Hurricane Capital
@hurricap.bsky.social
đ€ 651
đ„ 147
đ 1013
Business Analysis & Investing
sherwood.news/markets/ai-i...
6 months ago
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sherwood.news/business/ike...
6 months ago
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GekÄs 2024.
dise.page.link?link=https:/...
6 months ago
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reposted by
Hurricane Capital
Koyfin
6 months ago
The 5Y CapEx growth at tech giants: Meta, Microsoft, and Alphabet. $META $MSFT $GOOGL
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sherwood.news/markets/phil...
7 months ago
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Balder 20 Är
#finanstwitter
mb.cision.com/Main/528/420...
7 months ago
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âKirkland alone brought in $86 billion last yearâmore than all of Procter & Gamble. In fact, this brand known for no-frills affordability generated roughly the same annual revenue as luxury giant LVMH.â
www.wsj.com/business/ret...
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The Pants Cost $20. They Explain $86 Billion of Costco Sales.
Kirkland Signature is now bigger than some of the worldâs biggest companiesâand it has become essential to Costcoâs business.
https://www.wsj.com/business/retail/costco-kirkland-signature-pants-lululemon-792becb2?st=nWaU4R&reflink=desktopwebshare_permalink
7 months ago
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Dolda miljarder avslöjar höga vÀrderingar
dise.page.link?link=https:/...
7 months ago
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Saying No to Hemnet (HEM.ST) A Monopoly with Cracks in the Foundation
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Saying No to Hemnet (HEM.ST)
A Monopoly with Cracks in the Foundation
https://cosmiccapital.substack.com/p/saying-no-to-hemnet-hemst
7 months ago
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Thoughts on Hemnet and Rates of Change
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Thoughts on Hemnet and Rates of Change
Why pulling the pricing lever too fast is risky
https://www.bristlemoonresearch.com/p/thoughts-on-hemnet-and-rates-of-change
7 months ago
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LÀge, lÀge, lÀge⊠mikrolÀge. Nedan frÄn Hans Wallenstam i Q2:an som kom idag.
vp197.alertir.com/files/press/...
7 months ago
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Tales Of National Indemnity Company & Jack Ringwalt
www.kingswell.io/p/the-berksh...
7 months ago
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www.dontdistribute.com/p/hacksaw-ab
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Hacksaw AB
Great business with a challenging future
https://www.dontdistribute.com/p/hacksaw-ab
7 months ago
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OpenAI has started to form a "moat"
www.uncoveralpha.com/p/openai-has...
7 months ago
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âMen vi har nĂ„gra kontorsfastigheter ute i Kista och dĂ€r Ă€r det vĂ€l 60 procent vakans. De Ă€r nĂ€stan omöjliga att hyra ut och de Ă€r nĂ€stan osĂ€ljbara ocksĂ„. Jag vet inte vad lösningen Ă€r pĂ„ Kista faktiskt.â â Sven-Olof Johansson, Fastpartner
7 months ago
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FortsÀtter knapra i mig Ärsredovisningar och lÀser just nu Sectras som kom idag. SlÀngde ett öga pÄ priset och bestÀmde mig genast för att ÄtergÄ till lÀsningen. Höga framtida förvÀntningar, minst sagt!
#finanstwitter
mb.cision.com/Main/1263/41...
7 months ago
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SPVs, Credit, and AI Datacenters
How a new credit bubble is building in AI data centers
https://paulkedrosky.com/weekend-reading-plus-spvs-meta-and-fiber-buildout-2-0/
7 months ago
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$CPRT âIt holds a market share of approximately 65% in both the U.S. and internationally, and together with IAA, controls approximately 80% of the market.â
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Copart, Inc. â A one-of-a-kind business with a killer business model (Deep Dive)
Let me take you through everything you need to know about this excellent compounder with one of the best business models you'll come across!
https://rijnberkinvestinsights.substack.com/p/copart-inc-a-one-of-a-kind-business
7 months ago
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Hacksaw: Hal som en Ă„l, eller SnakeâŠ
#finanstwitter
efn.se/storagare-i-...
