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2 years

A new breed

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10 months

Yesterday's $TSLA earnings call was *wild*. Elon gave investing advice, cited Benjamin Graham and claimed Tesla could 10x from here ($9+ trillion). You will find all the highlights in this thread 🧵 1. @elonmusk recommends ARK Invest, calling their research "the best":

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7 months

This infographic that we've just created breaks down the key chip suppliers for $AAPL's iPhone 15 Pro – the majority of which are publicly traded. Looking at an iPhone, we think of it as purely an Apple product. Although, peeking inside, we find chip companies from around the…

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8 months

In 2011, Jensen Huang held this incredible 60-minute lecture at Stanford. $NVDA has returned an insane 140x since then. The lecture covers topics such as NVIDIA's early days, risk-taking, innovation, the importance of a strong corporate culture, and more. Enjoy!

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2 years

This the new economy

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1 year

The Semiconductor Value Chain We have created an infographic explaining the complex industry dynamics of semiconductor manufacturing, showing how key players like $TSM, $NVDA, $ASML, $TXN, and $CDNS fit into the ecosystem:

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9 months

In 2016, $LVMH's Bernard Arnault did a rare interview in English at The Oxford Union. It includes topics such as: • How he defines luxury • Why satisfaction is a big risk • Stock market psychology • What's his favorite champagne "I try to be optimistic in the long-term and…

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6 months

We've just created another version of our highly appreciated $LVMH infographic, visualizing three decades of acquisitions and revenue growth:

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2 years

Growth investors 2022 so far:

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6 months

Farewell to one of the greatest ❤️

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1 year

This week, Jamie Dimon published a massive 16,000-word $JPM Letter to Shareholders, sharing his views on topics such as inflation, fiscal policy, AI, and interest rates. Here are 15 Key Highlights from the letter 📄🧵 1. Are we moving from a virtuous cycle to a vicious cycle?

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3 years

Mark Minervini listening to the $UPST earnings call:

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9 months

This video of how an $ASML EUV machine works will blown your mind. Some *insane* stats about it: → Without EUV machines, it's impossible to manufacture cutting-edge chips for things like $AAPL iPhones, $NVDA GPUs, and $AMZN data centers. → ASML is the *only* producers of EUV…

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1 year

The Semiconductor Value Chain After $NVDA's strong guidance last week, we decided to update our infographic explaining the complex industry dynamics of semiconductor manufacturing:

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1 year

Stay safe out there. One of our employees had three books on technical analysis in his car and someone broke in and left five more.

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2 years

FinTwit be like

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1 year

We searched for keywords like "ROIC" and "FCF" in our slide database, looking for companies with a great capital allocation framework. In this thread we will share some findings 🧵 1. A beautiful chart from $TXN showing how its share price has followed FCF per share:

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8 months

These 3 minutes will forever change how you make big life decisions. Jeff Bezos' Regret Minimization Framework is what gave him the confidence to start Amazon back in 1994. In this 2001 interview, Jeff explains the framework with such clarity, despite $AMZN's stock price being…

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7 months

As always, $TSLA's earnings call was quite the experience and filled with wild quotes. Here are all the highlights in a single thread 🧵 1. @elonmusk 's now worried about the high interest rates, saying people soon can't afford Teslas:

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5 months

Here’s a list of the 27 public companies that have returned 100x or (a lot) more over the last 15 years. Top five: $XPEL 585x $NVDA 274x $PATK 256x $BESI 237x $NXST 234x

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7 months

We have just created this infographic mapping out 120+ Key Companies in the Semiconductor Industry. We organized the companies into subsegments, spanning from Raw Materials to Manufacturing Equipment, and added each respective ticker symbol.

