Offshore
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Quiver Quantitative
I recently created a "DC Insider Score" by combining data on:
- Congressional trading
- Corporate lobbying
- Government contracts
It quantifies how closely companies are tied to the US government.
CURRENT TOP 15:
1. Lockheed Martin
2. Northrop Grumman
3. Microsoft
4. Honeywell
5. Ford
6. Accenture
7. Pfizer
8. Raytheon
9. IBM
10. UPS
11. Abbott Laboratories
12. Southern Co.
13. FedEx
14. Oracle
15. Merck
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I recently created a "DC Insider Score" by combining data on:
- Congressional trading
- Corporate lobbying
- Government contracts
It quantifies how closely companies are tied to the US government.
CURRENT TOP 15:
1. Lockheed Martin
2. Northrop Grumman
3. Microsoft
4. Honeywell
5. Ford
6. Accenture
7. Pfizer
8. Raytheon
9. IBM
10. UPS
11. Abbott Laboratories
12. Southern Co.
13. FedEx
14. Oracle
15. Merck
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Offshore
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Quality Investing with Aria
PERFORMANCE UPDATE JULY 26:
Please note: this performance is for current holdings only. I may be underperforming by even more than this because I realized a substantial loss in $SBUX earlier this year. However, I think the small gains in $ULTA $LVMUY $MSCI & $SCHG ranging between 10-40% even out with the $SBUX loss. I'm calling the gains from those 4 holdings even with the $SBUX loss even though those small gains likely more than made up for the loss (i really dont know tbh)
Anyways, I'm trailing the S&P by about 4% but as you can see this is not scary to me at all. I was underperforming by almost -40% at one point in 2022 and have caught up and even outperformed for a little while. I'm sure the current portfolio of stocks that I have will outperform in the future because on a valuation-to-growth perspective. I own cheaper companies that grow faster with wider moats, better margins and more optionality in their businesses. This should translate to outperformance on a multi-year view
I plan on showing the performance of the portfolio more frequently in the future. Rain or shine, and hopefully keep track of things better to make the performance even more accurate. Also shout out @snowballtracker. Not affiliated with them or anything but that's what I use to track the performance here. Cool tracker software with good UI
Cheers guys
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PERFORMANCE UPDATE JULY 26:
Please note: this performance is for current holdings only. I may be underperforming by even more than this because I realized a substantial loss in $SBUX earlier this year. However, I think the small gains in $ULTA $LVMUY $MSCI & $SCHG ranging between 10-40% even out with the $SBUX loss. I'm calling the gains from those 4 holdings even with the $SBUX loss even though those small gains likely more than made up for the loss (i really dont know tbh)
Anyways, I'm trailing the S&P by about 4% but as you can see this is not scary to me at all. I was underperforming by almost -40% at one point in 2022 and have caught up and even outperformed for a little while. I'm sure the current portfolio of stocks that I have will outperform in the future because on a valuation-to-growth perspective. I own cheaper companies that grow faster with wider moats, better margins and more optionality in their businesses. This should translate to outperformance on a multi-year view
I plan on showing the performance of the portfolio more frequently in the future. Rain or shine, and hopefully keep track of things better to make the performance even more accurate. Also shout out @snowballtracker. Not affiliated with them or anything but that's what I use to track the performance here. Cool tracker software with good UI
Cheers guys
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Offshore
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Quiver Quantitative
A story in two images.
Is there anyone outside of Congress who thinks this sort of stock trading should be allowed? https://t.co/UGn48vCWB7
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A story in two images.
Is there anyone outside of Congress who thinks this sort of stock trading should be allowed? https://t.co/UGn48vCWB7
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Offshore
Video
Value Spotlight (Andrew Sather)
Calculate ROIC on a Complex Balance Sheet (Tutorial):
$V https://t.co/CugRwXb3Kq
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Calculate ROIC on a Complex Balance Sheet (Tutorial):
$V https://t.co/CugRwXb3Kq
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Offshore
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Bourbon Capital
Is Diageo $DEO attractive at the current price?
The stock is down 40% from its peak
Forward PE: 17.1 🟢
Net Debt < 0🔴
ROIC 5Y > 12%🟢
Operating margin> 30%
No increase in shares outstanding🟢
Gross Margin > 50%🟢
Revenue Growth 5Y> 5%🔴 https://t.co/hhfX8yfnNC
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Is Diageo $DEO attractive at the current price?
The stock is down 40% from its peak
Forward PE: 17.1 🟢
Net Debt < 0🔴
ROIC 5Y > 12%🟢
Operating margin> 30%
No increase in shares outstanding🟢
Gross Margin > 50%🟢
Revenue Growth 5Y> 5%🔴 https://t.co/hhfX8yfnNC
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Offshore
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Matt McGarry
Days like this make me happy I started a newsletter.
- Wake up in the morning, write and send an email.
- Do $7,000 in sales for a new product.
- Spend the rest of the day with family at the beach. https://t.co/YwsXp1X5rB
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Days like this make me happy I started a newsletter.
- Wake up in the morning, write and send an email.
- Do $7,000 in sales for a new product.
- Spend the rest of the day with family at the beach. https://t.co/YwsXp1X5rB
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Offshore
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Stock Analysis Compilation
Madison Funds on Option Care Health $OPCH US
Thesis: Option Care Health's leading market position and strong cash flow generation make it a compelling investment in the growing in-home healthcare sector
(Extract from their Q2 letter) https://t.co/m5ooaQyQrL
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Madison Funds on Option Care Health $OPCH US
Thesis: Option Care Health's leading market position and strong cash flow generation make it a compelling investment in the growing in-home healthcare sector
(Extract from their Q2 letter) https://t.co/m5ooaQyQrL
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Offshore
Video
Lumida Wealth Management
Larry Summers "The Fed Got it All Wrong."
@LHSummers argues that the supply shocks from Covid were not unexpected.
@DavidWestin @Bloomberg https://t.co/592YQDuDJH
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Larry Summers "The Fed Got it All Wrong."
@LHSummers argues that the supply shocks from Covid were not unexpected.
@DavidWestin @Bloomberg https://t.co/592YQDuDJH
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Quality Stocks
🇨🇳 PDD $PDD sell-off after results with a growth above 80% and a PE around 12x (now under 10x) gives several lessons
1️⃣ Shy outlooks confirm once again a slowdown in China that could last
2️⃣ China is not liked from investors (political regime, geopolitical tensions)
3️⃣ Value investing is hard! Even if a stock looks like a bargain it can still fall 30% in a day
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🇨🇳 PDD $PDD sell-off after results with a growth above 80% and a PE around 12x (now under 10x) gives several lessons
1️⃣ Shy outlooks confirm once again a slowdown in China that could last
2️⃣ China is not liked from investors (political regime, geopolitical tensions)
3️⃣ Value investing is hard! Even if a stock looks like a bargain it can still fall 30% in a day
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