Perseverance Capital @craig_pan
Investor hunting for alpha. L/S equities. Style-agnostic generalist. Buy low, sell high. Joined November 2015-
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US became a net exporter of LNG ~2017. LNG exports are set to rise as capacity buildout continues, allowing domestic producers to take advantage of higher prices overseas.
A good diagram summarising the biologics manufacturing process.
This marks the top for AI. I am sorry I don't make the rules.
Would anyone happen to have a link to the lecture (“Air Cargo: Back To The Future”) given at The Wings Club in New York City on May 24, 2012 by Fred Smith (founder of FedEx)??? Excerpts are in the linked article but cannot find the full version memphismagazine.com/features/colum…
Dino Polska's value proposition vs. rest of industry. I think it continues to win share outside of city densities.
Taking some gains on $AMZN into this print. Probs a good qtr but won’t be as strong as prev.
This is where you want to press the long exposure to US credit. Positive inflection point for early-stage delinquencies. From Capital One earnings call.
Loading up on $GOOGL into the print. I reckon it pops post print. Famous last words 😬😬
And the game continues. This is not a value AI play. This is a short. $IBM moved its declining security software business from Software to Consulting in 1Q24 in order to show ‘strong’ Software segment growth. But Software growth came in at +5% y/y, or +2% excl. temp. tailwinds
And the game continues. This is not a value AI play. This is a short. $IBM moved its declining security software business from Software to Consulting in 1Q24 in order to show ‘strong’ Software segment growth. But Software growth came in at +5% y/y, or +2% excl. temp. tailwinds
The guidance provided by liners seems to be quite conservative given where freight rates are now. Rates seem to be settling at a higher low. Probably a beat and raise incoming for the industry. Here is what Maersk was basing their guide on.
Lol … completely misses the short positioning heading into the print for $TSLA and the near term outlook for $META
Offshore rig market marketed utilization is expected to increase by another 3% to 96% this year.
Power shift from brands to wholesale channel unfolding this yr. $NKE will pay for fixturing, co-branded marketing, better IMUs (margin on product) to get regain shelf share - all good for wholesaler margins. Going long $FL here again
Consolidation is happening. seekingalpha.com/news/4092305-j…
Consolidation is happening. seekingalpha.com/news/4092305-j… https://t.co/GAk2JM4xQA
I would fade the pop in $LWAY. Lapping price increases, competition dynamics worsening, Danone (owns 24%) more likely to sell stake vs. being strategic buyer as they offloaded US dairy assets earlier this yr.
$NFLX down post-result seems to be from them no longer reporting paid subs and APRU from Q1 2025. They are one step ahead IMO doing this from a position of strength vs say in a few qtrs where growth will be weaker on paid subs side as they comp against password crackdown tailwind
$LW is now at its lowest valuation (PE & EV/EBITDA) since spin-off
The catalyst for pressing $NKE hard as a long would be when John gets the 🥾 . He hasn’t done a good job imo
The catalyst for pressing $NKE hard as a long would be when John gets the 🥾 . He hasn’t done a good job imo
Ignore @ignore89039500
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Crash @Noicewon11
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Warren Buffett slipping up and accidentally calling Greg Abel “Charlie” may be one of the most charming and perfect honors I’ve seen of the recently passed Charlie Munger. You know Charlie is deep in Warren’s heart. $BRK
Omaha looking beautiful this time of year 😍
A standing ovation for the great Charlie Munger here in Omaha.
$MSCI insider buy
Per Doug Kass: Apple $AAPL earns 5.4% on short term treasuries (six month) on its cash But Apple P/E ratio is 30x - which means they earn only 3.3% on buybacks given earnings aren't growing much at all...doubt they going to borrow at much less than 3%
Apple to big tech “I’m capital light now” $AAPL
Berkshire Hathaway share repurchases in Q1 2024 $BRK.A $BRK.B
$EXPE blowing it with VRBO, $ABNB / $BKNG gaining share
$BRK sold a shit ton of $AAPL in Q1
IT spend grows inline with GDP. IT infrastructure spend typically grows slower than overall IT spend. Significant portion of public cloud growth is share shifts from legacy on-prem infra players and converting capex -> opex.
Arar fund on Basic Fit $BFIT it’s not impossible Basic Fit will be acquired by another company: with Planet Fitness eying expansion in Europe it might make sense for them to make their life easier (Extract from their Q1 letter)
Berkshire operating earnings up 32% cash $189 B. Apple stake reduced by 13%. Insurance and energy led earnings increase.
PMs: Market is broken. I will take advantage. Invest with me. PMs: I'm lagging massively because markets are broken.
Vistra Corp $VST will replace Pioneer Natural Resources in the S&P 500 after $PXD acquistion by Exxon $XOM completed
Woman behind me in the line to get into the meeting is a VC who hadn’t even heard of $BRK until last week. Hike the rates
After c. +50% since my first posting, InPost $INPST remains a very attractive story for the longer term. Despite the strong run, I believe there's still multi-bagger potential left here and that the story will accelerate going forward. As a reminder, InPost is a Polish…
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