Offshore
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Q-Cap
Ackman: arguably, one of the best mkt allocators in the last decade
Also Ackman: backed this guy for the presidency
The importance to stick to your circle of competence 😂😂😂 https://t.co/Roo6ghXhVp
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Ackman: arguably, one of the best mkt allocators in the last decade
Also Ackman: backed this guy for the presidency
The importance to stick to your circle of competence 😂😂😂 https://t.co/Roo6ghXhVp
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Antonio Linares
RT @LocosWallStreet: 🚀 ¡Estreno Exclusivo! 🚀
Druckenmiller invierte en Palantir
🔍 Opinión de expertos @alc2022
💡 ¿Por qué el mejor inversor apuesta por esta tech?
📈 Impacto en el mercado
(VÍDEO COMPLETO... ⬇️)
#Druckenmiller #Palantir #Inversiones
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RT @LocosWallStreet: 🚀 ¡Estreno Exclusivo! 🚀
Druckenmiller invierte en Palantir
🔍 Opinión de expertos @alc2022
💡 ¿Por qué el mejor inversor apuesta por esta tech?
📈 Impacto en el mercado
(VÍDEO COMPLETO... ⬇️)
#Druckenmiller #Palantir #Inversiones
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Clark Square Capital
Anybody see any news today?
I'm guessing either fat finger trade? Or leaked M&A news?
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Anybody see any news today?
I'm guessing either fat finger trade? Or leaked M&A news?
Hmmm. $ZENV Zenvia up 30% on no news? Anybody see anything? tweet
twitter.com
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The Institutional Limited Partner
RT @stockspinoffss: My best friend (Nick) from college has a start up in the financial data space.
Nick started his career (employee #99) at Markit which was eventually sold to S&P for $44BN (.EV/revenue multiple of 9.5x)
Here’s what Nick is building:
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RT @stockspinoffss: My best friend (Nick) from college has a start up in the financial data space.
Nick started his career (employee #99) at Markit which was eventually sold to S&P for $44BN (.EV/revenue multiple of 9.5x)
Here’s what Nick is building:
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks 2018-2023 FCF CAGR | >10% FCF Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵
📈 S&P Global $SPGI
•FCF CAGR: 15.1%
•2025E: $4.89B (13.4% YoY)
•2026E: $5.51B (12.5% YoY)
•ROIC: 9.0%
🤖 Fortinet $FTNT
•FCF CAGR: 24.1%
•2025E: $2.02B (15.5% YoY)
•2026E: $2.34B (15.8% YoY)
•ROIC: 135.9%
📦 Amazon $AMZN
•FCF CAGR: 13.6%
•2025E: $78.79B (27.1% YoY)
•2026E: $102.26B (29.8% YoY)
•ROIC: 12.6%
💼 AON plc $AON
•FCF CAGR: 17.0%
•2025E: $3.59B (24.5% YoY)
•2026E: $4.17B (16.1% YoY)
•ROIC: 23.8%
📸 Meta Platforms $META
•FCF CAGR: 22.8%
•2025E: $52.17B (14.1% YoY)
•2026E: $58.94B (13.0% YoY)
•ROIC: 30.1%
🖨️ KLA Corp $KLAC
•FCF CAGR: 23.4%
•2025E: $3.65B (23.2% YoY)
•2026E: $4.23B (16.1% YoY)
•ROIC: 33.5%
🚾 Agilent Technilogies $A
•FCF CAGR: 10.1%
•2025E: $1.58B (15.9% YoY)
•2026E: $1.77B (11.3% YoY)
•ROIC: 15.4%
💳 Mastercard $MA
•FCF CAGR: 14.5%
•2025E: $15.46B (25.9% YoY)
•2026E: $17.01 (10.0% YoY)
•ROIC: 64.1%
🖱️ Alphabet $GOOG $GOOGL
•FCF CAGR: 24.9%
•2025E: $92.11B (14.6% YoY)
