Jessie Ramsdale

General Mills (GIS) - Strong position and growth ambitions

1. Financial strength and profitability:

- Enterprise Performance: $GIS has an enterprise value of $51.17 billion, nearly double that of Kellan, the maker of Special K.

- EBITDA Margin: With an EBITDA margin of 20.54%, it exceeds Kellan's margin by 595 basis points, indicating the successful re-engineering of its...
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Investment opportunity in Datadog shares

1. Nasdaq Composite Market Status:

- First half of 2024: 20% growth with almost no volatility.

- Since July: 6.5% decline due to weak economic data and currency shock in Japan.

2. Stock Development Datadog $DDOG :

- Last Month: Down 9.5% during the broader stock market sell-off.

- Current price: 39% below 2021 all-time high.

3. Key...
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FIVERR INTERNATIONAL - FREELANCING MARKETPLACE

Fiverr International $FVRR a well-known freelancing marketplace, experienced a boom during the pandemic when many people moved to telecommuting and demand for online services skyrocketed. However, after the pandemic ended, growth slowed and the company's stock lost more than 90% of its pandemic high. Still, Fiverr is still an...
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THE TRADE DESK - DIGITAL ADVERTISING CAMPAIGNS AND BELOW-AVERAGE VALUATIONS

The Trade Desk $TTD is steadily becoming a major player in digital advertising, thanks in large part to its advanced technology using artificial intelligence. While the company is not traditionally seen as an AI company, its recent moves in this direction, particularly the introduction of Kokai...
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Best Buy and AI Innovation as a Catalyst for Growth

Best Buy Co., Inc. $BBY, a multinational consumer electronics retailer, has embarked on an artificial intelligence (AI)-powered product offering. This strategic move could boost demand for personal computers and become a major boost to the company's growth in the second half of the year. According to analyst Michael Baker of D...
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Amkor Technology, Inc.: Unique position in a transforming industry

A transformational moment for the OSAT sector:

- According to Morgan Stanley, the outsourced semiconductor assembly and test (OSAT) services sector is at a transformational moment.

Strategic Expansion Plan:

-$AMKR plans to build an advanced packaging and testing facility in Arizona.

- This facility will be...
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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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