Offshore
Photo
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
tweet
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
tweet
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%
tweet
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%
tweet
Offshore
Photo
Investing visuals
MercadoLibre $MELI is often dubbed "the Amazon $AMZN of Latin-America".
Let’s put them head-to-head and see how they stack up👇🔍 https://t.co/Kh4foFMmvL
tweet
MercadoLibre $MELI is often dubbed "the Amazon $AMZN of Latin-America".
Let’s put them head-to-head and see how they stack up👇🔍 https://t.co/Kh4foFMmvL
tweet
Offshore
Photo
Quality Stocks
🎉 My monthly portfolio reporting has just been published
https://t.co/8o6Wo894G0
👆 You can find it here
Positive performance after a rollercoaster month! https://t.co/WrcMxLiPVf
tweet
🎉 My monthly portfolio reporting has just been published
https://t.co/8o6Wo894G0
👆 You can find it here
Positive performance after a rollercoaster month! https://t.co/WrcMxLiPVf
tweet
Bourbon Capital
Oversold stocks:
Hims & Hers Health, Inc. $HIMS
Price Target: $17
Occidental Petroleum Corporation $OXY
Price Target: $67
Lululemon Athletica Inc. $LULU
Price Target: $400
Ulta Beauty, Inc. $ULTA
Price Target: $430
e.l.f. Beauty, Inc. $ELF
Price Target: $200
PepsiCo, Inc. $PEP
Price Target: $190
Celsius Holdings, Inc. $CELH
Price Target: $67
Monster Beverage Corporation $MNST
Price target $60
Comcast Corporation $CMCSA
Price Target $50
PDD Holdings Inc. $PDD
Price Target: $150
BP plc $BP
Price Target $37
tweet
Oversold stocks:
Hims & Hers Health, Inc. $HIMS
Price Target: $17
Occidental Petroleum Corporation $OXY
Price Target: $67
Lululemon Athletica Inc. $LULU
Price Target: $400
Ulta Beauty, Inc. $ULTA
Price Target: $430
e.l.f. Beauty, Inc. $ELF
Price Target: $200
PepsiCo, Inc. $PEP
Price Target: $190
Celsius Holdings, Inc. $CELH
Price Target: $67
Monster Beverage Corporation $MNST
Price target $60
Comcast Corporation $CMCSA
Price Target $50
PDD Holdings Inc. $PDD
Price Target: $150
BP plc $BP
Price Target $37
tweet
Offshore
Photo
Librarian Capital
Real GDP growth, Italy vs. Germany (Indexed to 1995)
There's no noticeable divergence after the intro of the Euro (Jan 2019)
The real decoupling came after the Global Financial Crisis (2008-9)
https://t.co/x5rXNBNCdO https://t.co/eh8v1P0NgH
tweet
Real GDP growth, Italy vs. Germany (Indexed to 1995)
There's no noticeable divergence after the intro of the Euro (Jan 2019)
The real decoupling came after the Global Financial Crisis (2008-9)
https://t.co/x5rXNBNCdO https://t.co/eh8v1P0NgH
tweet
Ahmad Jivraj
Without leverage, the most you can lose on an investment is 100% (and that is also rather unlikely), but you can make multiples from a winning stock.
Therefore, rather than figuring out what to avoid when making an investment, I think a far better ROI can be had by learning what makes a winning stock instead.
tweet
Without leverage, the most you can lose on an investment is 100% (and that is also rather unlikely), but you can make multiples from a winning stock.
Therefore, rather than figuring out what to avoid when making an investment, I think a far better ROI can be had by learning what makes a winning stock instead.
tweet
Offshore
Photo
Stock Analysis Compilation
Andvari Associates on Pool Corp $POOL US
Thesis: Pool Corp’s dominant market position and steady growth in the fragmented swimming pool industry make it a solid bet for long-term, non-discretionary sales growth
(Extract from their Q2 letter) https://t.co/y1PJR2FeCO
tweet
Andvari Associates on Pool Corp $POOL US
Thesis: Pool Corp’s dominant market position and steady growth in the fragmented swimming pool industry make it a solid bet for long-term, non-discretionary sales growth
(Extract from their Q2 letter) https://t.co/y1PJR2FeCO
tweet
Invest In Assets 📈
RT @InvestInAssets: Peter Lynch on how he achieved a 30% compounded annual growth rate in his fund https://t.co/ZaA3iWmhe7
tweet
RT @InvestInAssets: Peter Lynch on how he achieved a 30% compounded annual growth rate in his fund https://t.co/ZaA3iWmhe7
tweet
twitter.com
undefined
undefined
Offshore
Photo
Librarian Capital
"Bill Ackman Says X Ban Will Make Brazil an ‘Uninvestable Market’" (Bloomberg)
How long are we before the point where the US will also be declared "uninvestable" for Pershing Square vehicles $PSH and $PSUS? https://t.co/AEoVHspKMT
tweet
"Bill Ackman Says X Ban Will Make Brazil an ‘Uninvestable Market’" (Bloomberg)
How long are we before the point where the US will also be declared "uninvestable" for Pershing Square vehicles $PSH and $PSUS? https://t.co/AEoVHspKMT
Hedge fund billionaire Bill Ackman joined critics of a court order to suspend Elon Musk’s X in Brazil, saying the ruling will likely drive away investors and harm the country https://t.co/xOi7PbxTQA tweet
AkhenOsiris
Bloomberg:
The 18th, a 90,000-soldier rapid reaction force, is the largest operational test bed for Maven, a system built around powerful algorithms intended to identify personnel and equipment on the battlefield. Relying on breakthroughs in machine learning, the system can teach itself to pick out objects based on training data and user feedback. The Pentagon’s AI models can also learn whether changes to objects are likely to be significant—suggesting, for example, that an adversary is building a new military facility. All this is fused with information such as satellite imagery and geolocation data from communications intercepts on a single computer interface, called Maven Smart System.
A growing number of US military officers predict that AI will transform the way America and its enemies make war, ranking it alongside the radio and machine gun in its potential to revolutionize combat. The Pentagon, which now has a senior official in charge of so-called algorithmic warfare, asked for more than $3 billion for AI-related activities in its 2024 budget submission. And in a signal of its possible ambitions, the US recently argued at the United Nations that human control of autonomous weapons is not required by international law.
tweet
Bloomberg:
The 18th, a 90,000-soldier rapid reaction force, is the largest operational test bed for Maven, a system built around powerful algorithms intended to identify personnel and equipment on the battlefield. Relying on breakthroughs in machine learning, the system can teach itself to pick out objects based on training data and user feedback. The Pentagon’s AI models can also learn whether changes to objects are likely to be significant—suggesting, for example, that an adversary is building a new military facility. All this is fused with information such as satellite imagery and geolocation data from communications intercepts on a single computer interface, called Maven Smart System.
A growing number of US military officers predict that AI will transform the way America and its enemies make war, ranking it alongside the radio and machine gun in its potential to revolutionize combat. The Pentagon, which now has a senior official in charge of so-called algorithmic warfare, asked for more than $3 billion for AI-related activities in its 2024 budget submission. And in a signal of its possible ambitions, the US recently argued at the United Nations that human control of autonomous weapons is not required by international law.
tweet