Offshore
Photo
Giuliano
I might leave Freud’s book at 75%. Hugely disappointing.
Started Feynman’s and it’s truly exciting. https://t.co/CqLBjHF6qZ
tweet
I might leave Freud’s book at 75%. Hugely disappointing.
Started Feynman’s and it’s truly exciting. https://t.co/CqLBjHF6qZ
tweet
Offshore
Photo
Giuliano
I have been lately thinking about Newton’s book.
Can I get a good understanding without fully diving into the math?
Well, Feynman seems to have answered. https://t.co/uUNOVE1ORw
tweet
I have been lately thinking about Newton’s book.
Can I get a good understanding without fully diving into the math?
Well, Feynman seems to have answered. https://t.co/uUNOVE1ORw
tweet
Offshore
Photo
Hidden Value Gems
If you want to “play” AI via power companies, why not just buy $BRK.B, one of the leading energy players in the US and the UK (distribution).
You also benefit from higher interest rates on the insurance float and get a collection of quality companies as a bonus. https://t.co/D2bZVNIr2V
tweet
If you want to “play” AI via power companies, why not just buy $BRK.B, one of the leading energy players in the US and the UK (distribution).
You also benefit from higher interest rates on the insurance float and get a collection of quality companies as a bonus. https://t.co/D2bZVNIr2V
tweet
Dimitry Nakhla | Babylon Capital®
15 Quality Stocks >10% EPS Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵
🖨️ ASML Holding $ASML
•2025E: $29.52 (+54.8% YoY)
•2026E: $34.16 (+15.7% YoY)
•LTM ROIC: 43.8%
💳 Visa $V
•2025E: $11.18 (+12.5% YoY)
•2026E: $12.66 (+13.2% YoY)
•LTM ROIC: 34.7%
💰 Nvidia $NVDA
•2025E: $25.20 (+94.5% YoY)
•2026E: $31.63 (+25.5% YoY)
•LTM ROIC: 60.5%
📈 S&P Global $SPGI
•2025E: $16.02 (+13.2% YoY)
•2026E: $18.09 (+13.0% YoY)
•LTM ROIC: 9.0%
🖱️ Alphabet $GOOG $GOOGL
•2025E: $8.56 (+13.6% YoY)
•2026E: $9.84 (+15.0% YoY)
•LTM ROIC: 30.2%
🧫 Thermo Fisher $TMO
•2025E: $24.32 (+12.1% YoY)
•2026E: $27.14 (+11.6% YoY)
•LTM ROIC: 8.9%
💸 Mastercard $MA
•2025E: $16.60 (+16.4% YoY)
•2026E: $19.40 (+16.9% YoY)
•LTM ROIC: 64.1%
📸 Meta Platforms $META
•2025E: $22.87 (+14.4% YoY)
•2026E: $26.05 (+13.9% YoY)
•LTM ROIC: 30.1%
🐶 Zoetis $ZTS
•2025E: $6.38 (+10.5% YoY)
•2026E: $7.02 (+10.1% YoY)
•LTM ROIC: 26.2%
🏥 Medpace Holdings $MEDP
•2025E: $13.51 (+17.0% YoY)
•2026E: $15.54 (+15.1% YoY)
•LTM ROIC: 42.6%
🩻 UnitedHealth $UNH
•2025E: $30.99 (+11.9% YoY)
•2026E: $34.94 (+12.8% YoY)
•LTM ROIC: 18.4%
🪟 Microsoft $MSFT
•2025E: $13.36 (+12.6% YoY)
•2026E: $15.64 (+17.1% YoY)
•LTM ROIC: 29.2%
🗂️ Intuit $INTU
•2025E: $18.84 (+14.7% YoY)
•2026E: $21.56 (+14.4% YoY)
•LTM ROIC: 14.8%
🔍 Fair Isaac Corp $FICO
•2025E: $29.42 (+24.4% YoY)
•2026E: $34.37 (+16.8% YoY)
•LTM ROIC: 51.3%
🪫 Amphenol $APH
•2025E: $3.78 (+10.6% YoY)
•2026E: $4.18 (+10.6% YoY)
•LTM ROIC: 19.9%
#stocks #investing
tweet
15 Quality Stocks >10% EPS Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵
🖨️ ASML Holding $ASML
•2025E: $29.52 (+54.8% YoY)
•2026E: $34.16 (+15.7% YoY)
•LTM ROIC: 43.8%
💳 Visa $V
•2025E: $11.18 (+12.5% YoY)
•2026E: $12.66 (+13.2% YoY)
•LTM ROIC: 34.7%
💰 Nvidia $NVDA
•2025E: $25.20 (+94.5% YoY)
•2026E: $31.63 (+25.5% YoY)
•LTM ROIC: 60.5%
📈 S&P Global $SPGI
•2025E: $16.02 (+13.2% YoY)
•2026E: $18.09 (+13.0% YoY)
•LTM ROIC: 9.0%
🖱️ Alphabet $GOOG $GOOGL
•2025E: $8.56 (+13.6% YoY)
•2026E: $9.84 (+15.0% YoY)
•LTM ROIC: 30.2%
🧫 Thermo Fisher $TMO
•2025E: $24.32 (+12.1% YoY)
•2026E: $27.14 (+11.6% YoY)
•LTM ROIC: 8.9%
💸 Mastercard $MA
•2025E: $16.60 (+16.4% YoY)
•2026E: $19.40 (+16.9% YoY)
•LTM ROIC: 64.1%
📸 Meta Platforms $META
•2025E: $22.87 (+14.4% YoY)
•2026E: $26.05 (+13.9% YoY)
