Offshore
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Quiver Quantitative
WOW.
TWO members of Congress just disclosed $PLTR purchases stock this morning.
The trades were both made in late January. The stock is up over 50% since then.
We had never seen a politician buy Palantir stock before today. https://t.co/cDQPqeKz2Y
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WOW.
TWO members of Congress just disclosed $PLTR purchases stock this morning.
The trades were both made in late January. The stock is up over 50% since then.
We had never seen a politician buy Palantir stock before today. https://t.co/cDQPqeKz2Y
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Offshore
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Dimitry Nakhla | Babylon Capital®
AKO Capital 13F as of Q4 2024 💵
Notable adds: $ACN $INTU $CPRT $EFX
Notable sales: $ICE $FICO $TMO https://t.co/3FP63fubqJ
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AKO Capital 13F as of Q4 2024 💵
Notable adds: $ACN $INTU $CPRT $EFX
Notable sales: $ICE $FICO $TMO https://t.co/3FP63fubqJ
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Finding Compounders
One should take note of customers bargaining power when analyzing a business
Source : Good Stocks Cheap( https://t.co/mp55X8xaWx) https://t.co/Mb3pUiRMwq
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One should take note of customers bargaining power when analyzing a business
Source : Good Stocks Cheap( https://t.co/mp55X8xaWx) https://t.co/Mb3pUiRMwq
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Offshore
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Startup Archive
Reed Hastings on The Netflix Keeper Test:
"If a person on your team were to quit tomorrow, would you try to change their mind? Or would you accept their resignation, perhaps with a little relief? If the latter, you should give them a severance package now, and look for a star, someone you would fight to keep."
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Reed Hastings on The Netflix Keeper Test:
"If a person on your team were to quit tomorrow, would you try to change their mind? Or would you accept their resignation, perhaps with a little relief? If the latter, you should give them a severance package now, and look for a star, someone you would fight to keep."
"The Keeper Test" by @reedhastings https://t.co/ObgxIMRe2Q tweet
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Hidden Value Gems
It has been a while since somebody wrote on $XPEL, so I decided to bring it up. Never understood its competitive advantage, but given the past growth and margins relative to much lower valuation today - wondering whether it is time to do some work...
➡️Sales 10Y CAGR +36%
➡️EPS 5Y CAGR +43%
➡️P/E (NTM) 16x
I like this "Peter Lynch" chart
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It has been a while since somebody wrote on $XPEL, so I decided to bring it up. Never understood its competitive advantage, but given the past growth and margins relative to much lower valuation today - wondering whether it is time to do some work...
➡️Sales 10Y CAGR +36%
➡️EPS 5Y CAGR +43%
➡️P/E (NTM) 16x
I like this "Peter Lynch" chart
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Offshore
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Dimitry Nakhla | Babylon Capital®
$MANH Manhattan Associates has been increasing its predictability 📊
Take a look at the company’s cloud subscription revenue as a percentage of total revenue👇🏽 https://t.co/iqftjxEZ5u
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$MANH Manhattan Associates has been increasing its predictability 📊
Take a look at the company’s cloud subscription revenue as a percentage of total revenue👇🏽 https://t.co/iqftjxEZ5u
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