Offshore
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Investing visuals
Alphabet $GOOGL: a high quality business at a reasonable price👇
What are your thoughts on this one? https://t.co/fZQO48Wo7A
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Alphabet $GOOGL: a high quality business at a reasonable price👇
What are your thoughts on this one? https://t.co/fZQO48Wo7A
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Offshore
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Stock Analysis Compilation
Artisan on Snap-on $SNA US
Thesis: Snap-on thrives with its unique van distribution model and robust financials, set to capitalize on growing automotive repair demand and complex tool markets.
(Extract from their Q3 letter) https://t.co/KwhC6CmLQf
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Artisan on Snap-on $SNA US
Thesis: Snap-on thrives with its unique van distribution model and robust financials, set to capitalize on growing automotive repair demand and complex tool markets.
(Extract from their Q3 letter) https://t.co/KwhC6CmLQf
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Offshore
Video
Startup Archive
Elon Musk on what it means to work “super hard”
“Depending on how well you want to do—particularly if you’re starting a company—you need to work super hard. What does ‘super hard’ mean? Well, when my brother and I were starting our first company, instead of getting an apartment we just rented a small office and slept on the couch. We showered at the YMCA. And we had just one computer so the website was up during the day and I was coding at night—seven days a week, all the time.”
Elon recalls briefly having a girlfriend at the time who also had to sleep at the office if she wanted to be with him. And he frames the math of it as follows if you’re starting a company:
“If somebody else is working 50 hours a week and you’re working 100, you’ll get twice as much done in the course of the year as the other company.”
Video source: @USC (2014)
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Elon Musk on what it means to work “super hard”
“Depending on how well you want to do—particularly if you’re starting a company—you need to work super hard. What does ‘super hard’ mean? Well, when my brother and I were starting our first company, instead of getting an apartment we just rented a small office and slept on the couch. We showered at the YMCA. And we had just one computer so the website was up during the day and I was coding at night—seven days a week, all the time.”
Elon recalls briefly having a girlfriend at the time who also had to sleep at the office if she wanted to be with him. And he frames the math of it as follows if you’re starting a company:
“If somebody else is working 50 hours a week and you’re working 100, you’ll get twice as much done in the course of the year as the other company.”
Video source: @USC (2014)
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Dimitry Nakhla | Babylon Capital®
Happy Thanksgiving all 🦃
Grateful for this amazing community we've built together — Thank you for your support, engagement, and kindness
Wishing you and your loved ones a joyous and relaxing holiday 🙏🏽
#HappyThanksgiving
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Happy Thanksgiving all 🦃
Grateful for this amazing community we've built together — Thank you for your support, engagement, and kindness
Wishing you and your loved ones a joyous and relaxing holiday 🙏🏽
#HappyThanksgiving
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Offshore
Photo
Stock Analysis Compilation
Acatis on Halozyme Therapeutics $HALO US
Thesis: Halozyme revolutionizes drug delivery with its subcutaneous injection technology, reducing patient burden and healthcare costs while maintaining a highly profitable business model
(Extract from their Q3 letter) https://t.co/Ia9x1KnKfT
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Acatis on Halozyme Therapeutics $HALO US
Thesis: Halozyme revolutionizes drug delivery with its subcutaneous injection technology, reducing patient burden and healthcare costs while maintaining a highly profitable business model
(Extract from their Q3 letter) https://t.co/Ia9x1KnKfT
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Offshore
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Capital Employed
38 stock pitches we’ve enjoyed reading in the past two weeks...
Find your next investment idea here 👇
https://t.co/MKBnD4c9Tq https://t.co/mDnGDHFmKK
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38 stock pitches we’ve enjoyed reading in the past two weeks...
Find your next investment idea here 👇
https://t.co/MKBnD4c9Tq https://t.co/mDnGDHFmKK
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Offshore
Photo
Stock Analysis Compilation
Longleaf on Katitas $8919 JP
Thesis: Katitas combines rapid inventory turnover and a dominant market position to capture growth in Japan’s undervalued housing market
(Extract from their Q3 letter) https://t.co/ogTasKzn5j
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Longleaf on Katitas $8919 JP
Thesis: Katitas combines rapid inventory turnover and a dominant market position to capture growth in Japan’s undervalued housing market
(Extract from their Q3 letter) https://t.co/ogTasKzn5j
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Offshore
Photo
Stock Analysis Compilation
AVI on D'Ieteren $DIE BB
Thesis: D’Ieteren combines an extraordinary dividend yield with an attractive valuation, supported by robust cash flows and stable long-term family governance
(Extract from their Q3 letter) https://t.co/tm7suhsbdY
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AVI on D'Ieteren $DIE BB
Thesis: D’Ieteren combines an extraordinary dividend yield with an attractive valuation, supported by robust cash flows and stable long-term family governance
(Extract from their Q3 letter) https://t.co/tm7suhsbdY
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Offshore
Video
Startup Archive
Peter Thiel on pivoting and PayPal’s early failure
“When we started PayPal, the initial product was an infrared-beaming device on Palm Pilots for sending money. It was voted one of the 10 worst business ideas in 1999. And 1999 was a year when there were many bad ideas in technology… But the team was good… It’s not like you only get one chance. You get many chances so long as you keep trying. If you get hung up on failure, and if you think you don’t have another chance, that’s when you really don’t.”
