Offshore
Photo
Stock Analysis Compilation
Baron Fifth Avenue Growth Fund on Mobileye Global Inc. $MBLY US
Thesis: Mobileye Global Inc. is a promising investment opportunity in the autonomous vehicle market, showing progress despite past challenges.
(Extract from their Q4 letter) https://t.co/I3gvKtaF1N
tweet
Baron Fifth Avenue Growth Fund on Mobileye Global Inc. $MBLY US
Thesis: Mobileye Global Inc. is a promising investment opportunity in the autonomous vehicle market, showing progress despite past challenges.
(Extract from their Q4 letter) https://t.co/I3gvKtaF1N
tweet
Offshore
Photo
The Investing for Beginners Podcast
1/11 Today we will look at the current ratio, a liquidity ratio helping us determine companies able to pay short-term obligations.
🧵⬇️ https://t.co/3L2ODlYvR7
tweet
1/11 Today we will look at the current ratio, a liquidity ratio helping us determine companies able to pay short-term obligations.
🧵⬇️ https://t.co/3L2ODlYvR7
tweet
Offshore
Photo
Finding Compounders
Interesting
An AutoZone write up from 2005
Stock moved $82.34 to $3196
I wonder if they held ? https://t.co/1v6lDRrf2u
tweet
Interesting
An AutoZone write up from 2005
Stock moved $82.34 to $3196
I wonder if they held ? https://t.co/1v6lDRrf2u
tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 5 Quality Stocks Trading <10-year mean p/e | down -15% from high | 5-year eps cagr | ltm roic 💵
👾 synopsis $snps
•ntm p/e: 28.87x
•mean p/e: 29.84x
•% down: -27%
•eps cagr: 24%
•ltm roic: 13%
🖱️ google $goog $googl
•ntm p/e: 18.94x
•mean p/e: 23.70x
•% down: -18%
•eps cagr: 25%
•ltm roic: 32%
☀️ asml holding $asml
•ntm p/e: 27.81x
•mean p/e: 31.09x
•% down: -36%
•eps cagr: 26%
•ltm roic: 40%
🧬 novo nordisk $nvo
•ntm p/e: 23.37x
•mean p/e: 25.26x
•% down: -38%
•eps cagr: 23%
•ltm roic: 56%
🏢 nvr inc $nvr
•ntm p/e: 14.26x
•mean p/e: 15.31x
•% down: -28%
•eps cagr: 18%
•ltm roic: 41%
tweet
RT @DimitryNakhla: 5 Quality Stocks Trading <10-year mean p/e | down -15% from high | 5-year eps cagr | ltm roic 💵
👾 synopsis $snps
•ntm p/e: 28.87x
•mean p/e: 29.84x
•% down: -27%
•eps cagr: 24%
•ltm roic: 13%
🖱️ google $goog $googl
•ntm p/e: 18.94x
•mean p/e: 23.70x
•% down: -18%
•eps cagr: 25%
•ltm roic: 32%
☀️ asml holding $asml
•ntm p/e: 27.81x
•mean p/e: 31.09x
•% down: -36%
•eps cagr: 26%
•ltm roic: 40%
🧬 novo nordisk $nvo
•ntm p/e: 23.37x
•mean p/e: 25.26x
•% down: -38%
•eps cagr: 23%
•ltm roic: 56%
🏢 nvr inc $nvr
•ntm p/e: 14.26x
•mean p/e: 15.31x
•% down: -28%
•eps cagr: 18%
•ltm roic: 41%
tweet
Offshore
Photo
App Economy Insights
📊 This Week in Visuals:
🦎 Berkshire $BRK
☁️ Salesforce $CRM
✅ Intuit $INTU
💻 Dell $DELL
👔 Workday $WDAY
❄️ Snowflake $SNOW
🇰🇷 Coupang $CPNG
and more!
https://t.co/qDKEGR1Wig
tweet
📊 This Week in Visuals:
🦎 Berkshire $BRK
☁️ Salesforce $CRM
✅ Intuit $INTU
💻 Dell $DELL
👔 Workday $WDAY
❄️ Snowflake $SNOW
🇰🇷 Coupang $CPNG
and more!
https://t.co/qDKEGR1Wig
tweet
Offshore
Photo
Stock Analysis Compilation
Diamons Hill Small Cap Fund on FTAI Infrastructure $FTAI US
Thesis: FTAI Infrastructure is strategically positioned with critical infrastructure assets that capitalize on long-term trends in energy transition, global trade, and efficient logistics.
(Extract from their Q4 letter)
tweet
Diamons Hill Small Cap Fund on FTAI Infrastructure $FTAI US
Thesis: FTAI Infrastructure is strategically positioned with critical infrastructure assets that capitalize on long-term trends in energy transition, global trade, and efficient logistics.
(Extract from their Q4 letter)
tweet
Offshore
Photo
The Kobeissi Letter
Shocking stat of the day:
The median price of new homes sold in the US spiked by $31,000 in January, to $446,300, the second-highest level on record.
The median new home price is now only below $460,300 seen in October 2022.
As a result, new home sales fell -10.5% month-over-month in January, marking the second-largest decline since September 2022.
Since August 2020, new home sales have declined by 374,000, or 36%, to 657,000.
Housing is somehow still getting worse.
tweet
Shocking stat of the day:
The median price of new homes sold in the US spiked by $31,000 in January, to $446,300, the second-highest level on record.
The median new home price is now only below $460,300 seen in October 2022.
As a result, new home sales fell -10.5% month-over-month in January, marking the second-largest decline since September 2022.
Since August 2020, new home sales have declined by 374,000, or 36%, to 657,000.
Housing is somehow still getting worse.
tweet
Offshore
Photo
App Economy Insights
What are you watching this week?
• Monday: $GTLB, $OKTA.
• Tuesday: $BBY, $CRWD, $FLUT, $ONON, $TGT, $SE.
• Wednesday: $MDB, $MRVL, $VEEV, $ZS.
• Thursday: $AVGO, $COST, $HCP, $HPE, $IOT, $JD.
All visualized in our PRO coverage next Saturday. https://t.co/3llhKaaeru
tweet
What are you watching this week?
• Monday: $GTLB, $OKTA.
• Tuesday: $BBY, $CRWD, $FLUT, $ONON, $TGT, $SE.
• Wednesday: $MDB, $MRVL, $VEEV, $ZS.
• Thursday: $AVGO, $COST, $HCP, $HPE, $IOT, $JD.
All visualized in our PRO coverage next Saturday. https://t.co/3llhKaaeru
tweet
Offshore
Photo
The Investing for Beginners Podcast
Operating Profit Margin
Look for > 20% https://t.co/TiZOnIpUT7
tweet
Operating Profit Margin
Look for > 20% https://t.co/TiZOnIpUT7
tweet