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2 years

Wow! The market cap of $AAPL now equals $GOOG, $AMZN, and $META *combined* 👀

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1 year

Are you looking for competitively advantaged businesses? Here's a thread of transcript excerpts where company executives themselves describe their advantage in detail, found using our transcript search 🧵 1. $COST on scale economies shared:

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8 months

"We don't sell a car, we sell a dream" Here's an incredible clip of $RACE's former Chairman Luca Cordero di Montezemolo delivering a speech on the key elements of Ferrari's success. Luca started his journey within Ferrari back in 1973 as the personal assistent of Enzo Ferrari…

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5 months

Jensen Huang recently sat down for an *incredible* hour-long interview at Columbia Business School. It covers topics such as the $NVDA founding story, how Jensen envisions the future of AI, why NVIDIA doesn't manufacture their own chips, and much more. Enjoy! (h/t…

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3 years

It's an obvious choice, really

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1 year

You don't have to chase the "next big thing" to achieve great (or stable) returns. Let's take a look at 10 boring companies with impressive track records 🧵👇 1. $ROL, one of the world's largest pest control companies, has returned 45x excl. dividends over the last two decades:

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8 months

$CSU.TO has returned an insane 155x in just 17 years as a public company. That is *excluding* dividends and two spin-offs. We have just uncovered possibly the only existing audio interview with Mark Leonard, the company's iconic founder, President and Chairman. This 1h & 40min…

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7 months

$MSFT Q1 2024 Revenue +13% *Prod. & Business +13% *Intelligent Cloud +19% *Pers. Computing +3% *Azure +29% *LinkedIn +8% *Xbox C&S +13% EBIT +25% *marg 48% (43) EPS +27%

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1 year

$KKR, one of the largest alternative asset management firms in the world, thinks 2023 could present a buying opportunity like the Dot-com Bubble or the Great Financial Crisis, and currently holds over $100B in dry powder:

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6 months

The Payments Value Chain We've just updated our highly appreciated infographic explaining the complex payments layer between consumers and merchants. It illustrates how and where key players such as $V, $MA, $FISV, $ADYEN, $AMZN, and $PYPL fit in:

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7 months

Brunello Cucinelli, known as the King of Cashmere, runs his Italian luxury design house $BC.MI in a very fascinating way. We have in this tread compiled a few Key Concepts from a decade of shareholder letters, interviews, and earnings call transcripts 🧵

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4 months

What companies are capitalizing on the world's huge investments in data centers, aside from chip giants like $NVDA and $AMD? Here's a new infographic that we've just created, featuring 35+ companies providing power distribution, security, and cooling solutions for data centers:

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8 months

If executed well and with discipline, acquisitions can be an incredible source of value creation. We have spent hours creating charts of some of the most impressive and largest serial acquirers in their respective niches. 1. $LVMH's most notable acquisitions since inception:

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1 year

Are you looking for competitively advantaged businesses? Here are 15 transcript excerpts where company executives themselves describe their advantage in detail – found using our transcript search 🧵 1. $LVMH on luxury brand pricing power:

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1 year

$MSFT Q3 2023 Revenue +7% *Prod. & Business +11% *Intelligent Cloud +16% *Pers. Computing -9% *Azure +27% *LinkedIn +8% *Xbox C&S +3% EBIT +10% *marg 42% (41) EPS +10%

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2 months

Daniel Kahneman, whose work forever transformed the fields of psychology and economics, passed away yesterday at the age of 90. We honor his legacy by highlighting 10 of his most fundamental ideas and theories. In memory of Daniel Kahneman – a man who changed the world.

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2 years

too soon? $FB

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6 months

The semiconductor industry is filled with competitively advantaged companies that have generated remarkable long-term shareholder value. We've just created this infographic, showcasing 60 semiconductor companies that have grown its EPS at 15% CAGR or more over the last decade.

