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Startup Archive
Marc Andreessen on the importance of distribution:
"The number one reason that we pass on entrepreneurs we’d otherwise like to back is they’re focusing on product to the exclusion of everything else. Many entrepreneurs who build great products simply don’t have a good distribution strategy. Even worse is when they insist that they don’t need one, or call [their] no distribution strategy a “viral marketing strategy.”"
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Marc Andreessen on the importance of distribution:
"The number one reason that we pass on entrepreneurs we’d otherwise like to back is they’re focusing on product to the exclusion of everything else. Many entrepreneurs who build great products simply don’t have a good distribution strategy. Even worse is when they insist that they don’t need one, or call [their] no distribution strategy a “viral marketing strategy.”"
The 50 Percent Rule by @yegg https://t.co/50UDntWfSJ tweet
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Stock Analysis Compilation
Halvio Capital on Citizens Bancshares $CZBS US
Thesis: Citizens Bancshares Corporation is a highly overcapitalized bank with a strong deposit franchise, poised for significant EPS growth and potential stock rerating, offering an upside of 53%-140% due to its low valuation multiples compared to its earnings potential.
(Extract from their research report)
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Halvio Capital on Citizens Bancshares $CZBS US
Thesis: Citizens Bancshares Corporation is a highly overcapitalized bank with a strong deposit franchise, poised for significant EPS growth and potential stock rerating, offering an upside of 53%-140% due to its low valuation multiples compared to its earnings potential.
(Extract from their research report)
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks Trading at Attractive Valuations | 5-Year EPS CAGR | LTM ROIC 💸
1. Google $GOOG ☁️
•NTM P/E: 22.82x
•Forward 3-year EPS CAGR Est: 16.1%
•EPS CAGR: 24.9%
•LTM ROIC: 31.7%
2. Nvidia $NVDA 🤖
•NTM P/E: 34.96x
•Forward 2-year EPS CAGR Est: 18.1%
•EPS CAGR: 82.8%
•LTM ROIC: 92.4%
3. ASML Holding $ASML ☀️
•NTM P/E: 32.04x
•Forward 3-year EPS CAGR Est: 17.5%
•EPS CAGR: 25.4%
•LTM ROIC: 38.0%
4. MercadoLibre $MELI 🤝
•NTM P/E: 51.96x
•Forward 3-year EPS CAGR Est: 24.5%
•EPS CAGR: n/a (profitable until 2021)
•LTM ROIC: 20.1%
5. Visa $V 💳
•NTM P/E: 28.57x
•Forward 3-year EPS CAGR Est: 16.1%
•EPS CAGR: 13.1%
•LTM ROIC: 36.1%
6. Novo Nordisk $NVO 🧬
•NTM P/E: 21.16x
•Forward 3-year EPS CAGR Est: 11.0%
•EPS CAGR: 23.0%
•LTM ROIC: 67.4%
7. Intuit $INTU 📊
•NTM P/E: 30.62x
•Forward 3-year EPS CAGR Est: 17.6%
•EPS CAGR: 20.2%
•LTM ROIC: 15.3%
8. Booking Holdings $BKNG ✈️
•NTM P/E: 24.27x
•Forward 3-year EPS CAGR Est: 17.6%
•EPS CAGR: 12.2%
•LTM ROIC: 48.8%
9. Mastercard $MA 💵
•NTM P/E: 33.60x
•Forward 3-year EPS CAGR Est: 16.1%
•EPS CAGR: 13.3%
•LTM ROIC: 60.7%
10. Thermo Fisher $TMO 🧫
•NTM P/E: 24.74x
•Forward 3-year EPS CAGR Est: 13.9%
•EPS CAGR: 11.9%
•LTM ROIC: 8.6%
___
*Forward 3-year EPS CAGR (2026E - 2028E)
**5-Year EPS CAGR 2019-2024 FY Est ($NVDA from 2020-2025 due to later FY)
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10 Quality Stocks Trading at Attractive Valuations | 5-Year EPS CAGR | LTM ROIC 💸
1. Google $GOOG ☁️
•NTM P/E: 22.82x
•Forward 3-year EPS CAGR Est: 16.1%
•EPS CAGR: 24.9%
•LTM ROIC: 31.7%
2. Nvidia $NVDA 🤖
•NTM P/E: 34.96x
•Forward 2-year EPS CAGR Est: 18.1%
•EPS CAGR: 82.8%
•LTM ROIC: 92.4%
3. ASML Holding $ASML ☀️
•NTM P/E: 32.04x
•Forward 3-year EPS CAGR Est: 17.5%
