Offshore
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Stock Analysis Compilation
Artisan Partners on Oracle $ORCL US
Thesis: Oracle’s cloud-driven growth strategy and ambitious revenue targets make it a compelling tech investment
(Extract from their Q3 letter) https://t.co/5LCEW4kYUw
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Artisan Partners on Oracle $ORCL US
Thesis: Oracle’s cloud-driven growth strategy and ambitious revenue targets make it a compelling tech investment
(Extract from their Q3 letter) https://t.co/5LCEW4kYUw
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: 2 Insider Purchases at $TREE
- $500K purchase by CEO
- $145K purchase by CTO
These are the first insider purchases they have reported in over a year.
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RT @InsiderRadar: 🚨BREAKING: 2 Insider Purchases at $TREE
- $500K purchase by CEO
- $145K purchase by CTO
These are the first insider purchases they have reported in over a year.
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Offshore
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Quiver Quantitative
RT @InsiderRadar: $PETS has ended the day up 15%, after this insider purchase was reported pre-market https://t.co/kzx6TbPwKR
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RT @InsiderRadar: $PETS has ended the day up 15%, after this insider purchase was reported pre-market https://t.co/kzx6TbPwKR
🚨 New Director Insider Purchase
A director of $PETS has reported the purchase of ~$320K of the company's stock.
This is the first insider purchase she has ever reported, and increases her ownership stake by 109%. tweet
Offshore
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Quiver Quantitative
RT @InsiderRadar: $TREE skyrocketed after these trades were reported, with a 7% spike in the last 30min before market close https://t.co/rPjTLVR7JO
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RT @InsiderRadar: $TREE skyrocketed after these trades were reported, with a 7% spike in the last 30min before market close https://t.co/rPjTLVR7JO
🚨BREAKING: 2 Insider Purchases at $TREE
- $500K purchase by CEO
- $145K purchase by CTO
These are the first insider purchases they have reported in over a year. tweet
Offshore
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App Economy Insights
$ORCL Oracle Q2 FY25 (November quarter).
• RPO +50% Y/Y fx neutral to $97B.
CEO Safra Catz:
"Record level AI demand drove Oracle Cloud Infrastructure revenue up 52% in Q2, a much higher growth rate than any of our hyperscale cloud infrastructure competitors."
• Revenue +9% Y/Y to $14.1B ($20M miss).
• Non-GAAP EPS $1.47 ($0.01 miss).
• Dividend $0.40/share (unchanged).
Cloud revenue +24% Y/Y to $5.9B:
• Application (SaaS) +10% Y/Y to $3.5B.
• Infrastructure (IaaS) +52% Y/Y to $2.4B.
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$ORCL Oracle Q2 FY25 (November quarter).
• RPO +50% Y/Y fx neutral to $97B.
CEO Safra Catz:
"Record level AI demand drove Oracle Cloud Infrastructure revenue up 52% in Q2, a much higher growth rate than any of our hyperscale cloud infrastructure competitors."
• Revenue +9% Y/Y to $14.1B ($20M miss).
• Non-GAAP EPS $1.47 ($0.01 miss).
• Dividend $0.40/share (unchanged).
Cloud revenue +24% Y/Y to $5.9B:
• Application (SaaS) +10% Y/Y to $3.5B.
• Infrastructure (IaaS) +52% Y/Y to $2.4B.
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: Massive New Insider Purchase
A director at $RVMD has just reported buying $60M of the company's stock. This purchase was made through a venture fund where he is the managing partner.
This is the first insider purchase he has made in over a year.
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RT @InsiderRadar: 🚨BREAKING: Massive New Insider Purchase
A director at $RVMD has just reported buying $60M of the company's stock. This purchase was made through a venture fund where he is the managing partner.
This is the first insider purchase he has made in over a year.
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Offshore
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Hidden Value Gems
Interesting 👇🏼
“For decades, Nvidia employees have been sending notes known as T5Ts, or Top-5 Things—things they’re working on, things they’re thinking about, things they’re noticing in their corners of the business.”
“Every morning, the man who built one of the world’s most valuable companies scrolls through his inbox and looks at 100 of the most important emails that he’ll see all day. And on Sunday nights, he pours himself a glass of his favorite Scotch and reads even more of them.”
$NVDA
via @WSJ
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Interesting 👇🏼
“For decades, Nvidia employees have been sending notes known as T5Ts, or Top-5 Things—things they’re working on, things they’re thinking about, things they’re noticing in their corners of the business.”
