Owner & founder Republica Investments
Brussels, Belgium.
Joined June 2011
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Apple Q2 2023 earnings $AAPL
•EPS $1.52 vs. $1.43 Est.
•Revs. $94.80B vs. $92.96B Est.
•Hikes dividend 4%, authorizes additional buyback of 90B
apple.com/newsroom/2023/05/a…
IEA’s annual Global EV Outlook
• EV share of the overall car market has increased from around 4% in 2020 to 14% in 2022, and is set to increase to 18% this year
• 60% of global EV sales in 2022 took place in China
iea.blob.core.windows.net/as…
“HSBC estimate sales at Tiffany have grown from just under $4bn in 2019, before the deal and the pandemic, to $5.1bn in 2022, and are forecast to hit about $7.5bn in 2025.”
ft.com/content/61b2e4e9-adfb…
Amazon Q1 2023 earnings $AMZN
• EPS: $0.31 (Estimate: $0.22)
• Revenue: $127.4B (Estimate: $124.55B) / up 9% YoY
• AWS sales +16% YoY
ir.aboutamazon.com/files/doc…
“In Q1 2023, Apple recorded the biggest share in the China smartphone market, increasing sales by 6% YoY in a declining market.”
counterpointresearch.com/chi…
Meta Q1 2023 earnings $META
• Revenue: $28.65B (Estimate: $27.67B)
• EPS: $2.20 (Estimate: $2.01)
• Sees Q2 revenue $29.5B to $32B (Est. $29.48B)
• 3.02 billion daily active users across its family of apps, +5% YoY
“Revenues at Kering - which owns brands including Gucci and Saint Laurent - grew by 1 per cent to €5.1bn on a comparable year on year basis in the first three months of 2023, far behind Hermès’ 23 per cent and LVMH’s 18 per cent.”
ft.com/content/49377884-8c8b…
Ivan Maljkovic retweeted
I’ve played a lot of video games in my day, and knew very little of this history
I loved the individual franchise stories, especially Madden and FIFA
@ReustleMatt and @the10thmanbb break it down:
joincolossus.com/episodes/36…
LVMH Q1 2023 earnings $MC.PA
• Revenue of €21.04bn, +17% YoY (vs analyst expectations for 8% growth)
• Strong sales in Europe and Japan, rebound in China
• Robust performance of Louis Vuitton, Dior, Bulgari and Tiffany & Co
lvmh.com/news-documents/pres…
Octahedron Capital presentation - A Few Things We Learned, Q1 2023
drive.google.com/file/d/141S…
“Overall, we expect industry growth to remain solid this year at 7%, albeit slowing from around 15% in 2022, which should lift earnings per share for leading brands by at least 10%.”
morganstanley.com/ideas/chin…
Ivan Maljkovic retweeted
Hidden Champions is the best business book you haven't read.
It dissects the lessons from 500 of the world's best yet unknown companies.
These quiet businesses dominate their industries w/ 70%+ market share!
Here's a thread on the 7 most important lessons from the book ... 🧵
