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Stock Analysis Compilation
Bell AM on BE Semiconductor $BESI NA
Thesis: BESI's leadership in advanced packaging technology positions it to set new industry standards, driving robust growth and margin expansion in the semiconductor market
(Extract from their Q2 letter) https://t.co/uYQaX9ZmBu
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Bell AM on BE Semiconductor $BESI NA
Thesis: BESI's leadership in advanced packaging technology positions it to set new industry standards, driving robust growth and margin expansion in the semiconductor market
(Extract from their Q2 letter) https://t.co/uYQaX9ZmBu
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Librarian Capital
"Visa: Compounding Growth & Potential to Re-rate after Q3 FY24"
Shares have stagnated in the past 6 months even as EPS grows at low-teens, pushing P/E down to 27.5x
$V $MA $AXP
https://t.co/54xRISZYXu https://t.co/xy4TjWOy2n
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"Visa: Compounding Growth & Potential to Re-rate after Q3 FY24"
Shares have stagnated in the past 6 months even as EPS grows at low-teens, pushing P/E down to 27.5x
$V $MA $AXP
https://t.co/54xRISZYXu https://t.co/xy4TjWOy2n
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Lumida Wealth Management
1/ Daily News Round-Up:
- BYD profits surge 204.7% to $1.5B.
- BofA predicts robust APAC data center growth fueled by AI.
- Apple & Amazon exceed earnings forecasts.
- Protests in China escalate amid housing crisis & economic woes.
- Nvidia expected to report $6.7B in revenue.
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1/ Daily News Round-Up:
- BYD profits surge 204.7% to $1.5B.
- BofA predicts robust APAC data center growth fueled by AI.
- Apple & Amazon exceed earnings forecasts.
- Protests in China escalate amid housing crisis & economic woes.
- Nvidia expected to report $6.7B in revenue.
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Bourbon Capital
RT @BourbonCap: Buying before earnings is gambling, but buying $NVDA the day before earnings is a whole new level.
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RT @BourbonCap: Buying before earnings is gambling, but buying $NVDA the day before earnings is a whole new level.
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks Market Cap <$50b20% | Trading Near Mean P/E | Balance Sheet💵
☁️ Veeva Systems $VEEV ($32B)
•LTM ROIC: 10.7%
•NTM P/E: 31.88x
•5-Year Mean: 59.72x
•Cash & Short-Term Inv: $4.76B
•Long-Term Debt: $0
🏥 Medpace Holdings $MEDP ($12B)
•LTM ROIC: 41.5%
•NTM P/E: 30.94x
•5-Year Mean: 30.13x
•Cash & Short-Term Inv: $510.89M
•Long-Term Debt: $0
🚛 Old Dominion Freight $ODFL ($41B)
•LTM ROIC: 36.9%
•NTM P/E: 32.35x
•5-Year Mean: 29.38x
•Cash & Short-Term Inv: $104.58M
•Long-Term Debt: $39.98M
🫀 Edwards Lifesciences $EW ($42B)
•LTM ROIC: 22.9%
•NTM P/E: 24.41x
•5-Year Mean: 37.02x
•Cash & Short-Term Inv: $1.98B
•Long-Term Debt: $597M
💄 Ulta Beauty $ULTA ($18B)
•LTM ROIC: 38.2%
•NTM P/E: 14.38x
•5-Year Mean: 21.90x
•Cash & Short-Term Inv: $524.60M
•Long-Term Debt: $0
📐 Graco $GGG ($14B)
•LTM ROIC: 23.5%
•NTM P/E: 26.67x
•5-Year Mean: 27.69x
•Cash & Short-Term Inv: $665.01M
•Long-Term Debt: $0
🧾 Paychex $PAYX ($47B)
•LTM ROIC: 45.6%
•NTM P/E: 26.09x
•5-Year Mean: 28.18x
•Cash & Short-Term Inv: $1.50B
•Long-Term Debt: $798.60M
🥤 Monster Beverage $MNST ($46B)
•LTM ROIC: 30.9%
•NTM P/E: 26.31x
•5-Year Mean: 32.15x
•Cash & Short-Term Inv: $1.56B
•Long-Term Debt: $748.74M
💼 Kinsale Capital $KNSL ($11B)
•LTM ROIC: 32.4%
•NTM P/E: 29.74x
•5-Year Mean: 37.82x
•Cash & Short-Term Inv: $3.4B
•Long-Term Debt: $183.98M
🚿 A O Smith $AOS ($12B)
•LTM ROIC: 36.1%
•NTM P/E: 20.79x
•5-Year Mean: 19.56x
•Cash & Short-Term Inv: $233.30M
•Long-Term Debt: $130.40M
#stocks #investing
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10 Quality Stocks Market Cap <$50b20% | Trading Near Mean P/E | Balance Sheet💵
☁️ Veeva Systems $VEEV ($32B)
•LTM ROIC: 10.7%
•NTM P/E: 31.88x
•5-Year Mean: 59.72x
•Cash & Short-Term Inv: $4.76B
•Long-Term Debt: $0
🏥 Medpace Holdings $MEDP ($12B)
•LTM ROIC: 41.5%
•NTM P/E: 30.94x
•5-Year Mean: 30.13x
•Cash & Short-Term Inv: $510.89M
•Long-Term Debt: $0
🚛 Old Dominion Freight $ODFL ($41B)
•LTM ROIC: 36.9%
•NTM P/E: 32.35x
•5-Year Mean: 29.38x
•Cash & Short-Term Inv: $104.58M
•Long-Term Debt: $39.98M
🫀 Edwards Lifesciences $EW ($42B)
•LTM ROIC: 22.9%
•NTM P/E: 24.41x
•5-Year Mean: 37.02x
•Cash & Short-Term Inv: $1.98B
•Long-Term Debt: $597M
💄 Ulta Beauty $ULTA ($18B)
