Offshore
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iinvested
1Q'24 Third Point Offshore Fund on $AAP
https://t.co/zgQTg2WqAh
More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/1sr3C8DuvX
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1Q'24 Third Point Offshore Fund on $AAP
https://t.co/zgQTg2WqAh
More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/1sr3C8DuvX
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Offshore
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iinvested
1Q'24 RGA Investment Advisors on $MRVI, $SUVPF
Read the full commentary here:
https://t.co/HhAAZQSpA6 https://t.co/kA8W4TcuFt
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1Q'24 RGA Investment Advisors on $MRVI, $SUVPF
Read the full commentary here:
https://t.co/HhAAZQSpA6 https://t.co/kA8W4TcuFt
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Offshore
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Dimitry Nakhla | Babylon Capital®
8 Quality Stocks That Increased Normalized EPS ANNUALLY Since 2013 | LTM ROIC🧵
#stocks #investing https://t.co/t9IymrC9sY
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8 Quality Stocks That Increased Normalized EPS ANNUALLY Since 2013 | LTM ROIC🧵
#stocks #investing https://t.co/t9IymrC9sY
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Offshore
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks With Double The YTD Return Of $SPY (+12.02%) | NTM P/E | 5-Year Mean P/E 💵
#stocks #investing https://t.co/Tgl4EQ96UF
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10 Quality Stocks With Double The YTD Return Of $SPY (+12.02%) | NTM P/E | 5-Year Mean P/E 💵
#stocks #investing https://t.co/Tgl4EQ96UF
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Offshore
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iinvested
1Q'24 RiverPark Large Growth on $DIS, $UBER, $SNAP, $FIVN
https://t.co/L9vgbsxadd
More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/gYKYPjY2Cc
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1Q'24 RiverPark Large Growth on $DIS, $UBER, $SNAP, $FIVN
https://t.co/L9vgbsxadd
More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/gYKYPjY2Cc
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks Down >10% From Highs That Should Be On Your Watchlist This Week 💵
1️⃣ $LVMH $MC Louis Vuitton Moët 👜
•% Down From Highs: -24%
•LTM ROIC: 21.0%
•NTM P/E: 21.67x
2️⃣ $CP Canadian Pacific 🛤️
•% Down From Highs: -16%
•LTM ROIC: 6.7%
•NTM P/E: 23.53x
3️⃣ $CRM Salesforce 📊
•% Down From Highs: -27%
•LTM ROIC: 9.0%
•NTM P/E: 23.09x
4️⃣ $ODFL Old Dominion Freight 🚛
•% Down From Highs: -23%
•LTM ROIC: 33.9%
•NTM P/E: 28.05x
5️⃣ $MSCI MSCI Inc 📈
•% Down From Highs: -28%
•LTM ROIC: 35.0%
•NTM P/E: 32.02x
6️⃣ $UNH UnitedHealth 🩻
•% Down From Highs: -10%
•LTM ROIC: 18.4%
•NTM P/E: 17.72x
7️⃣ $NKE Nike 🎽
•% Down From Highs: -48%
•LTM ROIC: 21.0%
•NTM P/E: 24.59x
8️⃣ $ZTS Zoetis 🐕
•% Down From Highs: -30%
•LTM ROIC: 26.2%
•NTM P/E: 29.08x
9️⃣ $FTNT Fortinet 🤖
•% Down From Highs: -23%
•LTM ROIC: 135.9%
•NTM P/E: 34.28x
1️⃣0️⃣ $VEEV Veeva Systems 💻
•% Down From Highs: -46%
•LTM ROIC: 10.7%
•NTM P/E: 29.43
#stocks #investing
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10 Quality Stocks Down >10% From Highs That Should Be On Your Watchlist This Week 💵
1️⃣ $LVMH $MC Louis Vuitton Moët 👜
•% Down From Highs: -24%
•LTM ROIC: 21.0%
•NTM P/E: 21.67x
2️⃣ $CP Canadian Pacific 🛤️
•% Down From Highs: -16%
•LTM ROIC: 6.7%
•NTM P/E: 23.53x
3️⃣ $CRM Salesforce 📊
•% Down From Highs: -27%
•LTM ROIC: 9.0%
•NTM P/E: 23.09x
4️⃣ $ODFL Old Dominion Freight 🚛
•% Down From Highs: -23%
•LTM ROIC: 33.9%
•NTM P/E: 28.05x
5️⃣ $MSCI MSCI Inc 📈
•% Down From Highs: -28%
•LTM ROIC: 35.0%
•NTM P/E: 32.02x
6️⃣ $UNH UnitedHealth 🩻
•% Down From Highs: -10%
•LTM ROIC: 18.4%
•NTM P/E: 17.72x
7️⃣ $NKE Nike 🎽
•% Down From Highs: -48%
•LTM ROIC: 21.0%
•NTM P/E: 24.59x
8️⃣ $ZTS Zoetis 🐕
•% Down From Highs: -30%
•LTM ROIC: 26.2%
•NTM P/E: 29.08x
9️⃣ $FTNT Fortinet 🤖
•% Down From Highs: -23%
•LTM ROIC: 135.9%
•NTM P/E: 34.28x
1️⃣0️⃣ $VEEV Veeva Systems 💻
•% Down From Highs: -46%
•LTM ROIC: 10.7%
•NTM P/E: 29.43
#stocks #investing
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 8 Quality Stocks That Increased Normalized EPS ANNUALLY Since 2013 | LTM ROIC🧵
#stocks #investing https://t.co/t9IymrC9sY
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RT @DimitryNakhla: 8 Quality Stocks That Increased Normalized EPS ANNUALLY Since 2013 | LTM ROIC🧵
#stocks #investing https://t.co/t9IymrC9sY
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