Offshore
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Quality Investing with Aria
I couldn’t be more bullish on $GOOGL
- 23 trailing PE
- 15-20% EPS Growth
- Moat wider than the ocean, search is the best product ever
How much more obvious of an investment could this be? Even at today’s prices!! https://t.co/RbxVHiv7hS
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I couldn’t be more bullish on $GOOGL
- 23 trailing PE
- 15-20% EPS Growth
- Moat wider than the ocean, search is the best product ever
How much more obvious of an investment could this be? Even at today’s prices!! https://t.co/RbxVHiv7hS
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Offshore
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Hidden Value Gems
An interesting article in @WSJ on FC Chelsea under the new owners:
In 2022, Chelsea FC was bought for a record 4.3 billion pounds, or $5.5 billion, by a group of American investors.
They have since forked out almost $1 billion in net transfer fees.
Chelsea has made many smaller bets on players with great potential.
Chelsea has remained a net buyer since, building up a roster more reminiscent of the early stage of a talent show than a typical soccer team.
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An interesting article in @WSJ on FC Chelsea under the new owners:
In 2022, Chelsea FC was bought for a record 4.3 billion pounds, or $5.5 billion, by a group of American investors.
They have since forked out almost $1 billion in net transfer fees.
Chelsea has made many smaller bets on players with great potential.
Chelsea has remained a net buyer since, building up a roster more reminiscent of the early stage of a talent show than a typical soccer team.
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Offshore
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Hidden Value Gems
$BABA
“We’ll continue to invest in R&D and AI capex to ensure the growth of our AI-driven cloud business. It’s simply because we see a lot of unmet demand from many clients.”
“What we see when we’re making these kind of capex investments, as soon as we get a server up, that server is essentially instantly running at full capacity. We can expect to see a very high ROI over these next quarters.”
- Eddie Wu, CEO of Alibaba
“Alibaba is buying processors to train its Tongyi series of AI models and rent out computing power to others. The Chinese tech giant’s capex in the first half totalled Rmb23bn, up 123% from a year earlier.”
“Sales for the group’s cloud business accelerated during the second quarter, rising 6% from a year earlier. Alibaba said AI related product revenues had more than doubled year on year.”
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$BABA
“We’ll continue to invest in R&D and AI capex to ensure the growth of our AI-driven cloud business. It’s simply because we see a lot of unmet demand from many clients.”
“What we see when we’re making these kind of capex investments, as soon as we get a server up, that server is essentially instantly running at full capacity. We can expect to see a very high ROI over these next quarters.”
- Eddie Wu, CEO of Alibaba
“Alibaba is buying processors to train its Tongyi series of AI models and rent out computing power to others. The Chinese tech giant’s capex in the first half totalled Rmb23bn, up 123% from a year earlier.”
“Sales for the group’s cloud business accelerated during the second quarter, rising 6% from a year earlier. Alibaba said AI related product revenues had more than doubled year on year.”
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Offshore
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Invest In Assets 📈
RT @InvestInAssets: Margin of safety is one of the most important concepts for investors to understand 🧠🧵
The term was popularized by Ben Graham and is often used by top investors such as Pabrai and Buffett 📈
Let's take a closer look at Margin Of Safety 🧵👇
=THREAD= https://t.co/Z47AI6k3ld
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RT @InvestInAssets: Margin of safety is one of the most important concepts for investors to understand 🧠🧵
The term was popularized by Ben Graham and is often used by top investors such as Pabrai and Buffett 📈
Let's take a closer look at Margin Of Safety 🧵👇
=THREAD= https://t.co/Z47AI6k3ld
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Offshore
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Stock Analysis Compilation
Royal London AM on Shaftesbury Capital $SHB LN
Thesis: Shaftesbury Capital's prime London portfolio and post-COVID recovery potential make it a compelling investment at a discount to asset value
(Extract from their Q2 letter) https://t.co/m9Hl1iLwRR
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Royal London AM on Shaftesbury Capital $SHB LN
Thesis: Shaftesbury Capital's prime London portfolio and post-COVID recovery potential make it a compelling investment at a discount to asset value
(Extract from their Q2 letter) https://t.co/m9Hl1iLwRR
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Quality Stocks
1️⃣9️⃣ boring stock sorted by their net profit margin
What are your favorite boring businesses?
🇺🇸 Eagle Materials $EXP 22.3%
🇨🇭 Geberit $GEBN 19.5%
🇺🇸 Cintas $CTAS 16.7%
🇺🇸 Autozone $AZO 14.6%
🇺🇸 Rollins $ROL 14.5%
🇺🇸 O'Reilley $ORLY 14.4%
🇬🇧 Ashtead $AHT 14.1%
🇺🇸 Waste Mgt $WM 13.1%
🇺🇸 Service Corp $SCI 12.4%
🇨🇦 Waste Connections $WCN 12.3%
🇺🇸 Republic Services $RSG 12.0%
🇺🇸 Sherwin-Williams $SHW 11.7%
🇮🇪 CRH $CRH 10.3%
🇺🇸 RPM Int. $RPM 9.4%
🇺🇸 Clean Harbors $CLH 7.0%
🇵🇱 Auto-Partner $APR 6.3%
🇫🇷 Veolia $VIE 2.9%
🇺🇸 The GEO Group $GEO 2.5%
🇺🇸 Corecivic $CXW 2.4%
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1️⃣9️⃣ boring stock sorted by their net profit margin
What are your favorite boring businesses?
🇺🇸 Eagle Materials $EXP 22.3%
🇨🇭 Geberit $GEBN 19.5%
🇺🇸 Cintas $CTAS 16.7%
🇺🇸 Autozone $AZO 14.6%
🇺🇸 Rollins $ROL 14.5%
🇺🇸 O'Reilley $ORLY 14.4%
🇬🇧 Ashtead $AHT 14.1%
🇺🇸 Waste Mgt $WM 13.1%
🇺🇸 Service Corp $SCI 12.4%
🇨🇦 Waste Connections $WCN 12.3%
🇺🇸 Republic Services $RSG 12.0%
🇺🇸 Sherwin-Williams $SHW 11.7%
🇮🇪 CRH $CRH 10.3%
🇺🇸 RPM Int. $RPM 9.4%
🇺🇸 Clean Harbors $CLH 7.0%
🇵🇱 Auto-Partner $APR 6.3%
🇫🇷 Veolia $VIE 2.9%
🇺🇸 The GEO Group $GEO 2.5%
🇺🇸 Corecivic $CXW 2.4%
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Bourbon Capital
PDD Holdings Inc. $PDD missed revenue -15%🔴 pre-market
Revenue: $PDD Holdings reported a revenue of $13.36 billion, which represents an 86% increase year-over-year. However, this figure missed the analyst consensus estimate, which was set at around $14.02 billion.
EPS: The company's adjusted EPS came in at $3.20, surpassing the analyst expectations of $2.73. This indicates a strong performance in profitability, with an increase from the previous year's EPS in Chinese yuan terms.
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PDD Holdings Inc. $PDD missed revenue -15%🔴 pre-market
Revenue: $PDD Holdings reported a revenue of $13.36 billion, which represents an 86% increase year-over-year. However, this figure missed the analyst consensus estimate, which was set at around $14.02 billion.
EPS: The company's adjusted EPS came in at $3.20, surpassing the analyst expectations of $2.73. This indicates a strong performance in profitability, with an increase from the previous year's EPS in Chinese yuan terms.
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