•LTM ROIC: 30.1%
🐶 Zoetis $ZTS
•2025E: $6.38 (+10.5% YoY)
•2026E: $7.02 (+10.1% YoY)
•LTM ROIC: 26.2%
🏥 Medpace Holdings $MEDP
•2025E: $13.51 (+17.0% YoY)
•2026E: $15.54 (+15.1% YoY)
•LTM ROIC: 42.6%
🩻 UnitedHealth $UNH
•2025E: $30.99 (+11.9% YoY)
•2026E: $34.94 (+12.8% YoY)
•LTM ROIC: 18.4%
🪟 Microsoft $MSFT
•2025E: $13.36 (+12.6% YoY)
•2026E: $15.64 (+17.1% YoY)
•LTM ROIC: 29.2%
🗂️ Intuit $INTU
•2025E: $18.84 (+14.7% YoY)
•2026E: $21.56 (+14.4% YoY)
•LTM ROIC: 14.8%
🔍 Fair Isaac Corp $FICO
•2025E: $29.42 (+24.4% YoY)
•2026E: $34.37 (+16.8% YoY)
•LTM ROIC: 51.3%
🪫 Amphenol $APH
•2025E: $3.78 (+10.6% YoY)
•2026E: $4.18 (+10.6% YoY)
•LTM ROIC: 19.9%
#stocks #investing
tweet
Offshore
Photo
Giuliano
Creo que Antonio, @alc2022, es la persona con el pensamiento más original que me crucé en la vida.
Fue un absoluto placer tenerlo en el podcast @SaberCompuesto.
Vayan a escucharlo! https://t.co/HGDX96H46N
tweet
Creo que Antonio, @alc2022, es la persona con el pensamiento más original que me crucé en la vida.
Fue un absoluto placer tenerlo en el podcast @SaberCompuesto.
Vayan a escucharlo! https://t.co/HGDX96H46N
tweet
Antonio Linares
Stocks track FCF/share levels, over the long term.
In the short term, the stock market is a roulette.
That’s it.
tweet
Stocks track FCF/share levels, over the long term.
In the short term, the stock market is a roulette.
That’s it.
@alc2022 A lot of people say the market is rigged and manipulated. Wondering your opinion on this?
Is is rigged short term, but stable long term?
Would love your thoughts. tweet
twitter.com
undefined
undefined
Offshore
Photo
The Long Investor
SILVER is now above $30, breaking out of a 5 year high.
A retest of this level will confirm this as a support
tweet
SILVER is now above $30, breaking out of a 5 year high.
A retest of this level will confirm this as a support
SILVER
A break above $30 and this gets very interesting.
$42 is the target then. https://t.co/E2YzGYX1KR tweet
The Long Investor
A simple decision of moving some of our cash reserve into Silver, as our safe haven, has meant a return of 26% in 2 months.
A money market account would have given us 5.5% return for the year
Both are good options
But knowing which safe havens to buy when the market is extended has helped us benefit here
Silver and Gold climb when the market becomes overvalued
$SPY
tweet
A simple decision of moving some of our cash reserve into Silver, as our safe haven, has meant a return of 26% in 2 months.
A money market account would have given us 5.5% return for the year
Both are good options
But knowing which safe havens to buy when the market is extended has helped us benefit here
Silver and Gold climb when the market becomes overvalued
$SPY
tweet
Offshore
Photo
Offshore
Photo
The Long Investor
$GME
$6 Target https://t.co/LuCfyVaxGT
tweet
$GME
$6 Target https://t.co/LuCfyVaxGT
$GME holders not having a clue why it just rejected at $17.40
$6 TARGET. https://t.co/JHpdXG8bLQ tweet
Offshore
Photo
Q-Cap
The only sectors in the $SPY that are trading > NTM 20x P/E is Tech and Real Estate.
RE is impaired due to rates so it's likely short term skewed and Tech has been the best industry in the world.
Investors who complain about mkts being expensive are either lazy, dumb or both. https://t.co/DYVRsnCGFP
tweet
The only sectors in the $SPY that are trading > NTM 20x P/E is Tech and Real Estate.
RE is impaired due to rates so it's likely short term skewed and Tech has been the best industry in the world.
Investors who complain about mkts being expensive are either lazy, dumb or both. https://t.co/DYVRsnCGFP
tweet