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Francis Analyst

@InvestiAnalyst

30 Apr

Peter Lynch

One of the greatest and most successful investors ever on Wall Street. He averaged +29% CAGR over a decade.

Today is a great day to review his Top 7 Pearls of Wisdom that made him great⬇️

(1/8) - Thread:🧵

1/ Market Timing:

✅When stocks are attractive, buy. I've bought stocks at $12 that went > $2, but later went > $30. You don't know when you can find the bottom.”

✅"Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections."

2/GN

✅During the Gold Rush, most would-be miners lost money, but people who sold them picks, shovels, tents, and blue-jeans made a nice profit.

✅Investing in stocks is an art, not a science, and people who've been trained to rigidly quantify everything have a big disadvantage

Read 9 tweets

Francis Analyst

@InvestiAnalyst

22 Apr

@ssankar

$PLTR - Palantir's COO, @ssankar is one of the smartest executives in tech and rarely gives press interviews.

When he does, I listen. He gave one yesterday.

Here are 5-key takeaways from the interview with regard to Palantir's Future:

1/5

2/ $PLTR is thinking/exploring ways they could play a role in maintaining the US' lead in Bitcoin.

This is inview of Thiel's comments (Reminder: Thiel is the chairman of $PLTR)

I think something is cooking, though I don't expect to hear anything soon 👀
bloomberg.com/news/articles/…

3/ $PLTR's HQ

The company's culture has been strong through the pandemic.

Beyond the valley's ideologies, the move of their HQ to Denver from California is partly a hint of the major work they will be doing with helping scale AI solutions for heavy industrial clients in TX

Read 6 tweets

Francis Analyst

@InvestiAnalyst

21 Apr

(1/6)

Just reviewed $IBM's Full Earnings Call to further digest their AI Ambitions relative to $PLTR

The new $IBM CEO is serious about their AI Ambitions.

This image below provides a foundation to understanding their current partnership with $PLTR

Here are the key takeaways:

(2/6)

The CEO talked about how they are utilizing $PLTR's Foundry to help them scale their AI Initiatives for their clients across industries.

It's important to remember that IBM Watson is the brand product name for their AI product feature and its used in collab with Foundry..

(3/6)
The CEO is making new acquisitions and spinning off certain business lines to allow them focus on their Hybrid Cloud Compute and AI strategy

Gartner still regards them as a major leader in AI - Think about the synergies they could bring together with $PLTR for the future.

Read 9 tweets

Francis Analyst

@InvestiAnalyst

18 Apr

$ETSY - The ultimate brand of personalization.

Why $ETSY could be $100B company by 2025 and a valuable lesson for New Investors.

Here is a Thread 🧵 //

2/ $ETSY Product:

Etsy operates a marketplace offering a largest selection of locally made gifts. Everything from jewelry, clothing, pottery, bath, body, now home furnishing and 10-more areas!

They operate a two-sided marketplace between buyers (82M) & sellers (4.4M) as at 2020

The Moat:

3/ Brand Recognition:
• Over 80%+ of purchases on $ETSY are made by organic buyers compared to 20% paid by marketing

• This level of word of mouth helps to lower CAC and drives scale.

• $ETSY has become a household name and this is likely to stick post-pandemic.

Read 19 tweets

Francis Analyst

@InvestiAnalyst

17 Apr

Primer on How Investors can build an AI Portfolio to capture the $13T Opportunity from Artificial Intelligence by 2030.

Mega Thread //

• A Framework for evaluating AI Companies
• Top Companies that will continue to dominate
• First Principles basics on AI

Let's Review⬇️🧵

* Disclaimer: Not advice

1/Some context - This is a follow-up to a Twitter spaces with some brilliant folks:

Thread Outline:
• Foundational elements
• Debunking AI
• My framework for structuring an AI portfolio
• My Top Companies to watch
• Market Opportunity
• Summary
🔽

2/ What's AI?

Debunking it - AI simply involves training a complex system with huge amounts of data using algorithms (instructions), then using that trained system to make predictions about new data it has never seen.

Below is a break-down of the types (ML & NLP are common)

Read 27 tweets

Francis Analyst

@InvestiAnalyst

22 Mar

$UPST Pt-2: Analysis on Future Growth Drivers.

I took some extensive time to write a comprehensive report on their FY 2020 Financial report and What to expect in 2021.📙

Many people might ask if they have missed out? No, there's more L-T!

Here is why in my article Preview:📩👇

https://twitter.com/InvestiAnalyst/status/1372316764390842371

1/ Brief Overview:

I start the article with a very brief overview of Upstart for those new to the story.

However, if you want a shorter form – read my thread below or if you know everything - you can skip it.

https://twitter.com/InvestiAnalyst/status/1372316764390842371

2/ $UPST - I provided a breakdown of the 2020 Earnings R. –

Couple of things made the earnings report stunning! I explain:

• The driver of the 40% Growth
• The Operating margins and profitability
• The important customer metrics that 'Wow'd'
• How the business is scaling

Read 9 tweets

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