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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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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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Quality Stocks
🇬🇧 Arm $ARM is a fascinating company
But is 20% annual growth worth above 60x PE... in 2027?
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🇬🇧 Arm $ARM is a fascinating company
But is 20% annual growth worth above 60x PE... in 2027?
Apple’s new iPhone will use Arm’s next-generation chip technology for AI https://t.co/18xd2JxcT7 tweet
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Stock Analysis Compilation
Baron Capital on BE Semiconductor $BESI NA
Thesis: Besi’s leadership in hybrid bonding technology positions it to capitalize on the chiplet revolution, driving sustained earnings growth
(Extract from their Q2 letter) https://t.co/E5UaNK8zEu
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Baron Capital on BE Semiconductor $BESI NA
Thesis: Besi’s leadership in hybrid bonding technology positions it to capitalize on the chiplet revolution, driving sustained earnings growth
(Extract from their Q2 letter) https://t.co/E5UaNK8zEu
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Invest In Assets 📈
Meta Platforms is worth +$1.3 trillion (!)
Since its IPO in 2012, Meta has returned 1266% (23.7% CAGR)
Led by the relentless founder Mark Zuckerberg, Meta is one of the most impressive companies in US history.
Let's take a closer look: https://t.co/iiZDIe26HD
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Meta Platforms is worth +$1.3 trillion (!)
Since its IPO in 2012, Meta has returned 1266% (23.7% CAGR)
Led by the relentless founder Mark Zuckerberg, Meta is one of the most impressive companies in US history.
Let's take a closer look: https://t.co/iiZDIe26HD
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iinvested
2Q'24 Baron Health Care Fund on $TEM, $GKOS, $THC
https://t.co/qKEr07TbzZ
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/YZeYI52AEb
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2Q'24 Baron Health Care Fund on $TEM, $GKOS, $THC
https://t.co/qKEr07TbzZ
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/YZeYI52AEb
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Stock Analysis Compilation
Artisan Partners on Genpact $G US
Thesis: Genpact’s expertise in specialized BPO services and strong cash flow generation make it an attractive, undervalued opportunity despite industry challenges
(Extract from their Q2 letter) https://t.co/dhJEnUfcdl
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Artisan Partners on Genpact $G US
Thesis: Genpact’s expertise in specialized BPO services and strong cash flow generation make it an attractive, undervalued opportunity despite industry challenges
(Extract from their Q2 letter) https://t.co/dhJEnUfcdl
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