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Quality Investing with Aria
The people have voted with their eyeballs:
My most recent deep dive on $CRM is the second best performing video I’ve uploaded
I suggest you watch it ahead of earnings, I GUARANTEE you’ll learn something. Even if it takes multiple sittings
Channel link in bio 😇 https://t.co/myEJOSzMVi
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The people have voted with their eyeballs:
My most recent deep dive on $CRM is the second best performing video I’ve uploaded
I suggest you watch it ahead of earnings, I GUARANTEE you’ll learn something. Even if it takes multiple sittings
Channel link in bio 😇 https://t.co/myEJOSzMVi
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Lumida Wealth Management
WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer https://t.co/ihv09ByzPc
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WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer https://t.co/ihv09ByzPc
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Offshore
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Stock Analysis Compilation
Riverwater Partners on Veeco $VECO US
Thesis: Veeco's strategic positioning in the semiconductor industry and its role in AI technology make it a strong contender for sustained growth and long-term value creation
(Extract from their Q2 letter) https://t.co/ayY77rCKnX
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Riverwater Partners on Veeco $VECO US
Thesis: Veeco's strategic positioning in the semiconductor industry and its role in AI technology make it a strong contender for sustained growth and long-term value creation
(Extract from their Q2 letter) https://t.co/ayY77rCKnX
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Offshore
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PitchDeckGuy
Buzzfeed is down 93% since going public
Here's their pitch deck: https://t.co/ucpIgmd26Q
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Buzzfeed is down 93% since going public
Here's their pitch deck: https://t.co/ucpIgmd26Q
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Offshore
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Quality Investing with Aria
If $CRM moves +8% off of earnings to $287 per share it will overtake $AMZN as my biggest holding.
They sit at 32% and 34.5% of my portfolio respectively. https://t.co/0XUnkKhNnF
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If $CRM moves +8% off of earnings to $287 per share it will overtake $AMZN as my biggest holding.
They sit at 32% and 34.5% of my portfolio respectively. https://t.co/0XUnkKhNnF
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Bourbon Capital
RT @BourbonCap: A few tips for new investors:
1) Never buy Airline stocks
2) Never buy IPOs
3) Never buy Weed stocks
4) Never buy NFTs
5) Never buy "crypto" coins, 99% of them are scam
6) Never waste your time reading the news. Hedge funds own the news; they'll tell you to sell your stocks when they're shorting them.
7) Free bank information is always wrong. They always say the market is going to crash every single year.
8) Don't go crazy buying dips, preserve your capital
9) Never buy before earnings
11) If the stock crashes, it can take months or years to recover. No need to rush to buy dips.
10) The market always crashes between September and October, usually a small correction between 5% to 10%. Most companies go to 52-week lows this time. You have all year to find the best company to buy.
12) Make sure leverage is less than 2% of your portfolio
13) Buy stocks with a lot of investors and hedge funds involved. A stock with no investors may take up to 10 years to recover or never
I hope this works for you.
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RT @BourbonCap: A few tips for new investors:
1) Never buy Airline stocks
2) Never buy IPOs
3) Never buy Weed stocks
4) Never buy NFTs
5) Never buy "crypto" coins, 99% of them are scam
6) Never waste your time reading the news. Hedge funds own the news; they'll tell you to sell your stocks when they're shorting them.
7) Free bank information is always wrong. They always say the market is going to crash every single year.
8) Don't go crazy buying dips, preserve your capital
9) Never buy before earnings
11) If the stock crashes, it can take months or years to recover. No need to rush to buy dips.
10) The market always crashes between September and October, usually a small correction between 5% to 10%. Most companies go to 52-week lows this time. You have all year to find the best company to buy.
12) Make sure leverage is less than 2% of your portfolio
13) Buy stocks with a lot of investors and hedge funds involved. A stock with no investors may take up to 10 years to recover or never
I hope this works for you.
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Offshore
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Quality Investing with Aria
Portfolio Update August 16:
Hello again, not much to talk about this time around so I'll try and keep it short.