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Hacksaw nÀmnde inte Àgare pÄ dubbla stolar
En av Hacksaws storÀgare Àger Àven en av bolagets kunder, skriver AffÀrsvÀrlden . NÄgot som inte nÀmndes i prospektet inför kasinoleverantörens börsnotering.
https://efn.se/storagare-i-hacksaw-pa-dubbla-stolar-innan-borsnoteringen?source=&utm_source=efn.se&utm_medium=Web&utm_content=&utm_campaign=Internal
7 months ago
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$ABNB
quartr.com/insights/edg...
8 months ago
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Warren Buffett â the importance of studying balance sheets while building your understanding of the business
www.flyoverstocks.com/p/moats-mone...
8 months ago
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YouTube:
youtu.be/W93fLUhqR-M?...
Slide deck:
www.ivey.uwo.ca/media/20di0v...
8 months ago
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$COST
open.substack.com/pub/philipor...
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Costco CEO Breaks Down How a Kirkland Product Gets Made | WSJ
YouTube video by The Wall Street Journal
https://youtu.be/MzLQufpiegk?si=ODH-BgQPp6xZ-phH
8 months ago
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âCostco has a great moat and it is a great business, but at the current price, I believe it is a very risky investment, just as Microsoft and Coke were in the late 1990âs.â
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Investment Evolution or Flexible Tactics?
A look at Warren Buffett's remarkable investment flexibility and some thoughts on opportunities over the next decade
https://basehitinvesting.substack.com/p/investment-evolution-or-flexible
8 months ago
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www.valuethemarkets.com/investing-da...
8 months ago
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$COST
8 months ago
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Di analyserar Hemnet idag och landar i en sÀljrekommendation.
#finanstwitter
www.di.se/analys/varde...
9 months ago
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Swedbanks snittavkastning pÄ eget kapital över olika tidsperioder mellan 2006-2024.
#finanstwitter
9 months ago
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Atlas Copco Àr ytterligare ett exempel pÄ ett bolag som har uppvisat fin stabil brutto- och rörelsemarginal samt avkastning pÄ eget kapital under perioden 2006-2024.
#finanstwitter
Data frÄn
@borsdata.bsky.social
med mina egna berÀkningar.
9 months ago
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âJag tar hellre ovisshet och börsstök Ă€n att allt skulle ha varit pĂ„ all time high. Jag blir lugn av volatilitet och av att andra Ă€r nervösa. Jag blir mer nervös nĂ€r alla andra Ă€r lugna.â â Richard BrĂ„se
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Richard BrĂ„ses ovĂ€ntade fastighetsinnehav: âDet trodde jag aldrigâ | AffĂ€rsvĂ€rlden
Protean-förvaltaren Richard BrĂ„se har hunnit ta in runt 40 bolag till den nyöppnade Aktiesparfonden. NĂ„gra av innehaven överraskar honom sjĂ€lv. âHade jag hetat Blackstone sĂ„ hade jag försökt att köpa ut detâ, sĂ€ger han om ett av bolagen.
https://www.affarsvarlden.se/intervju/richard-brase-avslojar-ovantade-innehav-det-trodde-jag-aldrig
9 months ago
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AQ Group har uppvisat fin stabil brutto- och rörelsemarginal samt avkastning pÄ eget kapital under perioden 2006-2024.
#finanstwitter
Data frÄn
@borsdata.bsky.social
med mina egna berÀkningar.
9 months ago
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Aktiesparfondens innehav.
www.di.se/nyheter/hela...
#finanstwitter
9 months ago
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genuineimpact.substack.com/p/buffetts-l...
9 months ago
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Kjell & Company.
storage.mfn.se/7a31f329-9be...
#finanstwitter
9 months ago
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Pandora har köpt tillbaka 38% (CAGR -3,9%) av utestÄende aktier sedan 2012.
pandoragroup.com/staticconten...
