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Investing visuals
Alphabet $GOOGL has dropped -14% in the last month, making its valuation more appealing.
Here's the company at a glance👇🔍 https://t.co/oE1w4tbWTx
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Alphabet $GOOGL has dropped -14% in the last month, making its valuation more appealing.
Here's the company at a glance👇🔍 https://t.co/oE1w4tbWTx
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Offshore
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Dimitry Nakhla | Babylon Capital®
Winners & Losers: The BEST & WORST 20 Performing Stocks in the S&P 500 in 2024 📈📉
Note the change in their respective multiples from the beginning of the year to current levels & please keep in mind that this comparison is not intended to imply attractive or unattractive valuations, as these depend on various factors such as growth rate, competitive moat, expected returns on capital, balance sheet strength, among other things 🧐
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5 Best: $NVDA $VST $HWM $TRGP $CEG
5 Worst: $WBA $INTC $LULU $DXCM $LW
#stocks #investing
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Winners & Losers: The BEST & WORST 20 Performing Stocks in the S&P 500 in 2024 📈📉
Note the change in their respective multiples from the beginning of the year to current levels & please keep in mind that this comparison is not intended to imply attractive or unattractive valuations, as these depend on various factors such as growth rate, competitive moat, expected returns on capital, balance sheet strength, among other things 🧐
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5 Best: $NVDA $VST $HWM $TRGP $CEG
5 Worst: $WBA $INTC $LULU $DXCM $LW
#stocks #investing
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Bourbon Capital
Never trust a bank; their books are fake, their balances are fake, and when they collapse, we pay for this
Signature Bank $SBNY repurchased $55 million of common stock just days before its collapse in March 2023. The bank had also recently announced a 25% increase in its common stock dividend. These actions led many to believe that the bank was financially sound.
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Never trust a bank; their books are fake, their balances are fake, and when they collapse, we pay for this
Signature Bank $SBNY repurchased $55 million of common stock just days before its collapse in March 2023. The bank had also recently announced a 25% increase in its common stock dividend. These actions led many to believe that the bank was financially sound.
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Librarian Capital
"Smokeless tobacco & cancer" (CDC)
Most of the risk factors listed (nitrosamines, polonium, hydrocarbons, heavy metals) are associated with tobacco (its growing, curing, etc.)
We know snus / moist snuff present little cancer
And nicotine pouches have little/no tobacco
cc $PM https://t.co/BECT24sI4h
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"Smokeless tobacco & cancer" (CDC)
Most of the risk factors listed (nitrosamines, polonium, hydrocarbons, heavy metals) are associated with tobacco (its growing, curing, etc.)
We know snus / moist snuff present little cancer
And nicotine pouches have little/no tobacco
cc $PM https://t.co/BECT24sI4h
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Invest In Assets 📈
RT @InvestInAssets: 8 Elite Dividend Growth stocks💎
1. ICE
2. Visa
3. MSCI
4. ASML
5. Zoetis
6. Mastercard
7. Lam Research
8. Texas Instrument
What else?
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RT @InvestInAssets: 8 Elite Dividend Growth stocks💎
1. ICE
2. Visa
3. MSCI
4. ASML
5. Zoetis
6. Mastercard
7. Lam Research
8. Texas Instrument
What else?
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Librarian Capital
Ubisoft $UBI shares "at 10x forward earnings"
This implies UBI FY25 earnings of €220m
FY24 Non-IFRS Net Income is €252m (FY23: loss)
But FCF negative in both FY24 and FY23
Large spend on internal dev., license dev., acquisition of intangibles; working capital also negative https://t.co/wFEnH0RezT
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Ubisoft $UBI shares "at 10x forward earnings"
This implies UBI FY25 earnings of €220m
FY24 Non-IFRS Net Income is €252m (FY23: loss)
But FCF negative in both FY24 and FY23
Large spend on internal dev., license dev., acquisition of intangibles; working capital also negative https://t.co/wFEnH0RezT
Ubisoft needs a stellar launch of ‘Star Wars Outlaws’ https://t.co/FGU8NrUkpI | opinion tweet
Bourbon Capital
RT @BourbonCap: Oversold stocks:
Hims & Hers Health, Inc. $HIMS
Occidental Petroleum Corporation $OXY
Lululemon Athletica Inc. $LULU
Ulta Beauty, Inc. $ULTA
e.l.f. Beauty, Inc. $ELF
PepsiCo, Inc. $PEP
Celsius Holdings, Inc. $CELH
Monster Beverage Corporation $MNST
Comcast Corporation $CMCSA
PDD Holdings Inc. $PDD
BP plc $BP
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RT @BourbonCap: Oversold stocks:
Hims & Hers Health, Inc. $HIMS
Occidental Petroleum Corporation $OXY
Lululemon Athletica Inc. $LULU
Ulta Beauty, Inc. $ULTA
e.l.f. Beauty, Inc. $ELF
PepsiCo, Inc. $PEP
Celsius Holdings, Inc. $CELH
Monster Beverage Corporation $MNST
Comcast Corporation $CMCSA
PDD Holdings Inc. $PDD
BP plc $BP
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Bourbon Capital
Top 20 S&P500 performers in Q2. $NVDA $VST $HWM and $TRGP https://t.co/rOshPdDqtn
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Top 20 S&P500 performers in Q2. $NVDA $VST $HWM and $TRGP https://t.co/rOshPdDqtn
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Stock Analysis Compilation
THB AM on Daktronics $DAKT US
Thesis: Daktronics’ leadership in LED displays and recurring revenue model positions it for steady growth, supported by increasing demand in entertainment and transportation markets
(Extract from their Q2 letter) https://t.co/VeQMSb5F7O
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THB AM on Daktronics $DAKT US
Thesis: Daktronics’ leadership in LED displays and recurring revenue model positions it for steady growth, supported by increasing demand in entertainment and transportation markets
(Extract from their Q2 letter) https://t.co/VeQMSb5F7O
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Quality Stocks
Do you know 🇳🇴 Integrated Wind Solutions $IWS?
💡 It is a Norwegian small-cap with an interesting business model. I just published an article to deep dive it
⚒️ The company is specialized in maintenance of off-shore windmills. The maintenance creates more visibility and stability in the revenue
⚠️ Of course, the company is not perfect, but I find it is interesting to have it on a watchlist. It is a very early play
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Do you know 🇳🇴 Integrated Wind Solutions $IWS?
💡 It is a Norwegian small-cap with an interesting business model. I just published an article to deep dive it
⚒️ The company is specialized in maintenance of off-shore windmills. The maintenance creates more visibility and stability in the revenue
⚠️ Of course, the company is not perfect, but I find it is interesting to have it on a watchlist. It is a very early play
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