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Stock Analysis Compilation
Brown Advisory on Zoetis $ZTS US
Thesis: Zoetis is the global leader in animal health, excelling in R&D and innovation, with a strong market position that offers competitive advantages in a less crowded and regulated industry.
(Extract from their Q4 letter) https://t.co/L5Cuw6NtwU
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Brown Advisory on Zoetis $ZTS US
Thesis: Zoetis is the global leader in animal health, excelling in R&D and innovation, with a strong market position that offers competitive advantages in a less crowded and regulated industry.
(Extract from their Q4 letter) https://t.co/L5Cuw6NtwU
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Quiver Quantitative
Palantir stock, $PLTR, is now down 10% after news of Trump's plan for defense cuts.
We've seen several members of Congress buy Palantir stock in the last month.
Anyone have any predictions? https://t.co/GpWWkT3udY
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Palantir stock, $PLTR, is now down 10% after news of Trump's plan for defense cuts.
We've seen several members of Congress buy Palantir stock in the last month.
Anyone have any predictions? https://t.co/GpWWkT3udY
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Stock Analysis Compilation
Marlton Partners on abrdn European Logistic Income plc (ASLI.LN) $ASLI LN
Thesis: abrdn European Logistic Income plc (ASLI.LN) is a European logistics REIT that entered a managed wind-down after a failed continuation vote, but has since made property sales that could enhance shareholder value.
(Extract from their Q4 letter)
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Marlton Partners on abrdn European Logistic Income plc (ASLI.LN) $ASLI LN
Thesis: abrdn European Logistic Income plc (ASLI.LN) is a European logistics REIT that entered a managed wind-down after a failed continuation vote, but has since made property sales that could enhance shareholder value.
(Extract from their Q4 letter)
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Stock Analysis Compilation
Baron Real Estate Fund on Equinix $EQIX US
Thesis: Data center landlords such as Equinix and Digital Realty Trust, Inc. are benefiting from strong demand driven by IT outsourcing, cloud computing, mobile data growth, and AI, leading to low vacancy rates and rising rental prices.
(Extract from their Q4 letter)
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Baron Real Estate Fund on Equinix $EQIX US
Thesis: Data center landlords such as Equinix and Digital Realty Trust, Inc. are benefiting from strong demand driven by IT outsourcing, cloud computing, mobile data growth, and AI, leading to low vacancy rates and rising rental prices.
(Extract from their Q4 letter)
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Finding Compounders
A young Sam Altman pitches his first startup - Loopt
Sam Altman, dropped out of Stanford , and raised $30million to start Loopt
Loopt was later sold to Greendot for $43.4 million https://t.co/9wB07aShYj
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A young Sam Altman pitches his first startup - Loopt
Sam Altman, dropped out of Stanford , and raised $30million to start Loopt
Loopt was later sold to Greendot for $43.4 million https://t.co/9wB07aShYj
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App Economy Insights
$GRAB Grab Q4 FY24:
💰 GMV +20% Y/Y to $5.0B.
🏍️ Group MTUs +17% Y/Y to 44M.
• Revenue +17% to $764M ($6M beat).
• Adj. EBITDA +173% to $97M ($3M beat).
• FY25 Revenue +21% to $3.37B ($0.3B miss). https://t.co/QINaxZjEw7
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$GRAB Grab Q4 FY24:
💰 GMV +20% Y/Y to $5.0B.
🏍️ Group MTUs +17% Y/Y to 44M.
• Revenue +17% to $764M ($6M beat).
• Adj. EBITDA +173% to $97M ($3M beat).
• FY25 Revenue +21% to $3.37B ($0.3B miss). https://t.co/QINaxZjEw7
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