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JANUARY 13, 2025

trillion in 2023. 2023 gross domestic product (GDP) for Germany, Japan, India, the U.K., Let's go with "multitrillion" referring to $3 trillion, which is a conservative assumption. Here is some data to help put this massive number in context: The global car market was worth an estimated $3.4 trillion, $4.2 trillion, $3.6 trillion, $3.4

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FEBRUARY 20, 2025

1, 2023, Ethereum is up a sparkling 124%. Ethereum / US Dollar chart by TradingView As you can see from the chart above, in late 2023, the performance of the two cryptocurrencies began to diverge. In 2023, Solana was up more than 900%. Solana had nowhere to go but up in 2023 after hitting rock bottom in 2022. Since Jan.

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FEBRUARY 21, 2025

Image source: DLocal 2023 investor presentation. Pedro Arnt's move from MercadoLibre is encouraging Investors should note the leadership of CEO Pedro Arnt, who came from Latin American e-commerce and fintech juggernaut MercadoLibre in 2023.

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NOVEMBER 16, 2024

It expanded its food delivery business by acquiring Postmates in 2020, and it turned profitable in 2023 by exiting its weaker overseas markets and divesting its non-core divisions. Image source: Uber. Uber's stock bounced back as the pandemic headwinds dissipated.

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The Motley Fool

NOVEMBER 10, 2024

Its revenue rose 47% in 2020 and 41% in 2021, but it grew just 24% in 2022 and 17% in 2023. As a result, it turned profitable on the basis of generally accepted accounting principles ( GAAP ) in 2023. From 2023 to 2026, they expect its revenue to have a compound annual growth rate (CAGR) of 23% as its EPS has a CAGR of 59%.

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DECEMBER 19, 2024

Ackman first initiated a position in Alphabet in early 2023 when OpenAI's ChatGPT was taking the world by storm. However, as Ackman told CNBC in a September 2023 interview, "Google really fumbled their offering." Alphabet stock has soared nearly 90% since the end of the first quarter of 2023 when Ackman first invested in it.

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DECEMBER 10, 2024

For comparison, generative AI accounted for 15% of Broadcom's fiscal 2023 semiconductor revenue of $28 billion -- just $4.2 Importantly, that includes the revenue contribution from VMware, which it acquired in November 2023. billion in revenue in fiscal Q4, which would be a 51% increase from the prior year.

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FEBRUARY 21, 2025

data center capacity could rise at an annual rate of between 19% and 22% from 2023 to 2030. That's up from $91 billion in revenue in 2023, which represented just 15.8% As the largest cloud service provider in the world, AWS benefits greatly from the AI industry's rising demand for more cloud resources. According to McKinsey & Co.,

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FEBRUARY 27, 2025

increase compared to 2023. million for the year, which was a 335% jump compared to 2023. That's why during the fourth quarter of 2024 (ended Dec. 31), the company's annual recurring revenue (ARR) from its AI services soared by a whopping 160% compared to the year-ago period. million in total revenue during 2024, which was a 12.6%

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JANUARY 16, 2025

In 2023, the company reported an operating profit of $28.7 Here's a breakdown of how it has performed versus the broad index going back to 2018, which was the last time it was a market-beating stock. Year Verizon Stock S&P 500 2024 6.1% 2022 -24.2% -19.4% 2018 6.2% -6.2% Source: yCharts. gain in 2019.

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DECEMBER 16, 2024

In April 2023, Palantir released its fourth major product called the Artificial Intelligence Platform (AIP). Metric Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Revenue growth (% year over year) 17% 20% 21% 27% 30% Customer count 453 497 554 593 629 Adjusted gross margin 82% 84% 83% 83% 82% Adjusted free cash flow $140.8

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JANUARY 16, 2025

Nvidia was reportedly the second-largest customer of TSMC in 2023, accounting for 11% of the manufacturer's top line. TSMC's revenue in December 2023 was down 8% year over year, so the sharp increase in December 2024 revenue makes it clear that it is indeed manufacturing more chips for Nvidia this time around.

