⁠Invest In Assets 📈
RT @InvestInAssets: Quality Screener:

+15% ROCE 5-Year
+7% EPS 10-Year
+5% FCF 10-year
+40% Gross Margin
+15% Operating Margin
+10 Interest Coverage

25 examples:
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⁠Hidden Value Gems
Ackman’s Pershing Square takes $229m position in Nike, buys shares in Brookfield…

$NKE $BN $PSH.L https://t.co/hKYUlN22KM

I think $NKE is one of those investment opportunities today. Not cheap in absolute terms (22x PE), but this is on a cyclically low earnings and it is below historical avg PE of 25. https://t.co/YS3FZ1flPt - Hidden Value Gems
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⁠Invest In Assets 📈
Visa $V trades at 24 times forward PE
ROIC 5Y is 21%
Operating margin is 67%
Long-term EPS growth is +12.8%

Is Visa attractive at the current price? https://t.co/CFhvs8LFIK
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⁠Stock Analysis Compilation
CL Capital on VEF $VEF SS

Thesis: VEF is a promising investment with a strong portfolio of fintech companies in emerging markets, trading at a significant discount to NAV

(Extract from their Q2 letter) https://t.co/1WHALm6Nzt
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⁠Hidden Value Gems
The only positive thing about $BABA results is probably slightly higher buyback activity. The other point is “high single-digit” GMV growth in Chinese online sales.

Otherwise pretty weak set of numbers 🤨 https://t.co/8CQa1BDIbh
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⁠Hidden Value Gems
$BABA remains the top position in @michaeljburry portfolio, he also increased it last quarter 👇🏼 https://t.co/WemqbUwklO
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⁠Hidden Value Gems
This is pretty cool 😎 ✈️

$WIZZ.L https://t.co/hmqM06beva
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⁠Invest In Assets 📈
Novo Nordisk is trading at 44 times earnings versus its historical median of 26.2 👀 https://t.co/4Iab94AUoT
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⁠Matt McGarry
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Here are the metrics to track:
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