Offshore
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Investing visuals
Lately, I’ve been adding to $ASML, which is down nearly 40% from its July peak.
With its dominant market position and growth outlook, the risk/reward is quite compelling in my opinion.
What’s your take on $ASML? https://t.co/fhxWtZJqYo
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Lately, I’ve been adding to $ASML, which is down nearly 40% from its July peak.
With its dominant market position and growth outlook, the risk/reward is quite compelling in my opinion.
What’s your take on $ASML? https://t.co/fhxWtZJqYo
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Offshore
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Stock Analysis Compilation
Greenhaven Road Capital on Sable Offshore Corporation $SOC US
Thesis: Sable Offshore offers a high-upside play with robust insider alignment, low-cost production, and potential for massive cash flow if oil production restarts
(Extract from their Q3 letter) https://t.co/HnUxegB77q
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Greenhaven Road Capital on Sable Offshore Corporation $SOC US
Thesis: Sable Offshore offers a high-upside play with robust insider alignment, low-cost production, and potential for massive cash flow if oil production restarts
(Extract from their Q3 letter) https://t.co/HnUxegB77q
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Offshore
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Stock Analysis Compilation
Wasatch GI on Ensign Group $ENSG US
Thesis: Ensign’s strong operational model and proven track record of turning around underperforming facilities make it a standout performer in the health-care management space
(Extract from their Q3 letter) https://t.co/pbmYlW5dLm
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Wasatch GI on Ensign Group $ENSG US
Thesis: Ensign’s strong operational model and proven track record of turning around underperforming facilities make it a standout performer in the health-care management space
(Extract from their Q3 letter) https://t.co/pbmYlW5dLm
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Quiver Quantitative
RT @InsiderRadar: We reported on 5 new significant insider purchases this week.
So far, each stock has beaten the market since our report:
$250K purchase of $TRS by CEO on 11/19. Since our report, the stock is up 5.5%.
$10M purchase of $EL by director on 11/19. Since our report, the stock is up 8.8%.
$100K purchase of $ARRY by CEO on 11/20. Since our report, the stock is up 5.5%.
$300K purchase of $ENPH by CEO on 11/20. Since our report, the stock is up 5.0%.
$450K purchase of $ONEW by CEO on 11/21. Since our report, the stock is up 6.0%.
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RT @InsiderRadar: We reported on 5 new significant insider purchases this week.
So far, each stock has beaten the market since our report:
$250K purchase of $TRS by CEO on 11/19. Since our report, the stock is up 5.5%.
$10M purchase of $EL by director on 11/19. Since our report, the stock is up 8.8%.
$100K purchase of $ARRY by CEO on 11/20. Since our report, the stock is up 5.5%.
$300K purchase of $ENPH by CEO on 11/20. Since our report, the stock is up 5.0%.
$450K purchase of $ONEW by CEO on 11/21. Since our report, the stock is up 6.0%.
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Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New Insider Purchase
A director of $PBI has reported the purchase of ~$225k of the company's stock.
This is the first insider buy we have ever seen him make, and the first reported at the company in over 2 years
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RT @InsiderRadar: 🚨 JUST IN: New Insider Purchase
A director of $PBI has reported the purchase of ~$225k of the company's stock.
This is the first insider buy we have ever seen him make, and the first reported at the company in over 2 years
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Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: Kushner has just reported the purchase of ANOTHER $3M in $OSCR shares.
This is his 3rd reported insider purchase in the last 10 days. The stock is up 19% since his first purchase.
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RT @InsiderRadar: 🚨 BREAKING: Kushner has just reported the purchase of ANOTHER $3M in $OSCR shares.
This is his 3rd reported insider purchase in the last 10 days. The stock is up 19% since his first purchase.
$OSCR stock is up another 11% today, now up 31% since our insider purchase report on the 14th. tweet
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Offshore
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Stock Analysis Compilation
Wasatch GI on Japan Elevator Service $6544 JP
Thesis: Japan Elevator’s cost-effective services and market share gains position it well to capitalize on the growing need for elevator renewals in Japan
(Extract from their Q3 letter) https://t.co/mkB4PfcTDU
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Wasatch GI on Japan Elevator Service $6544 JP
Thesis: Japan Elevator’s cost-effective services and market share gains position it well to capitalize on the growing need for elevator renewals in Japan
(Extract from their Q3 letter) https://t.co/mkB4PfcTDU
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Offshore
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Stock Analysis Compilation
Clearbridge on National Grid $NG/ LN
Thesis: National Grid’s strong market position and increasing energy demand, coupled with its attractive valuation, offer significant long-term growth opportunities in a supportive regulatory landscape
(Extract from their Q3 letter) https://t.co/C8LjYBc3Eg
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Clearbridge on National Grid $NG/ LN
Thesis: National Grid’s strong market position and increasing energy demand, coupled with its attractive valuation, offer significant long-term growth opportunities in a supportive regulatory landscape
(Extract from their Q3 letter) https://t.co/C8LjYBc3Eg
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Offshore
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Startup Archive
Dropbox founder Drew Houston’s response to investors who told him online storage is a commodity
When Drew was trying to raise money for his startup Dropbox, he got a lot of pushback from investors.
“Google is going to do this”
“Online storage is a commodity”
To which Drew would respond:
“Yes, all of those things are true, and there are 50 other products in this space, but do you use any of them?”
They’d say “No”, and Drew would reply: “Isn’t that interesting?”
Today, Dropbox’s market cap is almost $9 billion.
Drew argues that if you’re doing something interesting and new, you will always face criticism.
“You simultaneously have to have thick skin and be able to tune negativity like that out. But you also have to have thin skin if your customers or team aren’t happy and respond to it… it’s a weird dynamic that you’re going to have to handle, but I think it starts with getting some perspective that you will always face negativity and criticism from some people.”
Video source: @ycombinator (2017)
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Dropbox founder Drew Houston’s response to investors who told him online storage is a commodity
When Drew was trying to raise money for his startup Dropbox, he got a lot of pushback from investors.
“Google is going to do this”
“Online storage is a commodity”
To which Drew would respond:
“Yes, all of those things are true, and there are 50 other products in this space, but do you use any of them?”
They’d say “No”, and Drew would reply: “Isn’t that interesting?”
Today, Dropbox’s market cap is almost $9 billion.
Drew argues that if you’re doing something interesting and new, you will always face criticism.
“You simultaneously have to have thick skin and be able to tune negativity like that out. But you also have to have thin skin if your customers or team aren’t happy and respond to it… it’s a weird dynamic that you’re going to have to handle, but I think it starts with getting some perspective that you will always face negativity and criticism from some people.”
Video source: @ycombinator (2017)
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Ahmad Jivraj
RT @PronkDaniel: @BillAckman's Pershing Square $PSH commented on their new $BN investment.
Screenshots from the transcript below.
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RT @PronkDaniel: @BillAckman's Pershing Square $PSH commented on their new $BN investment.
Screenshots from the transcript below.
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Offshore
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Stock Analysis Compilation
LVS Advisory on Medpace $MEDP US
Thesis: Medpace’s exceptional financial performance and strong reinvestment opportunities make it a standout in its niche, with substantial potential for long-term shareholder returns
(Extract from their Q3 letter) https://t.co/9z8XroRMAE
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LVS Advisory on Medpace $MEDP US
Thesis: Medpace’s exceptional financial performance and strong reinvestment opportunities make it a standout in its niche, with substantial potential for long-term shareholder returns
(Extract from their Q3 letter) https://t.co/9z8XroRMAE
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