⁠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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⁠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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⁠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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⁠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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⁠Quiver Quantitative
JUST IN: Marjorie Taylor Greene just disclosed 17 new stock purchases.

Full trade list up on Quiver, here are a few of them: https://t.co/4XovITFW5J
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Dev Kantesaria on the importance of temperament & managing emotions as an investor 💸
_______

#stocks #investing https://t.co/BaQYSaZsZh
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⁠Quiver Quantitative
We recently posted this report on a purchase of Parker-Hannifin stock, $PH, by Senator Markwayne Mullin.

$PH produces parts for the military.

Mullin sits on the Senate Armed Services Committee.

The stock has now risen 31% since his purchase: https://t.co/vAvMvFpm9y
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⁠Stock Analysis Compilation
Saltlight Capital on Applovin $APP US

Thesis: AppLovin leverages its AI-driven advertising platform to redefine ad efficiency and targeting, with the potential to disrupt e-commerce and challenge the digital ad duopoly

(Extract from their Q3 letter) https://t.co/RAw4KP4kLl
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⁠Stock Analysis Compilation
Stock Analysis Compilation #66 is in your inbox 🔥
(link below)

42 stock pitches from the best hedge funds & newsletters : $APP $ASPI $AZO $CPRT $COUR $CROX $DE $DUOL $ECOR $HIMS $HQI $KSS $MSTR $NVO $NOWV $NVDA $PDD $PLURV $QCOM $RCL $CRM $SNBR $TKO $DIS and many more https://t.co/JU0Qx86v0x
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⁠App Economy Insights
📊 Earnings season visualized.

What surprised you this month?

Grab the latest report with 100+ visuals👇
https://t.co/KpAtHOxc1P https://t.co/75s7WbTcvB
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