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Stock Analysis Compilation
Silver Beech on Brookfield Corp $BN US
Thesis: Brookfield is simplifying its structure while capitalizing on private market resilience and asset-light fee growth opportunities
(Extract from their Q3 letter) https://t.co/pPhzStjx1L
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Silver Beech on Brookfield Corp $BN US
Thesis: Brookfield is simplifying its structure while capitalizing on private market resilience and asset-light fee growth opportunities
(Extract from their Q3 letter) https://t.co/pPhzStjx1L
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Video
Startup Archive
Drew Houston: “Nobody is born a CEO. You learn it.”
“Your job as CEO changes every six months, every year, every couple of years. Just nobody tells you that… Nobody is born a CEO. You learn it. And the challenge is you just don’t know what your blind spots are. The chessboard is a lot bigger than just building a good product.”
As CEO, everything from strategy to building and managing a team is your responsibility.
When asked how he scaled from coding the first version of Dropbox himself to managing an organization with thousands of employees, Drew responds:
“Reading was probably the single most valuable thing that I did.”
To decide what to read, he would also ask himself the question: One, two, and five years from now, when I look back on today, what will I wish I had been learning?
In terms of individual books, Drew recommends High Output Management by Andy Grove and The Effective Executive by Peter Drucker for managing and scaling an organization.
But he also argues that being a good CEO requires having good judgment about a lot of different things, and says Poor Charlie’s Almanac by Charlie Munger is probably the best book he’s read for that.
He also recommends looking at and talking to people who are a few steps ahead in their journey.
Video source: @ycombinator (2017)
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Drew Houston: “Nobody is born a CEO. You learn it.”
“Your job as CEO changes every six months, every year, every couple of years. Just nobody tells you that… Nobody is born a CEO. You learn it. And the challenge is you just don’t know what your blind spots are. The chessboard is a lot bigger than just building a good product.”
As CEO, everything from strategy to building and managing a team is your responsibility.
When asked how he scaled from coding the first version of Dropbox himself to managing an organization with thousands of employees, Drew responds:
“Reading was probably the single most valuable thing that I did.”
To decide what to read, he would also ask himself the question: One, two, and five years from now, when I look back on today, what will I wish I had been learning?
In terms of individual books, Drew recommends High Output Management by Andy Grove and The Effective Executive by Peter Drucker for managing and scaling an organization.
But he also argues that being a good CEO requires having good judgment about a lot of different things, and says Poor Charlie’s Almanac by Charlie Munger is probably the best book he’s read for that.
He also recommends looking at and talking to people who are a few steps ahead in their journey.
Video source: @ycombinator (2017)
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Offshore
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Stock Analysis Compilation
The London Company on Chubb $CB US
Thesis: Chubb combines a diversified portfolio, disciplined underwriting, and global reach to deliver stable growth and profitability.
(Extract from their Q3 letter) https://t.co/002n5ItYkE
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The London Company on Chubb $CB US
Thesis: Chubb combines a diversified portfolio, disciplined underwriting, and global reach to deliver stable growth and profitability.
(Extract from their Q3 letter) https://t.co/002n5ItYkE
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Offshore
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Stock Analysis Compilation
Third Avenue on PBF Energy $PBF US
Thesis: PBF Energy is enhancing shareholder value through strategic financial management and improved refining margins
(Extract from their Q3 letter) https://t.co/YIofNTyrsO
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Third Avenue on PBF Energy $PBF US
Thesis: PBF Energy is enhancing shareholder value through strategic financial management and improved refining margins
(Extract from their Q3 letter) https://t.co/YIofNTyrsO
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Dimitry Nakhla | Babylon Capital®
A perfect example of market neglect $BKNG ✈️
In hindsight, the conclusion may seem clear, but a closer examination of the facts I presented at the time will show it was equally apparent then📈 https://t.co/v5w270ojIc
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A perfect example of market neglect $BKNG ✈️
In hindsight, the conclusion may seem clear, but a closer examination of the facts I presented at the time will show it was equally apparent then📈 https://t.co/v5w270ojIc
7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸
1️⃣ $BKNG has grown revenue for 19 out of the last 20 years
2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years
3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)
4️⃣ Opportunity for growth in operating and net income margins
5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt
6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)
7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)
#stocks #investing tweet
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Hidden Value Gems
My latest weekly Investment Notes are out.
1⃣I have reviewed Ten Commandments for Business Failure - a great book by Don Keough, Buffett's friend, fmr president of Coca-Cola and BRK board member.
2⃣Also shared the latest interview by Li Lu where he talked about Charlie Munger, Elon Musk, BYD and, of course, value investing.
3⃣ Seven most interesting charts that caught my eye this week.
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My latest weekly Investment Notes are out.
1⃣I have reviewed Ten Commandments for Business Failure - a great book by Don Keough, Buffett's friend, fmr president of Coca-Cola and BRK board member.
2⃣Also shared the latest interview by Li Lu where he talked about Charlie Munger, Elon Musk, BYD and, of course, value investing.
3⃣ Seven most interesting charts that caught my eye this week.
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Investing visuals
NuBank $NU total customer growth over the past years. Steady as a drum!🥁 https://t.co/G0waj8ojcZ
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NuBank $NU total customer growth over the past years. Steady as a drum!🥁 https://t.co/G0waj8ojcZ
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Offshore
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Stock Analysis Compilation
THB AM on Munters Group $MTRS SS
Thesis: Munters is accelerating growth through innovative climate control solutions tailored to data centers and high-performance computing demands
(Extract from their Q3 letter) https://t.co/RggyJVtnyU
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THB AM on Munters Group $MTRS SS
Thesis: Munters is accelerating growth through innovative climate control solutions tailored to data centers and high-performance computing demands
(Extract from their Q3 letter) https://t.co/RggyJVtnyU
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