Brandon Beylo
Slowly but surely turning generalist investors on to Idaho Strategic.
$IDR
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Slowly but surely turning generalist investors on to Idaho Strategic.
$IDR
Any recommendations in Couer d’Alene (hikes/food/etc) tweet
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Brandon Beylo
I wonder if this will be one of the images we look back on and think “How the hell did we miss these signs?”
It’s this one, and then Jensen signing that woman’s breasts.
$NVDA
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I wonder if this will be one of the images we look back on and think “How the hell did we miss these signs?”
It’s this one, and then Jensen signing that woman’s breasts.
$NVDA
$NVDA insiders continue to sell their shares 💸 https://t.co/a2WB9ZGeqt tweet
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Capital Employed
43 stock pitches we’ve enjoyed reading so far this month.
From underwater exploration robotics to cheap Hong Kong stocks. There's a lot of ideas to get your teeth stuck into. 👇
https://t.co/8SDepCe5iN https://t.co/kjiItVjRf9
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43 stock pitches we’ve enjoyed reading so far this month.
From underwater exploration robotics to cheap Hong Kong stocks. There's a lot of ideas to get your teeth stuck into. 👇
https://t.co/8SDepCe5iN https://t.co/kjiItVjRf9
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Hidden Value Gems
RT @HiddenValueGems: $AER should be a big beneficiary here too…leading owner of airplanes and jet engines…trading at c 1x P/B, but if asset value is 10-20% higher and with 75% of assets financed with debt, its market value of equity could be 60% higher.
Trading at c. 10x PE, close to 10% buyback yield.
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RT @HiddenValueGems: $AER should be a big beneficiary here too…leading owner of airplanes and jet engines…trading at c 1x P/B, but if asset value is 10-20% higher and with 75% of assets financed with debt, its market value of equity could be 60% higher.
Trading at c. 10x PE, close to 10% buyback yield.
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Hidden Value Gems
An interesting chart: Somehow I felt that prices at Starbucks have increased way more than at McDnalds… https://t.co/tYacFhoDkX
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An interesting chart: Somehow I felt that prices at Starbucks have increased way more than at McDnalds… https://t.co/tYacFhoDkX
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Hidden Value Gems
As some big tech names have come off their all-time highs, I thought it is worth reminding of the points raised by @JohnHuber72 earlier this May.
$QQQ
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As some big tech names have come off their all-time highs, I thought it is worth reminding of the points raised by @JohnHuber72 earlier this May.
$QQQ
A great post by @JohnHuber72 on the rising capital intensity of the Big Tech and the implications for earnings quality and future returns.
1/ Capex [of Big 4 Tech companies] is now over 3 times depreciation expense.
2/ This spending hasn’t yet hit the income statement, but it will in the next few years as depreciation expenses are set to triple in the coming years as D&A catches up with today’s capex spending.
3/ If the returns on these investments are good, then sales growth will be able to absorb these much higher expenses. But this is not a sure thing.
4/ While the P/E ratios range from 25 to 35, the P/FCF ranges from 40-50.
5/ “I’m not predicting a poor result, but I’m mindful of how difficult it will be given how different the companies are today.”
6/ They used to grow with very little capital invested, but now they have a mountain of capital to deploy, which is obviously much harder at 7 times the size. tweet