•EPS CAGR: 25.4%
•LTM ROIC: 38.0%
4. MercadoLibre $MELI 🤝
•NTM P/E: 51.96x
•Forward 3-year EPS CAGR Est: 24.5%
•EPS CAGR: n/a (profitable until 2021)
•LTM ROIC: 20.1%
5. Visa $V 💳
•NTM P/E: 28.57x
•Forward 3-year EPS CAGR Est: 16.1%
•EPS CAGR: 13.1%
•LTM ROIC: 36.1%
6. Novo Nordisk $NVO 🧬
•NTM P/E: 21.16x
•Forward 3-year EPS CAGR Est: 11.0%
•EPS CAGR: 23.0%
•LTM ROIC: 67.4%
7. Intuit $INTU 📊
•NTM P/E: 30.62x
•Forward 3-year EPS CAGR Est: 17.6%
•EPS CAGR: 20.2%
•LTM ROIC: 15.3%
8. Booking Holdings $BKNG ✈️
•NTM P/E: 24.27x
•Forward 3-year EPS CAGR Est: 17.6%
•EPS CAGR: 12.2%
•LTM ROIC: 48.8%
9. Mastercard $MA 💵
•NTM P/E: 33.60x
•Forward 3-year EPS CAGR Est: 16.1%
•EPS CAGR: 13.3%
•LTM ROIC: 60.7%
10. Thermo Fisher $TMO 🧫
•NTM P/E: 24.74x
•Forward 3-year EPS CAGR Est: 13.9%
•EPS CAGR: 11.9%
•LTM ROIC: 8.6%
___
*Forward 3-year EPS CAGR (2026E - 2028E)
**5-Year EPS CAGR 2019-2024 FY Est ($NVDA from 2020-2025 due to later FY)
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks Trading at Attractive Valuations | 5-Year EPS CAGR | LTM ROIC 💸
1. Google $GOOG ☁️
•NTM P/E: 22.82x
•Forward 3-year EPS CAGR Est: 16.1%
•EPS CAGR: 24.9%
•LTM ROIC: 31.7%
2. Nvidia $NVDA 🤖
•NTM P/E: 34.96x
•Forward 2-year EPS CAGR Est: 18.1%
•EPS CAGR: 82.8%
•LTM ROIC: 92.4%
3. ASML Holding $ASML ☀️
•NTM P/E: 32.04x
•Forward 3-year EPS CAGR Est: 17.5%
•EPS CAGR: 25.4%
•LTM ROIC: 38.0%
4. MercadoLibre $MELI 🤝
•NTM P/E: 51.96x
•Forward 3-year EPS CAGR Est: 24.5%
•EPS CAGR: n/a (profitable until 2021)
•LTM ROIC: 20.1%
5. Visa $V 💳
•NTM P/E: 28.57x
•Forward 3-year EPS CAGR Est: 16.1%
•EPS CAGR: 13.1%
•LTM ROIC: 36.1%
6. Novo Nordisk $NVO 🧬
•NTM P/E: 21.16x
•Forward 3-year EPS CAGR Est: 11.0%
•EPS CAGR: 23.0%
•LTM ROIC: 67.4%
7. Intuit $INTU 📊
•NTM P/E: 30.62x
•Forward 3-year EPS CAGR Est: 17.6%
•EPS CAGR: 20.2%
•LTM ROIC: 15.3%
8. Booking Holdings $BKNG ✈️
•NTM P/E: 24.27x
•Forward 3-year EPS CAGR Est: 17.6%
•EPS CAGR: 12.2%
•LTM ROIC: 48.8%
9. Mastercard $MA 💵
•NTM P/E: 33.60x
•Forward 3-year EPS CAGR Est: 16.1%
•EPS CAGR: 13.3%
•LTM ROIC: 60.7%
10. Thermo Fisher $TMO 🧫
•NTM P/E: 24.74x
•Forward 3-year EPS CAGR Est: 13.9%
•EPS CAGR: 11.9%
•LTM ROIC: 8.6%
___
*Forward 3-year EPS CAGR (2026E - 2028E)
**5-Year EPS CAGR 2019-2024 FY Est ($NVDA from 2020-2025 due to later FY)
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10 Quality Stocks Trading at Attractive Valuations | 5-Year EPS CAGR | LTM ROIC 💸
1. Google $GOOG ☁️
•NTM P/E: 22.82x
•Forward 3-year EPS CAGR Est: 16.1%
•EPS CAGR: 24.9%
•LTM ROIC: 31.7%
2. Nvidia $NVDA 🤖
•NTM P/E: 34.96x
•Forward 2-year EPS CAGR Est: 18.1%
•EPS CAGR: 82.8%
•LTM ROIC: 92.4%
3. ASML Holding $ASML ☀️
•NTM P/E: 32.04x
•Forward 3-year EPS CAGR Est: 17.5%
•EPS CAGR: 25.4%
•LTM ROIC: 38.0%
4. MercadoLibre $MELI 🤝
•NTM P/E: 51.96x
•Forward 3-year EPS CAGR Est: 24.5%
•EPS CAGR: n/a (profitable until 2021)
•LTM ROIC: 20.1%
5. Visa $V 💳
•NTM P/E: 28.57x
•Forward 3-year EPS CAGR Est: 16.1%
•EPS CAGR: 13.1%
•LTM ROIC: 36.1%
6. Novo Nordisk $NVO 🧬
•NTM P/E: 21.16x
•Forward 3-year EPS CAGR Est: 11.0%
•EPS CAGR: 23.0%
•LTM ROIC: 67.4%
7. Intuit $INTU 📊
•NTM P/E: 30.62x
•Forward 3-year EPS CAGR Est: 17.6%
•EPS CAGR: 20.2%
•LTM ROIC: 15.3%
8. Booking Holdings $BKNG ✈️
•NTM P/E: 24.27x
•Forward 3-year EPS CAGR Est: 17.6%
•EPS CAGR: 12.2%
•LTM ROIC: 48.8%
9. Mastercard $MA 💵
•NTM P/E: 33.60x
•Forward 3-year EPS CAGR Est: 16.1%
•EPS CAGR: 13.3%
•LTM ROIC: 60.7%
10. Thermo Fisher $TMO 🧫
•NTM P/E: 24.74x
•Forward 3-year EPS CAGR Est: 13.9%
•EPS CAGR: 11.9%
•LTM ROIC: 8.6%
___
*Forward 3-year EPS CAGR (2026E - 2028E)
**5-Year EPS CAGR 2019-2024 FY Est ($NVDA from 2020-2025 due to later FY)
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Offshore
