As 2Q earning season gets underway, can these names deliver. Our next guest raised his price target on both door and Uber. Two names that our own Jim Kramer, by the way, says are the winners in a winner take all category.With us now is Nick Devani. He's senior US internet analyst at Bernstein. Nikil, did we miss the run or is there still a lot left to go here.Well, first off, thank you for having me. Appreciate it. Um, no, we think there's still more to go here.uh we're relatively constructive as we look at ...

Career & Personal Development - The speaker initially aspired to be a doctor, influenced by her surroundings, but life led her to a different path [3][4] - The speaker transitioned from an accounting graduate aiming for corporate jobs to a teaching opportunity, initially met with apprehension [5] - The speaker experienced fear and responsibility when first teaching, concerned about making a difference for students [6] - The speaker emphasized the importance of continuous learning and adaptation in teaching, even when facing doubts [7][8] - The speaker balanced teaching with pursuing a PhD, highlighting the exhaustion and unexpected lessons learned [10][11] - The speaker found joy in teaching through personal growth, becoming stronger and more patient [12] - The speaker views teaching as believing in others' potential and recognizing potential within oneself [13][14] Teaching Philosophy - Teaching is not just about delivering knowledge but about believing in students before they believe in themselves [13] - Uncertainty should be embraced as part of the journey, as the best paths are often unexpected [15]

Unilever’s Growth Comes From Finding Opportunityhttps://t.co/jmBgnIntAK https://t.co/ZmQlw5N4lJ ...

Growth Strategy - Unilever's growth stems from identifying and capitalizing on opportunities [1] Industry Focus - The article highlights Unilever's approach to growth, a key concern in the consumer goods industry [1]

A few days ago, I got a call from an old classmate informing me that my good friend Paul had passed on. We shared a lot of memories with Paul and he was very positive about the future. Bothered by his death, I took interest in finding out what had really happened.And upon learning that Paul had actually succumbed to a diet related cancer, I started reflecting and just thinking about Zambians who are at risk of diet related illnesses which are very much avoidable. Allow me to start from the beginning. We oft ...

“At companies, by default, the teams grow and they get large. Elon Musk was always a force against growth. I would have to work and expend efforts to hire people. I would have to basically plead to hire people.”https://t.co/S3oLbtTlF3 ...

Strategy & Growth - AI-driven strategy is key to unlocking growth and ROI [1] Resources - Links provided offer further details on the AI strategy [1]

Imagine a world where the only form of communication was crying. Right. As children, our only way of communicating to our parents was if we simply cried, we'd get our work done.But as we grew up, we had to unlearn that crying was the only way of communication. We formed words slowly, negotiations, arguments and finally we can speak how we can today. The fundamental thing is unlearning is not forgetting.It's a common misconception because of the prefix un. It negates the word. It is about evolving.It is reco ...

Okay. Have you ever been so sure of something only to later realize that you might have been wrong. It might be like a fact that you believed your entire life only for you to find out that it was just a myth.It's a humbling experience, isn't it. Now, I would like to ask you all to imagine a cup. A cup so full of water that it can't hold another drop.Now imagine this to be your mind with all your beliefs, assumptions and habits with no room for change. With no room to grow, with no room for anything new to d ...

Investment & Growth Strategy - The company secured investment from Blackstone, an infrastructure investor, to enhance growth optionality [2] - Warburg Pincus remains interested in further growth with the company after seven years [3] - The company aims to consolidate its market position through mergers and acquisitions to scale up and become a market leader in Asia [4] - Stone Peak provided a solution aligned with the company's objectives, positioning it to capture growth in Asia [4] Market Expansion & Customer Focus - The company prioritizes partners with a proven execution track record and deep capital resources, aligning with the needs of large hyperscalers [7] - The company plans to deepen its presence in existing markets like Japan and India, while also expanding into new markets such as Australia and South Korea [8] - The company aims to be a trusted partner for U S hyperscalers expanding in Asia [9] Supply Chain & Cost Management - The company has secured its supply chain for the next couple of years [10] - A significant portion of the company's supply chain manufacturing is located in Asia, providing a cost advantage [10] - The company is not currently experiencing cost pressures and sees opportunities to build large-scale data centers near sources of excess power at reasonable costs [11] Future Prospects - The company is considering an IPO or a trade sale [12] - The company aims to consolidate the market through acquisitions in the next 3 to 4 years to achieve a larger scale before potentially going public [13]