Offshore
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Stock Analysis Compilation
Hedge funds' best ideas #24 is in your inbox 🔥
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Includes links to the Q3 letters from Artisan Partners / Curreen Capital / Diamond Hill / Granular Capital / Latitude IM / Montaka / Orbis / Parnassus / Pender Fund / Pernas Research / Riverwater Partners / Royce Invest / RS Investments / Sohra Peak
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Hedge funds' best ideas #24 is in your inbox 🔥
(link in bio)
Includes links to the Q3 letters from Artisan Partners / Curreen Capital / Diamond Hill / Granular Capital / Latitude IM / Montaka / Orbis / Parnassus / Pender Fund / Pernas Research / Riverwater Partners / Royce Invest / RS Investments / Sohra Peak
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Offshore
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Stock Analysis Compilation
Royce IP on MKS Instruments $MKSI US
Thesis: MKS Instruments is poised for earnings recovery through its technological edge in semiconductor capital equipment and advanced packaging
(Extract from their article) https://t.co/BeTF3V2DQP
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Royce IP on MKS Instruments $MKSI US
Thesis: MKS Instruments is poised for earnings recovery through its technological edge in semiconductor capital equipment and advanced packaging
(Extract from their article) https://t.co/BeTF3V2DQP
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Offshore
Video
Startup Archive
Keith Rabois on the “one person, one problem" framework he learned from Peter Thiel
“You need to spend a lot of time focusing people. This is something I learned from Peter Thiel. He used to insist at PayPal that every single person could only do exactly one thing. And we all rebelled. You feel like it’s insulting to be asked to do just one thing, but Peter would enforce this pretty strictly.”
Thiel would say:
“I will not talk to you about anything else except for this one thing that I’ve assigned to you. I don’t want to hear about how great your doing in this other area. Just focus until you conquer this one problem.”
Keith explains:
“The insight behind this is that most people will solve problems that they understand how to solve. Roughly speaking, they will solve B+ problems instead of A+ problems. A+ problems are high-impact problems for your company but they’re difficult—you don’t wake up in the morning with a solution to them, so you tend to procrastinate… If you have a company that’s always solving B+ problems, you’ll grow and add value, but you’ll never create the breakthrough idea because no one is spending 100% of their time banging their head against the wall every day until they solve it.”
Video source: @ycombinator (2014)
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Keith Rabois on the “one person, one problem" framework he learned from Peter Thiel
“You need to spend a lot of time focusing people. This is something I learned from Peter Thiel. He used to insist at PayPal that every single person could only do exactly one thing. And we all rebelled. You feel like it’s insulting to be asked to do just one thing, but Peter would enforce this pretty strictly.”
Thiel would say:
“I will not talk to you about anything else except for this one thing that I’ve assigned to you. I don’t want to hear about how great your doing in this other area. Just focus until you conquer this one problem.”
Keith explains:
“The insight behind this is that most people will solve problems that they understand how to solve. Roughly speaking, they will solve B+ problems instead of A+ problems. A+ problems are high-impact problems for your company but they’re difficult—you don’t wake up in the morning with a solution to them, so you tend to procrastinate… If you have a company that’s always solving B+ problems, you’ll grow and add value, but you’ll never create the breakthrough idea because no one is spending 100% of their time banging their head against the wall every day until they solve it.”
Video source: @ycombinator (2014)
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AkhenOsiris
He's been long NVDA all 2024, @jbulltard1 been long TSLA, and @BigBullCap been long PLTR.
Merry Xmas friends!
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He's been long NVDA all 2024, @jbulltard1 been long TSLA, and @BigBullCap been long PLTR.
Merry Xmas friends!
So GB200 shipment went from Q3 to Q4 to Q1 2025 now and nobody care? Maybe because Nvidia already booked these revenue. So, is it really matter when it will be shipped to the customer? - Kakashiitweet
Offshore
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Stock Analysis Compilation
Artisan Partners on CBRE Group $CBRE US
Thesis: CBRE’s leadership in real estate and workforce solutions positions it to benefit from industry recovery and outsourcing trends
(Extract from their Q3 letter) https://t.co/8N49zfgFte
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Artisan Partners on CBRE Group $CBRE US
Thesis: CBRE’s leadership in real estate and workforce solutions positions it to benefit from industry recovery and outsourcing trends
(Extract from their Q3 letter) https://t.co/8N49zfgFte
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Offshore
Photo
Stock Analysis Compilation
Polen Capital on Oracle $ORCL US
Thesis: Oracle leverages its strong market position and competitive advantages to capitalize on the growth of cloud-based solutions and enterprise software
(Extract from their Q3 letter) https://t.co/tHRC1G2Jp4
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Polen Capital on Oracle $ORCL US
Thesis: Oracle leverages its strong market position and competitive advantages to capitalize on the growth of cloud-based solutions and enterprise software
(Extract from their Q3 letter) https://t.co/tHRC1G2Jp4
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Ahmad Jivraj
Some interesting off the beaten path names below
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Some interesting off the beaten path names below
I believe these are the 10 small-cap stocks that will skyrocket in 2025:
- $HIMS | Hims and Hers
- $REAX | Real Brokerage
- $SOFI | Sofi
- $LMND | Lemonade Inc.
- $ROOT | Root Inc.
- $TMDX | Transmedics
- $JMIA | Jumia
- $DLO | Dlocal Ltd.
- $STNE | Stoneco
- $LRN | Stride tweet
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Offshore
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Ahmad Jivraj
RT @JonErlichman: Blockbuster’s investor presentation slide from 2007 on its plan to beat Netflix. https://t.co/R3sxy36Jna
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RT @JonErlichman: Blockbuster’s investor presentation slide from 2007 on its plan to beat Netflix. https://t.co/R3sxy36Jna
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Offshore
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Stock Analysis Compilation
Ross Van Compernolle on Japfa $JPFA SP
Thesis: Japfa is positioned for a recovery in profitability as production costs decline and regional leadership in the protein market strengthens
(Extract from their Q3 letter) https://t.co/UP2kRmSFeh
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Ross Van Compernolle on Japfa $JPFA SP
Thesis: Japfa is positioned for a recovery in profitability as production costs decline and regional leadership in the protein market strengthens
(Extract from their Q3 letter) https://t.co/UP2kRmSFeh
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Offshore
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Hidden Value Gems
Hard to call Mag7 a bubble focusing on their bottom-up fundamentals (double-digit growth, expanding margins, net cash, high FCF conversion, buybacks).
Yet this chart from BofA suggests that they could be the biggest bubble in recent history 👇 https://t.co/kck3oRH369
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Hard to call Mag7 a bubble focusing on their bottom-up fundamentals (double-digit growth, expanding margins, net cash, high FCF conversion, buybacks).
Yet this chart from BofA suggests that they could be the biggest bubble in recent history 👇 https://t.co/kck3oRH369
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