Amol Desai @LatticeworkInv
Deconstructing the Inner workings of Businesses and Markets. Sharing 19 years of institutional investing experience. innerworkings.beehiiv.com Joined June 2016-
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Reported revenues from two chip companies: $NVDA - Revenues up 225% $AMD - Revenues up 2% One is not like the other
Today, we overestimate what Artificial Intelligence can accomplish in 1 year but we underestimate how AI will change the world in 10 years.
Bye Bye Cost Optimization Hello Ai! A very strong Q for AWS An incredible $100B annual revenue run-rate 400 bps of acceleration (more than Azure and GCP) Operating Income increased 84% YoY Margin increased 13.6% $AMZN $MSFT $GOOGL
Investors often focus on Same Store Sales (SSS), especially for Franchised businesses. SSS are a good indicator of the strength of the business. However, the long term indicator is franchisee profitability. Profitable franchisees reinvest their profits and built more units.…
Once you start believing your investments are certain to yield a return, you’re in trouble.
The bottom line on Paypal: While transaction margin fell again, to 44% from 48%, Transaction Dollars grew by 1%. Gross Profit grew 4%. Operating Income grew 8% due to aggressive ongoing cost reduction. The stock is priced at 18-19x P/E. Paypal needs to show sustainable…
To make money in markets, go where the fish are instead of waiting for your favorite fish to come to you.
Your entire life will change the moment you... (thread)
In 2022, the smart pricing strategy was to 'aggressively' increase prices to combat inflation. In 2023, the smart pricing strategy was to 'not' increase prices. While controversial last year, the rewards are traffic and sales growth this year, especially when eating-out sales…
While Restaurant sales slowed, Domino's sales are accelerating. $DPZ is up 30%. An update on Domino's 'MORE' strategy coming today. Link in Bio if you'd like to receive it.
While Restaurant sales slowed, Domino's sales are accelerating. $DPZ is up 30%. An update on Domino's 'MORE' strategy coming today. Link in Bio if you'd like to receive it.
We are seeing some relaxation in supply of GPU’s. Susan Li, Meta’s CFO on the follow-up analyst call… $META $NVDA
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Hemingway Capital @lfg_cap
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Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
adithya @adithya301992
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Ravikanth S 🇮🇳 @RavikanthS_
623 Followers 5K Following @GastroOneIndia GastroEnterology &GI_Surgery CONSULTANT MD, MCh #MS #gastroenterology #Onco #GI #gut ➡
Vatsal Mittal @nooffence_plz
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JimmyBlue @JimmyBlackblue
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William Kellogg @WilliamMKellogg
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Jonathan Mathew @Jonatha79213409
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Datamonki3 @datamonki3
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Kunal Khanade @KKhanade
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OttoBBall @joni_ob
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Adarsh Jaiswal @TheAdarshBaalak
125 Followers 664 Following Obsessed with becoming 1% better everyday! Join me on my journey and embrace the art of continuous improvement, and elevate yourself!