First and foremost, new position in $UBER which I've done an hour long video explaining why over on my YouTube (link in bio). Continued adding to $MA which I'm happy about, I'd probably like it to be closer to 15% as I continue to get paid from my job, I will add some capital there as well.
$GOOGL has faced some antitrust issues which I believe will be forgotten about by next quarter (24 hour news cycle and what not). I don't view any antitrust suit as a risk factor for any big tech company
$CRM is the last company to report earnings on the 28th. Probably the only earnings I'm actually interested to see out of all my companies.
I missed the boat on $ADYEN. Albeit the valuation is still not horrible for the moat + growth that business is going to generate. I also cannot even purchase the shares off of amsterdam listing because IBKR (my new brokerage) doesn't have international stocks permissions enable for me despite me reaching out a handful of times and requesting it in the app. I can still buy the ADR but after my $EVVTY experience ideally I hold off on that one
The second coming of black monday happened on my birthday (Aug 5). I didn't buy or sell anything but it was very fun to watch nonetheless -- Nothing really came out of it but I was hoping for a bigger dip
CONCLUSION:
All in all, I'm happy with the 7 names I hold. Id like to get $CRM and $AMZN to be <30%"
Portfolio Update July 12
Hello there, lots to talk about for this update its been a while!!
First off, a big thank you to @finchat_io for the sponsorship. For those who've been following my videos, you know I've been using FinChat's software for months now, even before they sponsored me.
In fact, I've been using FinChat for over a year, long before I started making videos. I genuinely love this software and am thrilled to be a brand ambassador for such a great visual research tool.
If you'd like to try FinChat yourself, you could try it out for free using the link in my description. Cheers guys
Now, onto portfolio matters. I sold $EVVTY due to brokerage issues. Im switching brokerages and given my age I am not allowed to purchase ADRs or hold them in the new brokerage. I dont have permissions enabled and I got denied for those permissions on @IBKR
I also plan to sell $MSCI in the ensuing days. $EVVTY plus some idle cash sitting at the bottom of my old brokerage account as well as about $400 additional cash were all invested into $MA at an average price of 434 including commissions.
$MA currently makes up 5% of the portfolio and once i sell $MSCI for $MA itll be around 8%. Id like $MA to be about a 12-15% position when I'm done adding to it.
Next paycheck will get me closer to this target as I will get paid an abnormally large sum of money this month because I've been working a lot recently. All proceedings will go to $MA at these prices
30-31x NTM P/FCF growing between 16-18% is a steal for this type of moat. Not to mention the discount to historical valuations. Watch my video on it. Youtube link in bio!
Some quick words on each business:
$AMZN Amazon 38.6%
Business as usual, cloud will reaccelerate. Lots of great things happening at Amazon, I'm very happy with this business and have never sold a share of it, nor do I plan to in the future. This is a simple case of shut up and wait. I'm currently in phase two of that plan.
$CRM Salesforce 30.8%
Still undervalued IMO. I will continue to hold this position with expectation of close to 20% returns in the next 3-5 years. I have no reason to sell or trim this holding. I sleep very well at night knowing this business is printing cash flows every single day wit[...]
Portfolio Update August 16:
Hello again, not much to talk about this time around so I'll try and keep it short.
First and foremost, new position in $UBER which I've done an hour long video explaining why over on my YouTube (link in bio). Continued adding to $MA which I'm happy about, I'd probably like it to be closer to 15% as I continue to get paid from my job, I will add some capital there as well.
$GOOGL has faced some antitrust issues which I believe will be forgotten about by next quarter (24 hour news cycle and what not). I don't view any antitrust suit as a risk factor for any big tech company
$CRM is the last company to report earnings on the 28th. Probably the only earnings I'm actually interested to see out of all my companies.