Video
Startup Archive
Zynga founder Mark Pincus on why mature markets are a great place to look for startup ideas
“Mature markets that are already big are actually amazing places for of us to go and innovate and think about new ideas. There's already revenue. There's already customers. There's already buying behavior. And maybe there hasn’t been innovation in a long time.”
Mark points to Google as a prime example:
“Google was the 55th search engine, not the first. Search was over… There was Excite, Lycos, and Yahoo. But Google showed us that there was a level of innovation in search that would make it something different in our lives.”
Mark saw a similar dynamic in gaming in 2007.
“Gaming was a crappy business. It was declining. Casual gaming was the worst... It wasn't even a top ten internet consumer activity… [but] my belief was that if we made games accessible to people, social, and useful, that it could be one of the top adults pastimes, which now sounds really obvious.”
In 2022, Zynga was acquired for $12.7 billion.
Video source: @villageglobal (2020)
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Zynga founder Mark Pincus on why mature markets are a great place to look for startup ideas
“Mature markets that are already big are actually amazing places for of us to go and innovate and think about new ideas. There's already revenue. There's already customers. There's already buying behavior. And maybe there hasn’t been innovation in a long time.”
Mark points to Google as a prime example:
“Google was the 55th search engine, not the first. Search was over… There was Excite, Lycos, and Yahoo. But Google showed us that there was a level of innovation in search that would make it something different in our lives.”
Mark saw a similar dynamic in gaming in 2007.
“Gaming was a crappy business. It was declining. Casual gaming was the worst... It wasn't even a top ten internet consumer activity… [but] my belief was that if we made games accessible to people, social, and useful, that it could be one of the top adults pastimes, which now sounds really obvious.”
In 2022, Zynga was acquired for $12.7 billion.
Video source: @villageglobal (2020)
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iinvested
4Q'24 Upslope Capital Management on $CRL, $VFC, $QNTQF
Read the full here:
https://t.co/dVDkhhwsJS https://t.co/4fWu8GJ9zv
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4Q'24 Upslope Capital Management on $CRL, $VFC, $QNTQF
Read the full here:
https://t.co/dVDkhhwsJS https://t.co/4fWu8GJ9zv
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Stock Analysis Compilation
Vltava fund on Lam Research Corporation $LRCX US
Thesis: Lam Research is a leading wafer fabrication equipment manufacturer for the semiconductor industry with strong profitability and effective capital allocation through share buybacks.
(Extract from their Q4 letter) https://t.co/gNM4bHTICa
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Vltava fund on Lam Research Corporation $LRCX US
Thesis: Lam Research is a leading wafer fabrication equipment manufacturer for the semiconductor industry with strong profitability and effective capital allocation through share buybacks.
(Extract from their Q4 letter) https://t.co/gNM4bHTICa
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Quiver Quantitative
We posted this back in April.
TikTok just shut down: https://t.co/HCUwmIR02r
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We posted this back in April.
TikTok just shut down: https://t.co/HCUwmIR02r
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