⁠Stock Analysis Compilation
Artemis Funds on AOTI $AOTI LN

Thesis: AOTI’s groundbreaking oxygen therapy for diabetic ulcers promises explosive growth and strong cashflows as it secures nationwide Medicaid approval

(Extract from their Q2 letter) https://t.co/NGhbm9oYKf
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⁠Invest In Assets 📈
Nick Sleep Investing Principles 🏰

• Practice inactivity
• Identify compounders
• Identify great managers
• Go on an information diet
• Think long-term (Decades)
• Focus on a business' destination
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⁠Lumida Wealth Management
1/ Daily News Round-Up:

- Stock futures dip; Dow -0.2%, S&P -0.3%, Nasdaq -0.4%
- China warns Japan on chip export curbs
- Bitcoin tumbles to $57.5K, down 10% in a week
- Nvidia to revolutionize data-center design
- China's property market slumps; sales drop 20% YoY

#StockMarket #China #Bitcoin #Nvidia #RealEstate #News
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⁠Invest In Assets 📈
50 Quality businesses: https://t.co/0CVi6xu6jJ
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⁠Invest In Assets 📈
RT @InvestInAssets: Warren Buffett's inspiration and framework for successful investing: https://t.co/DmNQwci241
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⁠Matt McGarry
My newsletter reached 25,000 subscribers.

320 have bought something from me.

I ran a report to see:

- Their open rates and acquisition sources
- How many of them bought something
- How long it took them to buy

And so much more.

Here's what I found: https://t.co/q3AG3opWXA
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⁠Hidden Value Gems
Never say never.

Quote of the day #77

#investing https://t.co/3v2XdQBdQ7
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⁠Quality Stocks
💡 For each theme, you always have several ways to invest in it

💄 Example with Cosmetics

COSMETIC BRANDS
🇫🇷 L'Oreal $OR
🇺🇸 Estée Lauder $EL
🇺🇸 ELF $ELF
🇯🇵 Shiseido $4911
🇺🇸 Procter&Gamble $PG
🇩🇪 Beiersdorf $BEI

RETAILERS
🇺🇸 Ulta $ULTA

MANUFACTURERS
🇫🇷 Interparfums $ITP
🇺🇸 Coty $COTY

SUPPLIERS
🇫🇷 Robertet $RBT
🇨🇭 Givaudan $GIVN
🇳🇱 IMCD $IMCD
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⁠Librarian Capital
Fundsmith exited Kone $KNEBV in Aug-22. Down -0.8% in Aug, vs. MSCI World +0.2% (in £); down -12.4% YTD, vs. MSCI World -4.3%. Top 10largely unchanged, w/ $WAT & $SKY (were #9 & 10) leaving, replaced by $ADP (#6) & $PEP (#10) (both top 5 contributors in Aug). 1.1% cash (was 0.7%) https://t.co/PsV2dFJv51
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⁠Ahmad Jivraj
What stocks out there have an enterprise value currently less than the value of their company brand?

A couple of examples:
$EB Eventbrite
$GPRO GoPro
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⁠Bourbon Capital
RT @BourbonCap: I've found the perfect business:

- Net Debt < 0🟢
- ROIC > 15000%🟢
- Revenue growth > 12000%🟢
- Free cash flow growth > 15000%🟢
- No increase in outstanding shares🟢

Should we buy it? https://t.co/uII6gkooYF
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