SB SS @SandiBaratha
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Maverick @dhanush_db
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PruthviRaj kolhe @kolhe_pruthvi
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REMA Gofaga Sikpila @RemaS7922
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Ranganathan J @Ranganathan_J
2K Followers 5K Following SVP-Quality @RamcoSystems, #Aviation #Logistics #HCM. Diarist, Keen observer of Trends across various fields #AR to ZR (ZeroReality, aka Maya). Wannabe Futurist
Anchit Mittal 🇮�.. @anchitmittal
218 Followers 567 Following INDIAN | Traveller | TechyTarian | Nationalist | Photographer | Learning how to Learn
lewalo Jr @BarakaeliNassa1
253 Followers 2K Following Expert in Procurement and logistics management ||Entrepreneur||Football pundit and fan of Chelsea, Real madrdi, Bayern Munich mm
Basalelu @Basalelupspk
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Rizabul @Jaan_Mustafa31
30 Followers 530 Following DTU'26 🚀 Tech enthusiast | 💻 Coding enthusiast | 📈 Stock market lover | 📚 novel reader | Passionate about learning and growth | Join me on my journey
Camillus Carvalho @CamillusC0701
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H Nair @1_nair
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Christopher @spinosaurusAU
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Honey Matthew @matthew53051
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Mos Def @MosDef2017
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Jodian Mick @a70bbf8b3f394a7
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Amit Sood 🇮🇳 @iamitsood
121 Followers 355 Following मिट्टी का तन मस्ती का मन क्षण भर जीवन परिचय मेरा #LongTermInvestor #IPO #StockMarkets #ProudIndianHindu #Learner #GhazalsLover
ishwinder jauhar @ishwinderjauhar
130 Followers 2K Following
SUMAN KUMAR GHOSH @SUMANKU73775718
48 Followers 220 Following Learner at stock trading || I need to be Rahul Dravid of these game
Shrey Doshi @shreyasdoshi21
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Abhijeet Singh @628abhiheet
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rahul kapoor @rahulskapoor
59 Followers 469 Following धर्म एव हतो हन्ति धर्मो रक्षति रक्षितः। तस्माद्धर्मो न हन्तव्यो मा नो धर्मो हतोऽवधीत्।।
Thabo Mofokeng @TouchRabbit
10 Followers 263 Following
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Compounding Quality @QCompounding
366K Followers 353 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
Alf @MacroAlf
424K Followers 249 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Marc Andreessen 🇺�.. @pmarca
1.4M Followers 24K Following Techno-optimist. E/acc. Technology brother. Move Fast and Make Things. p(Doom) = 0; p(“1984”) = not 0.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Chris Perruna @cperruna
150K Followers 663 Following Owner's Rep, investor & weather enthusiast. Husband, dad, dogs & sports. My only account has a blue checkmark. Beware of impersonators. No investment advice!
Morgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel Group
David Senra @FoundersPodcast
126K Followers 209 Following Learn from history's greatest entrepreneurs. Every week I read a biography of an entrepreneur and tell you what I learned.
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Charlie Bilello @charliebilello
595K Followers 144 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
Jamin Ball @jaminball
74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advice
PJB @PaulBieber
1K Followers 676 Following IR/Strategic Finance professional (seeking new role). Also, building Compound IR. Recovering sell-side analyst. Capital markets/soccer junkie. Always curious.
Dan Greenhaus @DanGreenhaus
10K Followers 810 Following Strategist, former CNBC contributor, music, music, Phish, sometimes right, sometimes wrong, never in doubt
Eric Wallerstein @ericwallerstein
5K Followers 1K Following Markets Reporter @WSJ. formerly @NewYorkFed. reach out: [email protected]
Dave Morehead @CIO_Baylor
942 Followers 56 Following Husband. Father. Investor. Baylor University endowment. Thoughts on non-profit portfolio management.
Steph Smith @stephsmithio
147K Followers 99 Following 🎧 Pod host @a16z 💻 Chronically online: https://t.co/AkbwhoTr0K 📈 Led Trends @TheHustle acq by @HubSpot 📘 Wrote https://t.co/w1DBDrOZdI 🎙 Podcast at @sydlis 👇
David Orr @orrdavid
12K Followers 137 Following I back investors who generate 25%+/year alpha over a statistically significant sample on a live money account, not back testing.
Cold Email Wizard �.. @blackhatwizardd
139K Followers 914 Following Helping Agency Owners & B2B Companies reach $10k-$50k/mo at https://t.co/6ffIogFLxd
Fabricated Knowledge @_fabknowledge_
16K Followers 464 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
Rodrigo Benedetti @RodriGo_ethe
4K Followers 266 Following Say no to multiple arbitrage. https://t.co/PKZxXdYUJp
JZ Ads @JZadsurdity
11K Followers 129 Following Helping financial offer owners scale with FB ads (7 Years) | $350k/mo to $1.68M for top client in 2023 | Agora-trained, agency-refined, ROAS-focused.
Sequoia Capital @sequoia
685K Followers 1K Following We help the daring build legendary companies from idea to IPO and beyond.
