Community

Berkshire has managed to find a balance between a diversified business and an alpha-rich portfolio. The company’s efficiency is reflected in its low risk, which also limits growth.

The launch of the next console in 2025 will most likely benefit Nintendo over the following three years, as it gradually gains traction. Risks A flop of the new console due to poor reception or high price.

Future Efforts: Digitalization: Automation of the supply chain. Investment in data, enabling large-scale digitalization across the entire value chain (from procurement to factory management, including transportation and market placement).

Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.

Tesla Inc. (TSLA) is a global leader in electric vehicles (EVs), energy storage, and solar solutions.

Evolution AB (EVO) stands out as a premier stock, delivering consistent and impressive growth in both revenue and EBIT, highlighting its strong financial health and operational excellence. The company’s durable competitive advantage is underpinned by its robust moat—attempts by competitors to emulate its innovative and scalable business model have repeatedly failed, underscoring EVO’s dominance in its niche.

Key Takeaways Possible consolidation in the streaming market will benefit NFLX with better negotiating leverage Internal initiatives of ad-plans and paid sharing will drive user and revenue growth ARPM will increase due to future price increases and advertising revenue Advertising dollars will transition from Cable TV to NFLX as its ad-supported members base grows Discipline on content costs will increase net margins and push future earnings and cash flows higher Catalysts Industry Catalysts Consolidation Of Content In The Streaming Market After 25 years of expensive growth, Netflix has now become the most dominant, profitable streaming player in the world. With 238m subscribers, trailing 12 month revenues of $32bn and cash flows of $4.6bn (all as of June 30 2023), the company has reached scale economics that allow the streaming model to work profitably.

28 November 2024 Catalysts 1. Hektar REIT (KLSE: 5121) portfolio of retail and education properties throughout Malaysia.

Current Take on Ideanomics (IDEX): At present, Ideanomics (IDEX) is a high-risk stock with significant challenges: Financial Instability: The company is experiencing large losses, reflected in its negative P/E ratio (-0.01x), and its net income is still deeply negative, which suggests that Ideanomics is far from profitability. With a negative shareholder equity and high debt levels, the financial position of the company is precarious.