Offshore
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Investing visuals
Gentle reminder that successful investing is about figuring out what is below the surface. Stock prices are just noise. https://t.co/pmfTrqVEwc
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Gentle reminder that successful investing is about figuring out what is below the surface. Stock prices are just noise. https://t.co/pmfTrqVEwc
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Offshore
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Quiver Quantitative
BREAKING: Representative Josh Gottheimer just disclosed a purchase of Alibaba stock, $BABA.
Alibaba is a Chinese tech company.
Gottheimer sits on the House Intelligence Committee. https://t.co/UlqKrp89eY
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BREAKING: Representative Josh Gottheimer just disclosed a purchase of Alibaba stock, $BABA.
Alibaba is a Chinese tech company.
Gottheimer sits on the House Intelligence Committee. https://t.co/UlqKrp89eY
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Offshore
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App Economy Insights
$SHOP Shopify Q4 FY24
📦 GMV +26% to $94.5B ($1.5B beat).
📊 MRR +24% to $178M ($4M miss).
• Revenue +31% Y/Y to $2.8B ($80M beat).
• Operating margin 17% (+3pp Y/Y).
• Q1 FY25 growth: mid-20s (in-line). https://t.co/YIqBWkhJev
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$SHOP Shopify Q4 FY24
📦 GMV +26% to $94.5B ($1.5B beat).
📊 MRR +24% to $178M ($4M miss).
• Revenue +31% Y/Y to $2.8B ($80M beat).
• Operating margin 17% (+3pp Y/Y).
• Q1 FY25 growth: mid-20s (in-line). https://t.co/YIqBWkhJev
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Offshore
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative Jason Smith has proposed legislation to extend the statute of limitations on pandemic unemployment fraud.
Do you support this?
Poll below. https://t.co/HRAQzq4BKl
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RT @QuiverCongress: JUST IN: Representative Jason Smith has proposed legislation to extend the statute of limitations on pandemic unemployment fraud.
Do you support this?
Poll below. https://t.co/HRAQzq4BKl
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Offshore
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Stock Analysis Compilation
Aoris on L’Oréal $OR FP
Thesis: L’Oréal is poised for long-term growth with strong earnings and market share gains globally, despite recent softness in China.
(Extract from their Q4 letter) https://t.co/Xq7hchShY7
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Aoris on L’Oréal $OR FP
Thesis: L’Oréal is poised for long-term growth with strong earnings and market share gains globally, despite recent softness in China.
(Extract from their Q4 letter) https://t.co/Xq7hchShY7
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 6 Quality Stocks ROIC >20% Annually Last 5 Years | <$50b10% From Highs 💵
🏦 Fair Isaac $FICO
•LTM ROIC: 58%
•Market Cap: $45B
•% Down: -22%
🏢 NVR Inc $NVR
•LTM ROIC: 41%
•Market Cap: $27B
•% Down: -24%
🚿 A O Smith $AOS
•LTM ROIC: 34%
•Market Cap: $9B
•% Down: -30%
🐕 IDEXX Labs $IDXX
•LTM ROIC: 46%
•Market Cap: $38B
•% Down: -34%
📊 Manhattan Associates $MANH
•LTM ROIC: 74%
•Market Cap: $12B
•% Down: -35%
🏊🏼♂️ Pool Corp $POOL
•LTM ROIC: 23%
•Market Cap: $13B
•% Down: -43%
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RT @DimitryNakhla: 6 Quality Stocks ROIC >20% Annually Last 5 Years | <$50b10% From Highs 💵
🏦 Fair Isaac $FICO
•LTM ROIC: 58%
•Market Cap: $45B
•% Down: -22%
🏢 NVR Inc $NVR
•LTM ROIC: 41%
•Market Cap: $27B
•% Down: -24%
🚿 A O Smith $AOS
•LTM ROIC: 34%
•Market Cap: $9B
•% Down: -30%
🐕 IDEXX Labs $IDXX
•LTM ROIC: 46%
•Market Cap: $38B
•% Down: -34%
📊 Manhattan Associates $MANH
•LTM ROIC: 74%
•Market Cap: $12B
•% Down: -35%
🏊🏼♂️ Pool Corp $POOL
•LTM ROIC: 23%
•Market Cap: $13B
•% Down: -43%
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Offshore
Video
Startup Archive
Airbnb founder Brian Chesky on why they took months to hire their first employee
“I felt your first engineer was like bringing DNA into your company. If we were successful, there were going to be 1,000 people just like him or her in the company. And so it wasn’t a matter of getting somebody to build the next three features we needed to ship for our users. There was something much more long-term and much more enduring, which was, do I want to work with 100 or 1,000 more people like this?”
Video source: @ycombinator (2014)
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Airbnb founder Brian Chesky on why they took months to hire their first employee
“I felt your first engineer was like bringing DNA into your company. If we were successful, there were going to be 1,000 people just like him or her in the company. And so it wasn’t a matter of getting somebody to build the next three features we needed to ship for our users. There was something much more long-term and much more enduring, which was, do I want to work with 100 or 1,000 more people like this?”
Video source: @ycombinator (2014)
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Offshore
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Stock Analysis Compilation
Aristotle Small Mid Cap Equity on Healthpeak Properties $DOC US
Thesis: Healthpeak Properties (DOC) is a healthcare-focused REIT positioned to benefit from improved lease rates and financial performance due to industry supply/demand dynamics and a stable portfolio in senior housing and medical office buildings.
(Extract from their Q4 letter)
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Aristotle Small Mid Cap Equity on Healthpeak Properties $DOC US
Thesis: Healthpeak Properties (DOC) is a healthcare-focused REIT positioned to benefit from improved lease rates and financial performance due to industry supply/demand dynamics and a stable portfolio in senior housing and medical office buildings.
(Extract from their Q4 letter)
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Offshore
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Finding Compounders
Here is an article/ interview of Walter Schloss.
In it, he suggests that separating emotions from investing is often impossible. https://t.co/Z96WnNKlhs
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Here is an article/ interview of Walter Schloss.
In it, he suggests that separating emotions from investing is often impossible. https://t.co/Z96WnNKlhs
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