Offshore
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Quality Stocks
🇺🇸 Exciting News! My latest article on Alphabet $GOOGL is now live!
Head over to the link in my bio to read it
🔍 In the article, I delve into Alphabet's business model, its diversification strategies, and overall corporate strategy
💡 I also cover the company's AI advancements, analyze key metrics, assess potential risks and opportunities, and provide a fair value estimation.
Don't miss out!
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🇺🇸 Exciting News! My latest article on Alphabet $GOOGL is now live!
Head over to the link in my bio to read it
🔍 In the article, I delve into Alphabet's business model, its diversification strategies, and overall corporate strategy
💡 I also cover the company's AI advancements, analyze key metrics, assess potential risks and opportunities, and provide a fair value estimation.
Don't miss out!
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Matt McGarry
This sent the announcement!
If you're on my email list, check it out.
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This sent the announcement!
If you're on my email list, check it out.
Tomorrow is the most important day for me this year:
1) My daughter's 3rd birthday party. Hello Kitty theme. Still much to do and prepare for.
2) I'm announcing a new product in my newsletter.
I just wrapped up the message going out to 25k+ subscribers.
Nervous for both 😅 tweet
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Offshore
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Stock Analysis Compilation
Loomis Sayles on Alnylam $ALNY US
Thesis: Alnylam's innovative biotech platform and substantial late-stage pipeline present a significant growth opportunity, with the company poised to transition to profitability and long-term value creation
(Extract from their Q2 letter) https://t.co/Atp9F7jV0r
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Loomis Sayles on Alnylam $ALNY US
Thesis: Alnylam's innovative biotech platform and substantial late-stage pipeline present a significant growth opportunity, with the company poised to transition to profitability and long-term value creation
(Extract from their Q2 letter) https://t.co/Atp9F7jV0r
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Invest In Assets 📈
RT @InvestInAssets: Top European Quality Stocks 💎
Sweden 🇸🇪
- Evolution Gaming
- Atlas Copco
- Lifco
Italy 🇮🇹
- Luxottica
- Moncler
- Ferrari
Spain 🇪🇸
- Clinica Baviera
- Amadeus
- Inditex
Netherlands 🇳🇱
- Topicus
- Adyen
- ASML
Denmark 🇩🇰
- Novo Nordisk
- Coloplast
- DSV
What else?
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RT @InvestInAssets: Top European Quality Stocks 💎
Sweden 🇸🇪
- Evolution Gaming
- Atlas Copco
- Lifco
Italy 🇮🇹
- Luxottica
- Moncler
- Ferrari
Spain 🇪🇸
- Clinica Baviera
- Amadeus
- Inditex
Netherlands 🇳🇱
- Topicus
- Adyen
- ASML
Denmark 🇩🇰
- Novo Nordisk
- Coloplast
- DSV
What else?
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Quality Stocks
🛡 Rough week for the European defense sector. The market used the lower than expected 2025 German defense budget as an excuse for profit taking after 18 good months
Is this consolidation an (beginning of an) opportunity?
🇸🇪 Saab $SAAB -8.0%
🇩🇪 Rheinmetall $RHM -4.8%
🇬🇧 BAE Systems $BAE -2.8%
🇫🇷 Dassault Aviation $AM -2.1%
🇮🇹 Leonardo $LDO -1.8%
🇳🇴 Kongsberg $KOG -0.1%
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🛡 Rough week for the European defense sector. The market used the lower than expected 2025 German defense budget as an excuse for profit taking after 18 good months
Is this consolidation an (beginning of an) opportunity?
🇸🇪 Saab $SAAB -8.0%
🇩🇪 Rheinmetall $RHM -4.8%
🇬🇧 BAE Systems $BAE -2.8%
🇫🇷 Dassault Aviation $AM -2.1%
🇮🇹 Leonardo $LDO -1.8%
🇳🇴 Kongsberg $KOG -0.1%
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Offshore
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App Economy Insights
📊 This Week in Visuals:
👷 Home Depot
✅ Intuit
🔒 Palo Alto Networks
❄️ Snowflake
👔 Workday
💻 Zoom
🚲 Peloton
https://t.co/2ScYqLBwaz
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📊 This Week in Visuals:
👷 Home Depot
✅ Intuit
🔒 Palo Alto Networks
❄️ Snowflake
👔 Workday
💻 Zoom
🚲 Peloton
https://t.co/2ScYqLBwaz
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Quality Stocks
💡 Share 3 stocks currently in your watchlist and your investment thesis for each
I begin 👇
🇺🇸 Amazon $AMZN. Besides e-commerce and AWS, the strategy to become a one-stop shop for business needs is interesting. Good potential upside on margins. Almost the same price than in 2020 and reasonable fwd PE
🇦🇺 Netwealth $NWL. The Australian AJ Bell. I like the business model "platform + investment". I need a better price but the drop due to the results might be a sign of a future consolidatiob
🇨🇦 Lululemon $LULU. Even if the company reduces its outlooks, the stock remains reasonably valued. The potential growth coming from international development and new store openings is interesting. The sector has been beaten down and I also watch other companies like $DECK $ONON $SKX
