⁠App Economy Insights
Hedge funds' top picks in Q4:

⚙️ Semiconductors: $ASML $AVGO
📱 Digital platforms: $RDDT $SPOT
💻 Software: $CRM $NOW $TEAM
☁️ Hyperscalers: $AMZN $GOOG
🏈 Sports betting: $FLUT
🏢 Real Estate: $CSGP

Dive in for some surprising finds!👇
https://t.co/I9NbNuDoOT
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⁠Investing visuals
$MELI Q4 2024 overview 👇

Stellar quarter and impressive execution. A true compounder, one of my favorite businesses out there 💎
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⁠Hidden Value Gems
Even if you broadly know what Buffett may write about in his annual letter, I still wait every year for the last weekend of February.

No ChatGPT or DeepSeek can match it!

Enjoy tomorrow's letter!

Below are some of the notes I took from last year's letter ✍️👇
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⁠Investing visuals
$CELH buying Alani brings their total market share to 15.4% of the energy drink market. The stock made a massive swing and is up +34%

Would you rather own $CELH or $MNST? https://t.co/qDarNGzdi1
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⁠Investing visuals
$CELH buying Alani brings their total market share to 15.4% of the energy drink market. The stock made a massive swing and is up +29%

Would you rather own $CELH or $MNST? https://t.co/BB7T6Wd2Db
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⁠Dimitry Nakhla | Babylon Capital®
$BKNG serves as an ideal case of market neglect

A few months ago, considering its strong fundamentals, it’s surprising to think it was valued so low compared to its growth rate and overall quality 🎯 https://t.co/VezCvn6h5M

7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸

1️⃣ $BKNG has grown revenue for 19 out of the last 20 years

2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years

3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)

4️⃣ Opportunity for growth in operating and net income margins

5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt

6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)

7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)

#stocks #investing - Dimitry Nakhla | Babylon Capital®
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⁠Quiver Quantitative
Senator Mike Lee has introduced a bill to leave the United Nations. https://t.co/jOJgiuaqDV
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⁠Stock Analysis Compilation
Artemis Global Select Fund on Otis Worldwide Corporation $OTIS US

Thesis: Otis is a dominant player in the elevator and escalator market, with strong recurring revenues from servicing contracts that overshadow the minor impact of slowing new equipment sales in China.

(Extract from their Q4 letter)
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