#finanstwitter
9 months ago
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$COST âKirkland-branded products (excluding gas) already account for nearly a quarter of Costco salesâsome $56 billion in its fiscal year that ended September 1. That makes Kirkland bigger by revenue than Nike ($51 billion last year) or Netflix ($39 billion).â
www.fastcompany.com/91324380/cos...
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Costco's Kirkland brand is bigger than Nikeâand it's about to get even bigger
No other single brand has been as successful as Costco's Kirkland in such a wide array of categories, from underwear to frozen pizza.
https://www.fastcompany.com/91324380/costco-kirkland-bigger-than-nike-and-about-to-get-even-bigger
9 months ago
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âNobody knows what the market is going to do tomorrow, next week, next month. But they spend all their time talking about it, because it's easy to talk about. But it has no value.â â Warren Buffett
9 months ago
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Byggmax.
om.byggmax.se/sites/byggma...
#finanstwitter
9 months ago
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Bra vd-ord frÄn AQ Groups James Ahrgren.
mb.cision.com/Main/11536/4...
#finanstwitter
9 months ago
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reposted by
Hurricane Capital
Dividend Growth Investor
9 months ago
An end of an era...
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Ett fint vd-ord frÄn Atlas Copcos Vagner Rego.
www.atlascopcogroup.com/content/dam/...
#finanstwitter
9 months ago
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ââŠdet finns en stor âdoldâ skuld i form av leverantörsfinansiering. Den uppgick till 14,6 miljarder kronor vid Ă„rsskiftet varav leverantörerna utnyttjat 9,4 miljarder kronor. Ser man dessa som rĂ€ntebĂ€rande har Electrolux nĂ€stan 50 miljarder kronor i upplĂ„ning.â
#finanstwitter
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Riv av plĂ„stret â gör nyemission nu
Electrolux presenterar en ny storförlust i Nordamerika, ett vÀldigt svagt kassaflöde och en skuldbörda som fortsÀtter att klÀttra. Det Àr lika bra att riva av plÄstret. Gör en nyemission nu nÀr ni kan...
https://www.di.se/nyheter/riv-av-plastret-gor-nyemission-nu/
9 months ago
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Stödköper Röko för att hÄlla upp kursen.
9 months ago
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âThe idea of caring that someone is making money faster than you is one of the deadly sins. Envy is a really stupid sin because it's the only one you could never possibly have any fun at. There's a lot of pain and no fun. Why would you want to get on that trolley?â â Charlie Munger
9 months ago
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VÄr himmelske Fader vad nöjd med allt de hade skapat. Den sjunde dagen tÀnkte de först vila frÄn allt sitt verk men kom sedan pÄ andra tankar och skapade IFRS 16.
#finanstwitter
9 months ago
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âYouTubeânot audio-first platforms like Spotify or Appleâhas become the top destination for American podcast listeners. Data from Edison Podcast Metrics shows YouTube attracts 31% of weekly podcast listeners, compared to Spotifyâs 27% and Appleâs 15%.â
www.fastcompany.com/91319401/net...
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Netflix is eyeing video podcasts as it expands beyond TV and film
As YouTube dominates the podcast space, Netflix sees an opportunity to woo creators and blur the lines between talk shows and podcasts.
https://www.fastcompany.com/91319401/netflix-is-eyeing-video-podcasts-as-it-expands-beyond-tv-and-film
9 months ago
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đ BRK Deep Dive â 39 sidor fin lĂ€sning
substack.com/redirect/7fb...
#finanstwitter
9 months ago
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Alphabet EV/FCF 2025E: 24,5x 2026E: 20,8x 2027E: 17,1x EV/EBIT 2025E: 14,6x 2026E: 13,1x 2027E: 11,6x P/E 2025E: 17,6x 2026E: 15,7x 2027E: 14,2x KĂ€lla: Quartr/S&P Global
#finanstwitter
add a skeleton here at some point
10 months ago
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Alphabet Capex & Free cash flow
abc.xyz/assets/0d/82...
10 months ago
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