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💡 Share 3 stocks currently in your watchlist and your investment thesis for each
I begin 👇
🇺🇸 Amazon $AMZN. Besides e-commerce and AWS, the strategy to become a one-stop shop for business needs is interesting. Good potential upside on margins. Almost the same price than in 2020 and reasonable fwd PE
🇦🇺 Netwealth $NWL. The Australian AJ Bell. I like the business model "platform + investment". I need a better price but the drop due to the results might be a sign of a future consolidatiob
🇨🇦 Lululemon $LULU. Even if the company reduces its outlooks, the stock remains reasonably valued. The potential growth coming from international development and new store openings is interesting. The sector has been beaten down and I also watch other companies like $DECK $ONON $SKX
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Offshore
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Librarian Capital
"Direct Line accounting error led to ‘miscalculation’ of solvency measure" (FT)
$DLG down 11% since this exchange
Berenberg: "Buyback would reduce excess capital"
Us: "£50m in buybacks and ... £199m in dividends in H1 2022 right before the P&L blown (sic) up in H2"
@Whiffles https://t.co/JTnFvkLOm7
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"Direct Line accounting error led to ‘miscalculation’ of solvency measure" (FT)
$DLG down 11% since this exchange
Berenberg: "Buyback would reduce excess capital"
Us: "£50m in buybacks and ... £199m in dividends in H1 2022 right before the P&L blown (sic) up in H2"
@Whiffles https://t.co/JTnFvkLOm7
Direct Line accounting error led to ‘miscalculation’ of solvency measure https://t.co/PnrARkKxHl tweet
Offshore
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Librarian Capital
"Direct Line accounting error led to ‘miscalculation’ of solvency measure" (FT)
$DLG down 11% since this exchange
Berenberg: "Buyback would reduce excess capital"
Us: "£50m in buybacks and ... £199m in dividends in H1 2022 right before the P&L blew (sic) up in H2"
@Whiffles https://t.co/SuSCJM9jLW
tweet
"Direct Line accounting error led to ‘miscalculation’ of solvency measure" (FT)
$DLG down 11% since this exchange
Berenberg: "Buyback would reduce excess capital"
Us: "£50m in buybacks and ... £199m in dividends in H1 2022 right before the P&L blew (sic) up in H2"
@Whiffles https://t.co/SuSCJM9jLW
Direct Line accounting error led to ‘miscalculation’ of solvency measure https://t.co/PnrARkKxHl tweet
Bourbon Capital
Lulelemon is going to report earnings next week, the stock is down 50% from its peak, and the stock remains undervalued
Lululemon Athletica Inc. $LULU Jan 2019
Net Debt < 0🟢
Rev: $3.9B
Gross Profit: $1.88B
EPS: $3.63
Gross Margin: 55%
Share Price: $150
Inventory Turnover: 4.01
$LULU Jan 2024
Net Debt < 0🟢
Rev: $9.6B (+140%)🟢
Gross Profit: $5.6B (+190%)🟢
EPS: $12.23 (+200%)🟢
Gross Margin: 58%🟢
Share Price: $260
Inventory Turnover: 2.89
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Lulelemon is going to report earnings next week, the stock is down 50% from its peak, and the stock remains undervalued
Lululemon Athletica Inc. $LULU Jan 2019
Net Debt < 0🟢
Rev: $3.9B
Gross Profit: $1.88B
EPS: $3.63
Gross Margin: 55%
Share Price: $150
Inventory Turnover: 4.01
$LULU Jan 2024
Net Debt < 0🟢
Rev: $9.6B (+140%)🟢
Gross Profit: $5.6B (+190%)🟢
EPS: $12.23 (+200%)🟢
Gross Margin: 58%🟢
Share Price: $260
Inventory Turnover: 2.89
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Offshore
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Stock Analysis Compilation
FMI Funds on Henry Schein $HSIC US
Thesis: Despite recent challenges, Henry Schein's market leadership and growth prospects in dental services make it an attractive investment at current valuations
(Extract from their Q2 letter) https://t.co/ViWgmcmeee
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FMI Funds on Henry Schein $HSIC US
Thesis: Despite recent challenges, Henry Schein's market leadership and growth prospects in dental services make it an attractive investment at current valuations
(Extract from their Q2 letter) https://t.co/ViWgmcmeee
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Offshore
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App Economy Insights
What are you watching this week?
• Monday: $PDD.
• Tuesday: $S.
• Wednesday: $CHWY, $CRM, $CRWD, $HPQ, $NVDA, $OKTA, $VEEV.
• Thursday: $ADSK, $BBY, $DELL, $ESTC, $LULU, $MDB.
All visualized in our PRO coverage next Saturday. https://t.co/HjbAkMk6Ds
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What are you watching this week?
• Monday: $PDD.
• Tuesday: $S.
• Wednesday: $CHWY, $CRM, $CRWD, $HPQ, $NVDA, $OKTA, $VEEV.
• Thursday: $ADSK, $BBY, $DELL, $ESTC, $LULU, $MDB.
All visualized in our PRO coverage next Saturday. https://t.co/HjbAkMk6Ds
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