I missed the boat on $ADYEN. Albeit the valuation is still not horrible for the moat + growth that business is going to generate. I also cannot even purchase the shares off of amsterdam listing because IBKR (my new brokerage) doesn't have international stocks permissions enable for me despite me reaching out a handful of times and requesting it in the app. I can still buy the ADR but after my $EVVTY experience ideally I hold off on that one
The second coming of black monday happened on my birthday (Aug 5). I didn't buy or sell anything but it was very fun to watch nonetheless -- Nothing really came out of it but I was hoping for a bigger dip
CONCLUSION:
All in all, I'm happy with the 7 names I hold. Id like to get $CRM and $AMZN to be <30%"
Portfolio Update July 12
Hello there, lots to talk about for this update its been a while!!
First off, a big thank you to @finchat_io for the sponsorship. For those who've been following my videos, you know I've been using FinChat's software for months now, even before they sponsored me.
In fact, I've been using FinChat for over a year, long before I started making videos. I genuinely love this software and am thrilled to be a brand ambassador for such a great visual research tool.
If you'd like to try FinChat yourself, you could try it out for free using the link in my description. Cheers guys
Now, onto portfolio matters. I sold $EVVTY due to brokerage issues. Im switching brokerages and given my age I am not allowed to purchase ADRs or hold them in the new brokerage. I dont have permissions enabled and I got denied for those permissions on @IBKR
I also plan to sell $MSCI in the ensuing days. $EVVTY plus some idle cash sitting at the bottom of my old brokerage account as well as about $400 additional cash were all invested into $MA at an average price of 434 including commissions.
$MA currently makes up 5% of the portfolio and once i sell $MSCI for $MA itll be around 8%. Id like $MA to be about a 12-15% position when I'm done adding to it.
Next paycheck will get me closer to this target as I will get paid an abnormally large sum of money this month because I've been working a lot recently. All proceedings will go to $MA at these prices
30-31x NTM P/FCF growing between 16-18% is a steal for this type of moat. Not to mention the discount to historical valuations. Watch my video on it. Youtube link in bio!
Some quick words on each business:
$AMZN Amazon 38.6%
Business as usual, cloud will reaccelerate. Lots of great things happening at Amazon, I'm very happy with this business and have never sold a share of it, nor do I plan to in the future. This is a simple case of shut up and wait. I'm currently in phase two of that plan.
$CRM Salesforce 30.8%
Still undervalued IMO. I will continue to hold this position with expectation of close to 20% returns in the next 3-5 years. I have no reason to sell or trim this holding. I sleep very well at night knowing this business is printing cash flows every single day wit[...]
Offshore
Quality Investing with Aria Portfolio Update August 16: Hello again, not much to talk about this time around so I'll try and keep it short. First and foremost, new position in $UBER which I've done an hour long video explaining why over on my YouTube (link…
h the incredible moat theyve carved out for themselves. Ive written over and over again about this business all over my twitter page if you're curious to know why I'm so bullish.
$GOOGL Google 10.7%
The easiest least troublesome holding ive ever had. I bought it, it went up and went up and went up again. Never had to monitor or revisit the thesis with this one. Business as usual, love to see it
$MA Mastercard 8.1% (soon to be)
Note that I've added $MSCI's allocation of 3% to this because it will be sold to buy $MA in the next few days. Ive done an analysis on this business on my youtube past the cookie cutter shit that all mastercard videos are about. Go watch it, great business, undervalued relative to its *almost* guaranteed growth. Im a happy buyer at current prices with expectations of mild outperformance over the S&P
$PAYC Paycom 7.0%
Im happy to have exposure to another pure software stock. I bought because they are the biggest mid market HCM player that's cloud native. Sure ADP UKG have cloud options. But PAYC is cloud native and thus I believe over the long term this will provide nibbles at the bigger player's market share. I actively monitor every change with this business as it is the riskiest holding in my portfolio
$ASML ASML 4.8%
Almost at 100% in gains with this one. Earnings next week. Not much to say, I wish I could buy more around the $800 price range. But sadly the stock is held up by the AI hype, it is what it is. I can wait
Looking forward:
I will continue to buy a lot of $MA around the 430-450 mark as I believe it is trading at a discount relative to its growth prospects and historical valuations it usually trades at.
