In this episode of Pitch The PM, Doug and Gil candidly debate where Nvidia is in the GPU cycle, how Nvidia came to dominate the advanced chip market and what the road map looks like for advanced chip supply and demand. Gil outlines the current state of the industry for GPU chips that is in […]
Growth acceleration, a catalyst to unlock value. 2-2.5x Return Potential. Post the covid stock bubble, a laser focused management team at Zoom works to transform from a single-product company to an Enterprise platform. Revenue growth acceleration from low single-digits to high single-digits could be the catalyst for positive earnings revisions and potentially multiple re-rating. In […]
Reverse Engineering Berkshire’s POOL Investment: Buying a Great Company in a Lull In addition to presenting high-conviction investment ideas, we also reverse engineer great investor’s thesis to improve our process. Pool Corp. has a leading position in a good industry and has demonstrated the ability to consistently grow FCF/share in the mid-teens with a high […]
