⁠Quality Investing with Aria
Despite trading at LITERAL all time highs. $MA seems around fair value to me 🤔

10Y Avg PE: 31.5x
Current PE: 31.6x

This also intuitively makes sense. This business is growing around 16%

Given the moat, I think 2x the growth rate is appropriate. What do you think? 👇 https://t.co/j95OQzopL8
tweet

⁠Capital Employed
Essential weekend reading if you're seeking new ideas >

https://t.co/iQs41ohdWj https://t.co/qcGbrMA2RR
tweet

⁠App Economy Insights
RT @EconomyApp: $NVDA NVIDIA's Q2 visualized.

Demand is "incredible," but for how long?

📊 Revenue trends.
⚙️ Data centers in full throttle.
🎙️ 5 top points from Jensen Huang.
https://t.co/IZHYKjJBuC
tweet

⁠Quality Investing with Aria
Humorous yet true, $CRM has SOOOO much untapped pricing power @DividendDude_X @Ethan_Invests @HonestVFinance

CFOs trying to negotiate down their Salesforce contract.

“Sorry sir, if you reduce licenses then you lose your discount and your price actually increases”

https://t.co/O7DFlaK5Ki - OnlyCFO
tweet

⁠Quality Investing with Aria
I want a company to deep dive into this weekend.

Only qualifying factors:
>15% bottom line growth, high margins, wide moat. That's about it tbh. Ideally a fair valuation?! I dont really care tbh

Drop your best suggestions down below 🫡
tweet

⁠Quality Investing with Aria
Very short list of companies when you have these 3 criteria:
- Software
- Minimum 20% EPS Growth
- Market cap above 50bn

Not surprised to see:
1. Servicenow $NOW
2. Crowdstrike $CRWD
3. Palantir $PLTR

They all trade a absurd valuations though sadly 🤔 https://t.co/BAYce9NIcT
tweet

⁠Quality Investing with Aria
$PATH is a software company I have zero understanding of

BUT!!

Their FCF and SBC figures are moving in the right direction and I'd like to acknowledge that. Free cash flow is exploding quarter after quarter while SBC stays flat to slightly down

Well done management team 🙌 https://t.co/bCq3wugs4F
tweet

⁠Stock Analysis Compilation
Bell AM on OBIC $4684 JP

Thesis: OBIC’s dominance in Japan’s SME ERP market, coupled with strong margins and growth potential, makes it a compelling buy at current valuation lows

(Extract from their Q2 letter) https://t.co/Al9Xl1skOv
tweet

⁠Invest In Assets 📈
The Artificial Intelligence (AI) Market is expected to grow 35.7% CAGR in the next 6 years:

Source: Marketsandmarkets https://t.co/kPX1WJL3G5
tweet

⁠Librarian Capital
Tobacco IR factoid: UK players are more verbose

No. of slides in H1 results:
Altria $MO - 31
BAT $BATS $BTI - 52
Imperial Brands $IMB - 48
Japan Tobacco - 18
Philip Morris $PM - 15

The US players present more information with fewer slides (and fewer chart crimes) https://t.co/NbuuCVJYgm
tweet