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The Long Investor
RT @VladBastion: 📊Top 10 S&P 500 companies with the highest operating margins:
🏢 VICI Properties 93% $VICI
📊 CME Group 80% $CME
💳 Visa 67% $V
🔒 VeriSign 67% $VRSN
💳 Mastercard 58% $MA
🎮 NVIDIA 55% $NVDA
📊 MSCI 54% $MSCI
💡 Diamondback Energy 54% $FANG
💰 Blackstone 51% $BX
🏢 Simon Property Group 50% $SPG
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RT @VladBastion: 📊Top 10 S&P 500 companies with the highest operating margins:
🏢 VICI Properties 93% $VICI
📊 CME Group 80% $CME
💳 Visa 67% $V
🔒 VeriSign 67% $VRSN
💳 Mastercard 58% $MA
🎮 NVIDIA 55% $NVDA
📊 MSCI 54% $MSCI
💡 Diamondback Energy 54% $FANG
💰 Blackstone 51% $BX
🏢 Simon Property Group 50% $SPG
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Dimitry Nakhla | Babylon Capital®
“Only for short term investors and market timers is a correction not an opportunity”
— Warren Buffett 🗣️
#stocks #investing
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“Only for short term investors and market timers is a correction not an opportunity”
— Warren Buffett 🗣️
#stocks #investing
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The Institutional Limited Partner
2024 Exit data
+33%, the average uplift from prior NAV seen by a Top 10 secondary firm on 2024 YTD on all exits across its portfolio. This is significantly up from 2023, which stood at +19% and above the long-term average of +27%. https://t.co/sT0w0UmHZx
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2024 Exit data
+33%, the average uplift from prior NAV seen by a Top 10 secondary firm on 2024 YTD on all exits across its portfolio. This is significantly up from 2023, which stood at +19% and above the long-term average of +27%. https://t.co/sT0w0UmHZx
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Hidden Value Gems
Looking forward to the London Value Investor Conference 2024 this Wednesday (15 May), with Joel Greenblatt among the speakers.
Please get in touch if you plan to be there! https://t.co/aMYhRwItTh
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Looking forward to the London Value Investor Conference 2024 this Wednesday (15 May), with Joel Greenblatt among the speakers.
Please get in touch if you plan to be there! https://t.co/aMYhRwItTh
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Hidden Value Gems
Why it is worth looking at 🇬🇧 stock market:
✅ there were 12 bids in Q1 alone
✅ record number of companies launched buybacks in the past 12 months
✅ a combination of buyback and dividends leads to 5.5% yield for UK vs 4.5% for Europe and 3.5% for US
✅ of £1.9B allocated to equities in April, £1.25B went into North America. Record pessimism sets expectations low
✅ Sell-side coverage has dropped to record low, more market inefficiencies
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Why it is worth looking at 🇬🇧 stock market:
✅ there were 12 bids in Q1 alone
✅ record number of companies launched buybacks in the past 12 months
✅ a combination of buyback and dividends leads to 5.5% yield for UK vs 4.5% for Europe and 3.5% for US
✅ of £1.9B allocated to equities in April, £1.25B went into North America. Record pessimism sets expectations low
✅ Sell-side coverage has dropped to record low, more market inefficiencies
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Antonio Linares
$PLTR contribution margin up from 54% to 56% from 2022 to 2023 🔮 https://t.co/q7cQnq6PcD
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$PLTR contribution margin up from 54% to 56% from 2022 to 2023 🔮 https://t.co/q7cQnq6PcD
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The Long Investor
Disappears for 3 years and comes back at the market top.
Chasers chase in Wave 5.
$GME is for traders to take advantage of vulnerable newbies coming into the market
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Disappears for 3 years and comes back at the market top.
Chasers chase in Wave 5.
$GME is for traders to take advantage of vulnerable newbies coming into the market
https://t.co/YgjVqtgcNS tweet