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Dimitry Nakhla | Babylon Capital®
Intuit’s $INTU Linear Growth Last 10-Years👇🏽
📈Revenue CAGR: 13.70%
📈FCF CAGR: 13.89%
📈EPS CAGR: 17.11%
📈Dividend CAGR: 16.82%
#stocks #investing
*Financials in Billions USD https://t.co/vHc6mjEG5e
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Intuit’s $INTU Linear Growth Last 10-Years👇🏽
📈Revenue CAGR: 13.70%
📈FCF CAGR: 13.89%
📈EPS CAGR: 17.11%
📈Dividend CAGR: 16.82%
#stocks #investing
*Financials in Billions USD https://t.co/vHc6mjEG5e
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Stock Analysis Compilation
Diamond Hill on Magnolia Oil & Gas $MGY US
Thesis: Magnolia Oil & Gas’s low-cost structure and strong management team make it a solid, lower-risk play on rising commodity prices
(Extract from their Q2 letter) https://t.co/pX9kYum5uD
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Diamond Hill on Magnolia Oil & Gas $MGY US
Thesis: Magnolia Oil & Gas’s low-cost structure and strong management team make it a solid, lower-risk play on rising commodity prices
(Extract from their Q2 letter) https://t.co/pX9kYum5uD
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Stock Analysis Compilation
Diamond Hill on VeriSign $VRSN US
Thesis: VeriSign’s dominant market position and high switching costs make it a compelling long-term play in internet infrastructure
(Extract from their Q2 letter) https://t.co/G4OOgVu0af
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Diamond Hill on VeriSign $VRSN US
Thesis: VeriSign’s dominant market position and high switching costs make it a compelling long-term play in internet infrastructure
(Extract from their Q2 letter) https://t.co/G4OOgVu0af
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Librarian Capital
RT @guardian: Trump campaign worked with Musk’s X to keep leaked JD Vance file off platform https://t.co/zGIl0YzthK
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RT @guardian: Trump campaign worked with Musk’s X to keep leaked JD Vance file off platform https://t.co/zGIl0YzthK
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Investing visuals
Show this visual to everyone who is not (yet) investing👇 https://t.co/C1kB41pG88
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Show this visual to everyone who is not (yet) investing👇 https://t.co/C1kB41pG88
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Stock Analysis Compilation
Clearbridge on Parkland $PKI CN
Thesis: Parkland’s competitive advantage in constrained fuel markets and its shift toward debt reduction and shareholder returns create a solid growth story
(Extract from their Q2 letter) https://t.co/3qEVcGJv7P
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Clearbridge on Parkland $PKI CN
Thesis: Parkland’s competitive advantage in constrained fuel markets and its shift toward debt reduction and shareholder returns create a solid growth story
(Extract from their Q2 letter) https://t.co/3qEVcGJv7P
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Stock Analysis Compilation
Clearbridge on ELF $ELF US
Thesis: ELF’s ability to scale globally and its innovative products make it a strong contender in the cosmetics industry.
(Extract from their Q2 letter) https://t.co/qHxC3rmFaU
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Clearbridge on ELF $ELF US
Thesis: ELF’s ability to scale globally and its innovative products make it a strong contender in the cosmetics industry.
(Extract from their Q2 letter) https://t.co/qHxC3rmFaU
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Librarian Capital
Ulta Beauty $ULTA ROCE was at 40%+ last 3 years
But ROCE is an output and a lagging indicator
And a high ROCE will also means it is worthwhile for competitors to expand even if they are less efficient
This is exactly what has been happening https://t.co/HbUdEkCQsN
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Ulta Beauty $ULTA ROCE was at 40%+ last 3 years
But ROCE is an output and a lagging indicator
And a high ROCE will also means it is worthwhile for competitors to expand even if they are less efficient
This is exactly what has been happening https://t.co/HbUdEkCQsN
"Ulta Beauty: At the Wrong Side of a Capital Cycle"
We review this Q2 Berkshire Hathaway $BRK.B investment ahead of next week’s investor day
$ULTA shares are back to 2022 levels
https://t.co/TRRyrLDXd8 https://t.co/gLMPZtT4cJ tweet