Offshore
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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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Quality Investing with Aria
The fact that a random reply of mine got double the number of impressions my in-depth thread that took 35 minutes of effort and planning
Shows you just how broken the impression economy on twitter is.
Fyi. If you wanna make your account big. Reply-guy your way into monetization and also start posting what others in your niche are posting when news breaks out
Add a hint of provocativeness or skipping over details… ta da 🎉
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The fact that a random reply of mine got double the number of impressions my in-depth thread that took 35 minutes of effort and planning
Shows you just how broken the impression economy on twitter is.
Fyi. If you wanna make your account big. Reply-guy your way into monetization and also start posting what others in your niche are posting when news breaks out
Add a hint of provocativeness or skipping over details… ta da 🎉
@ChaseMit RDJ should not be Dr. Doom, he doesnt even look like him and nevermind the fact that he was iron man already?!!?
Disney is running out of ideas LOL tweet
twitter.com
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Offshore
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Quality Stocks
🇺🇸 Palo Alto $PANW one pager
And stay tuned for a $FTNT vs $PANW stock duel next Tuesday
🏆 Score 7.3/10 - too bad for the SBC and dilution
🎯 My fair price estimation is around $300
🐂 Bull case
- Leader in a great market
- Gaining market share
- Strong growth and capital efficicency
- A lot of cash for further acquisitions
🐻 Bear case
- SBC are insane
- Dilution, the share buybacks are not enough to offset that
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🇺🇸 Palo Alto $PANW one pager
And stay tuned for a $FTNT vs $PANW stock duel next Tuesday
🏆 Score 7.3/10 - too bad for the SBC and dilution
🎯 My fair price estimation is around $300
🐂 Bull case
- Leader in a great market
- Gaining market share
- Strong growth and capital efficicency
- A lot of cash for further acquisitions
🐻 Bear case
- SBC are insane
- Dilution, the share buybacks are not enough to offset that
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Offshore
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Quality Stocks
🇺🇸 Fortinet $FTNT one pager
And stay tuned for a $FTNT vs $PANW stock duel next Tuesday
🏆 Score 7.5/10
🎯 My fair price estimation is around $70
🐂 Bull case
- Great position in the cybersecurity market
- Decent growth
- Good profitability and capital efficicency
- A lot of cash for further acquisitions
- Reasonable management and strong shareholder focus
🐻 Bear case
- Not the leader
- The product segment growth is currently negative
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🇺🇸 Fortinet $FTNT one pager
And stay tuned for a $FTNT vs $PANW stock duel next Tuesday
🏆 Score 7.5/10
🎯 My fair price estimation is around $70
🐂 Bull case
- Great position in the cybersecurity market
- Decent growth
- Good profitability and capital efficicency
- A lot of cash for further acquisitions
- Reasonable management and strong shareholder focus
🐻 Bear case
- Not the leader
- The product segment growth is currently negative
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Offshore
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Invest In Assets 📈
Warren Buffett's inspiration and framework for successful investing: https://t.co/DmNQwci241
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Warren Buffett's inspiration and framework for successful investing: https://t.co/DmNQwci241
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Offshore
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Librarian Capital
RT @LibrarianCap: "Pernod Ricard: “Revenge Conviviality” Hangover Ending After FY24"
Shares are near 2020 trough; FY24 results point to a downturn that is cyclical and should reverse in FY25
Cheap at 16.6x FY24 EPS, 3.6% Dividend Yield
$RI $DGE $DEO $BF.B $RCO
https://t.co/9NFnHhmknF https://t.co/ETpnpTbbYP
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RT @LibrarianCap: "Pernod Ricard: “Revenge Conviviality” Hangover Ending After FY24"
Shares are near 2020 trough; FY24 results point to a downturn that is cyclical and should reverse in FY25
Cheap at 16.6x FY24 EPS, 3.6% Dividend Yield
$RI $DGE $DEO $BF.B $RCO
https://t.co/9NFnHhmknF https://t.co/ETpnpTbbYP
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Offshore
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Stock Analysis Compilation
Ariel Investments on Infineon Technologies $IFX GY
Thesis: Infineon is set to capitalize on the shift to electric vehicles and renewable energy, with underappreciated growth potential in key semiconductor markets
(Extract from their Q2 letter) https://t.co/G8sFuKtsQW
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Ariel Investments on Infineon Technologies $IFX GY
Thesis: Infineon is set to capitalize on the shift to electric vehicles and renewable energy, with underappreciated growth potential in key semiconductor markets
(Extract from their Q2 letter) https://t.co/G8sFuKtsQW
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Quality Stocks
2⃣3⃣ stocks with a very high ROIC - above 25%
🇺🇸 Rightmove $RMV 254%
🇺🇸 NVidia $NVDA 97.7%
🇺🇸 Fortinet $FTNT 93.4%
🇺🇸 Manhattan $MANH 86.3%
🇫🇷 GTT $GTT 78.8%
🇩🇰 Novo Nordisk $NVO 63.0%
🇺🇸 Mastercard $MA 57.8%
🇺🇸 ADP $ADP 50.6%
🇦🇺 Pro Medicus $PME 48.0%
🇺🇸 Medpace $MEDP 47.6%
🇳🇱 ASML $ASML 39.2%
🇺🇸 Qualys $QLYS 38.1%
🇺🇸 Idexx $IDXX 35.2%
🇦🇺 Technology One $TNE 34.5%
🇺🇸 Visa $V 33.2%
🇫🇮 Qt Group $QTCOM 32.1%
🇨🇦 Lululemon $LULU 32.0%
🇺🇸 Arista Networks $ANET 31.6%
🇸🇪 Evolution $EVO 30.2%
🇺🇸 Microsoft $MSFT 29.2%
🇺🇸 Meta $META 27.4%
🇺🇸 Alphabet $GOOGL 27.0%
🇫🇷 Hermes $RMS 25.9%
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2⃣3⃣ stocks with a very high ROIC - above 25%
🇺🇸 Rightmove $RMV 254%
🇺🇸 NVidia $NVDA 97.7%
🇺🇸 Fortinet $FTNT 93.4%
🇺🇸 Manhattan $MANH 86.3%
🇫🇷 GTT $GTT 78.8%
🇩🇰 Novo Nordisk $NVO 63.0%
🇺🇸 Mastercard $MA 57.8%
🇺🇸 ADP $ADP 50.6%
🇦🇺 Pro Medicus $PME 48.0%
🇺🇸 Medpace $MEDP 47.6%
🇳🇱 ASML $ASML 39.2%
🇺🇸 Qualys $QLYS 38.1%
🇺🇸 Idexx $IDXX 35.2%
🇦🇺 Technology One $TNE 34.5%
🇺🇸 Visa $V 33.2%
🇫🇮 Qt Group $QTCOM 32.1%
🇨🇦 Lululemon $LULU 32.0%
🇺🇸 Arista Networks $ANET 31.6%
🇸🇪 Evolution $EVO 30.2%
🇺🇸 Microsoft $MSFT 29.2%
🇺🇸 Meta $META 27.4%
🇺🇸 Alphabet $GOOGL 27.0%
🇫🇷 Hermes $RMS 25.9%
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