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5 months

We just created this infographic that illustrates the 12 largest luxury companies by market cap. Four fun facts: → $LVMH's market cap is 50% larger than the bottom 10 companies *combined*. → $RMS is by far the largest single-brand company on the list, 3.5x the size of $RACE…

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1 year

Luxury giant $LVMH's most notable acquisitions since inception:

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9 months

25 Years of $LVMH Revenue Growth per Business Group Visualized:

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1 year

Yesterday Howard Marks released another incredible memo called "Sea Change", mainly about low vs. high interest rates. In this thread we have curated our 15 favorite parts from it. Let's go 🧵 1. Even the best companies in the world can be terrible investments if you overpay:

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2 months

With $NVDA now closing in on $AAPL, the second largest company in the world, we decided to put the company's size in perspective. We did it by comparing NVIDIA's market cap, revenue, and EBIT with the combined values of 10 other huge and globally recognized public companies:

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3 months

Visually comparing the market caps, revenues, and operating incomes of the so-called "Mag 7". Looking at these numbers, what stands out to you the most?

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3 months

Almost a decade before he became a household name, a young Michael Burry put his strategy into words on an online forum. In this thread, we will share the full post including our own highlights 🧵 1. "I try to buy shares of unpopular companies when they look like road kill":

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8 months

Yesterday, the $LVMH-backed iconic sandal-maker Birkenstock filed for its NYSE IPO! With a 250-year history and a product that has been cheaply imitated for decades, $BIRK's 20% revenue CAGR over the last eight years is very impressive. Looking at profitability, Birkenstock…

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1 year

Jeff Bezos is undoubtedly one of the most successful entrepreneurs of all time. We have read all of his Amazon shareholder letters, distilling ~50,000 words into what we consider to be Jeff's 10 Core Ideas. Let's dive in 🧵

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1 year

You don't have to chase the "next big thing" to achieve great returns. Here's a thread introducing 15 boring companies with remarkable long-term track records 🧵 1. How about gas stations and convenience stores? $ATD.TO has returned ~28,000% since 1999:

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13 days

$AMZN Q1 2024📦 Revenue +13% *Online Stores +7% *Physical Stores +6% *Third Party Sellers +16% *Subscriptions +11% *Advertising +24% *AWS +17% EBIT +221% *marg. 10.7% (3.7) EPS +219% FCF LTM $50.1B (-3.3)

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29 days

Brunello Cucinelli, known as the King of Cashmere, runs his Italian luxury design house $BC.MI in a very fascinating way. We have in this tread compiled a few key concepts from a decade of shareholder letters, interviews, and earnings call transcripts 🧵

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7 months

On this day in 2011, Steve Jobs tragically passed away. One of the best speeches ever delivered was by Jobs at Stanford's graduation in 2005. Revisiting those 15 minutes can truly change your perspective on life. In memory of Steve Jobs – a man who changed the world 🍏

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6 months

Seven Powers by Hamilton Helmer is one of the most respected frameworks for competitive advantage analysis in the business and investing world. We have just created an infographic that features 50+ companies such as $COST, @OpenAI , and $LVMH that leverages at least one of the…

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1 year

This week Howard Marks released another incredible memo called "What Really Matters?", dealing with things like macro forecasting, risk definitions, and short-termism. In this thread we have curated our 18 favorite parts from the memo 🧶 1. Do not try to predict the short-term:

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1 month

With $TSLA's stock now having declined ~60% since its all-time high in November 2021, we decided to visualize this drawdown and put the company's market cap in perspective. We did this by contrasting Tesla's market cap with the combined values of several other large and globally…

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18 days

$MSFT Q3 2024 "Microsoft Copilot and Copilot stack are orchestrating a new era of AI transformation, driving better business outcomes across every role and industry." – Satya Nadella Revenue +17% *Prod. & Business +12% *Intelligent Cloud +21% *Pers. Computing +17% *Azure +31%…

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1 year

We love to visualize data in creative ways. In this monster thread we will share 25 of our most appreciated visuals. Let's dig in 🧵 1. Almost 70 years of $BRK compounding:

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3 months

This infographic that we've just created breaks down most of the key logic board chip suppliers for $AAPL's new Vision Pro. It's worth noting that the main M2 processor is designed in-house by Apple, based on $ARM's instruction sets, and manufactured by $TSM. The processor is…

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1 year

We get a lot of praise for our charts, so we decided to compile 25 of our own favorites in a monster thread. Let's dig in! 🧵 1. $AZO has over the last two decades repurchased ~80% of its shares outstanding. We have visualized the value creation on a per share basis:

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5 months

The Lifecycle of a Coca-Cola Can Have you ever wondered what public companies are involved in the aluminium can value chain? In this infographic that we've just created, we illustrate the key players in each part of the chain – all the way from raw materials to recycling:

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7 months

$AMZN Q3 2023 📦 Revenue +13% *Online Stores +7% *Physical Stores +6% *Third Party Sellers +20% *Subscriptions +14% *Advertising +26% *AWS +12% EBIT +348% *marg. 7.8% (2) EPS +236% FCF LTM $21.4B (-19.7)

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1 year

For those interested in Nick Sleep's writing, we have great news. After years of silence, Nick just published a new letter on short-term vs long-term thinking. In this thread we will go through it in detail 🧵 1. For long-term business success, customer obsession is key:

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3 months

$NVDA Q4 2024 "Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations." – Co-founder & CEO, Jensen Huang Revenue +265% *Data Center +409% *Gaming +56% *Professional Vis. +105% *Automotive -4% EBIT…

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3 months

$AMZN Q4 2023 📦 Revenue +14% *Online Stores +9% *Physical Stores +4% *Third Party Sellers +20% *Subscriptions +14% *Advertising +27% *AWS +13% EBIT +389% *marg. 7.8% (1.8) EPS +33x FCF LTM $36.8B (-11.6)

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9 months

To celebrate Warren Buffett turning 93 yesterday, we have uncovered his first national TV interview. Since this clip aired in the mid 1980s, Buffett's net worth has grown from ~$500M to over $120B – despite his $50B+ philanthropic contributions. What's most fascinating isn't…

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1 year

Upon a request from @bgurley we searched through our slide database looking for adjusted financial metrics, in contrast to our recent thread on FCF & ROIC. An important reminder to always read the footnotes. Let's go through our findings 🧵 1. $DKNG's adj. EBITDA definition:

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3 months

In 1987, Bernard Arnault created $LVMH. In 1988, Johann Rupert created $CFR.SW – an acquisition-driven luxury group much like LVMH, and to date, one of Arnault's largest competitors. Richemont is now the second largest luxury conglomerate and the third largest luxury company…

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5 months

Software Is Eating the World We've just created this infographic, showcasing 65+ Software & Services companies that have grown its EPS at 15% CAGR or more over the last 5 years. The top 5 names on the list: 🇵🇱 $SGN.WA +208% 🇩🇰 $CBRAIN +135% 🇬🇧 $NET.L +95% 🇬🇷 $EPSIL.AT +89% 🇫🇷…

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3 months

Teaming up with @AcquiredFM means we'll be preparing complimentary visuals for every new episode. In this thread, we'll share three $RMS visuals that illustrates parts of what Ben & David talked about on this week's episode 🧵 1. Hermès' growth by sector 2003-2023:

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3 months

Where is advertising spend going? Comparing the 3-year growth CAGRs and insane scale of $GOOG's, $META's, and $AMZN's advertising revenue streams:

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10 months

$LVMH Q2 2023 🍾 "Thanks to the desirability of our brands, we approach the second half of the year with confidence and optimism" - Bernard Arnault Organic Growth by Business Group:

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6 months

We've just created this infographic visualizing 10-year EPS CAGRs among Food, Beverage, and Tobacco companies. Here are the eight most impressive names: $MGPI +49% $CELH +34% $COKE 32% $PODR +28% $DOLE +27% $POST +26% $AGRO +24% $MOWI +22%

