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Capital Employed
43 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/tRaYLEsWfS https://t.co/dQEa8qsJ96
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43 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/tRaYLEsWfS https://t.co/dQEa8qsJ96
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AkhenOsiris
2025 Guru @ConsensusGurus
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2025 Guru @ConsensusGurus
Apple Plans To Bring AI Features To China iPhones By Mid-2025
- Will Work With Alibaba, Baidu On AI Services For China - LiveSquawktweet
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Hidden Value Gems
Future growth rate US companies need to achieve to earn a “normal” risk premium over bonds, according to @Bridgewater https://t.co/wPOsdvV1K6
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Future growth rate US companies need to achieve to earn a “normal” risk premium over bonds, according to @Bridgewater https://t.co/wPOsdvV1K6
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Hidden Value Gems
Too early to go for a victory lap on $ABNB but the progress is encouraging and is in line with what I have outlined earlier.
In the near term, going beyond the Top5 countries (70% of GBV) and benefiting from economy of scale, AI in customer service + concierge.
Longer term, adding new services around and beyond travel. 6bn annual web visits, 1.6bn users - this is a huge and fully monetised platform.
See my earlier reports👇
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Too early to go for a victory lap on $ABNB but the progress is encouraging and is in line with what I have outlined earlier.
In the near term, going beyond the Top5 countries (70% of GBV) and benefiting from economy of scale, AI in customer service + concierge.
Longer term, adding new services around and beyond travel. 6bn annual web visits, 1.6bn users - this is a huge and fully monetised platform.
See my earlier reports👇
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Offshore
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Stock Analysis Compilation
Artisan Sustainable Emerging Markets Strategy on HD Hyundai Electric 267260 KS
Thesis: HD Hyundai Electric is a leading global player in the energy sector, excelling in power transformer manufacturing and poised to benefit from increasing demand in the US as the country transitions to a sustainable energy infrastructure.
(Extract from their Q4 letter)
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Artisan Sustainable Emerging Markets Strategy on HD Hyundai Electric 267260 KS
Thesis: HD Hyundai Electric is a leading global player in the energy sector, excelling in power transformer manufacturing and poised to benefit from increasing demand in the US as the country transitions to a sustainable energy infrastructure.
(Extract from their Q4 letter)
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Offshore
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Startup Archive
Ben Horowitz explains the biggest mistake founders make pitching VCs
“The big mistake people make is they try to appeal too much to the venture capitalists. That’ll drive us crazy because it’s a little bit of a sign of anti-courage.”
Ben shares an example of being pitched by founders who are conservative in their estimates because they know ‘VCs like conservatism.’ However, what VCs want to hear is what you actually believe — not what you think they want to hear.
“Anything that shows a lack of conviction or courage or belief in what you’re doing is what always ends up worrying me. Either you believe it or you don’t. Either you’re committed or you’re not. Either you have the courage to build the company or you don’t.”
Importantly though, as Ben points out, courage doesn’t mean that you don’t feel fear. He recalls the quote from boxing coach Cus D’Amato:
“The hero and the coward both feel the same thing, but the hero uses his fear, projects it onto his opponent, while the coward runs. It’s the same thing, fear, but it’s what you do with it that matters.”
Video source: @kevinrose (2012)
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Ben Horowitz explains the biggest mistake founders make pitching VCs
“The big mistake people make is they try to appeal too much to the venture capitalists. That’ll drive us crazy because it’s a little bit of a sign of anti-courage.”
Ben shares an example of being pitched by founders who are conservative in their estimates because they know ‘VCs like conservatism.’ However, what VCs want to hear is what you actually believe — not what you think they want to hear.
“Anything that shows a lack of conviction or courage or belief in what you’re doing is what always ends up worrying me. Either you believe it or you don’t. Either you’re committed or you’re not. Either you have the courage to build the company or you don’t.”
Importantly though, as Ben points out, courage doesn’t mean that you don’t feel fear. He recalls the quote from boxing coach Cus D’Amato:
“The hero and the coward both feel the same thing, but the hero uses his fear, projects it onto his opponent, while the coward runs. It’s the same thing, fear, but it’s what you do with it that matters.”
Video source: @kevinrose (2012)
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Stock Analysis Compilation
Artisan International Explorer Strategy on Sabre $SBRE LN
Thesis: Sabre is a UK auto insurance company with a 1%–2% market share, boasting the industry's most profitable business due to conservative pricing and a new growth strategy aimed at achieving a 10% profit CAGR without sacrificing underwriting discipline, while currently offering a nearly 10% total yield in dividends.
(Extract from their Q4 letter)
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Artisan International Explorer Strategy on Sabre $SBRE LN
Thesis: Sabre is a UK auto insurance company with a 1%–2% market share, boasting the industry's most profitable business due to conservative pricing and a new growth strategy aimed at achieving a 10% profit CAGR without sacrificing underwriting discipline, while currently offering a nearly 10% total yield in dividends.
(Extract from their Q4 letter)
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