Hurricane Capital
@hurricap.bsky.social
Business Analysis & Investing
August 11, 2025 at 7:30 PM
August 9, 2025 at 5:06 PM
Gekås 2024. dise.page.link?link=https:/...
August 5, 2025 at 1:03 PM
Gekås 2024. dise.page.link?link=https:/...
Reposted by Hurricane Capital
The 5Y CapEx growth at tech giants: Meta, Microsoft, and Alphabet.
$META $MSFT $GOOGL
$META $MSFT $GOOGL
August 2, 2025 at 5:31 PM
The 5Y CapEx growth at tech giants: Meta, Microsoft, and Alphabet.
$META $MSFT $GOOGL
$META $MSFT $GOOGL
July 23, 2025 at 1:43 PM
Balder 20 år #finanstwitter mb.cision.com/Main/528/420...
July 15, 2025 at 2:53 PM
Balder 20 år #finanstwitter mb.cision.com/Main/528/420...
”Kirkland alone brought in $86 billion last year—more than all of Procter & Gamble. In fact, this brand known for no-frills affordability generated roughly the same annual revenue as luxury giant LVMH.” www.wsj.com/business/ret...
The Pants Cost $20. They Explain $86 Billion of Costco Sales.
Kirkland Signature is now bigger than some of the world’s biggest companies—and it has become essential to Costco’s business.
www.wsj.com
July 14, 2025 at 8:30 PM
”Kirkland alone brought in $86 billion last year—more than all of Procter & Gamble. In fact, this brand known for no-frills affordability generated roughly the same annual revenue as luxury giant LVMH.” www.wsj.com/business/ret...
Dolda miljarder avslöjar höga värderingar dise.page.link?link=https:/...
July 14, 2025 at 10:09 AM
Dolda miljarder avslöjar höga värderingar dise.page.link?link=https:/...
Saying No to Hemnet (HEM.ST)
A Monopoly with Cracks in the Foundation
A Monopoly with Cracks in the Foundation
Saying No to Hemnet (HEM.ST)
A Monopoly with Cracks in the Foundation
cosmiccapital.substack.com
July 8, 2025 at 7:52 PM
Saying No to Hemnet (HEM.ST)
A Monopoly with Cracks in the Foundation
A Monopoly with Cracks in the Foundation
Thoughts on Hemnet and Rates of Change
Thoughts on Hemnet and Rates of Change
Why pulling the pricing lever too fast is risky
www.bristlemoonresearch.com
July 8, 2025 at 7:51 PM
Thoughts on Hemnet and Rates of Change
Läge, läge, läge… mikroläge. Nedan från Hans Wallenstam i Q2:an som kom idag. vp197.alertir.com/files/press/...
July 7, 2025 at 7:04 PM
Läge, läge, läge… mikroläge. Nedan från Hans Wallenstam i Q2:an som kom idag. vp197.alertir.com/files/press/...
Tales Of National Indemnity Company & Jack Ringwalt www.kingswell.io/p/the-berksh...
July 6, 2025 at 8:55 PM
Tales Of National Indemnity Company & Jack Ringwalt www.kingswell.io/p/the-berksh...
OpenAI has started to form a "moat" www.uncoveralpha.com/p/openai-has...
July 5, 2025 at 12:57 PM
OpenAI has started to form a "moat" www.uncoveralpha.com/p/openai-has...
”Men vi har några kontorsfastigheter ute i Kista och där är det väl 60 procent vakans. De är nästan omöjliga att hyra ut och de är nästan osäljbara också. Jag vet inte vad lösningen är på Kista faktiskt.” – Sven-Olof Johansson, Fastpartner
July 3, 2025 at 8:46 PM
”Men vi har några kontorsfastigheter ute i Kista och där är det väl 60 procent vakans. De är nästan omöjliga att hyra ut och de är nästan osäljbara också. Jag vet inte vad lösningen är på Kista faktiskt.” – Sven-Olof Johansson, Fastpartner
Fortsätter knapra i mig årsredovisningar och läser just nu Sectras som kom idag. Slängde ett öga på priset och bestämde mig genast för att återgå till läsningen. Höga framtida förväntningar, minst sagt! #finanstwitter mb.cision.com/Main/1263/41...
July 3, 2025 at 5:01 PM
Fortsätter knapra i mig årsredovisningar och läser just nu Sectras som kom idag. Slängde ett öga på priset och bestämde mig genast för att återgå till läsningen. Höga framtida förväntningar, minst sagt! #finanstwitter mb.cision.com/Main/1263/41...
$CPRT
”It holds a market share of approximately 65% in both the U.S. and internationally, and together with IAA, controls approximately 80% of the market.”
”It holds a market share of approximately 65% in both the U.S. and internationally, and together with IAA, controls approximately 80% of the market.”
Copart, Inc. – A one-of-a-kind business with a killer business model (Deep Dive)
Let me take you through everything you need to know about this excellent compounder with one of the best business models you'll come across!
rijnberkinvestinsights.substack.com
June 29, 2025 at 9:31 PM
$CPRT
”It holds a market share of approximately 65% in both the U.S. and internationally, and together with IAA, controls approximately 80% of the market.”
”It holds a market share of approximately 65% in both the U.S. and internationally, and together with IAA, controls approximately 80% of the market.”
Hacksaw: Hal som en ål, eller Snake… #finanstwitter efn.se/storagare-i-...
Hacksaw nämnde inte ägare på dubbla stolar
En av Hacksaws storägare äger även en av bolagets kunder, skriver Affärsvärlden . Något som inte nämndes i prospektet inför kasinoleverantörens börsnotering.
efn.se
June 27, 2025 at 9:25 PM
Hacksaw: Hal som en ål, eller Snake… #finanstwitter efn.se/storagare-i-...
June 13, 2025 at 4:11 PM
Warren Buffett — the importance of studying balance sheets while building your understanding of the business www.flyoverstocks.com/p/moats-mone...
June 7, 2025 at 3:14 PM
Warren Buffett — the importance of studying balance sheets while building your understanding of the business www.flyoverstocks.com/p/moats-mone...
June 5, 2025 at 6:28 PM
”Costco has a great moat and it is a great business, but at the current price, I believe it is a very risky investment, just as Microsoft and Coke were in the late 1990’s.”
Investment Evolution or Flexible Tactics?
A look at Warren Buffett's remarkable investment flexibility and some thoughts on opportunities over the next decade
basehitinvesting.substack.com
June 3, 2025 at 6:43 PM
”Costco has a great moat and it is a great business, but at the current price, I believe it is a very risky investment, just as Microsoft and Coke were in the late 1990’s.”