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9 months

$AMZN Q2 2023 📦 Revenue +11% *Online Stores +4% *Physical Stores +6% *Third Party Sellers +18% *Subscriptions +14% *Advertising +22% *AWS +12% EBIT +133% *margin 5.7% (2.7) EPS $0.65 (-0.20) FCF LTM $7.9B (-23.5) Stock +6% AH

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1 year

Here's a thread covering our 15 favorite parts from Buffett's incredible $BRK 2022 Shareholder Letter 🧵 1. Buffett claims Berkshire's *insane* 3,787,464% gain is merely a product of "a dozen truly great decisions":

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4 months

Our friends over at REQ Capital recently published an insane 300+ page must-read research study on serial acquirers. Here are 10 of our favorite sections 🧵 1. Illustrating 20 years of outperformance + two long lists covering >100 names from REQ's global company universe:

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1 year

Today, @mjmauboussin published an amazing paper on Capital Allocation, and it's a gold mine. Let's take a look at the 15 best charts 🧵 "IT & healthcare went from ~20% of S&P 500 in 1985 to >40% in 2021. Over the same time, energy, materials & industrials went from 34 to 13%":

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3 months

$GOOG Q4 2023 🔍 Revenue +13% *Google Search & Other +13% *YouTube Ads +16% *Google Network -2% *Google Cloud +26% *Other Bets +191% EBIT +30% *marg. 27% (24) EPS +56%

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2 months

We just created this infographic that illustrates the 13 largest luxury companies worldwide by market cap. Four intriguing facts: → $LVMH's market cap is almost 60% larger than the combined market caps of the bottom 10 companies on the list. → $RMS is by far the largest…

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1 year

35 Swedish companies that have compounded its EBIT at an incredible rate over the last decade: 🇸🇪 $FNOX 51% 🇸🇪 $PLEJD 47% 🇸🇪 $ARP 46% 🇸🇪 $STIL 46% 🇸🇪 $MYCR 46% 🇸🇪 $SINT 41% 🇸🇪 $BEGR 32% 🇸🇪 $CBTT 30% 🇸🇪 $NOTE 30% 🇸🇪 $EQL 29% 🇸🇪 $VITR 28% 🇸🇪 $HMS 26% 🇸🇪 $AZA 25% 🇸🇪 $SAVE 25% 🇸🇪…

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7 months

$LVMH Q3 2023 🇫🇷 "All business groups reported sustained organic revenue growth over the period, with the exception of Wines & Spirits, faced with a high basis of comparison." Organic Revenue Growth by Business Group:

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2 years

$RH CEO: "We’re in a recession. Anybody who thinks we’re not in a recession is crazy. The housing market is in a recession, and it’s just getting started."

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4 months

$LVMH Q4 2023 🇫🇷 "While remaining vigilant in the current context, we enter 2024 with confidence, backed by our highly desirable brands and our agile teams." - Bernard Arnault Organic Revenue Growth by Business Group:

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2 years

$META just announced a mass layoff, firing 11,000+ of its employees. This thread is a deep dive into Mark Zuckerberg's Message to Meta Employees, which was just published, curating the most important parts. 1. Meta increased its headcount by 28% in Q3, and now this:

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2 months

This might be the most demanding visual we've created so far – including 550+ logos. This chart illustrates the brands within 12 of the largest consumer brand conglomerates in the world. $NESN $PEP $PG $ULVR $KO $MDLZ $BN.PA $KHC $ABF.L $GIS $CL

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7 months

Today, we are sharing a MONSTER thread with some of the most outrageous $TSLA earnings call quotes from @elonmusk over the years🧵 1. This one from 2018 is hilarious. Elon refuses to answer a "boring bonehead question" and then the operator just moves along to the next analyst:

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1 month

Here's a list of the 24 public companies that have returned 100x or more over the last 15 years. Top five: $XPEL 1182x $PATK 654x $PAYS 447x $NVDA 314x $NXST 257x

