⁠Finding Compounders
The Coffee Can Portfolio

A must read https://t.co/XFwUnSLhv9
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⁠Stock Analysis Compilation
Brown Advisory on B3 S.A. $B3SA3 BZ

Thesis: B3 is the unique sole exchange in Brazil with a solid mid-teens IRR potential, countering depressed cash equity trading with stable derivatives, low competitive risks, and management's strategic share buybacks.

(Extract from their Q4 letter)
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⁠Finding Compounders
What works https://t.co/voTChDkThb
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $BKNG serves as an ideal case of market neglect

A few months ago, considering its strong fundamentals, it’s surprising to think it was valued so low compared to its growth rate and overall quality 🎯 https://t.co/VezCvn6h5M

7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸

1️⃣ $BKNG has grown revenue for 19 out of the last 20 years

2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years

3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)

4️⃣ Opportunity for growth in operating and net income margins

5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt

6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)

7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)

#stocks #investing - Dimitry Nakhla | Babylon Capital®
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⁠Stock Analysis Compilation
Bell Global Equities Fund on Broadcom $AVGO US

Thesis: Broadcom is a leading semiconductor and software company with strong growth potential, driven by its strategic acquisitions and key role in the AI market.

(Extract from their Q4 letter) https://t.co/xW1vi06lnB
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⁠Read
RT @0x49fa98: The internet is an ocean that we invent as we explore it. In the murky darkness of virtual places, there could be dragons, shoggoths, leviathans...

This thread is a complete index of my threads, stories, essays, etc.

https://t.co/UT8Tswn9Tw
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⁠Read
RT @paraschopra: As AI makes building prototypes easy, what will rise in value is a) the last mile polish; b) hard technical work that AI is incapable of doing (yet).

Remember: what's easy for you is easy for everyone, and hence has no alpha.
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⁠Dimitry Nakhla | Babylon Capital®
Even with MercadoLibre's stock price surging +24% over the past month, its forward multiple tightened by -4%, compressing from 51.30x to 49.13x $MELI https://t.co/MhWAWn6s8e
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⁠Quiver Quantitative
The net worth numbers here appear to be made up, definitely not from OpenSecrets.

Nancy Pelosi is actually worth significantly more: $269M by our estimates.

The rest are worth significantly less.

I'd encourage people to use Quiver for live politician portfolio tracking.

I am beginning to understand why they are fighting so hard to stop Elon. Something is very wrong here. https://t.co/mfg1HRRis0 - Sadie
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