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Hidden Value Gems
An incredible case study of how brand power can translate into more value for shareholders by @IntrinsicInv discussing $RACE :
✅ "After the company went public in 2015, it reported revenue of just under €3 billion for the year while shipping less than 8,000 cars at an average selling price (ASP) of €270,000 per car. EBITDA margins were 25%. Importantly, by our calculation, its return on invested capital (ROIC) was over 100%."
✅"In 2024, the company expects to generate over €6.7 billion in revenue in 2024 with EBITDA margins exceeding 38%. We expect over 14,000 cars to be shipped with an ASP over €400,000 – that is an ASP increase of €100,000 over the past 5 years!"
✅"When we did our first deep dive into the business in 2016, we estimated there were 2-3 million potential high net worth customers who could afford to buy a Ferrari. Consequently, selling less than 8,000 cars meant a customer capture percentage of less than 0.1% in any given year. Even this year, when the company will likely sell 14,000 cars, we believe it is still selling to less than 0.1% of its potential market."
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An incredible case study of how brand power can translate into more value for shareholders by @IntrinsicInv discussing $RACE :
✅ "After the company went public in 2015, it reported revenue of just under €3 billion for the year while shipping less than 8,000 cars at an average selling price (ASP) of €270,000 per car. EBITDA margins were 25%. Importantly, by our calculation, its return on invested capital (ROIC) was over 100%."
✅"In 2024, the company expects to generate over €6.7 billion in revenue in 2024 with EBITDA margins exceeding 38%. We expect over 14,000 cars to be shipped with an ASP over €400,000 – that is an ASP increase of €100,000 over the past 5 years!"
✅"When we did our first deep dive into the business in 2016, we estimated there were 2-3 million potential high net worth customers who could afford to buy a Ferrari. Consequently, selling less than 8,000 cars meant a customer capture percentage of less than 0.1% in any given year. Even this year, when the company will likely sell 14,000 cars, we believe it is still selling to less than 0.1% of its potential market."
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Hidden Value Gems
A good read on how #LVMH uses real estate strategy to support its brands by @WSJ
🧵👇🏽
1⃣"In the early 1980s, after years of developing commercial real estate in France at his father’s company, Ferret-Savinel, Arnault set his sights on the U.S. Arnault’s careers took a sharp detour in 1984, when Arnault, by then president of his father’s company, purchased Boussac, a bankrupt French textile company that owned the fashion brand Christian Dior."
1/6
$MC.PA
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A good read on how #LVMH uses real estate strategy to support its brands by @WSJ
🧵👇🏽
1⃣"In the early 1980s, after years of developing commercial real estate in France at his father’s company, Ferret-Savinel, Arnault set his sights on the U.S. Arnault’s careers took a sharp detour in 1984, when Arnault, by then president of his father’s company, purchased Boussac, a bankrupt French textile company that owned the fashion brand Christian Dior."
1/6
$MC.PA
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The Long Investor
HSI
This is what happens when a chart moves in an impulse wave.
You get 5 waves moving up, 3 waves pulling back, holding at a strong Fib level, here at the 0.5 Fib and then you get a strong bounce next.
HSI has been textbook
Above the 200 Day MA and into Wave 3 now. https://t.co/IEw2lNfJBi
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HSI
This is what happens when a chart moves in an impulse wave.
You get 5 waves moving up, 3 waves pulling back, holding at a strong Fib level, here at the 0.5 Fib and then you get a strong bounce next.
HSI has been textbook
Above the 200 Day MA and into Wave 3 now. https://t.co/IEw2lNfJBi
HSI
Johnny who lives in his mothers box room who still believes China is one big rice paddie:
"HSI has crashed this year, wouldn't touch it, only Americana for me'
Reality: Moving in an impulse wave. https://t.co/6DKvQgZlUH tweet
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The Long Investor
RT @DeItaone: ❖ $PYPL RESULTS: Q1
• Total payment volume $403.9B, +14% y/y, EST $392.9B
• Net revenue $7.7B, +9.4% y/y, EST $7.51B
• Transaction revenue $7.03B, EST $6.79B
• Other value added services revenue $665M, EST $723.3M
• US net revenue $4.47B, EST $4.37B
• International net revenue $3.23B, EST $3.12B
• Transaction margin dollars $3.5B
• Total operating expenses $6.53B, EST $6.45B
• ADJ operating income $1.40B, EST $1.55B
• ADJ EPS $1.08, ADJ free cash flow $1.86B, EST $1.19B
• Payment transactions 6.51B, EST 6.45B
• Guides FY Adj EPS increase by a low double-digit percentage compared to $0.87 in the prior year period.
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RT @DeItaone: ❖ $PYPL RESULTS: Q1
• Total payment volume $403.9B, +14% y/y, EST $392.9B
• Net revenue $7.7B, +9.4% y/y, EST $7.51B
• Transaction revenue $7.03B, EST $6.79B
• Other value added services revenue $665M, EST $723.3M
• US net revenue $4.47B, EST $4.37B
• International net revenue $3.23B, EST $3.12B
• Transaction margin dollars $3.5B
• Total operating expenses $6.53B, EST $6.45B
• ADJ operating income $1.40B, EST $1.55B
• ADJ EPS $1.08, ADJ free cash flow $1.86B, EST $1.19B
• Payment transactions 6.51B, EST 6.45B
• Guides FY Adj EPS increase by a low double-digit percentage compared to $0.87 in the prior year period.
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The Long Investor
$PYPL First Target has now been hit in the PM.
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$PYPL First Target has now been hit in the PM.
$PYPL very nice test of the 50 and 200 Day MA for support and bounced
Moving well leading up to earnings tomorrow before the market opens.
First Target is at $71 if this gets a clean breakout.
They need a flawless report now, no surprises and improving margins. https://t.co/nPgUApsqHh tweet
The Long Investor
$PYPL now up 40% in 6 months.
Nice
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$PYPL now up 40% in 6 months.
Nice
$PYPL is up 32% over the last 6 months
This not a meme stock
It’s a $70 Billion market cap company and to be up 32% in a half a year is not a bad performance.
You want a steady climb in the right direction, you don’t want parabolic moves, charts break down when this happens. tweet
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The Long Investor (@TheLongInvest) on X
$PYPL is up 32% over the last 6 months
This not a meme stock
It’s a $70 Billion market cap company and to be up 32% in a half a year is not a bad performance.
You want a steady climb in the right direction, you don’t want parabolic moves, charts break…
This not a meme stock
It’s a $70 Billion market cap company and to be up 32% in a half a year is not a bad performance.
You want a steady climb in the right direction, you don’t want parabolic moves, charts break…
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The Long Investor
RT @Stock_Inf0: PayPal repurchased $1.5B worth of shares in Q1 2024 👑
With the $PYPL results out, let's take a look at how the shares outstanding evolved.
Currently, PayPal has 1.053B shares outstanding (as of March 27th). A decrease of 10.82% since 2021 📉 https://t.co/ciUnWljZ9E
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RT @Stock_Inf0: PayPal repurchased $1.5B worth of shares in Q1 2024 👑
With the $PYPL results out, let's take a look at how the shares outstanding evolved.
Currently, PayPal has 1.053B shares outstanding (as of March 27th). A decrease of 10.82% since 2021 📉 https://t.co/ciUnWljZ9E
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