Jessie Ramsdale

PDD as a Leading Company in Chinese E-commerce

Market Position:

- Leading e-commerce company: $PDD has become a leading e-commerce company in China due to its cost-effective positioning and the growth of the Temu marketplace.

- Market capitalization: after impressive first quarter results announced last Wednesday, $PDD's market capitalization has surpassed its strong competitor,...
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Unity - Key financial and strategic points

-Q1 Revenue: Unity's $U revenue was $460 million, a 2% year-over-year increase.

- Strategic Portfolio: Contributed $426 million.

- Create Solutions: Achieved $133 million, a 17% year-over-year increase, supported by subscriptions and strategic alliances.

- Grow Solutions: Reported $294 million, a 4% year-over-year decrease.

- EBITDA:...
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Brookfield Renewable: A wealth creator with a long-term vision

- Brookfield Renewable $BEP has delivered investors an average annual return of 15.8% over the past 20 years, significantly outperforming the average annual return of the S&P 500 Index.

- A $10,000 investment made 20 years ago would have grown to more than $187,000 thanks to this company, which is $100,000 more than...
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Chewy: The pioneer in online pet supplies sales

- Chewy $CHWY is a major player in the online pet supplies sales market with a wide range of products.

- Active in the $144 billion US market and the $10 billion Canadian market.

- With its second fiscal year of profitability, it is seeing steady growth in sales, gross margin and free cash flow.

- Autoship, which accounts for 76% of $...
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Strong growth of Brookfield Renewable Partners

- Record Results: Brookfield Renewable $BEP had a record year with nearly $1.1 billion in operating income and a 7% increase in FFO per share. This successful track record allowed for a 5% dividend increase, the 13th consecutive year of year-over-year dividend growth.

- Growth potential: While the FFO per share growth rate fell...
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Enbridge Inc.: Steady growth and strong earnings

-Steady earnings growth: Enbridge $ENB achieved record earnings for 2023 with a 6% increase over the previous year, confirming continued financial stability.

-Strategic Plan Execution: Thecompletion of the acquisition of The East Ohio Gas Company and the planned sale of non-core assets supports the company's long-term growth,...
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HubSpot: The road to $1 trillion

- Market capitalization and growth: with a market capitalization of $31 billion and a growing number of customers, HubSpot $HUBS shows promise of reaching $1 trillion.

- Innovative use of AI: HubSpot's use of artificial intelligence in its CRM platform, including predictive scoring and AI technology, strengthens its market position and drives...
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Coupang: Korean Amazon on the road to growth

- Coupang $CPNG is Korea's leading online retailer that has successfully applied a strategy similar to Amazon.

-$CPNG offers a wide selection of goods including groceries and can deliver goods within hours thanks to its Wow membership program.

- The number of Wow members grew by 27% last year to 14 million.

- The Korean market is smaller...
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Block: Innovation and Growth in Finance

- Block $SQ, known for the Square ecosystem, is focused on profitability growth with the goal of reaching Rule 40 metrics by 2026.

- Rule of 40 includes revenue and profit margin growth above 40%, indicating responsible growth for the company.

-$SQ focuses on specific industries with products like Square for Franchises, and integrates...
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KINDER MORGAN: STABLE GROWTH AND ATTRACTIVE DIVIDEND

- Kinder Morgan $KMIprovides ahigh source of income with a 6.4% yield, one of the highest payouts in the S&P 500.

- In the first quarter, the company generated DCF of $1.4 billion, a 5% increase from last year.

- Dividend stability was reflected in the seventh straight year of dividend increases.

- Approximately 68% of the...
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Super Micro Computer, Inc. a strong player in the field of AI

Super Micro Computer, Inc. $SMCI has become a major player in the server and storage device industry, particularly for artificial intelligence (AI).

1. Revenue and Stock Growth:$SMCI has seen a whopping 800% increase in stock value over the past year , reflecting its dominance in the AI hardware space. Revenue grew...
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UL Solutions IPO

1. Financials and IPOA: The company plans to raise up to $812 million through an IPO, offering 28 million shares at a price between $26 and $29 each. This move is expected to support the company's development and fund further growth.

2. Business segments: UL Solutions has two main business segments, Testing, Inspection and Certification (TIC) and Software and...
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🚀 Marvell Technology, a leading player in the semiconductor industry

1. Comprehensive Semiconductor Solutions:Marvell Technology $MRVL specializes in providing comprehensive semiconductors for data infrastructure, covering a wide range from the core of data centers to edge networks.

2. Rising share value: since the beginning of the year, $MRVL shares have achieved an impressive...
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🏢A REIT in the marijuana world, this is Innovative Industrial Properties, Inc.

The#1 REIT in the world of marijuana stocks: $IIPR is a unique REIT that focuses on medical cannabis properties, instead of traditional cultivation and sales.

2. Stable rental incomeDescription : The Company acquires and leases cultivation and distribution centers to cannabis operators, providing...
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SoFi and stock volatility

1. Financial Stability: Despite the issuance of convertible bonds, the CEO of SoFi Technologies $SOFIis optimistic about the company's financial position. In the last quarter of 2023, SoFi Technologies generated GAAP net income of $615.4 million.

2. Expected Volatility: The market reacts to change and investors should be prepared for fluctuations in...
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