Here are 10 insane charts you can now build with it:
1. Alphabet - Google Cloud Operating Margin
$GOOGL
2.) ASML - Average Price per EUV System
ASML's lithography systems are notorious expensive. In fact, in 2023, the average EUV system cost just under $200 million.
$ASML
3. Meta - Family of Apps Operating Margin
Meta's Family of Apps business (Facebook, Instagram, WhatsApp, etc.) reached record profitability last quarter with 60% operating margins.
$META
4. Ferrari - Average Price per Car
In 2024, the average price of a Ferrari was north of $400k. Talk about pricing power.
$RACE
5. Costco - Enterprise Value per Warehouse
The average Costco warehouse is currently valued at $509 million!
$COST
6. Walmart - Sales per Square Foot
Last year Walmart averaged $650 of sales per square foot. That's up ~50% from a decade ago.
$WMT
7. Spotify - New Users Added per Quarter
Last quarter Spotify added 35 million new MAUs. The 2nd highest quarter in the company's history.
$SPOT
8. Tesla - Cars Produced per Day
This year, Tesla produced an estimated 4,859 cars every single day. In 2015, they were producing just 140 cars per day.
$TSLA
9. Snowflake - Annual Revenue per Customer
Not only is Snowflake growing its customer count, but the average revenue per customer has grown at 23.6% annually over the last 4 years.
$SNOW
10. Robinhood - Total Assets per Account
Although Robinhood's total users are still down from 2021 highs, the brokerage platform seems to be attracting higher quality users. Average Assets per MAU is ~4x higher than 5 years ago.
$HOOD
• • •
Missing some Tweet in this thread? You can try to
force a refresh
He's outperformed the market by more than 1,400% over the last 20 years.
He called the GFC and the COVID crisis.
Here are 5 of his best investments ever:
1.) MBIA $MBI
In 2003, before starting Pershing Square, Ackman grew skeptical of the mortgage-backed securities market.
So he bought credit default swaps & shorted the stock of one of the largest municipal bond insurers in the country as they were a counterparty to it.
In 2009, after the GFC caused MBIA's debt ratings to plunge, Ackman exited his short for $1.4B.
2.) General Growth Properties
In the depths of the GFC, Ackman bought $60M worth of distressed shopping mall operator General Growth Properties.
After encouraging them to file bankruptcy and buy time with creditors, GGP sold assets & emerged from bankruptcy turning Ackman's $60M investment into $1.6B.