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NOVEMBER 11, 2024

Nvidia has tacked on well over $3 trillion in market cap since the start of 2023, and investors don't have to look hard to understand why. According to estimates from TechInsights, Nvidia accounted for 98% of GPUs shipped to data centers in 2022 and 2023, and seems unlikely to relinquish much of its market share this year.

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JANUARY 3, 2025

But shares currently trade at 52 times earnings , a discount to the multiple of 62 times earnings in January 2023. Indeed, the stock currently trades at 42 times earnings, which is double its valuation of 21 times earnings in early 2023. Long-term investors should feel comfortable buying this stock today.

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FEBRUARY 27, 2025

in the fourth quarter of 2023. The halving process removes weaker hands from the crypto-production industry, leaving more of the rewards to the leading miners. As a result, MARA's share of the global mining awards rose to 5.6% in the fourth quarter, up from 4.8% in the previous period and 4.4%

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OCTOBER 31, 2024

Otherworldly demand for AI-graphics processing units (GPUs) has helped Nvidia tack on more than $3 trillion in market value since the start of 2023. Between March 30, 2023 and June 30, 2024, Laffont oversaw the sale of 72% of his fund's stake in Nvidia. Meanwhile, Palantir's shares are up a cool 601% in roughly 22 months.

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FEBRUARY 4, 2025

Shares have more than doubled since late 2023, contributing to the position's heavy weight in Berkshire's portfolio. He's willing to look past the volatility of oil prices, as he wrote in his 2023 letter to shareholders. "No That's just about the lowest price its traded for since the start of 2023. Card fees added $8.5

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Private Equity Professional

NOVEMBER 21, 2024

Over the past year, PST has expanded its operations with several notable acquisitions, including Austria-based Sensore Electronic in August 2023 and California-based SensoScientific in February 2023. in December 2023. Arcline’s third fund closed in March 2023, raising $4.5 The company is led by CEO Adam Markin.

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DECEMBER 26, 2024

So, if someone bought just $100 worth of Palantir stock at the end of 2023, their investment would now be worth $470. billion TSMC witnessed in its top line in 2023. The rapid uptake of artificial intelligence (AI) software solutions by organizations and governments played a central role in this terrific surge.

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DECEMBER 21, 2024

billion in revenue that the company generated from AI chips in fiscal 2023. The above chart points toward a nice acceleration in Broadcom's top line considering that it ended fiscal 2024 with organic revenue growth of 9% (excluding the acquisition of VMware, which was completed in November 2023). The chipmaker generated $12.2

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FEBRUARY 28, 2025

Metric Q4 2024 Analysts' Estimate Q4 2023 Change (YOY) Adjusted EPS ($0.10) ($0.10) ($0.10) 0.0% Adjusted EPS in Q4 was in line with estimates, presenting a loss of $0.10 Overall, the quarter showed mixed results with strong revenue growth but enduring challenges in cost management. Revenue $132.4 million $130 million $60 million 121% Adj.

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JANUARY 14, 2025

decline in 2023. That would be a 25% improvement over its 2023 revenue. Taiwan Semiconductor Manufacturing Popularly known as TSMC, this foundry giant is coming off a terrific 2024. The company's revenue increased 34% last year, which was a big improvement over the 4.5% billion, which was higher than the growth analysts expected.

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Private Equity Insights

JANUARY 9, 2025

The year saw five deals exceeding $5bn, up from two in 2023 and one in 2022. Deal volumes remained consistent with historical trends, as increased activity in North America and Europe offset a 49% drop in Asia-Pacific deal volumes since 2023.

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FEBRUARY 28, 2025

Year Oscar Nominations Oscar Wins 2014 1 0 2015 1 0 2016 2 0 2017 3 1 2018 8 1 2019 15 4 2020 24 2 2021 36 7 2022 27 1 2023 16 6 2024 19 1 Total 152 23 Data source: Netflix. While it's clear that Netflix has demonstrated its ability to secure Oscar nominations, how has the company actually fared at the star-studded event?

