Offshore
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Dimitry Nakhla | Babylon Capital®
Lam Research $LRCX is a quality semiconductor stock for long-term investors
Beyond stellar financials, ~40% of revenue comes from recurring-like services (Customer Support). Lower margins (30-35%) than systems sales, yet more predictable, softening sector volatility
$LRCX large and expanding installed base (decades of equipment sales) ensures a steady need for support
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Lam Research $LRCX is a quality semiconductor stock for long-term investors
Beyond stellar financials, ~40% of revenue comes from recurring-like services (Customer Support). Lower margins (30-35%) than systems sales, yet more predictable, softening sector volatility
$LRCX large and expanding installed base (decades of equipment sales) ensures a steady need for support
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Offshore
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Dimitry Nakhla | Babylon Capital®
Take a look at $MSCI quarterly revenue over the past 10 years (40 quarters) 🤯
1. Revenue declined in just 3/40 quarters
2. Revenue increased in 37/40 quarters
It doesn’t get more predictable than that
Keep in mind, this is Q/Q not Y/Y, which makes it even more impressive 🌐 https://t.co/i0IpRNsBA8
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Take a look at $MSCI quarterly revenue over the past 10 years (40 quarters) 🤯
1. Revenue declined in just 3/40 quarters
2. Revenue increased in 37/40 quarters
It doesn’t get more predictable than that
Keep in mind, this is Q/Q not Y/Y, which makes it even more impressive 🌐 https://t.co/i0IpRNsBA8
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Offshore
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Finding Compounders
Warren Buffett article on Forbes
“Now is the time to invest and get rich”- Warren Buffett https://t.co/RRzDt1x5XE
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Warren Buffett article on Forbes
“Now is the time to invest and get rich”- Warren Buffett https://t.co/RRzDt1x5XE
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