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Stock Analysis Compilation
Brown Advisory on B3 S.A. $B3SA3 BZ
Thesis: B3 is the unique sole exchange in Brazil with a solid mid-teens IRR potential, countering depressed cash equity trading with stable derivatives, low competitive risks, and management's strategic share buybacks.
(Extract from their Q4 letter)
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Brown Advisory on B3 S.A. $B3SA3 BZ
Thesis: B3 is the unique sole exchange in Brazil with a solid mid-teens IRR potential, countering depressed cash equity trading with stable derivatives, low competitive risks, and management's strategic share buybacks.
(Extract from their Q4 letter)
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $BKNG serves as an ideal case of market neglect
A few months ago, considering its strong fundamentals, it’s surprising to think it was valued so low compared to its growth rate and overall quality 🎯 https://t.co/VezCvn6h5M
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RT @DimitryNakhla: $BKNG serves as an ideal case of market neglect
A few months ago, considering its strong fundamentals, it’s surprising to think it was valued so low compared to its growth rate and overall quality 🎯 https://t.co/VezCvn6h5M
7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸
1️⃣ $BKNG has grown revenue for 19 out of the last 20 years
2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years
3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)
4️⃣ Opportunity for growth in operating and net income margins
5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt
6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)
7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)
#stocks #investing tweet
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Stock Analysis Compilation
Bell Global Equities Fund on Broadcom $AVGO US
Thesis: Broadcom is a leading semiconductor and software company with strong growth potential, driven by its strategic acquisitions and key role in the AI market.
(Extract from their Q4 letter) https://t.co/xW1vi06lnB
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Bell Global Equities Fund on Broadcom $AVGO US
Thesis: Broadcom is a leading semiconductor and software company with strong growth potential, driven by its strategic acquisitions and key role in the AI market.
(Extract from their Q4 letter) https://t.co/xW1vi06lnB
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RT @0x49fa98: The internet is an ocean that we invent as we explore it. In the murky darkness of virtual places, there could be dragons, shoggoths, leviathans...
This thread is a complete index of my threads, stories, essays, etc.
https://t.co/UT8Tswn9Tw
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RT @0x49fa98: The internet is an ocean that we invent as we explore it. In the murky darkness of virtual places, there could be dragons, shoggoths, leviathans...
This thread is a complete index of my threads, stories, essays, etc.
https://t.co/UT8Tswn9Tw
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RT @paraschopra: As AI makes building prototypes easy, what will rise in value is a) the last mile polish; b) hard technical work that AI is incapable of doing (yet).
Remember: what's easy for you is easy for everyone, and hence has no alpha.
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RT @paraschopra: As AI makes building prototypes easy, what will rise in value is a) the last mile polish; b) hard technical work that AI is incapable of doing (yet).
Remember: what's easy for you is easy for everyone, and hence has no alpha.
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Dimitry Nakhla | Babylon Capital®
Even with MercadoLibre's stock price surging +24% over the past month, its forward multiple tightened by -4%, compressing from 51.30x to 49.13x $MELI https://t.co/MhWAWn6s8e
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Even with MercadoLibre's stock price surging +24% over the past month, its forward multiple tightened by -4%, compressing from 51.30x to 49.13x $MELI https://t.co/MhWAWn6s8e
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