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Quality Investing with Aria
"Its better to fish in a good pond and catch an average fish than a bad pond and catch the best fish"
GOOD PONDS:
Pharmaceuticals, Consumer Products and Software
- enjoy high returns on capital above 20%
- businesses generally enjoy oligpolostic industry dynamics
- high margins and asset light business models
BAD PONDS:
Telecomm, utilities and energy
- tend to be awful industries with ROCE below 10%
- these businesses are generally riddled with competitive industry dynamics,
- low margins and capex heavy business models
Courtesy of Terry Smith and his book. Here is the average Return on Capital Employed by industry
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"Its better to fish in a good pond and catch an average fish than a bad pond and catch the best fish"
GOOD PONDS:
Pharmaceuticals, Consumer Products and Software
- enjoy high returns on capital above 20%
- businesses generally enjoy oligpolostic industry dynamics
- high margins and asset light business models
BAD PONDS:
Telecomm, utilities and energy
- tend to be awful industries with ROCE below 10%
- these businesses are generally riddled with competitive industry dynamics,
- low margins and capex heavy business models
Courtesy of Terry Smith and his book. Here is the average Return on Capital Employed by industry
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Offshore
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Librarian Capital
Rightmove $RMV: Watching RNS as Rule 8.3 of Takeover Code forces disclosures of >1% stakes (compared to >3% outside offers under FCA rules)
Thus far most disclosures from known shareholders (Marathon, Lindsell Train, etc.) or big firms
Only new name is Greenvale, with 1.75% https://t.co/92Nhj40MzM
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Rightmove $RMV: Watching RNS as Rule 8.3 of Takeover Code forces disclosures of >1% stakes (compared to >3% outside offers under FCA rules)
Thus far most disclosures from known shareholders (Marathon, Lindsell Train, etc.) or big firms
Only new name is Greenvale, with 1.75% https://t.co/92Nhj40MzM
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Bourbon Capital
$NEM is up 2.34%🟢 looks like some investors are after those dividends.
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$NEM is up 2.34%🟢 looks like some investors are after those dividends.
Dividend ex-dates for this week, for those who love dividend-paying stocks.
Which of these companies do you like for their dividends?
$MCD $NKE $BAC $PEP $O https://t.co/YO4SABvbxM tweet
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Librarian Capital
This is just hilarious, whatever your political views
h/t multiple accounts
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This is just hilarious, whatever your political views
h/t multiple accounts
Nick Fuentes (@NickJFuentes) talks about Donald Trump's "I lost by a whisker" comment admitting he lost the 2020 Election.
"Would have been good to know that before 16K people got charged. Before I got my money frozen & put on a Federal No Fly List." https://t.co/v4pypEY6mV tweet
Offshore
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Quality Stocks
🎉 It's one pager thursday!
🇵🇱 Dino Polska $DNP
🇫🇷 Dassault Aviation $AM
🇺🇸 Manhattan Associates $MANH
And a stock duel including the one pagers of Fortinet $FTNT and Palo Alto $PANW
Here is a sample, the other ones are available on the link in my bio 🔗 https://t.co/afZQQEjJiJ
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🎉 It's one pager thursday!
🇵🇱 Dino Polska $DNP
🇫🇷 Dassault Aviation $AM
🇺🇸 Manhattan Associates $MANH
And a stock duel including the one pagers of Fortinet $FTNT and Palo Alto $PANW
Here is a sample, the other ones are available on the link in my bio 🔗 https://t.co/afZQQEjJiJ
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Offshore
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Investing visuals
ASML $ASML stock is down 27% since its peak in Juli, making its valuation more reasonable.
Here’s the company at a glance👇🔍 https://t.co/9SnEAfUiDG
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ASML $ASML stock is down 27% since its peak in Juli, making its valuation more reasonable.
Here’s the company at a glance👇🔍 https://t.co/9SnEAfUiDG
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Librarian Capital
Hershey $HSY replaces Head of US Confection
Michael Del Pozzo to join from PepsiCo $PEP, where he spent 23 years, most recently as GM of Gatorade
He replaces Charles Raup, in role since 2019, now "retiring to pursue other executive opportunities" https://t.co/Crw1ocmtQz
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Hershey $HSY replaces Head of US Confection
Michael Del Pozzo to join from PepsiCo $PEP, where he spent 23 years, most recently as GM of Gatorade
He replaces Charles Raup, in role since 2019, now "retiring to pursue other executive opportunities" https://t.co/Crw1ocmtQz
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Capital Employed
We have a great interview dropping tomorrow with a talented fund manager.
Subscribe to this direct to your inbox 👇
https://t.co/jEccgMxHme
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We have a great interview dropping tomorrow with a talented fund manager.
Subscribe to this direct to your inbox 👇
https://t.co/jEccgMxHme
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Bourbon Capital
I know it's hard, but when the market is down, buy quality stocks; then you can focus on other companies.
Don't waste your money buying 'Meme Stocks' or NFTs. Companies like $AMC and $CLOV are printing a lot of shares to stay in business, just like $C in 2008, and they never bought those shares back.
$INTC and $BA might recover, but this is going to take a while.
Everyone loses money in the market, but keep adding quality stocks
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I know it's hard, but when the market is down, buy quality stocks; then you can focus on other companies.
Don't waste your money buying 'Meme Stocks' or NFTs. Companies like $AMC and $CLOV are printing a lot of shares to stay in business, just like $C in 2008, and they never bought those shares back.
$INTC and $BA might recover, but this is going to take a while.
Everyone loses money in the market, but keep adding quality stocks
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