Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ A quality valuation analysis on $GOOG ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 22.47x โข10-Year Mean: 23.65x โขNTM FCF Yield: 3.90% โข10-Year Mean: 4.18% As you can see, $GOOG appears to be trading near fair value Going forward, investorsโฆ
๏ฟฝ๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ Stock Analysis Compilation
Perritt CM on Alliance Entertainment $AENT US
Thesis: Alliance Entertainment's remarkable turnaround story showcases its path from SPAC struggles to operational excellenceโdiscover how this company is set to reclaim growth
(Extract from their article) https://t.co/Ad9wvfUqkI
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Perritt CM on Alliance Entertainment $AENT US
Thesis: Alliance Entertainment's remarkable turnaround story showcases its path from SPAC struggles to operational excellenceโdiscover how this company is set to reclaim growth
(Extract from their article) https://t.co/Ad9wvfUqkI
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Offshore
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โ Stock Analysis Compilation
RS Investments on FedEx $FDX US
Thesis: FedEx's strategic focus on efficiency and capital discipline charts a path to sustained profitabilityโexplore its long-term potential.
(Extract from their Q3 letter) https://t.co/kgoB9wngIV
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RS Investments on FedEx $FDX US
Thesis: FedEx's strategic focus on efficiency and capital discipline charts a path to sustained profitabilityโexplore its long-term potential.
(Extract from their Q3 letter) https://t.co/kgoB9wngIV
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โ Stock Analysis Compilation
Parnassus on MercadoLibre $MELI US
Thesis: MercadoLibre leads Latin America's e-commerce and fintech revolution, leveraging its logistics dominance to drive unmatched growth
(Extract from their Q3 letter) https://t.co/reZEDk0hwm
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Parnassus on MercadoLibre $MELI US
Thesis: MercadoLibre leads Latin America's e-commerce and fintech revolution, leveraging its logistics dominance to drive unmatched growth
(Extract from their Q3 letter) https://t.co/reZEDk0hwm
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Offshore
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โ Stock Analysis Compilation
Orbis on Kasikornbank $KBANK TB
Thesis: Kasikornbankโs balance sheet cleanup and undervaluation create an attractive entry point with potential for strong dividend growth
(Extract from their Q3 letter) https://t.co/p4zizweacQ
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Orbis on Kasikornbank $KBANK TB
Thesis: Kasikornbankโs balance sheet cleanup and undervaluation create an attractive entry point with potential for strong dividend growth
(Extract from their Q3 letter) https://t.co/p4zizweacQ
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โ Investing visuals
Robinhood $HOOD had a massive run in 2024 and closed the years up +201%
Here's what $HOOD's revenue mix looks like๐ https://t.co/cLE9qZ6xyA
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Robinhood $HOOD had a massive run in 2024 and closed the years up +201%
Here's what $HOOD's revenue mix looks like๐ https://t.co/cLE9qZ6xyA
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Offshore
Video
โ Startup Archive
Airbnb founder Brian Chesky on how to design an amazing user experience
โHow do you make something for a million people? I donโt know where to start. But if you pick one person, study them, and take their journey, you can actually build something really personal. You can design something and keep iterating until they love it. Donโt stop improving it until that person loves it, and youโre not allowed to move to the second person until the first person loves it. Then you get the second person and keep iterating until they love it. And so on.โ
As Brian argues, designing the perfect experience for one person is a much easier place to start than trying to design something for a million people. You can figure out how to scale it later.
โIf you can design something really amazing using the hand-crafted part of your brain, then you can reverse-engineer how to industrialize this millions of times over. And what happens is people love your product and they tell everyone else about your product.โ
When people truly love your service, they become your marketing department. But counterintuitively, the biggest and best products seem to mostly get started by solving a very specific problem for a very specific user.
Video source: @StanfordGSB (2023)
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Airbnb founder Brian Chesky on how to design an amazing user experience
โHow do you make something for a million people? I donโt know where to start. But if you pick one person, study them, and take their journey, you can actually build something really personal. You can design something and keep iterating until they love it. Donโt stop improving it until that person loves it, and youโre not allowed to move to the second person until the first person loves it. Then you get the second person and keep iterating until they love it. And so on.โ
As Brian argues, designing the perfect experience for one person is a much easier place to start than trying to design something for a million people. You can figure out how to scale it later.
โIf you can design something really amazing using the hand-crafted part of your brain, then you can reverse-engineer how to industrialize this millions of times over. And what happens is people love your product and they tell everyone else about your product.โ
When people truly love your service, they become your marketing department. But counterintuitively, the biggest and best products seem to mostly get started by solving a very specific problem for a very specific user.
Video source: @StanfordGSB (2023)
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โ Investing visuals
Broadcom $AVGO: firing on all cylinders, but it's pricey and the balance sheet isnโt in great shape ๐คทโโ๏ธ https://t.co/TT5qf2zDQ1
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Broadcom $AVGO: firing on all cylinders, but it's pricey and the balance sheet isnโt in great shape ๐คทโโ๏ธ https://t.co/TT5qf2zDQ1
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Offshore
Video
โ Quiver Quantitative
Senator @HawleyMO: "Congress is a rich man's club"
You can track politicians' portfolios on Quiver: https://t.co/94uDs4wMCQ
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Senator @HawleyMO: "Congress is a rich man's club"
You can track politicians' portfolios on Quiver: https://t.co/94uDs4wMCQ
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Offshore
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โ Stock Analysis Compilation
Riverwater Partners on Aehr Test Systems $AEHR US
Thesis: Aehr Test Systems revolutionizes semiconductor reliability with burn-in technology, driving growth through EV and AI advancements
(Extract from their Q3 letter) https://t.co/UVpntes9c5
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Riverwater Partners on Aehr Test Systems $AEHR US
Thesis: Aehr Test Systems revolutionizes semiconductor reliability with burn-in technology, driving growth through EV and AI advancements
(Extract from their Q3 letter) https://t.co/UVpntes9c5
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