Snapshots That Wow!

Ye duniya pital di

“Bank of America now forecasts that copper supply will be 15% lower, or ~5 million tonnes than demand by 2030.

The bank also expects annual copper demand growth to double to 4% per year, driven by renewables, grid infrastructure spending, and electric vehicles.”

Source: Kobeissi Letter

Another brick in the wall

India’s job creation story is currently working in the blue collar segment. The more educated you are the less likely you are to take those jobs. The challenge of dignity of labor in our country screaming, “We don’t need no, education”

Source: ILO

Is it time to buy this dip?

“An index of Rolex Watch Prices is at its lowest level since November 2020, down 30% from the peak in March 2022.”

Source: @CharlieBilello

Capitalism works. Evidence #1423

ROIC for listed companies across sectors in Europe tend to be markedly lower than their American counterparts. The widest difference is seen in tech companies.

Source: The Economist

Dogs > Babies!

“American spend on pets reached $186B in 2023, more than was spent on childcare.

The industry is growing at 11% a year — nearly 2x pace of overall consumer spend — and is estimated to reach $260B by 2030 (with greater millenial/Gen-Z pet ownership).”

Source: The Economist

Speculoos rising!

Lotus Bakeries has delivered a 10% sales CAGR paired with increasing margins for three and a half decades- an incredibly impressive in such a competitive category globally!

Lotus Biscoff segment is a major revenue driver, accounting for 54% of branded revenue in 2023. This segment has experienced a 16% CAGR from 2013 to 2023. This has led the co. on a Path to a 20-year EBIT CAGR of 17%

Source: Edge by Quartr