Tommy Deepwater @TommyDeepwater
10K Followers 412 Following Former Oilfield Services LevFin/HY analyst. Lived the 2015-2016 downturn. Sharing industry research and not investment advice.
Grant Hawkridge @granthawkridge
9K Followers 204 Following Golf, cigars, whisky & looking at charts with @allstarcharts
Marhelm @MarhelmData
11K Followers 159 Following Shipping data, commodities, and trade flow analysis. We provide a data platform, private discord, and weekly report. Made by investors, for investors.
John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
Niharikaa Kaur Sodhi .. @NiharikaSodhi
28K Followers 710 Following Quit my job at 25 to work 3h/ day + own my time. I help people live intentional lives. Join Side Hustle Saturdays ➡️ https://t.co/bydCge3GzX
Ben Billups @BenBillups
22K Followers 794 Following Self-proclaimed "Action Bronson of email/SMS marketing" Creator 👉 https://t.co/ELsy3XmqYx / Grow your newsletter 👉 https://t.co/SVP4k76TYG
Databricks @databricks
70K Followers 1K Following Databricks is the data and AI company, helping data teams solve the world’s toughest problems.
Fede Sandler @FedexSTi
12K Followers 1K Following IRO @SpiderInvest. Ex @Nubank & @MercadoLibre. @Aspeninstitute fellow. Finance freak. Gallina hasta la muerte 🐔🇦🇷 VIEWS MY OWN.
TechStockFundamentals @TechFundies
6K Followers 356 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
Matei Zaharia @matei_zaharia
39K Followers 1K Following CTO at @Databricks and CS prof at @UCBerkeley. Working on data+AI, including @ApacheSpark, @DeltaLakeOSS, @MLflow, https://t.co/94gROE5Xa0. https://t.co/nmRYAKG0LZ
Vertical SaaS Knowled.. @tidemark_vskp
1K Followers 213 Following Frameworks & stories for SMB & Vertical SaaS. Our ideas & yours! Brought to you by @tidemarkcap.
Bessemer @BessemerVP
101K Followers 1K Following For the entrepreneurs who want to build revolutions of their own.
Dan Ives @DivesTech
111K Followers 304 Following Official account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈We Are Penn State! Jersey Pizza #1🍕
Marques Brownlee @MKBHD
6.2M Followers 472 Following Web Video Producer | ⋈ | Pro Ultimate Frisbee Player | Host of @WVFRM @TheStudio
Rowan Cheung @rowancheung
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Jeanne Torre @JTorreCoaching
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Jim Bianco @biancoresearch
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Eric Seufert @eric_seufert
39K Followers 2K Following Investor, Heracles Capital: https://t.co/VMWd6QtHGI | Analyst, Mobile Dev Memo: https://t.co/d8aHtDNdC4 | Developer, Theseus: https://t.co/gW7TUlA8Le.
Nick Schmidt @NickSchmidt_
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Barchart @Barchart
179K Followers 573 Following Financial Markets | Trading & Investing Tools | Charting | Stocks | Options | Futures | Commodities | Forex | News | & Much More
GREG ISENBERG @gregisenberg
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Helen Guo @HelenGuo_
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Dr. Hugh Akston @Akston_Capital
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Mindful Exec @mindfulexec
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FinChat @finchat_io
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Clifton @LegacyBuilder__
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Tim Ferriss @tferriss
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Brett Erik @_gardenofwords_
239K Followers 646 Following Gratitude maxi • Fasting • Writing • ₿ • Ironman • Building niche experts and brands on X + LI
Nicolas Cole 🚢 @Nicolascole77
181K Followers 618 Following I talk about digital writing, ghostwriting, and self-publishing. | Co-Founder Ship 30 for 30, Typeshare, Premium Ghostwriting Academy. | Author of 10 books.