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11 months

50+ Serial Acquirers from around the globe: 🇨🇦 Alimentation Couche-Tard 🇸🇪 LIFCO 🇨🇦 Constellation Software 🇸🇪 Atlas Copco 🇺🇸 Danaher 🇬🇧 Halma 🇸🇪 Assa Abloy 🇸🇪 Addtech 🇸🇪 Addnode 🇸🇪 AddLife 🇺🇸 United Rentals 🇫🇷 LVMH 🇬🇧 Ashtead Group 🇳🇴 BEWI 🇸🇪 Bergman & Beving 🇬🇧 Diploma 🇸🇪…

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6 months

This infographic that we've just created breaks down the key semiconductor players powering $TSLA's Full Self-Driving computer. @elonmusk argues Tesla has the most advanced self-driving hardware and software in the world. Apart from Tesla's in-house designed FSD processors,…

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1 year

The world’s largest Semiconductor companies by Market Cap: $NVDA $TSM $SSNLF $ASML $AVGO $TXN $QCOM $INTC $AMD $AMAT $ADI $LRCX $MU

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8 months

Did you know that $AMZN has spent more on R&D over the last twelve months than $AAPL, $MSFT, and $INTC *combined*? The World’s Top 10 R&D Spenders:

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5 months

Ingvar Kamprad, the man who founded IKEA at age 17, grew up in a rural poor part of 1930's Sweden. Despite this, he reshaped the global furniture industry and created one of the strongest corporate cultures ever. Here are Kamprad's 11 Pieces of Advice to Young Entrepreneurs:

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3 months

When your business is built on scarcity and desirability, less is more. In 2023, Volvo Cars sold ~52 times as many cars as Ferrari, 709K vs. 13.7K units. Looking at revenue, Volvo Cars generated €35.3B, which is ~6x more than Ferrari's €6B. Interestingly enough, despite the…

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@Quartr_App

6 months

$AZO is what Munger would call a "cannibal," having bought back nearly 80% of its shares outstanding in the past two decades. This thread features six videos where AutoZone's founder and former CEO Pitt Hyde details the framework for this exceptional performance.

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@Quartr_App

1 year

Today, we are introducing 10 impressive Swedish Serial Acquirers in varying sizes and niches 🧵 1. $VIT.B ($1.8B market cap) has, just like $CSU.TO and $TOI.V, a pure vertical market software focus. Vitec has been a 250-bagger(!) over the last two decades.

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@Quartr_App

1 year

We created an infographic explaining the complex dynamics of the payments ecosystem, showing how key players like $V, $MA, $FISV, and $ADYEN:

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@Quartr_App

10 months

Michael Mauboussin's brand new research paper "Birth, Death, and Wealth Creation" is *packed* with incredible charts and insights. Here are 10 highlights 🧵 1. The Top 20 Wealth Creators among 28,000+ US-listed companies since 1926 and their age as public:

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@Quartr_App

27 days

$LVMH Q1 2024 🇫🇷 Organic Growth by Business Group (y/y):

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@Quartr_App

6 months

$NVDA Q3'24 Highlights "NVIDIA GPUs, CPUs, networking, AI foundry services and NVIDIA AI Enterprise software are all growth engines in full throttle. The era of generative AI is taking off" – Co-founder & CEO, Jensen Huang Revenue +206% *Data Center +279% *Gaming +81%…

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@Quartr_App

2 months

L'Oréal, founded in Paris in 1909, is the largest beauty group in the world. $OR.PA is the home of some of the most prestigious cosmetics and fragrance brands of all time, including Lancôme, Maybelline New York, Garnier, and NYX. We have just created this infographic that…

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@Quartr_App

3 months

"In reality, Charlie was the architect of the present Berkshire, and I acted as the general contractor to carry out the day-by-day construction of his vision" Warren's beautiful homage to Charlie Munger in today's $BRK 2023 shareholder letter (highlights ours):

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