⁠Capital Employed
Some interesting names to check out here...

🎯 7 Under-looked companies with strong moats 👇

🇦🇺 $PME.AX - Visage their software is the leading best-in-class for radiology, so much so that some refuse to work with any other software, they have never lost a client (sticky), and they are in 11/20 of the top USA hospitals. They can complete super complex implementations of the software for new clients in 1/3 of the time competitors need. AI detection in radiology is their new venture….

🇸🇪 $ITECH.ST - They own a unique patent to the world's best chemical applied in ship painting to stop barnacles from attaching to ships, this is extremely helpful as they save fuel (costs) they can hit environmental targets. New studies showcase that the paint even makes the ships faster. A big part of the TAM is unexplored

🇺🇾 $DLO - Powerful network effects and high switching costs, its single API gateway bridges global merchants to 900+ local payment methods across 40 emerging markets, making rival migrations prohibitively complex. Big companies can do business in many countries they weren’t able to do so, a sticky business model.

🇨🇦 $PNP.TO - They use a 390mil deficit from the previous management to offset any potential gain in their portfolio so they pay no taxes. To add the expertise of the Leonard family in VMS they sure have a head start, very interesting portfolio as well.

🇦🇺 $WTC.AT - Super switching costs and potent network effects in its CargoWise suite boasting a 99% retention over four years makes defecting akin to rebuilding a global supply chain from scratch. But it is also a data behemoth, 50 billion data transactions annually makes this a gold mine of predictive analytics.

🇺🇸 $KNSL - The have a very advanced platform that has data analysis for underwriting and claims management, this is how they can calculate the deals with the best r:r. They know when to get aggressive and when not. They also provide the quickest offers while the average specialty insurance provider needs 2-3 months they can do it in 1-2 weeks

🇬🇷 $ILYDA.AT - Super high switching costs, ERP solutions are deeply customized and integrated into pharmacy, retail, and public-sector operations, backed by mandatory customer training and multi-year support services that make vendor migrations costly and impractical. They are deeply embedded with the Greek Government, which I may add is going all out in software in the public sector

Because you read till the end, Ilyda is extremely interesting and one of my top watchlist picks 🤝 - Simeon Research
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⁠Dimitry Nakhla | Babylon Capital®
Take a look at MercadoLibre’s Revenue & EPS growth estimates through 2028 🤝

Rev: +23.20% CAGR
EPS: +33.96% CAGR

What multiple would you be willing to pay? I’d wager it’s more than what $MELI trades for today

$MELI also benefits from the advantages of scale economies shared👇🏽 https://t.co/Q6G24e2vJc

Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈

Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸

Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57 - Dimitry Nakhla | Babylon Capital®
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⁠Investing visuals
$NVDA: from $300 million to $131 BILLION data center revenue in less than a decade.

And once again the most valuable company in the world👑 https://t.co/mGwbyQxgE8
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⁠Quiver Quantitative
Representative Torres to Anthropic co-founder:

Is it wise for the United States to artificially restrict the supply of clean energy when we are in an AI arms race? https://t.co/E1nPBeNACZ
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⁠Quiver Quantitative
Senator Jeff Merkley just asked Pam Bondi about Trump's meme coin.

Watch here: https://t.co/Lja2FGUef0
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⁠Investing visuals
Dear $TSLA and $GOOGL shareholders: the autonomous driving pie is big enough for both to do very well.

Can we agree on that? No need to fuss and fight over who the ultimate winner will be.

Both can be winners🤝 https://t.co/gN57Yu6jCa
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⁠Quiver Quantitative
This is getting ridiculous.

Viasat has now risen 105% since we posted this report.

Up another 10% today. https://t.co/I3GGAkyz7D
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⁠Investing visuals
$PLTR what a scaling business looks like. https://t.co/IDMLdxX3Gp
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