Ryan Reeves
@RyanReeves_
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Jesus-follower who invests ⬇️ Trying to help people save time and boost their investment returns.
Joined January 2015
Q2 2025 letter. Infuse Partners is just about three years old. Thank you to our partners, hopefully there are many years of compounding ahead of us.
investing-city.com
Infuse Partners
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At $120, $FIG is 263% higher than its IPO pricing. On 487 million basic shares, that's a $58 billion market cap. However, there are 117 million current options/RSUs. Using very rough treasury stock math, that's about 590 million shares on a fully diluted basis. So over $70.
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So $META is gonna spend 45-50% of '26 revs on capex?? The AI train isn't even close to slowing down, it's accelerating if anything. .
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The FCF number for $TMDX is big. Back of envelope, $35 mil in net income + $9 mil SBC + $6 mil D&A + $38 mil change in AR!!! + $5 mil change in inventory +- a bunch of other small stuff, it looks like FCF was nearing $90 million on $157 million in revenue. A lot of that is.
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Very different growth runway/competition but $LULU hasn't traded here since GFC
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Really good post. Everyone has a process, whether they realize it or not: (@MrMojoRisinX). I agree, that's why this is the last paragraph of every fund letter:. The stock market, like life, will have its ups and downs. All we can do is focus on what we can.
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Talk about power laws! Just 4 companies out of >6,000 make up 25% of total capex. 0.07% of the companies make up 25% of the capex. Now this is slightly skewed because the capex numbers are as of Jan '25 and the capex guides are referring to the end of the fiscal years but it's.
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CapEx guides. $AMZN: ~$100 billion.$GOOGL: ~$85 billion.$MSFT: ~$80 billion.$META: ~$70 billion. $335 billion capex between just 4 companies!. That's about 25% of ALL publicly listed US company capex last year 🤯.
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Palantir's fully diluted enterprise value is almost bigger than Salesforce and Adobe. combined. On 2.552 billion shares and $5.2 billion net cash, that's $388 billion for Palantir. The combined EV of Adobe and Salesforce is $407 billion, less than 5% larger.
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A few folks who have added a lot of value to me recently:. 1. @stock_logging.2. @escvel0city11 .3. @jinacapital (h/t for the TMDX tracker). Keep up the great work!.
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Disclosure: Infuse Partners owns Intellego Technologies $int.st.
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$AFRM's market cap is only 4x bigger these days than $SEZL. In October/November of 2023, $AFRM was 100x bigger
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Ramblings on stablecoins, not that anyone asked. I'm definitely not an expert, just thinking through some things on this lovely Saturday afternoon. From the US's perspective, it seems like a no-brainer. More demand for USD and more of a bid for treasuries. Easy to see why the.
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9. $STE.
Part 9 of healthcare. We'll be looking at Steris $STE, a very interesting business. The company has 3 revenue segments:. 1. Healthcare (72% of revs).2. Applied Sterilization Technologies (18% of revs).3. Life Sciences (10% of revs). Between these, about 75% of overall revenue is
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Part 9 of healthcare. We'll be looking at Steris $STE, a very interesting business. The company has 3 revenue segments:. 1. Healthcare (72% of revs).2. Applied Sterilization Technologies (18% of revs).3. Life Sciences (10% of revs). Between these, about 75% of overall revenue is
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$NU added 94 million customers vs. Revolut’s 40 million over the past 5 years
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