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Quality Investing with Aria
Good old September rolled its ugly head out to screw your YTD gains.
It’s by far the worst performing month for $VOO according to @Reuters. Funny that Nov and Dec right after, are the best performing months 🤔
Seasonality is always a buy the dip opportunity in my eyes 📈 https://t.co/W2LyKgBR3S
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Good old September rolled its ugly head out to screw your YTD gains.
It’s by far the worst performing month for $VOO according to @Reuters. Funny that Nov and Dec right after, are the best performing months 🤔
Seasonality is always a buy the dip opportunity in my eyes 📈 https://t.co/W2LyKgBR3S
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Offshore
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Lumida Wealth Management
Snippets from @IrrationalMrkts with Scott Barbee from Aegis Value Fund
1/ 3 Risk factors every value investor needs to check before investing https://t.co/ewMT3AwH1I
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Snippets from @IrrationalMrkts with Scott Barbee from Aegis Value Fund
1/ 3 Risk factors every value investor needs to check before investing https://t.co/ewMT3AwH1I
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Offshore
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Quality Investing with Aria
Damn near 30x P/S after the gap up tomorrow morning. Congrats to $PLTR for the S&P inclusion but frankly this valuation is getting a little out of hand
I don't care if they're going to solve intergalactic space travel or whatever they do. 30x revenue is absurd 🤷♂️ https://t.co/XyYa7FllkC
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Damn near 30x P/S after the gap up tomorrow morning. Congrats to $PLTR for the S&P inclusion but frankly this valuation is getting a little out of hand
I don't care if they're going to solve intergalactic space travel or whatever they do. 30x revenue is absurd 🤷♂️ https://t.co/XyYa7FllkC
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Matt McGarry
Just 2 spots left now!
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Just 2 spots left now!
8 spots left for early bird pricing!!
Join Write, Grow, Sell before the price goes up by $200:
https://t.co/162j3O6tdk tweet
iinvested
Great write ups by Hayden Capital on $APP, $PDD
Read the letter here:
https://t.co/WRGkdL2eBG
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Great write ups by Hayden Capital on $APP, $PDD
Read the letter here:
https://t.co/WRGkdL2eBG
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Hidden Value Gems
Have you guys looked at $PUIG.MC ? 100+year Spannish family business (mostly fragrances) managed by the Puig family. Listed this year, stock is down after the company reported weaker sales in China (but they represent only 9% of total). Still growing on a group level at c. 9% and profitable.
less than 10x PE, according to Google...🤔
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Have you guys looked at $PUIG.MC ? 100+year Spannish family business (mostly fragrances) managed by the Puig family. Listed this year, stock is down after the company reported weaker sales in China (but they represent only 9% of total). Still growing on a group level at c. 9% and profitable.
less than 10x PE, according to Google...🤔
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Quality Stocks
🚀 Here is a thread with 7 stocks that could potentially triple their revenues by 2030!
As we all know, growth is the key driver for long-term stock market returns
Which one stands out to you?
Do you have other stocks in mind that could 3x their revenues in the next 6 years? https://t.co/AXZGjAzevB
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🚀 Here is a thread with 7 stocks that could potentially triple their revenues by 2030!
As we all know, growth is the key driver for long-term stock market returns
Which one stands out to you?
Do you have other stocks in mind that could 3x their revenues in the next 6 years? https://t.co/AXZGjAzevB
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Quality Stocks
🇮🇹 Ferrari $RACE one pager
🏆 Score 6.7/10 - Valuation is the main issue to go higher
🎯 My fair price estimation is around 330€, the question is what premium should Ferrari have?
🐂 Bull case
- Very strong brand and real luxury
- Company able to choose its customers
- Good profitability
- Improving margin
🐻 Bear case
- Expensive
- Will EV be as desirable as current cars?
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🇮🇹 Ferrari $RACE one pager
🏆 Score 6.7/10 - Valuation is the main issue to go higher
🎯 My fair price estimation is around 330€, the question is what premium should Ferrari have?
🐂 Bull case
- Very strong brand and real luxury
- Company able to choose its customers
- Good profitability
- Improving margin
🐻 Bear case
- Expensive
- Will EV be as desirable as current cars?
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Offshore
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Stock Analysis Compilation
Baron Capital on eMemory Technology $3529 TT
Thesis: eMemory’s dominant position in embedded memory IP, coupled with strong demand for security solutions, supports a path to significant profit growth
(Extract from their Q2 letter) https://t.co/jmB2O8I2FG
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Baron Capital on eMemory Technology $3529 TT
Thesis: eMemory’s dominant position in embedded memory IP, coupled with strong demand for security solutions, supports a path to significant profit growth
(Extract from their Q2 letter) https://t.co/jmB2O8I2FG
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