Anirban Mahanti
@BleedingEdgeAM
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Senior Analyst at AlphaTarget. Previously, Lead Advisor at 7investing & Director of Research at The Motley Fool AU. No investment advice, do your own DD.
Internet, Everywhere
Joined November 2009
Excited to soon join Puru Saxena's @saxena_puru research firm AlphaTarget as Senior Analyst. Will leverage my expertise in disruptive tech & investing for cutting-edge research with Puru, Damia @DamiaOthman & Steve @Steve_Symington. Learn more: Thanks Simon Erickson for the great 7investing experience!
Exciting news: AlphaTarget's team is expanding! Pleased to announce that Anirban Mahanti @7amahanti will soon join AlphaTarget as Senior Analyst. Previously, Anirban was the Director of Research and Portfolio Manager at The Motley Fool (Australia) and since March 2021, he has been a lead adviser at 7investing. Anirban's expertise in disruptive technologies spans computer networking, data science, and machine learning. His research has been at the forefront of technological evolution including his work on video streaming (2003) and early applications of AI/ML to networking problems (2005). Anirban has co-authored over 70 peer-reviewed papers and consulted for industry. He holds a Ph.D. and MSc in Computer Science from the University of Saskatchewan, and a BE from Birla Institute of Technology, India. Anirban will work alongside our highly experienced Senior Analysts Damia Othman @DamiaOthman and Steve Symington @Steve_Symington. Damia Othman joined AlphaTarget as a Senior Analyst in May 2024. Prior to joining AlphaTarget, Damia spent 7 years as a sell-side analyst at an investment bank and brokers in Malaysia, covering the consumer and automotive sectors. From 2021-2023, Damia was Vice President at Affin Hwang Investment Bank and previously, she worked as an analyst at KAF Equities and TA Securities. Damia started her career in the banking industry with Citibank Malaysia. She holds a Bachelors Degree in Business Economics from the University of Exeter, UK. Steve Symington joined AlphaTarget as a Senior Analyst in April 2024. Prior to joining AlphaTarget, Steve spent 3 years as a founding lead adviser/analyst at 7investing Group. Previously, Steve spent 8 years as an analyst at The Motley Fool where he led a real-money portfolio and wrote more than 8,000 syndicated reports on stocks, investing and finance. Steve’s work has been featured in USA Today, TheStreet, Forbes, TIME, Business Insider, Fox Business, Yahoo! Finance, MSN Money and Newsweek. Steve holds a Bachelors Degree in Computer Science from the University of Montana, USA. Since the launch of AlphaTarget's research service on 6 June 2024, the response has been overwhelming and we sincerely thank each subscriber for their support and trust. We take your trust very seriously and will work super hard to deliver cutting-edge research. To learn more about AlphaTarget, visit -
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Back in the day, when ServiceNow $NOW was at $2.6B revenue run rate and growing 35%+, it was valued at < than 25x gross profit. Palantir $PLTR is at $2.9B run rate growing ~30% and is valued at > 85x gross profit. Maybe this time it is different, right? Chart courtesy @theTIKR.
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Apple $AAPL buyback train during the Dec quarter: September 29, 2024 to November 2, 2024: ✅Shares: 41,627,000 ✅Average Price: $229.51 November 3, 2024 to November 30, 2024: ✅Shares: 32,784,000 ✅Average Price: $227.13 December 1, 2024 to December 28, 2024: ✅Shares: 25,379,000 ✅Average Price: $248.05 Seems like Apple was aggressive earlier in the quarter with repurchases and reduced pace when it was closing in on ~$250!
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🎾"Advantage: Platform Players!" As LLMs become commoditized, the match-winning plays move to the software court. Platform & app vendors are positioned to serve up the real innovation, according to ServiceNow $NOW CEO @BillRMcDermott.
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@fools_gd It’s still a pretty good model. I would learn math, try analyzing public company docs, but def not upload personal docs. We shouldn’t be uploading personal docs to any chatbot, not just DeepSeek. 😂
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A fantastic 1-minute take from the ever so eloquent @alighodsi about the commoditization of the foundation model layer. This isn’t good news for training capex players but awesome for those building on top of the foundation models.
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This is so cool. The robots are coming!
All Teslas are born with FSD – capable of self-driving, directly from the factory
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Netflix's $NFLX Q4 2024 results were an absolute banger - 19M new paid memberships (their biggest quarter ever!), revenue up 16%, operating income surging 52% YoY, and strong growth across every major region. This all-round performance prompted me to revisit their Q4 2019 shareholder letter, and it makes for fascinating reading. The Q4 2019 letter came at the backdrop of recent launches of Disney+ $DIS and Apple TV+ $AAPL. The streaming landscape was becoming crowded, and many (myself included) thought Netflix's best days were likely behind it. After all, how could Netflix maintain its growth engine - built on subscriber additions fueling content spend, which in turn drove subscriber growth - in the face of deep-pocketed competitors and more choices in the marketplace? The fascinating part is this: In late 2019, while others saw existential threat, Netflix saw opportunity. Their 2019 letter calmly stated: "We have a big headstart in streaming and will work to build on that by focusing on the same thing we have focused on for the past 22 years - pleasing members." Sure, we can be cynical and say that's what any management team would have said, but the Netflix team has since delivered a masterclass in strategic evolution and execution. In the past 5 years, Netflix nearly doubled its paid members to 302M, with massive growth in international markets (EMEA subscribers doubled, APAC tripled). The strategic evolution has been remarkable, with the company expanding into advertising, gaming, live sports, and local language content at scale. The financial transformation is equally impressive: operating income grew from $2.6B to $10B, while negative free cash flow of -$3.3B in 2019 turned into robust positive FCF of $6.9B in 2024. The balance sheet has strengthened considerably too, with $9.6B in cash and investments against $15.6B in debt. Today, the business is on such steady footing that they are confidently driving price increases across multiple markets. The future is inherently uncertain, but perhaps the story here is of strategic clarity, execution excellence, and a deep understanding of market opportunity. With Netflix now defining its opportunity over a much larger $650B+ entertainment market, it will be fascinating to see what the next 5 years bring.
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@Veganhippo21 Sometimes the maths is just not on your side, right. But who knows. Maybe this thing will keep scaling new mountains!
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AI Agents: The next big thing? Our latest article explores how AI agents 🤖could upend the software world.🧑💻 Link below ⬇️-- give it a read! 📖💡
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RT @saxena_puru: AlphaTarget's Process: How We Invest -🧵 - 1/ Why Stocks? History shows that stocks are the best-performing asset class o…
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@SpachusAus Sure there are people doing it rough but the vast majority seem to not be pulling back on spending. Cafes and restaurants are packed. Personally, seems like the “news” of imminent rate cuts is keeping the spending buoyant.
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