•2026E: $106.95B (16.1% YoY)
•ROIC: 30.2%
💨 Watsco $WSO
•FCF CAGR: 27.9%
•2025E: $0.68B (10.4% YoY)
•2026E: $0.77B (12.4% YoY)
•ROIC: 21.3%
#stocks #investing
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RT @DimitryNakhla: 10 Quality Stocks 2018-2023 FCF CAGR | >10% FCF Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵
📈 S&P Global $SPGI
•FCF CAGR: 15.1%
•2025E: $4.89B (13.4% YoY)
•2026E: $5.51B (12.5% YoY)
•ROIC: 9.0%
🤖 Fortinet $FTNT
•FCF CAGR: 24.1%
•2025E: $2.02B (15.5% YoY)
•2026E: $2.34B (15.8% YoY)
•ROIC: 135.9%
📦 Amazon $AMZN
•FCF CAGR: 13.6%
•2025E: $78.79B (27.1% YoY)
•2026E: $102.26B (29.8% YoY)
•ROIC: 12.6%
💼 AON plc $AON
•FCF CAGR: 17.0%
•2025E: $3.59B (24.5% YoY)
•2026E: $4.17B (16.1% YoY)
•ROIC: 23.8%
📸 Meta Platforms $META
•FCF CAGR: 22.8%
•2025E: $52.17B (14.1% YoY)
•2026E: $58.94B (13.0% YoY)
•ROIC: 30.1%
🖨️ KLA Corp $KLAC
•FCF CAGR: 23.4%
•2025E: $3.65B (23.2% YoY)
•2026E: $4.23B (16.1% YoY)
•ROIC: 33.5%
🚾 Agilent Technilogies $A
•FCF CAGR: 10.1%
•2025E: $1.58B (15.9% YoY)
•2026E: $1.77B (11.3% YoY)
•ROIC: 15.4%
💳 Mastercard $MA
•FCF CAGR: 14.5%
•2025E: $15.46B (25.9% YoY)
•2026E: $17.01 (10.0% YoY)
•ROIC: 64.1%
🖱️ Alphabet $GOOG $GOOGL
•FCF CAGR: 24.9%
•2025E: $92.11B (14.6% YoY)
•2026E: $106.95B (16.1% YoY)
•ROIC: 30.2%
💨 Watsco $WSO
•FCF CAGR: 27.9%
•2025E: $0.68B (10.4% YoY)
•2026E: $0.77B (12.4% YoY)
•ROIC: 21.3%
#stocks #investing
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Clark Square Capital
Enjoyed this interview with Roger Fan, of RF Capital
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Enjoyed this interview with Roger Fan, of RF Capital
My latest interview with @StockJabber on Sunday's Idea Brunch:
https://t.co/5En81O5xDq tweet
twitter.com
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Offshore
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Hidden Value Gems
More M&A in the Luxury goods sector?
Prada’s CEO, Andrea Guerra, said that while large-scale acquisitions aren’t on the horizon, “many things would happen” across the industry over the next couple of years.
“Other industry insiders in attendance said they expected consolidation in the space despite hurdles.”
“One potential target: Versace…
Whispers about the Italian label’s sale have circulated since last year, with insiders suggesting that Versace’s position was too far off from its parent’s other labels, like Michael Kors. But the rumoured €3.5bn price tag has been an obstacle to a potential sale.”
$CPRI
via @FT
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More M&A in the Luxury goods sector?
Prada’s CEO, Andrea Guerra, said that while large-scale acquisitions aren’t on the horizon, “many things would happen” across the industry over the next couple of years.
“Other industry insiders in attendance said they expected consolidation in the space despite hurdles.”
“One potential target: Versace…
Whispers about the Italian label’s sale have circulated since last year, with insiders suggesting that Versace’s position was too far off from its parent’s other labels, like Michael Kors. But the rumoured €3.5bn price tag has been an obstacle to a potential sale.”
$CPRI
via @FT
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