•LTM ROIC: 38.2%
•NTM P/E: 14.38x
•5-Year Mean: 21.90x
•Cash & Short-Term Inv: $524.60M
•Long-Term Debt: $0
📐 Graco $GGG ($14B)
•LTM ROIC: 23.5%
•NTM P/E: 26.67x
•5-Year Mean: 27.69x
•Cash & Short-Term Inv: $665.01M
•Long-Term Debt: $0
🧾 Paychex $PAYX ($47B)
•LTM ROIC: 45.6%
•NTM P/E: 26.09x
•5-Year Mean: 28.18x
•Cash & Short-Term Inv: $1.50B
•Long-Term Debt: $798.60M
🥤 Monster Beverage $MNST ($46B)
•LTM ROIC: 30.9%
•NTM P/E: 26.31x
•5-Year Mean: 32.15x
•Cash & Short-Term Inv: $1.56B
•Long-Term Debt: $748.74M
💼 Kinsale Capital $KNSL ($11B)
•LTM ROIC: 32.4%
•NTM P/E: 29.74x
•5-Year Mean: 37.82x
•Cash & Short-Term Inv: $3.4B
•Long-Term Debt: $183.98M
🚿 A O Smith $AOS ($12B)
•LTM ROIC: 36.1%
•NTM P/E: 20.79x
•5-Year Mean: 19.56x
•Cash & Short-Term Inv: $233.30M
•Long-Term Debt: $130.40M
#stocks #investing
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Quality Stocks
🤪 Funny investment theme: companies with ugly products!
Here are a few examples of stocks. Do you think any stocks are missing from this list?
🇺🇸 Crocs $CROX
🇫🇷 Kering $KER - especially Balenciaga
🇺🇸 Tesla $TSLA - for the cybertruck
🇺🇸 McDonald's $MCD - never look like the commercials
🇩🇪 Birkenstock $BIRK - worse with socks 🧦
🇫🇷 Stellantis $STLA - Ami car is a fridge
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🤪 Funny investment theme: companies with ugly products!
Here are a few examples of stocks. Do you think any stocks are missing from this list?
🇺🇸 Crocs $CROX
🇫🇷 Kering $KER - especially Balenciaga
🇺🇸 Tesla $TSLA - for the cybertruck
🇺🇸 McDonald's $MCD - never look like the commercials
🇩🇪 Birkenstock $BIRK - worse with socks 🧦
🇫🇷 Stellantis $STLA - Ami car is a fridge
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Bourbon Capital
Good morning everyone, I hope you are having a good day so far
The following companies just reported earnings:
$RY Royal Bank Of Canada +1.37%🟢
$NTAP NetApp -0.09%🔴
$LI Li Auto +0.71%🟢
$PUK Prudential -0.06%🔴
$SJM The J. M. Smucker -3.89%🔴
$CHWY Chewy +1.51%🟢
$DCI Donaldson Company +0.78%🟢
$ANF Abercrombie & Fitch Co. -9.53%🔴
$BBWI Bath & Body Works -3.51%🔴
$BZ Kanzhun -8.54%🔴
$GOGL Golden Ocean Group -2.85%🔴
$KSS Kohl's +3.16%🟢
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Good morning everyone, I hope you are having a good day so far
The following companies just reported earnings:
$RY Royal Bank Of Canada +1.37%🟢
$NTAP NetApp -0.09%🔴
$LI Li Auto +0.71%🟢
$PUK Prudential -0.06%🔴
$SJM The J. M. Smucker -3.89%🔴
$CHWY Chewy +1.51%🟢
$DCI Donaldson Company +0.78%🟢
$ANF Abercrombie & Fitch Co. -9.53%🔴
$BBWI Bath & Body Works -3.51%🔴
$BZ Kanzhun -8.54%🔴
$GOGL Golden Ocean Group -2.85%🔴
$KSS Kohl's +3.16%🟢
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Quality Stocks
💻 Does anyone remember Teladoc $TDOC?
The stock was supposed to be a rising star during the COVID rally
⚠️ Always be cautious with trendy stocks
No more growth, still unprofitable, increasing costs, high dilution, declining perspectives
The stock is now down -67% in 2024. The 3y performance is under -95% 🔴
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💻 Does anyone remember Teladoc $TDOC?
The stock was supposed to be a rising star during the COVID rally
⚠️ Always be cautious with trendy stocks
No more growth, still unprofitable, increasing costs, high dilution, declining perspectives
The stock is now down -67% in 2024. The 3y performance is under -95% 🔴
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Librarian Capital
British Medical Association calls for anti-vape steps
Ban on disposables
Ban on non-tobacco flavors
Ban on display of imagery, colouring & brands
Restrict vape sale to behind the counter
Also calls for plain packaging for nicotine pouches
$BATS $IMB $PM https://t.co/3gucOGaerT
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British Medical Association calls for anti-vape steps
Ban on disposables
Ban on non-tobacco flavors
Ban on display of imagery, colouring & brands
Restrict vape sale to behind the counter
Also calls for plain packaging for nicotine pouches
$BATS $IMB $PM https://t.co/3gucOGaerT
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Offshore
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Invest In Assets 📈
RT @InvestInAssets: Amazon's price-to-operating cash flow is at a decade low: https://t.co/ZgNgvra1wb
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RT @InvestInAssets: Amazon's price-to-operating cash flow is at a decade low: https://t.co/ZgNgvra1wb
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