I've assessed precisely 0 material risks to the long term financial performance of this business. It is arguably the strongest business I own in the portfolio which is why I bought it in the first place
$MA will be around 15% of my portfolio before I stop buying it and move on to the next best opportunity.
Moving forward I will buy and sell out of positions less frequently. I've revamped my portfolio to include the best investments at attractive valuations. This has resulted lots of turnover in my portfolio and my holding count to halve and my concentration into top holdings to grow.
Moving forward, I will likely keep this exact number of holdings. $PAYC is the only one that is getting monitored closely for any big mis-steps in terms of my thesis with them. Otherwise I have no plans of dealing and portfolio turnover as it stands currently. Only new cash getting added to the best current opportunity.
Conclusion:
I like the current portfolio allocations given my risk tolerance and personality type. I do not disclose the $ amount of the portfolio but I assure you it's a very substantial amount of money especially given my age.
Check out my linkree in my bio for access to Finchat for free!! And a plethora of free knowledge off of my YouTube
Cheers, follow me I don't waste your time! "- Quality Investing with Aria
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$GOOGL Google 10.7%
The easiest least troublesome holding ive ever had. I bought it, it went up and went up and went up again. Never had to monitor or revisit the thesis with this one. Business as usual, love to see it
$MA Mastercard 8.1% (soon to be)
Note that I've added $MSCI's allocation of 3% to this because it will be sold to buy $MA in the next few days. Ive done an analysis on this business on my youtube past the cookie cutter shit that all mastercard videos are about. Go watch it, great business, undervalued relative to its *almost* guaranteed growth. Im a happy buyer at current prices with expectations of mild outperformance over the S&P
$PAYC Paycom 7.0%
Im happy to have exposure to another pure software stock. I bought because they are the biggest mid market HCM player that's cloud native. Sure ADP UKG have cloud options. But PAYC is cloud native and thus I believe over the long term this will provide nibbles at the bigger player's market share. I actively monitor every change with this business as it is the riskiest holding in my portfolio
$ASML ASML 4.8%
Almost at 100% in gains with this one. Earnings next week. Not much to say, I wish I could buy more around the $800 price range. But sadly the stock is held up by the AI hype, it is what it is. I can wait
Looking forward:
I will continue to buy a lot of $MA around the 430-450 mark as I believe it is trading at a discount relative to its growth prospects and historical valuations it usually trades at.
I've assessed precisely 0 material risks to the long term financial performance of this business. It is arguably the strongest business I own in the portfolio which is why I bought it in the first place
$MA will be around 15% of my portfolio before I stop buying it and move on to the next best opportunity.
Moving forward I will buy and sell out of positions less frequently. I've revamped my portfolio to include the best investments at attractive valuations. This has resulted lots of turnover in my portfolio and my holding count to halve and my concentration into top holdings to grow.
Moving forward, I will likely keep this exact number of holdings. $PAYC is the only one that is getting monitored closely for any big mis-steps in terms of my thesis with them. Otherwise I have no plans of dealing and portfolio turnover as it stands currently. Only new cash getting added to the best current opportunity.
Conclusion:
I like the current portfolio allocations given my risk tolerance and personality type. I do not disclose the $ amount of the portfolio but I assure you it's a very substantial amount of money especially given my age.
Check out my linkree in my bio for access to Finchat for free!! And a plethora of free knowledge off of my YouTube
Cheers, follow me I don't waste your time! "- Quality Investing with Aria
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Offshore
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Value Spotlight (Andrew Sather)
RT @ValueSpotlight: How to Calculate ROIC: What's a Good ROIC? A Complete, Animated Guide (pt.2) https://t.co/Fca7KbHKMe
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RT @ValueSpotlight: How to Calculate ROIC: What's a Good ROIC? A Complete, Animated Guide (pt.2) https://t.co/Fca7KbHKMe
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