One lesser-known fact about the PayPal pivot is that the idea didn’t come from the cofounders, Peter Thiel and Max Levchin.
It came from David Sacks who was fresh out of Stanford Law School and a one year stint at McKinsey. Sacks was the one who finally persuaded a reluctant Levchin that beaming money between Palm Pilots was a bad idea. Instead, he argued, they should focus on sending money via email.
A talented team and getting multiple shots on goal turned out to be the difference between startup failure and a $1.5 billion exit to eBay.
Video source: @CBSNews (2012)
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Peter Thiel on pivoting and PayPal’s early failure
“When we started PayPal, the initial product was an infrared-beaming device on Palm Pilots for sending money. It was voted one of the 10 worst business ideas in 1999. And 1999 was a year when there were many bad ideas in technology… But the team was good… It’s not like you only get one chance. You get many chances so long as you keep trying. If you get hung up on failure, and if you think you don’t have another chance, that’s when you really don’t.”
One lesser-known fact about the PayPal pivot is that the idea didn’t come from the cofounders, Peter Thiel and Max Levchin.
It came from David Sacks who was fresh out of Stanford Law School and a one year stint at McKinsey. Sacks was the one who finally persuaded a reluctant Levchin that beaming money between Palm Pilots was a bad idea. Instead, he argued, they should focus on sending money via email.
A talented team and getting multiple shots on goal turned out to be the difference between startup failure and a $1.5 billion exit to eBay.
Video source: @CBSNews (2012)
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Dimitry Nakhla | Babylon Capital®
8 High-Quality Stocks Where Share Price Heavily Outpaced Earnings Growth YTD 💸
🛒 Costco $COST
•YTD: +45%
•Jan NTM P/E: 40x
•NTM P/E: 54x
•Multiple Change: +35%
🛠️ Lowe’s $LOW
•YTD: +23%
•Jan NTM P/E: 17x
•NTM P/E: 22x
•Multiple Change: +29%
📈 Fair Isaac $FICO
•YTD: +102%
•Jan NTM P/E: 48x
•NTM P/E: 79x
•Multiple Change: +65%
🕹️ Intuitive Surgical $ISRG
•YTD: +59%
•Jan NTM P/E: 53x
•NTM P/E: 72x
•Multiple Change: +36%
🏚️ Home Depot
•YTD: +23%
•Jan NTM P/E: 23x
•NTM P/E: 27x
•Multiple Change: +17%
💰 KKR & Co $KKR
•YTD: +93%
•Jan NTM P/E: 18x
•NTM P/E: 28x
•Multiple Change: +56%
👩🏼💻 Oracle $ORCL
•YTD: +73%
•Jan NTM P/E: 18x
•NTM P/E: 28x
•Multiple Change: +56%
🚜 Tractor Supply $TSCO
•YTD: +31%
•Jan NTM P/E: 21x
•NTM P/E: 26x
•Multiple Change: +24%
____
#stocks #investing
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8 High-Quality Stocks Where Share Price Heavily Outpaced Earnings Growth YTD 💸
🛒 Costco $COST
•YTD: +45%
•Jan NTM P/E: 40x
•NTM P/E: 54x
•Multiple Change: +35%
🛠️ Lowe’s $LOW
•YTD: +23%
•Jan NTM P/E: 17x
•NTM P/E: 22x
•Multiple Change: +29%
📈 Fair Isaac $FICO
•YTD: +102%
•Jan NTM P/E: 48x
•NTM P/E: 79x
•Multiple Change: +65%
🕹️ Intuitive Surgical $ISRG
•YTD: +59%
•Jan NTM P/E: 53x
•NTM P/E: 72x
•Multiple Change: +36%
🏚️ Home Depot
•YTD: +23%
•Jan NTM P/E: 23x
•NTM P/E: 27x
•Multiple Change: +17%
💰 KKR & Co $KKR
•YTD: +93%
•Jan NTM P/E: 18x
•NTM P/E: 28x
•Multiple Change: +56%
👩🏼💻 Oracle $ORCL
•YTD: +73%
•Jan NTM P/E: 18x
•NTM P/E: 28x
•Multiple Change: +56%
🚜 Tractor Supply $TSCO
•YTD: +31%
•Jan NTM P/E: 21x
•NTM P/E: 26x
•Multiple Change: +24%
____
#stocks #investing
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