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Stock Analysis Compilation
Alger Growth & Income Fund on KLA Corporation $KLAC US
Thesis: KLA is a leading semiconductor capital equipment company that supplies advanced inspection tools and metrology systems essential for the production of smaller, faster, and more powerful chips.
(Extract from their Q4 letter)
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Alger Growth & Income Fund on KLA Corporation $KLAC US
Thesis: KLA is a leading semiconductor capital equipment company that supplies advanced inspection tools and metrology systems essential for the production of smaller, faster, and more powerful chips.
(Extract from their Q4 letter)
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App Economy Insights
What are you watching this week?
• Monday: $ASAN, $MTN, $ORCL.
• Wednesday: $ADBE, $PATH, $S.
• Thursday: $DOCU, $RBRK.
All visualized in our PRO coverage next Saturday. https://t.co/kI5JzZP4xb
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What are you watching this week?
• Monday: $ASAN, $MTN, $ORCL.
• Wednesday: $ADBE, $PATH, $S.
• Thursday: $DOCU, $RBRK.
All visualized in our PRO coverage next Saturday. https://t.co/kI5JzZP4xb
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The Investing for Beginners Podcast
What metric to look at when first analyzing a company?
Revenue growth
Why? It tells us if a company has a viable business model https://t.co/IUBDwcqPUV
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What metric to look at when first analyzing a company?
Revenue growth
Why? It tells us if a company has a viable business model https://t.co/IUBDwcqPUV
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Alvin
RT @sondesix: More 👇
• Jet Vacuum: https://t.co/NaRC9Dyz5I
• Robot Vacuum: https://t.co/7QdaoorTrN
• Dishwashers: https://t.co/NdvHiwg3tL
• SmartThings Water Leak Sensor: https://t.co/64AFer5qaJ
• Home Package (refrigerator + electric range+microwave+dishwasher): https://t.co/jwh2CiMEkb
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RT @sondesix: More 👇
• Jet Vacuum: https://t.co/NaRC9Dyz5I
• Robot Vacuum: https://t.co/7QdaoorTrN
• Dishwashers: https://t.co/NdvHiwg3tL
• SmartThings Water Leak Sensor: https://t.co/64AFer5qaJ
• Home Package (refrigerator + electric range+microwave+dishwasher): https://t.co/jwh2CiMEkb
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The Kobeissi Letter
Shocking stat of the day:
The share of subprime car borrowers at least 60 days past due on their loans hit 6.6% in January, the highest in at least 30 years.
This percentage has DOUBLED over the last 3.5 years.
Levels now exceed levels seen in 2020, 2008, and the previous peak recorded in 1996.
Transitions into serious delinquency of 90+ days among all borrowers hit 3.0% in Q4 2024, the highest since 2010.
Americans are falling behind on debt payments like we are in a recession.
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Shocking stat of the day:
The share of subprime car borrowers at least 60 days past due on their loans hit 6.6% in January, the highest in at least 30 years.
This percentage has DOUBLED over the last 3.5 years.
Levels now exceed levels seen in 2020, 2008, and the previous peak recorded in 1996.
Transitions into serious delinquency of 90+ days among all borrowers hit 3.0% in Q4 2024, the highest since 2010.
Americans are falling behind on debt payments like we are in a recession.
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Finding Compounders
David Einhorn’s Speech at the Value Investing Congress in 2006.
He goes into and explains how to look at ROE( Return on Equity) https://t.co/u7pauxaDvK
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David Einhorn’s Speech at the Value Investing Congress in 2006.
He goes into and explains how to look at ROE( Return on Equity) https://t.co/u7pauxaDvK
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