⁠Invest In Assets 📈
RT @InvestInAssets: Warren Buffett hand-picked Todd Combs to come work at Berkshire

Combs impressed both Charlie and Warren with his sharp mind

He recently gave a brilliant interview where he revealed why he has been so successful

Here are 6 lessons I learned in 1 hr 20 minutes: https://t.co/dYVJ9EtqlG
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⁠Hidden Value Gems
Quote of the day from Benoit Mandelbrot 👇🏼

#60

#StockMarket #volatility #Investing https://t.co/U0HlXtix9o
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⁠Hidden Value Gems
Did I just miss the last chance to jump on the $NVDA train? 🤔 https://t.co/ynewzEG1OX
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⁠Invest In Assets 📈
LVMH's oldest brand is Maison Ruinart - a champagne house founded in 1729.

It's hard to compete with centuries of brand-building https://t.co/HcHLvmjHEH
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⁠Finding Compounders
Warren Buffett’s letter to Charles Huggins after he bought See’s Candies.

Warren installed Charles Huggins as CEO of See’s Candies soon after he acquired it. https://t.co/mR2zAL0fNC
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⁠Invest In Assets 📈
The same story every time: https://t.co/H05Kg21O8m
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⁠Dimitry Nakhla | Babylon Capital®
8 Quality Stocks Down -15% From Highs | Trading Near Or Below 5-Year Mean P/E 💵

🖨️ ASML Holding $ASML
•% Down: -24%
•Mean: 35.34x
•NTM P/E: 30.99x

💽 Taiwan Semiconductor $TSM
•% Down: -19%
•Mean: 21.45x
•NTM P/E: 20.91x

🫀 Edwards Lifesciences $EW
•% Down: -52%
•Mean: 37.20x
•NTM P/E: 21.74

📈 FactSet Data Research $FDS
•% Down: -17%
•Mean: 28.88x
•NTM P/E: 23.99x

🧾 PayPal $PYPL
•% Down: -77%
•Mean: 30.28x
•NTM P/E: 13.96x

📦 Amazon $AMZN
•% Down: -20%
•Mean OCF: 23.13x
•NTM P/OCF 16.15x

📊 Salesforce $CRM
•% Down: -25%
•Mean: 47.03x
•NTM P/E: 23.73x

👜 Louis Vuitton Moët $LVMH $MC
•% Down: -32%
•Mean: 21.80x
•NTM P/E: 19.47x

#stocks #investing
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⁠App Economy Insights
$DIS Disney Q3 FY24 (ending in June):

• Revenue +4% Y/Y to $23.2B ($70M beat).
• Non-GAAP EPS $1.39 ($0.20 beat).

Segment operating margin:
🍿 Entertainment: 11% (+7pp Y/Y).
🏈 Sports: 18% (-2pp Y/Y).
🏰 Experience: 26% (-2pp Y/Y).

FY24 EPS guidance +30% Y/Y (prev. 25%). https://t.co/7D7g7ug4qv
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⁠Quiver Quantitative
In case anyone thinks the Nancy Pelosi strategy is only a meme:

Here are the members of Congress who have added the most wealth since the end of 2022, per our estimates. https://t.co/NOOqWU52Sg
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⁠Quiver Quantitative
🚨 BREAKING: We just caught STOCK Act violations by Representative Jared Moskowitz.

He also bought Lockheed Martin stock on July 1st.

It has risen 16% since then, while the market has fallen.

Moskowitz sits on the House Committee on Foreign Affairs.

Trade list up on Quiver. https://t.co/C3xBdZRk3R
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