⁠Invest In Assets 📈
Companies with PEs below 15, expected EPS growth above 15%, and 5-year ROIC of above 15%: https://t.co/mS7aMzLsZV
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⁠Invest In Assets 📈
US Bull & Bear Markets: https://t.co/NOEGtA546C
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⁠Hidden Value Gems
What a contrast with founder-led startups, starting in a garage:

The new CEO of $SBUX “will be able to live in his home in Southern California and can commute to Starbucks’s head office on a corporate jet.”

“To woo its new CEO, Starbucks offered a $10 million cash signing bonus and millions more in stock-based compensation.”

I am a bit sceptical he will succeed.
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⁠Matt McGarry
The second-order benefits of building an audience are still massively underrated.

Everyone knows it's great for list growth and getting clients.

But there's one benefit people certainly don't talk about enough:
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⁠Stock Analysis Compilation
CL Capital on FEMSA $FMX US

Thesis: FEMSA’s diversified business, with strong growth prospects in retail, digital services, and Coca-Cola FEMSA, offers compelling value with a solid plan for capital return

(Extract from their Q2 letter) https://t.co/K7b95QmMIq
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⁠Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Learn a Business using ROIC (Tutorial):

$AAPL in <90 seconds https://t.co/zo5anjbkpc
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⁠App Economy Insights
$AMD acquires ZT Systems for nearly $5B.

ZT Systems designs data center equipment for cloud computing and AI.

ZT has more than $10B in annual sales. But AMD plans to sell ZT's manufacturing business and keep only the system design part. https://t.co/SKXzyHZQqf
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⁠Quiver Quantitative
UPDATE: We recently reported on a purchase of Lockheed Martin stock by Rep. Jared Moskowitz.

It has now risen 20% since the trade.

Lockheed is a major defense contractor.

Moskowitz sits on the House Committee on Foreign Affairs.

Look at this graph from Quiver: https://t.co/vHFUcyCY4Y
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