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Quality Investing with Aria
Very short list of companies when you have these 3 criteria:
- Software
- Minimum 20% EPS Growth
- Market cap above 50bn
Not surprised to see:
1. Servicenow $NOW
2. Crowdstrike $CRWD
3. Palantir $PLTR
They all trade a absurd valuations though sadly 🤔 https://t.co/BAYce9NIcT
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Very short list of companies when you have these 3 criteria:
- Software
- Minimum 20% EPS Growth
- Market cap above 50bn
Not surprised to see:
1. Servicenow $NOW
2. Crowdstrike $CRWD
3. Palantir $PLTR
They all trade a absurd valuations though sadly 🤔 https://t.co/BAYce9NIcT
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Offshore
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Quality Investing with Aria
$PATH is a software company I have zero understanding of
BUT!!
Their FCF and SBC figures are moving in the right direction and I'd like to acknowledge that. Free cash flow is exploding quarter after quarter while SBC stays flat to slightly down
Well done management team 🙌 https://t.co/bCq3wugs4F
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$PATH is a software company I have zero understanding of
BUT!!
Their FCF and SBC figures are moving in the right direction and I'd like to acknowledge that. Free cash flow is exploding quarter after quarter while SBC stays flat to slightly down
Well done management team 🙌 https://t.co/bCq3wugs4F
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Offshore
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Stock Analysis Compilation
Bell AM on OBIC $4684 JP
Thesis: OBIC’s dominance in Japan’s SME ERP market, coupled with strong margins and growth potential, makes it a compelling buy at current valuation lows
(Extract from their Q2 letter) https://t.co/Al9Xl1skOv
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Bell AM on OBIC $4684 JP
Thesis: OBIC’s dominance in Japan’s SME ERP market, coupled with strong margins and growth potential, makes it a compelling buy at current valuation lows
(Extract from their Q2 letter) https://t.co/Al9Xl1skOv
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Invest In Assets 📈
The Artificial Intelligence (AI) Market is expected to grow 35.7% CAGR in the next 6 years:
Source: Marketsandmarkets https://t.co/kPX1WJL3G5
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The Artificial Intelligence (AI) Market is expected to grow 35.7% CAGR in the next 6 years:
Source: Marketsandmarkets https://t.co/kPX1WJL3G5
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Librarian Capital
Tobacco IR factoid: UK players are more verbose
No. of slides in H1 results:
Altria $MO - 31
BAT $BATS $BTI - 52
Imperial Brands $IMB - 48
Japan Tobacco - 18
Philip Morris $PM - 15
The US players present more information with fewer slides (and fewer chart crimes) https://t.co/NbuuCVJYgm
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Tobacco IR factoid: UK players are more verbose
No. of slides in H1 results:
Altria $MO - 31
BAT $BATS $BTI - 52
Imperial Brands $IMB - 48
Japan Tobacco - 18
Philip Morris $PM - 15
The US players present more information with fewer slides (and fewer chart crimes) https://t.co/NbuuCVJYgm
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Hidden Value Gems
Have a great weekend ahead!
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Have a great weekend ahead!
Quote of the day #76 https://t.co/eB94GmF8wP tweet
Offshore
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Librarian Capital
British American Tobacco $BATS $BTI made predictions about global nicotine market 5 years ago (Mar-19 CMD)
They correctly saw the market would be bigger in 2023
But they also expect Vapour to be bigger than Tobacco Heated Products (THP), and Modern Oral (pouches) to be small https://t.co/sZtWYIA7dU
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British American Tobacco $BATS $BTI made predictions about global nicotine market 5 years ago (Mar-19 CMD)
They correctly saw the market would be bigger in 2023
But they also expect Vapour to be bigger than Tobacco Heated Products (THP), and Modern Oral (pouches) to be small https://t.co/sZtWYIA7dU
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Offshore
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Invest In Assets 📈
RT @InvestInAssets: Kanbrick reading list for investors: https://t.co/a9kmJAG174
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RT @InvestInAssets: Kanbrick reading list for investors: https://t.co/a9kmJAG174
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Offshore
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Stock Analysis Compilation
Ariel Investments on Axa $CS FP
Thesis: AXA SA offers a compelling value opportunity, poised to close the valuation gap with its peers through strategic focus on higher-margin, recurring revenue segments
(Extract from their Q2 letter) https://t.co/IMdvJ7ejGA
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Ariel Investments on Axa $CS FP
Thesis: AXA SA offers a compelling value opportunity, poised to close the valuation gap with its peers through strategic focus on higher-margin, recurring revenue segments
(Extract from their Q2 letter) https://t.co/IMdvJ7ejGA
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