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Stock Analysis Compilation
Royce IP on Brady Corporation $BRC US
Thesis: Brady’s focus on niche markets, high-margin solutions, and innovation ensures consistent returns and market leadership
(Extract from their article) https://t.co/N7Vg7hcoZ9
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Royce IP on Brady Corporation $BRC US
Thesis: Brady’s focus on niche markets, high-margin solutions, and innovation ensures consistent returns and market leadership
(Extract from their article) https://t.co/N7Vg7hcoZ9
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Stock Analysis Compilation
Third Avenue on SandRidge $SD US
Thesis: SandRidge’s solid cash position, tax advantages, and discounted valuation create a compelling investment in the energy sector
(Extract from their Q3 letter) https://t.co/LGlYkQXONZ
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Third Avenue on SandRidge $SD US
Thesis: SandRidge’s solid cash position, tax advantages, and discounted valuation create a compelling investment in the energy sector
(Extract from their Q3 letter) https://t.co/LGlYkQXONZ
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Stock Analysis Compilation
RS Investments on PVH Corp $PVH US
Thesis: PVH is unlocking margin expansion and growth opportunities through strategic brand management and operational improvements
(Extract from their Q3 letter) https://t.co/tpfT1YXT7s
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RS Investments on PVH Corp $PVH US
Thesis: PVH is unlocking margin expansion and growth opportunities through strategic brand management and operational improvements
(Extract from their Q3 letter) https://t.co/tpfT1YXT7s
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Capital Employed
RT @kingdomcapadv: Enjoyed the updates in here on $SUP, $MAGN, and $GLXZ
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RT @kingdomcapadv: Enjoyed the updates in here on $SUP, $MAGN, and $GLXZ
40 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks…👇
https://t.co/RxS6KcsSGL https://t.co/qajCPC7Ckl tweet
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Dimitry Nakhla | Babylon Capital®
$INTU is proof that ‘expensive stocks’ can be a bargain in disguise 👀
10-Years ago $INTU traded for 35.72x & today it trades for 31.86x NTM EPS 💵
Meanwhile, the company delivered a 22.3% 10-year CAGR, translating to a remarkable 637% total return 📈
This is why the price you pay (valuation) for a company isn’t necessarily everything 💭
What primarily matters is choosing the right companies to invest in because even if you pay a premium for a company with strong growth potential, it can end up looking like a bargain years later if the company delivers strong & consistent earnings growth 💸
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$INTU is proof that ‘expensive stocks’ can be a bargain in disguise 👀
10-Years ago $INTU traded for 35.72x & today it trades for 31.86x NTM EPS 💵
Meanwhile, the company delivered a 22.3% 10-year CAGR, translating to a remarkable 637% total return 📈
This is why the price you pay (valuation) for a company isn’t necessarily everything 💭
What primarily matters is choosing the right companies to invest in because even if you pay a premium for a company with strong growth potential, it can end up looking like a bargain years later if the company delivers strong & consistent earnings growth 💸
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