Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks Flying Under The Radar With Market Capitalizations Below $50B 💸

🏢 NVR Inc $NVR
•10-Year Rev CAGR: 8.6%
•10-Year EPS CAGR: 23.7%
•LTM ROIC: 36.2%
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🚛 Old Dominion Freight $ODFL
•10-Year Rev CAGR: 9.5%
•10-Year EPS CAGR: 21.5%
•LTM ROIC: 34.0%
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💼 Brown & Brown $BRO
•10-Year Rev CAGR: 11.9%
•10-Year EPS CAGR: 13.8%
•LTM ROIC: 11.5%
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🚜 Tractor Supply $TSCO
•10-Year Rev CAGR: 10.9%
•10-Year EPS CAGR: 15.8%
•LTM ROIC: 20.4%
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⚗️ Graco $GGG
•10-Year Rev CAGR: 7.1%
•10-Year EPS CAGR: 10.0%
•LTM ROIC: 26.4%
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🧐 FactSet Research $FDS
•10-Year Rev CAGR: 9.3%
•10-Year EPS CAGR: 11.1%
•LTM ROIC: 19.5%
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💨 Watsco $WSO
•10-Year Rev CAGR: 8.5%
•10-Year EPS CAGR: 14.0%
•LTM ROIC: 24.8%
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🚿 A O Smith $AOS
•10-Year Rev CAGR: 6.0%
•10-Year EPS CAGR: 13.9%
•LTM ROIC: 36.8%
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🏊🏼‍♂️ Pool Corporation $POOL
•10-Year Rev CAGR: 10.3%
•10-Year EPS CAGR: 20.4%
•LTM ROIC: 27.2%
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🔩 Fastenal $FAST
•10-Year Rev CAGR: 8.2%
•10-Year EPS CAGR: 10.2%
•LTM ROIC: 38.3%
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#stocks #investing
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Antonio Linares
$NFLX is up 184% since May 2022., with cash from operations up 21.5X from Q2 2022 to Q1 2024.

Seems like you can't bet against truly excellent organizations. https://t.co/55xyJAbNHa
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Giuliano
I wrote a 60-pages equity report on a quite obscure business, $BUR.

Here are the most important things to know about the company: https://t.co/JgZ6BnVMGp
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The Long Investor
RT @EconomyApp: Big week ahead!

What are you watching?

• Monday: $CDNS, $SAP, $VZ.
• Tuesday: $SPOT, $TSLA, $V.
• Wednesday: $BA, $IBM, $META.
• Thursday: $GOOG, $INTC, $MSFT. https://t.co/FGVlzbS2VV
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Giuliano
List of books to read in the short term:

Security Analysis
Financial Intelligence
Antifragile
Principia Mathematica
The Gulag Archipielago
An Outline of Psychoanalysis
Franny and Zooe
The Pleasure of Finding Things Out
Surely You're Joking Mr. Feynman
Einstein, by Isaacson
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Giuliano
Have "quality" companies continuously outperformed due to the impossibility of assessing their CAP? https://t.co/CKnPzqBhNp
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Antonio Linares
What do you want me to cover in my $SMCI deep dive?
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iinvested
1Q'24 Cooper Investors Global Equity Fund (Hedged) on $CME, $AER

https://t.co/S4mGhOks7v

More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/yFCC5gOaN0
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Antonio Linares
The higher the inflation, the higher the incentive to use AI.
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Antonio Linares
How do I explain to someone from the outside world what’s going on in FinX and why it matters?
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The Long Investor
$TSLA Elon again fully aware of the important support levels.

$144 needs to hold

$TSLA

❖ TESLA CUTS MODEL Y, S, X PRICES AS EARNINGS LOOM

Tesla cut the U.S. price of the Model Y, Model S and Model X by $2,000 on Saturday, the latest in a series of pricing moves by the EV giant.

The Model Y now starts at $42,990 before incentives. The Model S entry price is $72,990 while the Model X starts at $79,990. The Model Y and Model X are eligible for IRA credits of $7,500.

Tesla Cybertruck and Model 3 prices were left unchanged, with production of both EVs still low. - *Walter Bloomberg
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The Long Investor
If $TSLA goes to $84

And

$NIO goes to $30 (eventually)

I will call out everyone 😂
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