Offshore
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Stock Analysis Compilation
Baron Emerging Markets Fund on E Ink $8069 TT
Thesis: E Ink is the leading supplier of ePaper technology with a 95% market share, benefiting from growth in electronic shelf labels and potential expansion into large displays, promising mid-teens total shareholder returns over the next 3-5 years.
(Extract from their Q3 letter)
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Baron Emerging Markets Fund on E Ink $8069 TT
Thesis: E Ink is the leading supplier of ePaper technology with a 95% market share, benefiting from growth in electronic shelf labels and potential expansion into large displays, promising mid-teens total shareholder returns over the next 3-5 years.
(Extract from their Q3 letter)
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Offshore
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Hidden Value Gems
I thought there was a bear market over there 🤔
"Shares in the Chinese toymaker rose as much as 82% on their secondary listing debut in Hong Kong, before closing up 41%, valuing founder Weisong Zhu’s stake at more than US$1bn." https://t.co/HDtQfSWqnb
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I thought there was a bear market over there 🤔
"Shares in the Chinese toymaker rose as much as 82% on their secondary listing debut in Hong Kong, before closing up 41%, valuing founder Weisong Zhu’s stake at more than US$1bn." https://t.co/HDtQfSWqnb
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Offshore
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Investing visuals
If Palantir $PLTR reverts to its current median free cash flow multiple of 65, it would trade at $32🤷♂️ https://t.co/wxJJvaGL10
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If Palantir $PLTR reverts to its current median free cash flow multiple of 65, it would trade at $32🤷♂️ https://t.co/wxJJvaGL10
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Offshore
Video
Startup Archive
Steve Jobs on his strategy for saving Apple from bankruptcy
Apple was on the verge of bankruptcy when Steve Jobs returned to the company in July of 1997. The clip below is from a CNBC interview three months later.
When asked about his strategy for turning the company around, Jobs shared the following advice:
“Somebody taught me a long time ago a very valuable lesson which is if you do the right things on the top line, the bottom line will follow. And what they meant by that was: if you get the right strategy, if you have the right people, and if you have the right culture at your company, you’ll do the right products. You’ll do the right marketing. You’ll do the right things logistically and in manufacturing and distribution. And if you do all those things right, the bottom line will follow.”
Video source: @CNBC (1997)
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Steve Jobs on his strategy for saving Apple from bankruptcy
Apple was on the verge of bankruptcy when Steve Jobs returned to the company in July of 1997. The clip below is from a CNBC interview three months later.
When asked about his strategy for turning the company around, Jobs shared the following advice:
“Somebody taught me a long time ago a very valuable lesson which is if you do the right things on the top line, the bottom line will follow. And what they meant by that was: if you get the right strategy, if you have the right people, and if you have the right culture at your company, you’ll do the right products. You’ll do the right marketing. You’ll do the right things logistically and in manufacturing and distribution. And if you do all those things right, the bottom line will follow.”
Video source: @CNBC (1997)
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iinvested
4Q'24 Palm Valley Capital Fund on $KELYA, $SEB, $HTLD
More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/N3TAPqvE8Y
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4Q'24 Palm Valley Capital Fund on $KELYA, $SEB, $HTLD
More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/N3TAPqvE8Y
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Offshore
Photo
Stock Analysis Compilation
Baron Real Estate Fund on Equinix $EQIX US
Thesis: Equinix is well-positioned for long-term growth with strong demand, pricing power, and favorable market conditions, potentially compounding earnings per share at around 10% while offering compelling shareholder returns.
(Extract from their Q3 letter)
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Baron Real Estate Fund on Equinix $EQIX US
Thesis: Equinix is well-positioned for long-term growth with strong demand, pricing power, and favorable market conditions, potentially compounding earnings per share at around 10% while offering compelling shareholder returns.
(Extract from their Q3 letter)
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Offshore
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App Economy Insights
📊 This Week in Visuals:
🛩️ Delta $DAL
🍺 Constellation $STZ
🌿 Tilray $TLRY
https://t.co/a36V1ZL7hT
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📊 This Week in Visuals:
🛩️ Delta $DAL
🍺 Constellation $STZ
🌿 Tilray $TLRY
https://t.co/a36V1ZL7hT
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Offshore
Photo
Hidden Value Gems
Howard Buffett on Berkshire culture when he takes over as Chairman: “The culture is to keep things simple, to do what you need to do but don’t do a lot of things you don’t need to do, treat people fairly, respect your managers, respect your shareholders. Tell them the bad news upfront, be honest."
$BRK.A $BRK.B
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Howard Buffett on Berkshire culture when he takes over as Chairman: “The culture is to keep things simple, to do what you need to do but don’t do a lot of things you don’t need to do, treat people fairly, respect your managers, respect your shareholders. Tell them the bad news upfront, be honest."
$BRK.A $BRK.B
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