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Stock Analysis Compilation
Polen Capital on Construction Partners $ROAD US
Thesis: Construction Partners stands out with its focus on recurring, low-risk maintenance work, ensuring stable growth and robust margins
(Extract from their Q2 letter) https://t.co/6Ag1cmLjcZ
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Polen Capital on Construction Partners $ROAD US
Thesis: Construction Partners stands out with its focus on recurring, low-risk maintenance work, ensuring stable growth and robust margins
(Extract from their Q2 letter) https://t.co/6Ag1cmLjcZ
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Quiver Quantitative
BREAKING: Nancy Pelosi is now the 2nd-wealthiest member of Congress.
She just passed Representative Buchanan on our live net worth leaderboard: https://t.co/TEazjlWYq4
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BREAKING: Nancy Pelosi is now the 2nd-wealthiest member of Congress.
She just passed Representative Buchanan on our live net worth leaderboard: https://t.co/TEazjlWYq4
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Stock Analysis Compilation
Aristotle on Littelfuse $LFUS US
Thesis: Littelfuse's leadership in circuit protection and its expansion into automotive sensors position it well for growth in an increasingly connected world
(Extract from their Q2 letter) https://t.co/zcwfjF9Isu
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Aristotle on Littelfuse $LFUS US
Thesis: Littelfuse's leadership in circuit protection and its expansion into automotive sensors position it well for growth in an increasingly connected world
(Extract from their Q2 letter) https://t.co/zcwfjF9Isu
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Matt McGarry
If you have newsletter questions, check out:
newsletterquestions(dot)com
Niklas from @MegahitApp built this. It does a Google site search of my content for anything you search.
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If you have newsletter questions, check out:
newsletterquestions(dot)com
Niklas from @MegahitApp built this. It does a Google site search of my content for anything you search.
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Matt McGarry
RT @nikwen_de: This was a super fun project to build.
Below is what inspired it. 👇
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RT @nikwen_de: This was a super fun project to build.
Below is what inspired it. 👇
If you have newsletter questions, check out:
newsletterquestions(dot)com
Niklas from @MegahitApp built this. It does a Google site search of my content for anything you search. tweet
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Hidden Value Gems
I wonder why hedge funds use their own benchmark rather than compare themselves with the broader market 😉
Still pretty impressive performance in 2022, although underperforming S&P500 this year.
Does anyone know if this is net performance (after fees)? I could not find this in the article.
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I wonder why hedge funds use their own benchmark rather than compare themselves with the broader market 😉
Still pretty impressive performance in 2022, although underperforming S&P500 this year.
Does anyone know if this is net performance (after fees)? I could not find this in the article.
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Invest In Assets 📈
Companies with expected EPS growth of +20% CAGR for the next 2 years, PEG below 2 and ROIC above 15%: https://t.co/BJYC3zNH5o
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Companies with expected EPS growth of +20% CAGR for the next 2 years, PEG below 2 and ROIC above 15%: https://t.co/BJYC3zNH5o
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Librarian Capital
Admiral $ADM: When shares fell in Jun-23 after a high-profile downgrade by Citi, we told you we disagreed
We also added to ADM and made it a top-5 position in our model portfolio
ADM has risen 36% since (plus dividends worth ~5%)
Sign up via our profile for our post-H1 update https://t.co/WnlQ4lR4qi
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Admiral $ADM: When shares fell in Jun-23 after a high-profile downgrade by Citi, we told you we disagreed
We also added to ADM and made it a top-5 position in our model portfolio
ADM has risen 36% since (plus dividends worth ~5%)
Sign up via our profile for our post-H1 update https://t.co/WnlQ4lR4qi
"Admiral: 6% Fall After Citi Downgrade is Another Opportunity"
$ADM at 14.8x 2019 EPS, -40% from peak
2022 inflation = ST P&L volality
Price hikes since 2022 = good LT margins
Positive trends in recent datapoints
We see 54% upside (21% IRR)
FREE here https://t.co/8UB7FGEevC https://t.co/jFfOk5C5B7 tweet