Offshore
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Finding Compounders
Seth Klarman: Why Most Investment Managers Have it Backwards https://t.co/vLVd3Ms8kh
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Seth Klarman: Why Most Investment Managers Have it Backwards https://t.co/vLVd3Ms8kh
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Offshore
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Finding Compounders
I’m the long run , sales growth is the key driver of Long Term Stock Performance
Source : BCG Analysis and Morgan Stanley Research https://t.co/Ud8Cbk6FxM
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I’m the long run , sales growth is the key driver of Long Term Stock Performance
Source : BCG Analysis and Morgan Stanley Research https://t.co/Ud8Cbk6FxM
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Offshore
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Finding Compounders
“Position sizing was 70 to 80% of the game. The reason that struck me is because, first of all, purportedly George Soros made money on fewer than 30% of his trades.”
What Stanley Druckenmiller taught Michael Mauboussin on investing https://t.co/I2GNiU297m
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“Position sizing was 70 to 80% of the game. The reason that struck me is because, first of all, purportedly George Soros made money on fewer than 30% of his trades.”
What Stanley Druckenmiller taught Michael Mauboussin on investing https://t.co/I2GNiU297m
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Offshore
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App Economy Insights
$DIS Disney Q4 FY25 (Sept. quarter):
• Revenue flat Y/Y at $22.5B ($0.3B miss).
• Non-GAAP EPS $1.11 ($0.09 beat).
Segment operating margin:
🍿 Entertainment: 7% (-3pp Y/Y).
🏈 Sports: 23% (-1pp Y/Y).
🏰 Experience: 21% (-1pp Y/Y).
Outlook: 10%+ adj. EPS growth in FY26/27. https://t.co/EX5ABslCXy
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$DIS Disney Q4 FY25 (Sept. quarter):
• Revenue flat Y/Y at $22.5B ($0.3B miss).
• Non-GAAP EPS $1.11 ($0.09 beat).
Segment operating margin:
🍿 Entertainment: 7% (-3pp Y/Y).
🏈 Sports: 23% (-1pp Y/Y).
🏰 Experience: 21% (-1pp Y/Y).
Outlook: 10%+ adj. EPS growth in FY26/27. https://t.co/EX5ABslCXy
tweet