Offshore
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Quality Investing with Aria
$ASML is a company that I've only ever purchased once (arrow) and it's been slowly compounding since:
I'd be interested in this company again in the high 700s. At that price I'm buying:
- 28x Forward PE
- 18-25% EPS Growth
- The only TOTAL monopoly in all of tech
Thoughts? 👇 https://t.co/7ID6lYfjjj
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$ASML is a company that I've only ever purchased once (arrow) and it's been slowly compounding since:
I'd be interested in this company again in the high 700s. At that price I'm buying:
- 28x Forward PE
- 18-25% EPS Growth
- The only TOTAL monopoly in all of tech
Thoughts? 👇 https://t.co/7ID6lYfjjj
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Offshore
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Bourbon Capital
Keep an eye on $GOOG its not normal to see this company with a PE close to 20 https://t.co/5qLU5aR7WW
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Keep an eye on $GOOG its not normal to see this company with a PE close to 20 https://t.co/5qLU5aR7WW
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Quality Investing with Aria
TUNE IN WE'RE LIVE NOW!!!
Ryan said he's full porting $PLTR and $TSLA btw...
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TUNE IN WE'RE LIVE NOW!!!
Ryan said he's full porting $PLTR and $TSLA btw...
Why Amazon Stock is a MUST Buy Below 250 with Aria! CFK Ep 47 https://t.co/JWy0GDJHgZ tweet
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Offshore
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Bourbon Capital
Gordian Capital Singapore Pte recently purchased one share of $AFRM. It's notable that this fund has been the only one to increase its holdings in the past two weeks. Despite this, the stock price has risen by 50%
I'm sure most of the 'buyers' haven't reported yet https://t.co/igSyy3pnPL
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Gordian Capital Singapore Pte recently purchased one share of $AFRM. It's notable that this fund has been the only one to increase its holdings in the past two weeks. Despite this, the stock price has risen by 50%
I'm sure most of the 'buyers' haven't reported yet https://t.co/igSyy3pnPL
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Offshore
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Quality Investing with Aria
$AMZN has consistently been cutting capex on the ecommerce side of the business.
Declining by roughly 60% since the 2021 highs. Don't be fooled this was the thesis all along and is the reason to the recent explosive free cash flow generation
I couldn't be more bullish 😤 https://t.co/NT0Hyyvqro
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$AMZN has consistently been cutting capex on the ecommerce side of the business.
Declining by roughly 60% since the 2021 highs. Don't be fooled this was the thesis all along and is the reason to the recent explosive free cash flow generation
I couldn't be more bullish 😤 https://t.co/NT0Hyyvqro
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iinvested
2Q'24 Greenhaven Road Capital on $PAR, $ALTG
https://t.co/8gNQgTlzju
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/FInM68PvHN
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2Q'24 Greenhaven Road Capital on $PAR, $ALTG
https://t.co/8gNQgTlzju
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/FInM68PvHN
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Offshore
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Quality Investing with Aria
$QWA has been real stagnant lately. A very important metric for this business is “new followers / week”
As you can see after the spring quarter this metric has stayed mostly flat. There’s rumours of a new “follower expansion” but I personally dont buy into it 🫣
Thoughts?👇 🤔 https://t.co/jXrolz1ZuX
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$QWA has been real stagnant lately. A very important metric for this business is “new followers / week”
As you can see after the spring quarter this metric has stayed mostly flat. There’s rumours of a new “follower expansion” but I personally dont buy into it 🫣
Thoughts?👇 🤔 https://t.co/jXrolz1ZuX
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Offshore
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Quality Investing with Aria
IF HARDCORE VALUE INVESTORS LIKE MY FRIEND @MrMachoMog ARE BUYING $AMZN TODAY
I WHOLEHEARTEDLY BELIEVE EVERY INVESTOR SHOULD HAVE $AMZN IN THEIR PORTFOLIO.
IT'S THE PERFECT BLUE CHIP STOCK AT A REASONABLE PRICE; POISED FOR MASSIVE GROWTH AND OUTPERFORMANCE
NO DEBATE https://t.co/DlK4Jsq2G9
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IF HARDCORE VALUE INVESTORS LIKE MY FRIEND @MrMachoMog ARE BUYING $AMZN TODAY
I WHOLEHEARTEDLY BELIEVE EVERY INVESTOR SHOULD HAVE $AMZN IN THEIR PORTFOLIO.
IT'S THE PERFECT BLUE CHIP STOCK AT A REASONABLE PRICE; POISED FOR MASSIVE GROWTH AND OUTPERFORMANCE
NO DEBATE https://t.co/DlK4Jsq2G9
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