RT @KoyfinCharts: Seth Klarman's 80/20 rule:. "The first 80% of the available information is gathered in the first 20% of the time spent. T….

RT @KoyfinCharts: This was Bill Ackman's pitch on $UBER from Q1 2025, when the stock was priced at $79 per share. Ackman claims that Uber'….

Seth Klarman's 80/20 rule:. "The first 80% of the available information is gathered in the first 20% of the time spent. The value of in-depth fundamental analysis is subject to diminishing marginal returns".

This was Bill Ackman's pitch on $UBER from Q1 2025, when the stock was priced at $79 per share. Ackman claims that Uber's share price is "likely to more than double over the next 3 to 4 years".

$UBER Name a better-looking free cash flow evolution chart.

The highest stock-based comp as a % of sales in the S&P 500 goes to:. 1. $CRWD Crowdstrike: 22.6%.2. $AXON Axon Enterprise: 21.4%.3. $DDOG Datadog: 21.4%

$FIG Figma is now down 45% from its $143 high last week.

Relative to the United States (S&P 500), European stocks (STOXX 600) have vastly underperformed since the GFC in 2008. *The Stoxx 600 has been converted to USD for this chart.

$LLY Yesterday, Eli Lilly stock had its worst day in 25 years.

Seth Klarman on expecting precision:. "Any attempt to value businesses with precision will yield values that are precisely inaccurate. The problem is that it is easy to confuse the capability to make precise forecasts with the ability to make accurate ones".

$SNAP Cumulative stock-based comp and net losses since going public in 2017:. - Net loss: $11.02 billion.- Stock-based comp: $9.98 billion

The EBIT margins of the 'Big Eight' have expanded handsomely since 2019.

$PLTR Palantir is, visibly, the extreme outlier of the S&P 500 in 2025. The strongest performing stock (+137% YTD) with the highest P/S multiple (88.4x).

The relative relationship between the Russell 1000 Growth $IWF and Russell 1000 Value $IWD buckets.

3/ This update will benefit individuals and teams. Individuals: Views are shared across all Client Portfolios, meaning you can create them once and leverage them across the system. Teams: Views are shared across the workspace, enhancing collaborative efforts and saving time.

2/ To highlight one commonly user-requested grouping feature, you can now flatten out the structure of a household or portfolio. Meaning you can view items on a security level instead of grouping by underlying portfolios or accounts.

1/ Across the Profit / Loss and Analysis tabs in Client Portfolios, you can now:. - Create multiple custom views.- Apply unique grouping.- Add summary rows.- Sort columns.- Benefit from 'Global' views across portfolios.

✨ Now Live: Views in Client Portfolios. You can now create views in Client Portfolio tables by adding unique column configurations, groupings, summary rows, and more. Views can be leveraged across the Client Portfolios through their 'global' nature.

$PLTR Over the last 3 years, Palantir has almost been a 15-bagger.

$PLTR Palantir reached $1 billion in quarterly revenues for the first time in Q2 and is now growing at a >$4 billion annual run-rate. Mid-point guidance from the company implies $4.15 billion in FY25 revenue.