Snapshots That Wow!
Bhav bhagwan, toh earnings Indra dev che!
Earnings growth has been the major contributor of long-term returns for the past two decades.
Source: Kotak ISE
Good guys finish first!
While this data is 5 years old, According to Glassdoor's 2020 analysis (2009-2019), the Best Places to Work cohort achieved 20.3% annualized returns, outperforming the S&P 500 by 7.4% (vs. 12.9%).
Source: Glassdoor
The party has a new ‘District’ code!
BookMyShow app vs one-year-old District, weekly active users shows how the entire incremental growth could have likely shifted to Eternal’s District. Users are of course not exclusive. Highly likely that users are using both platforms- but it is telling that within a year they have gotten to 6 million weekly users.
Source: CLSA
EU: The tech Robinhood!
EU makes more from fines on US tech, than tax from ALL of public European tech
In 2024 EU fined US tech companies €3.8B meanwhile public internet tech companies paid only €3.2B in income tax
Source: David Fant
Oil oil everywhere, not a drop drilled?
The Latin American country has the world’s largest oil reserves — but today it is only the world’s 21st largest oil producer.
Source: Bloomberg
This ain’t any ordinary Joe!
Trader Joe's turns over its inventory insanely fast. This chart is for is an *average* TJs.
Some stores even replenish their entire inventory 2x/week!
Source: Acquired Podcast