पुढील वाटचालीस मनसे शुभेच्छा 🌺
NDTV मराठी । Riteish Deshmukh । एनडीटीव्ही मराठी वृत्तवाहिनीचा शुभारंभ एनडीटीव्ही मराठी वृत्तवाहिनीचा 1 मे 2024 रोजी शुभारंभ करण्यात आला. प्रसिद्ध अभिनेता रितेश देशमुखचा एनडीटीव्ही मराठी वृत्तवाहिनीसाठीचा प्रोमो शुभारंभाच्या कार्यक्रमात प्रसिद्ध करण्यात आला. @Riteishd…
$7 B of net new ARR added in the Q. IN THE QUARTER. $7B. And accelerating. 🚀
Cloud Giants Update: AWS (Amazon): $100B run rate growing 17% YoY (last Q grew 13%) Azure (Microsoft): ~$76B run rate (estimate) growing 31% YoY (last Q grew 28%) Google Cloud (includes GSuite): $38B run rate growing 28% YoY (last Q grew 26%, neither are cc)
Mamba 🐍 mentality was just another level it doesn’t exist in today’s NBA
Postcard - Wall Street legend and one of the nicest guys you’ll ever meet. I’m a huge fan of Leon Cooperman. Fortunate to hang with him in his home office.
How do marketplaces make money? It’s called a take rate If you’re talking the lingo, other common names for this type of middleman compensation include: •Commission •Vig •Rake I studied the economics of 35 marketplaces 🤑 Get full report mostlymetrics.com
A lot of people have the intelligence to be a good investor. Few have the temperament. "If you're not good at controlling your emotions, you will never be a good investor." - Lauren Templeton
@LatticeworkInv Question for you Amol: why is FinX so excited about $PYPL? Seems like a highly competitive fintech landscape with little differentiation and growth opportunities for $PYPL.
Our Nasdaq Cycle Composite, which consists of the one-, four-, and 10-year cycles, remains in its most bearish stretch of the year. 1/3
वर्सोवा वीधानसभेतील सामाजिक ऊपक्रम राबविणाऱ्या राजस्थानी मुस्लिम समाज संस्थेच्या ईद मीलन कार्यक्रमास ऊपस्थीत राहुन मनसे शुभेच्छा दील्या 🌺 सोबत मनसे शाखाध्यक्ष रशीदभाई शेख व विभाग संघटक वीजय करंबेळे ऊपस्थीत होते
@LatticeworkInv Zuck may be a weird fella. But he's sure one great businessman.
A sperm donor, a carpenter and Julius Caesar walked into a bar. He came, he saw, he conquered.
Per the valuation grid below, inspired by BofA’s Savita Subramanian, a further rise to say 4.0% would create downside risk to 4682. So perhaps this correction could swell to 10%, just like the wobble last October. /END
For the US market, the consensus forward EPS estimate is now growing at a robust 12%. This is considerably more than non-US earnings estimates. /3
A few comments from Jefferies Korea on the data center power theme… Expect global data center’s power usage to double by 2026, leading to bottlenecks in power supply. AI data center’s power usage is 2x vs general servers. IEA says AI data center power usage was 2.1% of total…
Chips keep getting more energy efficient – this hasn’t and won’t change. But just because something is getting more efficient, it doesn’t mean we’re going to use less of the input resource (electricity). That’s not how it works. Humans have an enormous capacity to consume data…
ZYN Q1 usage at 131.6M - 80% YoY grow; annualizes to 526M which would be 36% growth *assuming flatline rest of year*. This is the fastest growing CPG product in...50 yrs? W a 5.5% dividend? Bigger, faster, safer, and *not kids* (unlike Juul) $PM should be $150
ZYN Q4 usage alone was 116.3*15 / 90 19.4M pouches/day $PM
We had the privilege of having legendary Wall Street technical strategist of John Roque of 22V join us the other week on the HX Podcast. Here is his big picture wisdom on investing. Check out the full episode on the HX Podcast or Youtube below: youtu.be/A-ePbHBRlFI?si…
The book that finally put an end to my impostor syndrome was Show Your Work by Austin Kleon. It helped me realize: 1. I didn't need to be an expert 2. Everything I published didn't have to be perfect A game-changer.
@LatticeworkInv RAY DALIO did meditate, stop talking BS from your mouth you are a big man hahaha
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