Offshore
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Brandon Beylo
RT @ToffCap: When BB drops a write-up on one of my top 3 watchlist companies
$SLP https://t.co/VDySeeW7N5
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RT @ToffCap: When BB drops a write-up on one of my top 3 watchlist companies
$SLP https://t.co/VDySeeW7N5
Here's my write-up on Sylvania Platinum $SLP.L.
It's a hated commodity in a hated industry in a hated country.
SLP has half its market cap in cash with no debt and a history of shareholder returns.
Could print 140%+ of EV at normalized PGM prices.👇
https://t.co/eu67o3joqY - Brandon Beylotweet
Offshore
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Giuliano
I have just published my conversation with Dave from @IFB_podcast.
Fascinating topics discussed, hope you enjoy it! https://t.co/jxjtsNFqJ1
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I have just published my conversation with Dave from @IFB_podcast.
Fascinating topics discussed, hope you enjoy it! https://t.co/jxjtsNFqJ1
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Offshore
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Brandon Beylo
Me explaining to my wife why I bought junior mining stocks instead of $NVDA. https://t.co/1z1yghUgU8
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Me explaining to my wife why I bought junior mining stocks instead of $NVDA. https://t.co/1z1yghUgU8
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Offshore
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Giuliano
RT @IFB_podcast: Giuliano asks the most thought-provoking questions! As always it was a pleasure to speak with him, and I hope people find it as useful as I have.
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RT @IFB_podcast: Giuliano asks the most thought-provoking questions! As always it was a pleasure to speak with him, and I hope people find it as useful as I have.
I have just published my conversation with Dave from @IFB_podcast.
Fascinating topics discussed, hope you enjoy it! https://t.co/jxjtsNFqJ1 - Giulianotweet
Offshore
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Brandon Beylo
Quartr is one of those companies/products where you forget what life was like before that product existed.
I can't imagine listening to earnings calls any other way now.
The @Quartr_App is still in the early innings of what it can be.
Proud to be an investor.
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Quartr is one of those companies/products where you forget what life was like before that product existed.
I can't imagine listening to earnings calls any other way now.
The @Quartr_App is still in the early innings of what it can be.
Proud to be an investor.
With earnings season heating up, make sure to be equipped with the Quartr mobile app.
Free and frictionless access to live calls, transcripts, slides, reports, and much more.
Available in both App Store and Google Play. https://t.co/LSoJIw0n83 - Quartrtweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks FCF CAGR >10% In Last 10 Years Trading Below 10 Year Avg FCF Yield 💵
💳 Visa $V
•FCF CAGR: 22.67%
•NTM FCF Yield: 3.87%
•Avg FCF Yield: 3.83%
📈 MSCI Inc $MSCI
•FCF CAGR: 15.75%
•NTM FCF Yield: 3.64%
•Avg FCF Yield: 3.37%
📦 Amazon $AMZN
•FCF CAGR: 31.83%
•NTM FCF Yield: 3.38%
•Avg FCF Yield: 2.83%
⚡️ Monster Beverage $MNST
•FCF CAGR: 17.38%
•NTM FCF Yield: 3.07%
•Avg FCF Yield: 3.05%
🩳 Lululemon $LULU
•FCF CAGR: 24.29%
•NTM FCF Yield: 3.02%
•Avg FCF Yield: 2.16%
💸 Paychex $PAYX
•FCF CAGR: 10.43%
•NTM FCF Yield: 4.59%
•Avg FCF Yield: 4.37%
⚖️ Mettler-Toledo $MTD
•FCF CAGR: 12.56%
•NTM FCF Yield: 3.27%
•Avg FCF Yield: 3.21%
👾 Adobe $ADBE
•FCF CAGR: 21.83%
•NTM FCF Yield: 4.20%
•Avg FCF Yield: 3.55%
💰 Automatic Data Processing $ADP
•FCF CAGR: 10.70%
•NTM FCF Yield: 5.04%
•Avg FCF Yield: 4.50%
💄 Ulta Beauty $ULTA
•FCF CAGR: 26.18%
•NTM FCF Yield: 5.88%
•Avg FCF Yield: 3.03%
#stocks #investing
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𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.
𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.
𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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RT @DimitryNakhla: 10 Quality Stocks FCF CAGR >10% In Last 10 Years Trading Below 10 Year Avg FCF Yield 💵
💳 Visa $V
•FCF CAGR: 22.67%
•NTM FCF Yield: 3.87%
•Avg FCF Yield: 3.83%
📈 MSCI Inc $MSCI
•FCF CAGR: 15.75%
•NTM FCF Yield: 3.64%
•Avg FCF Yield: 3.37%
📦 Amazon $AMZN
•FCF CAGR: 31.83%
•NTM FCF Yield: 3.38%
•Avg FCF Yield: 2.83%
⚡️ Monster Beverage $MNST
•FCF CAGR: 17.38%
•NTM FCF Yield: 3.07%
•Avg FCF Yield: 3.05%
🩳 Lululemon $LULU
•FCF CAGR: 24.29%
•NTM FCF Yield: 3.02%
•Avg FCF Yield: 2.16%
💸 Paychex $PAYX
•FCF CAGR: 10.43%
•NTM FCF Yield: 4.59%
•Avg FCF Yield: 4.37%
⚖️ Mettler-Toledo $MTD
•FCF CAGR: 12.56%
•NTM FCF Yield: 3.27%
•Avg FCF Yield: 3.21%
👾 Adobe $ADBE
•FCF CAGR: 21.83%
•NTM FCF Yield: 4.20%
•Avg FCF Yield: 3.55%
💰 Automatic Data Processing $ADP
•FCF CAGR: 10.70%
•NTM FCF Yield: 5.04%
•Avg FCF Yield: 4.50%
💄 Ulta Beauty $ULTA
•FCF CAGR: 26.18%
•NTM FCF Yield: 5.88%
•Avg FCF Yield: 3.03%
#stocks #investing
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𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.
𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.
𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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Offshore
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The Long Investor
$TSLA did you keep to the plan?
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$TSLA did you keep to the plan?
$TSLA here is your game plan.
$TSLA either holds at $144 on the 0.78 Fib (and saves the sector)
or
its dropping down below $100 and you get an opportunity to buy $TSLA when it is undervalued with a margin of safety. https://t.co/deEBIPP03e - The Long Investortweet