference in London tomorrow? https://t.co/f6456R5O03
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Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New Insider Purchase
A director of $EL just reported the purchase of ~$10M of the company's stock.
This is the director's second multimillion dollar purchase within the last week.
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RT @InsiderRadar: 🚨 JUST IN: New Insider Purchase
A director of $EL just reported the purchase of ~$10M of the company's stock.
This is the director's second multimillion dollar purchase within the last week.
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Quiver Quantitative
RT @InsiderRadar: $OSCR stock is up another 11% today, now up 31% since our insider purchase report on the 14th.
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RT @InsiderRadar: $OSCR stock is up another 11% today, now up 31% since our insider purchase report on the 14th.
🚨 BREAKING: Kushner has just reported the purchase of an additional $5M in $OSCR shares.
The stock is up 9% today, and up 21% in total since we reported on his first insider purchase on the 14th. https://t.co/YdDdeRsMDS tweet
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Investing visuals
$NVDA key metrics to keep an eye on heading into earnings https://t.co/3xNxPzzeeJ
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$NVDA key metrics to keep an eye on heading into earnings https://t.co/3xNxPzzeeJ
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Offshore
Video
Startup Archive
Sequoia Partner Jim Goetz on the importance of solving a specific pain point for a specific customer
Yahoo started out as a web directory for Stanford
Google didn’t start out as a search engine. It was all about PageRank and improving search for search engines—kind of a middleware offering in many ways.
YouTube was for sharing videos from parties.
Apple was going after the hobby computer market.
“When you think about these companies, you could have made all sorts of arguments about market size not being large enough—feature rather than a product. But in all cases, there’s a great deal of passion and energy around a specific pain point. They started very small.”
Jim continues:
“The point I’m trying to make with this is that we regularly see entrepreneurs come in and talk about billion dollar markets and large TAMs. And that’s just not as interesting to us as the passion that comes from trying to solve a very specific pain point for a very specific customer. Focus. Focus. Focus.”
Video source: @StanfordGSB (2008)
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Sequoia Partner Jim Goetz on the importance of solving a specific pain point for a specific customer
Yahoo started out as a web directory for Stanford
Google didn’t start out as a search engine. It was all about PageRank and improving search for search engines—kind of a middleware offering in many ways.
YouTube was for sharing videos from parties.
Apple was going after the hobby computer market.
“When you think about these companies, you could have made all sorts of arguments about market size not being large enough—feature rather than a product. But in all cases, there’s a great deal of passion and energy around a specific pain point. They started very small.”
Jim continues:
“The point I’m trying to make with this is that we regularly see entrepreneurs come in and talk about billion dollar markets and large TAMs. And that’s just not as interesting to us as the passion that comes from trying to solve a very specific pain point for a very specific customer. Focus. Focus. Focus.”
Video source: @StanfordGSB (2008)
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Offshore
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Stock Analysis Compilation
Vulcan Value Partners on Everest Group $EG US
Thesis: Everest’s disciplined underwriting and focus on long-term intrinsic value growth make it a compelling play in the reinsurance sector, especially as it capitalizes on cyclical market dynamics
(Extract from their Q3 letter) https://t.co/Hh0uMQ2ZEr
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Vulcan Value Partners on Everest Group $EG US
Thesis: Everest’s disciplined underwriting and focus on long-term intrinsic value growth make it a compelling play in the reinsurance sector, especially as it capitalizes on cyclical market dynamics
(Extract from their Q3 letter) https://t.co/Hh0uMQ2ZEr
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Quiver Quantitative
Marjorie Taylor Greene made a large purchase of Tesla stock right before the election.
$TSLA has now risen 36% since then. https://t.co/ws6RMc6wNG
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Marjorie Taylor Greene made a large purchase of Tesla stock right before the election.
$TSLA has now risen 36% since then. https://t.co/ws6RMc6wNG
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App Economy Insights
$WMT Walmart Q3 FY25 (ending in Oct.):
• Revenue +5% Y/Y to $169.6B ($3.0B beat).
• Non-GAAP EPS $0.58 ($0.05 beat).
• Walmart US comp sales +5%.
• E-commerce +27% Y/Y.
• Advertising +28% Y/Y.
FY25 Guidance:
• Net sales +4.8% to 5.1% Y/Y (0.7pp raise). https://t.co/6GprSeaRTb
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$WMT Walmart Q3 FY25 (ending in Oct.):
• Revenue +5% Y/Y to $169.6B ($3.0B beat).
• Non-GAAP EPS $0.58 ($0.05 beat).
• Walmart US comp sales +5%.
• E-commerce +27% Y/Y.
• Advertising +28% Y/Y.
FY25 Guidance:
• Net sales +4.8% to 5.1% Y/Y (0.7pp raise). https://t.co/6GprSeaRTb
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