Offshore
Photo
Stock Analysis Compilation
Orbis on Rolls-Royce $RR/ LN
Thesis: With tailwinds in defense, power systems, and narrow-body aircraft, Rolls-Royce presents an attractive long-term opportunity for patient investors, with significant upside potential if it continues to execute
(Extract from their Q2 letter) https://t.co/hMhgpFr1II
tweet
Orbis on Rolls-Royce $RR/ LN
Thesis: With tailwinds in defense, power systems, and narrow-body aircraft, Rolls-Royce presents an attractive long-term opportunity for patient investors, with significant upside potential if it continues to execute
(Extract from their Q2 letter) https://t.co/hMhgpFr1II
tweet
iinvested
There are 3 addl letter posted from 2Q 2024:
- Bonsai Partners $UI
- RGA Investment Advisors $PLAY, $MTN
- Saltlight Capital $SE, $BN
Read thevletters here:
https://t.co/WRGkdL2eBG
tweet
There are 3 addl letter posted from 2Q 2024:
- Bonsai Partners $UI
- RGA Investment Advisors $PLAY, $MTN
- Saltlight Capital $SE, $BN
Read thevletters here:
https://t.co/WRGkdL2eBG
tweet
twitter.com
undefined
undefined
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks 10-Year EPS CAGR >15% | NTM P/E | LTM ROIC >20% 💵
💳 Mastercard $MA
•EPS CAGR: 16.7%
•NTM P/E: 32.45x
•LTM ROIC: 65.7%
🚘 Copart $CPRT
•EPS CAGR: 21.4%
•NTM P/E: 33.82x
•LTM ROIC: 20.3%
🌐 MSCI Inc $MSCI
•EPS CAGR: 20.1%
•NTM P/E: 37.45x
•LTM ROIC: 36.3%
📸 Meta Platforms $META
•EPS CAGR: 32.6%
•NTM P/E: 25.33x
•LTM ROIC: 31.7%
🖨️ KLA Corp $KLAC
•EPS CAGR: 20.9%
•NTM P/E: 26.13x
•LTM ROIC: 34.0%
🏢 NVR Inc $NVR
•EPS CAGR: 23.7%
•NTM P/E: 19.54x
•LTM ROIC: 39.7%
💽 ASML Holding $ASML
•EPS CAGR: 23.8%
•NTM P/E: 30.70x
•LTM ROIC: 39.7%
📑 Microsoft $MSFT
•EPS CAGR: 16.1%
•NTM P/E: 31.72x
•LTM ROIC: 29.7%
🚜 Tractor Supply & Co $TSCO
•EPS CAGR: 15.8%
•NTM P/E: 27.80x
•LTM ROIC: 20.0%
📈 Taiwan Semiconductor $TSM
•EPS CAGR: 15.5%
•NTM P/E: 23.57x
•LTM ROIC: 21.1%
#stocks #investing
tweet
RT @DimitryNakhla: 10 Quality Stocks 10-Year EPS CAGR >15% | NTM P/E | LTM ROIC >20% 💵
💳 Mastercard $MA
•EPS CAGR: 16.7%
•NTM P/E: 32.45x
•LTM ROIC: 65.7%
🚘 Copart $CPRT
•EPS CAGR: 21.4%
•NTM P/E: 33.82x
•LTM ROIC: 20.3%
🌐 MSCI Inc $MSCI
•EPS CAGR: 20.1%
•NTM P/E: 37.45x
•LTM ROIC: 36.3%
📸 Meta Platforms $META
•EPS CAGR: 32.6%
•NTM P/E: 25.33x
•LTM ROIC: 31.7%
🖨️ KLA Corp $KLAC
•EPS CAGR: 20.9%
•NTM P/E: 26.13x
•LTM ROIC: 34.0%
🏢 NVR Inc $NVR
•EPS CAGR: 23.7%
•NTM P/E: 19.54x
•LTM ROIC: 39.7%
💽 ASML Holding $ASML
•EPS CAGR: 23.8%
•NTM P/E: 30.70x
•LTM ROIC: 39.7%
📑 Microsoft $MSFT
•EPS CAGR: 16.1%
•NTM P/E: 31.72x
•LTM ROIC: 29.7%
🚜 Tractor Supply & Co $TSCO
•EPS CAGR: 15.8%
•NTM P/E: 27.80x
•LTM ROIC: 20.0%
📈 Taiwan Semiconductor $TSM
•EPS CAGR: 15.5%
•NTM P/E: 23.57x
•LTM ROIC: 21.1%
#stocks #investing
tweet
Offshore
Photo
Investing visuals
Celsius $CELH is down ~70% from its May peak, but over the last 5 years, it still outperformed competitor Monster $MNST by a wide margin.
Have you ever tried a Celsius drink?⚡️ https://t.co/CHGRUIhvfV
tweet
Celsius $CELH is down ~70% from its May peak, but over the last 5 years, it still outperformed competitor Monster $MNST by a wide margin.
