Jerry Capital @JerrryCap
Not selling anything. Not investment advice. My personal but public journal. DMs open Block quickly, DM a mutual friend to unblock Joined January 2015-
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Jerry Capital retweeted
Compounding Stalwarts
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Jerry Capital retweeted
SPAC Turo!
Jerry Capital retweeted
“We leveraged the name Dye & Durham (huge value within the legal industry)... really used that as a platform for industry consolidation... It was a company, 140+years old, traditionally known for providing legal stationery... we’ve pivoted it into a legal tech company.” $DND
Jerry Capital retweeted
$DND "gave chief executive Matthew Proud an option grant in October, 2021, that at the time, it has now disclosed, it valued at $98.8-million" theglobeandmail.com/business/comme…
Jerry Capital retweeted
and they were still cheap!
Jerry Capital retweeted
Jerry Capital retweeted
"AI could accelerate the pace of drug discovery." - @scuttleblurb
Jerry Capital retweeted
Jerry Capital retweeted
"Conventional wisdom holds that bioproduction is an acyclical industry. But CDMO activity is tied to new drug development and new drug development is in part tied to economic conditions." - @scuttleblurb
Jerry Capital retweeted
"For Lonza, new capacity is supported by anchor customers, most of whom are bound by 5-7 year contracts that pass-through raw materials inflation. A new build is expected to deliver 15%-20% IRRs and mature ROICs of over 30%" - @scuttleblurb
Jerry Capital retweeted
WE ARE SO BACK
Jerry Capital retweeted
$MSFT Road to 50x NTM P/E ▓▓▓▓▓▓▓▓░░░░░ 62%
Jerry Capital retweeted
"This is one the home gamers are going to want to be in" - @jimcramer
Jerry Capital retweeted
Here is the Foriegn Affairs Committee response to this very specific piece of Chinese proganda.
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