⁠ Q-Cap 
CHATGPT KNEW HAHAHAHAHA

" Considering Buffett's preference for companies with enduring competitive advantages and predictable earnings, Tesla might be viewed as a less likely investment."

💀💀 https://t.co/FMkZ8UmoWa
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 4 Quality Stocks That Increased Revenues ANNUALLY Since 2010 | LTM ROIC 💵

🤖 Fortinet $FTNT | LTM ROIC 135%

🚜 Tractor Supply $TSCO | LTM ROIC 20%

⚕️ UnitedHealth $UNH | LTM ROIC 18%

🔩 Fastenal $FAST | LTM ROIC 38%

#stocks #investing

*Billions USD
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𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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⁠Dimitry Nakhla | Babylon Capital®
Valley Forge Capital | Holdings Q1 2024

Notable Adds: n/a

Notable Trims: $FICO

Dev Kantesaria with minimal activity. As Warren Buffett states:

“Activity is the enemy of investment returns”

#stocks #investing

$MA $SPGI $MCO $INTU $V $AZPN $ASML

Source: dataroma https://t.co/ls3oT7USBr
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⁠The Institutional Limited Partner
Median DPI by Strategy. You'll be stunned that median secondary funds take nearly as long as buyout funds to reach 1.0x DPI. I like it to be faster. Focusing on specialists and niche/smaller funds is undoubtedly a way to improve this metric. Doing direct deals is also a way. https://t.co/f25MdulnlW
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⁠Clark Square Capital
Great opportunity to work with Mike and his team

I am excited to share that we are kicking off a search for another analyst (or two) to join our investment team. Check out the job spec below.

If you know great candidates, please send them our way!

Please email: careers@conversantcap.com https://t.co/pEmgsfG7S4 - Mike Simanovsky
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⁠Giuliano
Quite happy to have finished this massively complicated writing.

Make sure to be subscribed! https://t.co/i0MIeKG5YN
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⁠Giuliano
I'm perfectly fine with having only one investment idea over the next year.

Insurance will take time, but I suspect learning all of this will yield massive results. https://t.co/hrO0eqRQYR
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⁠The Long Investor
We are ahead of the market.

$BABA
$BIDU
$JD
$KWEB

David Tepper is aggressively buying China.

2x+ on $BABA, $PDD, $BIDU and a new position in $JD, $FXI, $KWEB

Full long Chinese E-commerce https://t.co/3CVn6CzOK6 - THE SHORT BEAR
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⁠The Long Investor
Why have investors and hedge funds started to pour back into Chinese stocks?

I thought there was a Geo Political risk associated with buying Chinese Stocks? lol

The market does not care about your opinions or bias against China, it buys undervalued positions regardless

The market will always revert a stock back to its mean fair value, this has never failed to happen.

It will be irrational in the short term but never long term.

$BABA
$BIDU
$JD
$YINN
$KWEB

JUST IN:

Michael Burry has updated his portfolio https://t.co/JQgwFBmBgP - Evan
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⁠The Long Investor
Geo political risks

lol
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