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Private Equity Insights

JANUARY 15, 2025

In 2023, Informa acquired Ascentials conferences, including Cannes Lions, for 1.2bn. Alongside Searchlight Capital, it acquired UK events company Hyve in 2023. The events industry has seen a strong rebound post-pandemic, surpassing pre-Covid levels as businesses return to in-person conferences.

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Private Equity Professional

JANUARY 14, 2025

During Cortecs ownership, RMS completed the acquisitions of Texas-based Breaux Machine Works (July 2022), Texas-based Origin Metrology Group (May 2023), Houston-based Plant Process Machine Works (November 2023), and New York-based Blading Services Unlimited (November 2023). In March 2023, Arcline closed its third fund with $4.5

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The Motley Fool

DECEMBER 11, 2024

For comparison, Palantir's top line increased at a much slower pace of 17% in 2023. That would be a 25% increase over 2023's revenue of $2.23 Its revenue in the third quarter of 2024 was up 30% from the same period last year to $726 million. billion in revenue in 2024. The estimates for the next two years have also been increased.

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Private Equity Insights

MARCH 26, 2025

Family Dollar has underperformed within Dollar Trees broader portfolio, prompting the retailer to evaluate alternatives since mid-2023. The divestment comes amid a corporate restructuring effort as the company faces intensifying competition from retail giants like Walmart and online challengers including Amazon, Shein, and Temu.

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The Motley Fool

MARCH 21, 2025

HSY data by YCharts Hershey's problems are real That said, its yield is high right now because the stock has lost more than a third of its value since hitting a peak in 2023. In a decade, this could turn out to be a hugely profitable investment. There are two main reasons. First, the price of cocoa has skyrocketed.

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MARCH 14, 2025

In its fourth-quarter 2024 results from January, ASML forecasted China orders to return to a more normalized percentage of sales after spiking in 2023 and 2024. China may develop alternatives to EUV technology to be less reliant on imports, which would impact ASML. Even so, its guidance for first quarter fiscal 2025 net sales is 7.5

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JANUARY 9, 2025

The Trade Desk's full-year sales rose by 24% in 2023. Facing tight budgets and difficult consumer spending trends, many ad buyers sought this company's cost-controlling expertise. The year-over-year growth rate accelerated to 27% across the first three quarters of 2024. Earnings took a dive in 2022, but came back strong the next year.

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MARCH 13, 2025

as its preferred payments provider by 2023. After years of double-digit growth, its annual revenue only rose 8% in both 2022 and 2023. Its number of active accounts grew 2% in 2022 but dipped 2% in 2023. But in 2023, Robinhood's revenue rose 37% as the market stabilized in the second half of the year.

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NOVEMBER 29, 2024

Adjusted earnings per share (EPS) increased by a modest 5% from Q3 2023. The company's overall third-quarter revenue grew just 1% from the prior year, dragged lower by ongoing weakness in the company's legacy infrastructure segment.

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JANUARY 4, 2025

Here's how the company describes its business model in its 2023 annual report: We are developing quantum computers designed to solve some of the world's most complex problems, and transform business, society and the planet for the better. First off , let's understand what IonQ does , and why it is attracting so much interest from investors.

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FEBRUARY 4, 2025

But from fiscal 2020 to fiscal 2023, Nike's revenue rose at a CAGR of 11%. Nike Direct accounted for 42% of its Nike's total revenue in fiscal 2023, up from 33% of its revenue in fiscal 2020.

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MARCH 10, 2025

Metric Q4 2024 Analysts' Estimate Q4 2023 Change (YOY) EPS 1.08 million euros in Q4 2023 to 259.5 This quarter displayed resilience, focusing on R&D expansion, primarily in oncology, while navigating reduced COVID-19 vaccine demand and legal challenges. euros (42.6%) Revenue 1.19 billion euros 1.14 billion euros 1.48

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JANUARY 6, 2025

Other important metrics moved in the right direction, including the company's total procedure volume, which increased 18% compared to 2023's Q3. As of 2023, less than 5% of eligible procedures were performed robotically. Intuitive Surgical's da Vinci 5 helps strengthen its position in the RAS market, which has significant whitespace.

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