“Every morning, the man who built one of the world’s most valuable companies scrolls through his inbox and looks at 100 of the most important emails that he’ll see all day. And on Sunday nights, he pours himself a glass of his favorite Scotch and reads even more of them.”
$NVDA
via @WSJ
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Offshore
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Hidden Value Gems
An important milestone! More patience is needed though before we see the actual impact on financials
#GAW $GAW.L https://t.co/kacxq9c4Ew
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An important milestone! More patience is needed though before we see the actual impact on financials
#GAW $GAW.L https://t.co/kacxq9c4Ew
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Offshore
Photo
Stock Analysis Compilation
Artisan Partners on Unilever $ULVR LN
Thesis: Unilever’s transformation under new leadership positions it for a profit cycle driven by growth and strategic focus
(Extract from their Q3 letter) https://t.co/L3SLZhQ3Lb
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Artisan Partners on Unilever $ULVR LN
Thesis: Unilever’s transformation under new leadership positions it for a profit cycle driven by growth and strategic focus
(Extract from their Q3 letter) https://t.co/L3SLZhQ3Lb
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Offshore
Photo
Stock Analysis Compilation
Crossroads Capital on Vistry $VTY LN
Thesis: Vistry’s capital-light model and partnerships-driven approach position it as the leader in UK affordable housing with a strong valuation upside.
(Extract from their Q3 letter) https://t.co/Z6tLU0Qw07
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Crossroads Capital on Vistry $VTY LN
Thesis: Vistry’s capital-light model and partnerships-driven approach position it as the leader in UK affordable housing with a strong valuation upside.
(Extract from their Q3 letter) https://t.co/Z6tLU0Qw07
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Offshore
Video
Startup Archive
Paul Graham on how to get startup ideas
“The way to get startup ideas is not to try to think of startup ideas… The way to come up with good startup ideas is to take a step back. Instead of trying to make a conscious effort to think of startup ideas, turn your brain into the type that has startup ideas unconsciously.”
Yahoo, Google, Facebook, and Apple all got started this way. None of them were supposed to be companies at first—they were all just side projects.
PG gives three tips for having startup ideas unconsciously:
1. Learn a lot about things that matter
2. Work on problems that interest you
3. With people you like and respect (this is incidentally how you get cofounders at the same time as the idea)
PG explains:
“My life is full of case after case where I worked on things just because I was interested and they turned out to be useful later in some worldly way. Y Combinator itself is something I only did because it seemed interesting… If you’re interested in genuinely interesting problems, gratifying your interest energetically is the best way to prepare yourself for a startup. And, for that matter, probably the best way to live.”
To find interesting problems, PG recommends getting yourself to the leading edge of some technology and learning “powerful things.”
“The component of entrepreneurship that really matters is domain expertise. Larry Page is Larry Page because he was an expert on search. And the way he became an expert on search was because he was genuinely interested in it, not because of some ulterior motive. At its best, starting a startup is merely an ulterior motive for curiosity, and you’ll do it best if you introduce the ulterior motive at the end of the process.”
He concludes:
“So here is the ultimate advice for young, would-be startup founders reduced to two words: just learn.”
Video source: @ycombinator (2014)
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Paul Graham on how to get startup ideas
“The way to get startup ideas is not to try to think of startup ideas… The way to come up with good startup ideas is to take a step back. Instead of trying to make a conscious effort to think of startup ideas, turn your brain into the type that has startup ideas unconsciously.”
Yahoo, Google, Facebook, and Apple all got started this way. None of them were supposed to be companies at first—they were all just side projects.
PG gives three tips for having startup ideas unconsciously:
1. Learn a lot about things that matter
2. Work on problems that interest you
3. With people you like and respect (this is incidentally how you get cofounders at the same time as the idea)
PG explains:
“My life is full of case after case where I worked on things just because I was interested and they turned out to be useful later in some worldly way. Y Combinator itself is something I only did because it seemed interesting… If you’re interested in genuinely interesting problems, gratifying your interest energetically is the best way to prepare yourself for a startup. And, for that matter, probably the best way to live.”
To find interesting problems, PG recommends getting yourself to the leading edge of some technology and learning “powerful things.”
“The component of entrepreneurship that really matters is domain expertise. Larry Page is Larry Page because he was an expert on search. And the way he became an expert on search was because he was genuinely interested in it, not because of some ulterior motive. At its best, starting a startup is merely an ulterior motive for curiosity, and you’ll do it best if you introduce the ulterior motive at the end of the process.”
He concludes:
“So here is the ultimate advice for young, would-be startup founders reduced to two words: just learn.”
Video source: @ycombinator (2014)
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