Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 15 Quality Stocks That Maintained ROIC >20% in the Last 5 Years | Average ROIC 💸
💳 Visa $V | 30%
📱 Apple $AAPL | 57%
🚘 Copart $CPRT | 25%
🧾 Paychex $PAYX | 42%
🌐 MSCI Inc $MSCI | 33%
🏦 Fair Isaac $FICO | 44%
💵 Mastercard $MA | 54%
☁️ Microsoft $MSFT | 30%
💨 Philip Morris $PM | 43%
🧬 Novo Nordisk $NVO | 64%
🖨️ Lam Research $LRCX | 36%
☀️ ASML Holding $ASML | 40%
📸 Meta Platforms $META | 27%
👩🏻🔬 Vertex Pharmaceuticals $VRTX | 29%
💰 Automatic Data Processing $ADP | 50%
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RT @DimitryNakhla: 15 Quality Stocks That Maintained ROIC >20% in the Last 5 Years | Average ROIC 💸
💳 Visa $V | 30%
📱 Apple $AAPL | 57%
🚘 Copart $CPRT | 25%
🧾 Paychex $PAYX | 42%
🌐 MSCI Inc $MSCI | 33%
🏦 Fair Isaac $FICO | 44%
💵 Mastercard $MA | 54%
☁️ Microsoft $MSFT | 30%
💨 Philip Morris $PM | 43%
🧬 Novo Nordisk $NVO | 64%
🖨️ Lam Research $LRCX | 36%
☀️ ASML Holding $ASML | 40%
📸 Meta Platforms $META | 27%
👩🏻🔬 Vertex Pharmaceuticals $VRTX | 29%
💰 Automatic Data Processing $ADP | 50%
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Offshore
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Finding Compounders
Do want to know what to look for in an equity investment if you want to succeed in the long run?
Read this article by François Rochon.
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. https://t.co/ISjbfc0Hn5
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Do want to know what to look for in an equity investment if you want to succeed in the long run?
Read this article by François Rochon.
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. https://t.co/ISjbfc0Hn5
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Offshore
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Hidden Value Gems
Sounds interesting, worth doing more work on $PUM.GY
"Puma shares are -80% from their pandemic highs. The company and brand is "under-managed" and "under-owned" (Artemis 30%). The brand is tracking significantly behind its potential and unique heritage (think Boris Becker, Diego Maradona, Johan Cruyff, etc). The shares are significantly under-valued, but in the current set-up (management, ownership), this value won't crystalize. The improvement potential is so massive that PE firms and strategic buyers (think VF Corp) are surely sharpening their pencils right now. So should you."
From KochBank Research newsletter (couldn't find their X handle, sorry).
See link in reply.
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Sounds interesting, worth doing more work on $PUM.GY
"Puma shares are -80% from their pandemic highs. The company and brand is "under-managed" and "under-owned" (Artemis 30%). The brand is tracking significantly behind its potential and unique heritage (think Boris Becker, Diego Maradona, Johan Cruyff, etc). The shares are significantly under-valued, but in the current set-up (management, ownership), this value won't crystalize. The improvement potential is so massive that PE firms and strategic buyers (think VF Corp) are surely sharpening their pencils right now. So should you."
From KochBank Research newsletter (couldn't find their X handle, sorry).
See link in reply.
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Offshore
Video
The Investing for Beginners Podcast
Simple breakdown of ROE (Return on Equity) https://t.co/kSlZSvGD5E
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Simple breakdown of ROE (Return on Equity) https://t.co/kSlZSvGD5E
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Offshore
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The Investing for Beginners Podcast
RT @IFB_podcast: DCF vs Reverse DCF: https://t.co/bwnE9C3bBf
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RT @IFB_podcast: DCF vs Reverse DCF: https://t.co/bwnE9C3bBf
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Offshore
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The Kobeissi Letter
THE $20 TRILLION GOLD CALL:
Hours ago, one of our biggest calls of 2024 officially came to fruition: gold prices hit a RECORD $3,000/oz.
In just 13 months, gold has added +$7 TRILLION of market cap, now worth a record $20 TRILLION.
How did we get here?
(a thread) https://t.co/7VjC0W1SKu
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THE $20 TRILLION GOLD CALL:
Hours ago, one of our biggest calls of 2024 officially came to fruition: gold prices hit a RECORD $3,000/oz.
In just 13 months, gold has added +$7 TRILLION of market cap, now worth a record $20 TRILLION.
How did we get here?
(a thread) https://t.co/7VjC0W1SKu
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Offshore
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The Kobeissi Letter
BREAKING: President Trump says he had "very good and productive" discussions with Putin yesterday and there is a "very good chance" the war will end.
Trump has "requested" that Putin spares Ukrainian lives. https://t.co/2KHOuFYtrN
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BREAKING: President Trump says he had "very good and productive" discussions with Putin yesterday and there is a "very good chance" the war will end.
Trump has "requested" that Putin spares Ukrainian lives. https://t.co/2KHOuFYtrN
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Offshore
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The Investing for Beginners Podcast
Free cash flow is the lifeblood of every company.
To invest, we MUST understand how to analyze.
Here are 6 ratios to help.
Let's learn more https://t.co/KHKRN8Jlcq
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Free cash flow is the lifeblood of every company.
To invest, we MUST understand how to analyze.
Here are 6 ratios to help.
Let's learn more https://t.co/KHKRN8Jlcq
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