Have you ever tried a Celsius drink?⚡️ https://t.co/CHGRUIhvfV
tweet
Offshore
Photo
Stock Analysis Compilation
Clearbridge on Paypal $PYPL US
Thesis: PayPal's strong platform and refocused strategy under new leadership offer a compelling turnaround opportunity with significant upside potential.
(Extract from their Q2 letter) https://t.co/Wuq8TRvKCB
tweet
Clearbridge on Paypal $PYPL US
Thesis: PayPal's strong platform and refocused strategy under new leadership offer a compelling turnaround opportunity with significant upside potential.
(Extract from their Q2 letter) https://t.co/Wuq8TRvKCB
tweet
Offshore
Photo
App Economy Insights
📊 This Week in Visuals:
👟 Nike $NKE
🛳️ Carnival $CCL
🍺 Constellation Brands $STZ
https://t.co/pYNjVwg52a
tweet
📊 This Week in Visuals:
👟 Nike $NKE
🛳️ Carnival $CCL
🍺 Constellation Brands $STZ
https://t.co/pYNjVwg52a
tweet
Offshore
Video
Alex Bilzerian
RT @sringerimath: Glimpses of Navaratri at Sringeri:
During sacred Navaratri, the Utsava Moorti of Devi Sharadamba is ceremoniously taken in a grand Dindi Utsava each evening through the main streets of Sringeri. This procession begins at the Sharadamba Sannidhi, graced by the divine presence of Sri Jagadguru Sannidhanam. Every day, the Utsava is accompanied by devotional offerings from members of various Satsanghas and Bhajana Mandalis from Sringeri Taluk and other regions of Karnataka. The Vedic recitations, devotional music, bhajans, and vibrant atmosphere make the Dindi Utsava a spiritually charged experience for aastikas.
*-*-*
The online book store - Sharada eGranthalaya: https://t.co/9pCszRRmcg
Subscribe to our official WhatsApp channel:
https://t.co/vRjEVXOJIg
#navaratri #dussehra #durgapuja #SanatanaDharma #Shankaracharya #Sringeri #Vedanta #Philosophy #Advaita #Bhakti #Yoga #HinduTemple
tweet
RT @sringerimath: Glimpses of Navaratri at Sringeri:
During sacred Navaratri, the Utsava Moorti of Devi Sharadamba is ceremoniously taken in a grand Dindi Utsava each evening through the main streets of Sringeri. This procession begins at the Sharadamba Sannidhi, graced by the divine presence of Sri Jagadguru Sannidhanam. Every day, the Utsava is accompanied by devotional offerings from members of various Satsanghas and Bhajana Mandalis from Sringeri Taluk and other regions of Karnataka. The Vedic recitations, devotional music, bhajans, and vibrant atmosphere make the Dindi Utsava a spiritually charged experience for aastikas.
*-*-*
The online book store - Sharada eGranthalaya: https://t.co/9pCszRRmcg
Subscribe to our official WhatsApp channel:
https://t.co/vRjEVXOJIg
#navaratri #dussehra #durgapuja #SanatanaDharma #Shankaracharya #Sringeri #Vedanta #Philosophy #Advaita #Bhakti #Yoga #HinduTemple
tweet
Offshore
Photo
Quiver Quantitative
I built a trading bot that tracks Michael Burry's reported portfolio holdings.
It has risen 21.86% over the last month.
Much of this growth has come from two Chinese tech stocks which have soared over the past few weeks. https://t.co/YlHyrte4z3
tweet
I built a trading bot that tracks Michael Burry's reported portfolio holdings.
It has risen 21.86% over the last month.
Much of this growth has come from two Chinese tech stocks which have soared over the past few weeks. https://t.co/YlHyrte4z3
tweet
Alex Bilzerian
RT @ChancesCards: Poker is hard, stressful, exhausting, and unbearable at times
Good
Wouldn’t have it any other way
It's what makes winning special.
tweet
RT @ChancesCards: Poker is hard, stressful, exhausting, and unbearable at times
Good
Wouldn’t have it any other way
It's what makes winning special.
tweet
Offshore
Photo
Stock Analysis Compilation
TCW on Walt Disney $DIS US
Thesis: Disney’s restructuring and strategic use of its IP will enhance profitability, positioning the company for long-term earnings growth and significant upside potential.
(Extract from their Q2 letter) https://t.co/IIGyHQLy0A
tweet
TCW on Walt Disney $DIS US
Thesis: Disney’s restructuring and strategic use of its IP will enhance profitability, positioning the company for long-term earnings growth and significant upside potential.
(Extract from their Q2 letter) https://t.co/IIGyHQLy0A
tweet
Offshore
GIF
Alex Bilzerian
RT @FloridaPA27: Every single one of you dorks who trashed this man, who has been calm and collected all season long, owe him apologies in 6 packs…
tweet
RT @FloridaPA27: Every single one of you dorks who trashed this man, who has been calm and collected all season long, owe him apologies in 6 packs…
Take a very close at the center point of where this convection is flaring up. You will see extremely fast pulses of changing colors. This indicates that most likely a very small, tight vortex has formed. If this vortex can persist, it can lead to rapid intensification. https://t.co/N5YvGmgGVs tweet