Jessie Ramsdale

Block: Shares and future outlook

Block's current situation

Block $SQ is facing a challenging period, with its stock down 14% year-to-date. Despite revenue growth, there is a slowdown in the pace of growth, which is partially impacted by revenue from the Bitcoin division, creating unpredictability. The market is reacting negatively to this volatility, which is reflected in the...
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Footshop's revenues grew by +35% and EBITDA by +212%. We discussed the announced results and the outlook for 2024 with Peter Hajduček in a short interview

PennantPark Floating Rate Capital: Diversified portfolio and attractive dividend

Stable dividend payout

PennantPark Floating Rate Capital $PFLT is a business development company (BDC) that offers investors an attractive dividend yield. With the exception of 2018, it pays monthly dividends that have been increasing or remaining stable since 2011. At current prices, the dividend...
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AeroVironment Inc.: Key defense contractor with a major military contract

AeroVironment Inc. $AVAV, a leading U.S. defense contractor, has been awarded a significant five-year, $990 million contract by the U.S. Army to provide the Switchblade system. This contract comes at a time of growing demand for defense systems due to international tensions and geopolitical uncertainties....
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Burlington Stores, Inc. - Discount Chain and Growth

A brief introduction to the company:

Burlington Stores, Inc.$BURL is an American discount retailer of apparel and housewares that offers products at attractive prices. The company operates in the retail sector and is known for its ability to attract a wide range of customers through its diverse portfolio of merchandise. Its...
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Charles Schwab: Transitioning to a Registered Investment Advisor (RIA) model

The Charles Schwab Corporation $SCHW is one of the favorites in the financial marketplace due to its strategic departure from the traditional banking and brokerage model. Schwab's focus on the Registered Investment Advisor (RIA) space has brought the firm significant growth in the number of clients and...
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Mondelez: Stable growth and increasing dividends provide an attractive investment opportunity

Mondelez $MDLZ International is a potentially attractive option due to its long-term strategy of steadily increasing dividends. It raised its dividend by 11% in June and has regularly delivered double-digit dividend per share growth over the past five years, providing investors with a...
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GE Aerospace: aerospace company on the rise with innovative technology

1. Innovative technology and market position:

- Jump Engine Technology: $GE is poised for major growth with its new jump engine technology that could be a game changer in the aerospace industry. This technology could give the company up to 80% market share in the narrow-body aircraft engine market,...
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Equinix, Inc. - A key player in AI infrastructure

1. Strategic positioning and sophisticated design:

- Data Centers: $EQIX operates strategically located and sophisticatedly designed data centers that are ready to handle the growing demands for artificial intelligence (AI).

2. Key role in the technology ecosystem:

- Technology Ecosystem: $EQIX acts as a significant enabler...
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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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