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Investing visuals
An important question for investors to consider: Can $NVDA sustain its stellar margins in the years ahead?🤔 https://t.co/GlLzqtt7aO
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An important question for investors to consider: Can $NVDA sustain its stellar margins in the years ahead?🤔 https://t.co/GlLzqtt7aO
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Dimitry Nakhla | Babylon Capital®
Amazon $AMZN CAGR Estimates, Assuming 2027 EPS Target of $9.49 Is Achieved📦
33x (+17.4%)
32x (+16.1%)
31x (+14.8%)
30x (+13.5%)
29x (+12.2%)
28x (+10.8%)
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Historically, $AMZN’s constant reinvestment made P/E a misleading valuation tool (stronger correlation using OCF) https://t.co/XKZNM5NJyb
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Amazon $AMZN CAGR Estimates, Assuming 2027 EPS Target of $9.49 Is Achieved📦
33x (+17.4%)
32x (+16.1%)
31x (+14.8%)
30x (+13.5%)
29x (+12.2%)
28x (+10.8%)
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Historically, $AMZN’s constant reinvestment made P/E a misleading valuation tool (stronger correlation using OCF) https://t.co/XKZNM5NJyb
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Offshore
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Investing visuals
$AMZN vs. $MELI: a side-by-side of two very high quality businesses 💎👌 https://t.co/8jUCjaxWZ8
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$AMZN vs. $MELI: a side-by-side of two very high quality businesses 💎👌 https://t.co/8jUCjaxWZ8
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The Kobeissi Letter
This is absolutely insane:
On February 20th, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22nd, Warren Buffett announced a record $334 BILLION cash balance.
12 days later, the Nasdaq 100 crashed -11%.
How did they know?
(a thread) https://t.co/xbzHVWkAlI
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This is absolutely insane:
On February 20th, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22nd, Warren Buffett announced a record $334 BILLION cash balance.
12 days later, the Nasdaq 100 crashed -11%.
How did they know?
(a thread) https://t.co/xbzHVWkAlI
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Finding Compounders
“What is the key mistake investors make”
Chris Davis answers this question and much more in the extract below . https://t.co/Y2SkWT6OYw
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“What is the key mistake investors make”
Chris Davis answers this question and much more in the extract below . https://t.co/Y2SkWT6OYw
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Stock Analysis Compilation
Generation IM on Becton Dickinson $BDX US
Thesis: Becton Dickinson is a stable US medical device company with a 60% market share, delivering consistent revenue growth and viewed as an attractive investment opportunity despite recent underperformance.
(Extract from their Q4 letter)
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Generation IM on Becton Dickinson $BDX US
Thesis: Becton Dickinson is a stable US medical device company with a 60% market share, delivering consistent revenue growth and viewed as an attractive investment opportunity despite recent underperformance.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: Crypto market losses accelerate with over -$130 billion erased today. https://t.co/uT0EiI4jsI
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BREAKING: Crypto market losses accelerate with over -$130 billion erased today. https://t.co/uT0EiI4jsI
This is absolutely insane:
On February 20th, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22nd, Warren Buffett announced a record $334 BILLION cash balance.
12 days later, the Nasdaq 100 crashed -11%.
How did they know?
(a thread) https://t.co/xbzHVWkAlI tweet