Quality Stocks
📚 In 8 months, I have published 150+ articles on my blog
🔗 Check them out via the link in my bio
Here are some of the most successfull ones
🎯 Watchlist and price targets
🛡 Cybersecurity industry
🇳🇱 ASML $ASML
🇺🇸 Zoetis $ZTS
🇺🇸 Arista $ANET
🇸🇪 RVRC $RVRC
🏆 On the hunt for multibaggers
🇺🇸 ServiceNow $NOW
🇺🇸 US quality screener
🇪🇺 Europe quality screener
🇫🇷 Hermes $RMS
🇺🇸 Waste Mgt $WM
🇸🇪 Evolution $EVO
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📚 In 8 months, I have published 150+ articles on my blog
🔗 Check them out via the link in my bio
Here are some of the most successfull ones
🎯 Watchlist and price targets
🛡 Cybersecurity industry
🇳🇱 ASML $ASML
🇺🇸 Zoetis $ZTS
🇺🇸 Arista $ANET
🇸🇪 RVRC $RVRC
🏆 On the hunt for multibaggers
🇺🇸 ServiceNow $NOW
🇺🇸 US quality screener
🇪🇺 Europe quality screener
🇫🇷 Hermes $RMS
🇺🇸 Waste Mgt $WM
🇸🇪 Evolution $EVO
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Offshore
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Invest In Assets 📈
RT @InvestInAssets: 10 Must-read Investing Books that will take your investing to the next level:
1. 100-Baggers https://t.co/nHSDBf8pGc
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RT @InvestInAssets: 10 Must-read Investing Books that will take your investing to the next level:
1. 100-Baggers https://t.co/nHSDBf8pGc
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Stock Analysis Compilation
Hedge funds' best ideas #6 is in your inbox 🔥
(link below)
All the analysis published here in the last 7 days, in plain text, with links to all the letters.
Aristotle / Choice Equities / CL Capital / Claret / Fairlight Capital / Fidelity / Greenwood Investors / Heartland Advisors / Hoisington IM / Ithaka / Loomis Sayles / Matrix Asset Advisors / Meditation Capital / Polen Capital / Royce IP / Starboard Value / Third Avenue
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Hedge funds' best ideas #6 is in your inbox 🔥
(link below)
All the analysis published here in the last 7 days, in plain text, with links to all the letters.
Aristotle / Choice Equities / CL Capital / Claret / Fairlight Capital / Fidelity / Greenwood Investors / Heartland Advisors / Hoisington IM / Ithaka / Loomis Sayles / Matrix Asset Advisors / Meditation Capital / Polen Capital / Royce IP / Starboard Value / Third Avenue
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Offshore
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Quality Stocks
One Pager Special Week - 🇸🇪 Sweden
Day 6 - AstraZeneca $AZN
🏆 Score 7.0/10
🎯 My fair price estimation is around 1,680SEK
🐂 Bull case
- Dynamic growth
- Improving fundamentals
- Interesting pipeline (oncology, cardiology, respiratory, rare disease, vaccines) - 45 phase III
🐻 Bear case
- Expensive
- ROE and ROIC could be improved
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One Pager Special Week - 🇸🇪 Sweden
Day 6 - AstraZeneca $AZN
🏆 Score 7.0/10
🎯 My fair price estimation is around 1,680SEK
🐂 Bull case
- Dynamic growth
- Improving fundamentals
- Interesting pipeline (oncology, cardiology, respiratory, rare disease, vaccines) - 45 phase III
🐻 Bear case
- Expensive
- ROE and ROIC could be improved
tweet
Offshore
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App Economy Insights
US TV Time July 2024:
Streaming 41.4% (+2.7pp Y/Y).
• YouTube 10.4% (+1.2pp Y/Y).
• Netflix 8.4% (+0.3pp Y/Y).
• Prime Video 3.4% (flat Y/Y).
• Hulu 2.7% (-0.9pp Y/Y).
• Disney+ 2.1% (+0.1pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/TMJCQomZMx
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US TV Time July 2024:
Streaming 41.4% (+2.7pp Y/Y).
• YouTube 10.4% (+1.2pp Y/Y).
• Netflix 8.4% (+0.3pp Y/Y).
• Prime Video 3.4% (flat Y/Y).
• Hulu 2.7% (-0.9pp Y/Y).
• Disney+ 2.1% (+0.1pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/TMJCQomZMx
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Quiver Quantitative
We posted this report on insider buying at Carvana, when people were saying a bankruptcy was imminent.
$CVNA has now risen 3,400% since then.
Follow @InsiderRadar to see new alerts from our insider trading data. https://t.co/hCDKdcVdw3
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We posted this report on insider buying at Carvana, when people were saying a bankruptcy was imminent.
$CVNA has now risen 3,400% since then.
Follow @InsiderRadar to see new alerts from our insider trading data. https://t.co/hCDKdcVdw3
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Offshore
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Invest In Assets 📈
RT @ValueInvestorAc: Warren Buffett said the late Charlie Munger had "the best 30-second mind in the world".
To celebrate 50k followers I'm giving away my new guide.
Mental Models: Systems for Smarter Decisions
Get your free copy
1️⃣ Follow (so I can DM you)
2️⃣ RT & Like this
3️⃣ Reply 'Mental' below
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RT @ValueInvestorAc: Warren Buffett said the late Charlie Munger had "the best 30-second mind in the world".
To celebrate 50k followers I'm giving away my new guide.
Mental Models: Systems for Smarter Decisions
Get your free copy
1️⃣ Follow (so I can DM you)
2️⃣ RT & Like this
3️⃣ Reply 'Mental' below
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Offshore
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Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Is Tesla a capital efficient business? (Tutorial):
$TSLA in <90 seconds https://t.co/aqgww6uoij
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RT @ValueSpotlight: Is Tesla a capital efficient business? (Tutorial):
$TSLA in <90 seconds https://t.co/aqgww6uoij
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