G O’Fiachra

About G O’Fiachra

Posts by G O’Fiachra:

February 14 2025

Palantir’s Path to $10 Billion: Can This AI Giant Keep Growing?

Palantir Technologies (NYSE: PLTR) has emerged from a growth slowdown into a phase of reaccelerating revenue and improving profitability in 2024-2025. After a modest ~17% revenue growth in 2023, Palantir’s top-line expanded by 29% in 2024 to $2.87 billion, buoyed by rising demand for its data analytics and AI platforms.

The company also achieved GAAP profitability,

February 14 2025

This Under-the-Radar Pest Control Is Big Business

G O’Fiachra The Ivy

Pest control giant Rollins (NYSE:ROL) is the parent company of well-known brands that include Orkin and Waltham Pest Services. Through its network of subsidiaries and franchisees, Rollins offers pest control services throughout the United States, Canada, the UK and even Australia.

By building out its family of brands over time, Rollins has staked out a prominent position in a reliable,

February 13 2025

Why Bill Ackman Bet $2.3 Billion That the Market Is Dead Wrong

G O’Fiachra The Burst

In early 2025, billionaire investor Bill Ackman, CEO of Pershing Square Capital Management, revealed a substantial new position in Uber Technologies. By January, Pershing Square had accumulated 30.3 million Uber shares, a ~1.4% stake worth about $2.3 billion.

Ackman described Uber as “one of the best-managed and highest-quality businesses in the world,” yet still “available at a massive discount to its intrinsic value.”

So is he right about Uber or will the bet flop?

February 12 2025

Billionaire’s Big Bet: Why He’s Banking on This Undervalued Stock

G O’Fiachra The Ivy

Stanley Druckenmiller is renowned for his macro-driven investment style – he looks for big-picture economic trends and isn’t afraid to make bold, concentrated bets when an opportunity arises. His philosophy centers on anticipating economic cycles and central bank policy shifts and then positioning his portfolio aggressively.

In practice, Druckenmiller often rotates capital from popular,

February 11 2025

Will Historic Lows in Market Breadth Trigger a Stocks Crash?

G O’Fiachra The Burst

Market concentration refers to periods when a few stocks or a single sector dramatically outperform the rest of the market, driving a disproportionate share of index gains. In such times, market breadth is “narrow” meaning the rally relies on a small cluster of leaders while the majority of stocks lag.

Over the past 50 years,

February 10 2025

66% Upside In Asian Ride-sharing Stock?

G O’Fiachra The Ivy

Grab Holdings has evolved into Southeast Asia’s leading super-app with operations spanning ride-hailing, food/grocery delivery, and financial services.

Growth momentum has been strong, particularly since 2023 which was a pivotal year when Grab hit its first quarterly profit. That took place in Q4 2023 on $653 million revenue, up 30% year-on-year.

Under the hood,

February 7 2025

Has The Golden Age For Twilio Started?

G O’Fiachra The Spotlight

Twilio is one of those companies that not many individuals know much about but which is used widely by over 300,000 businesses.

It essentially powers SMS communications so let’s say you’re a Dell or Shopify or Toyota and want to message your own audiences, you would sign up to Twilio to engage with them.

February 7 2025

75 Billion Reasons To Own Google

G O’Fiachra The Ivy

Alphabet (Google’s parent) has significantly ramped up research and development spending in recent years. In 2022, Google spent about $39.5 billion on R&D, which jumped to $45.4 billion in 2023. This ~15% increase was driven largely by higher personnel costs (adding thousands of engineers) and one-time charges like office space consolidation.

R&D now represents roughly 15% of Google’s annual revenue,

February 6 2025

Will NVIDIA 2x Over The Next Year?

G O’Fiachra The Burst

The introduction of the Chinese generative AI model has created a storm on Wall Street, and tall trees are the first to bear the brunt of it. Big tech names have shown weaknesses and AI-related stocks have faced issues as the fear of the new-gen AI model, DeepSeek, and circumstances surrounding its creation spread through the market.

February 5 2025

Are Only 2 Stocks of Stan’s On Sale?

G O’Fiachra The Ivy

Stanley Druckenmiller has an exemplary history and track record trading so we wanted to investigate whether any opportunities leap out in his current portfolio.

Which positions, if any, are underwater? And are there any diamonds in the rough now that are on sale?

In Druckenmiller’s Duquesne Family Office there are 75 stock positions as of September 30,

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