Offshore
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Antonio Linares
I’m selling 10 units of my 2 Hour Deep Diver course for $150 (instead of $199).
In this course, I teach folks to analyze companies like I do, breaking down the mental models behind my very successful $AMD, $TSLA, $PLTR and $SPOT investments. https://t.co/go88vfynrI
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I’m selling 10 units of my 2 Hour Deep Diver course for $150 (instead of $199).
In this course, I teach folks to analyze companies like I do, breaking down the mental models behind my very successful $AMD, $TSLA, $PLTR and $SPOT investments. https://t.co/go88vfynrI
tweet
The Long Investor
Irans President has confirmed to have died
International Criminal Court has issued an arrest warrant for Israeli PM for crimes against humanity
Gold, Silver and Copper are moving like undervalued stocks
Morgan Stanley have turned bullish and expect the market to climb by another 2% this year.
Interesting start to the week.
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Irans President has confirmed to have died
International Criminal Court has issued an arrest warrant for Israeli PM for crimes against humanity
Gold, Silver and Copper are moving like undervalued stocks
Morgan Stanley have turned bullish and expect the market to climb by another 2% this year.
Interesting start to the week.
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Offshore
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Brandon Beylo
I loved @JavierBlas piece on copper this morning.
It's a sober look at the short-term supply/demand case that all copper bulls should read.
Yes, things look great in the long run.
But there are always ways you could be wrong.
And Javier explained them well. https://t.co/Bn5l4HNUec
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I loved @JavierBlas piece on copper this morning.
It's a sober look at the short-term supply/demand case that all copper bulls should read.
Yes, things look great in the long run.
But there are always ways you could be wrong.
And Javier explained them well. https://t.co/Bn5l4HNUec
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks 2018-2023 FCF CAGR | >10% FCF Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵
📈 S&P Global $SPGI
•FCF CAGR: 15.1%
•2025E: $4.89B (13.4% YoY)
•2026E: $5.51B (12.5% YoY)
•ROIC: 9.0%
🤖 Fortinet $FTNT
•FCF CAGR: 24.1%
•2025E: $2.02B (15.5% YoY)
•2026E: $2.34B (15.8% YoY)
•ROIC: 135.9%
📦 Amazon $AMZN
•FCF CAGR: 13.6%
•2025E: $78.79B (27.1% YoY)
•2026E: $102.26B (29.8% YoY)
•ROIC: 12.6%
💼 AON plc $AON
•FCF CAGR: 17.0%
•2025E: $3.59B (24.5% YoY)
•2026E: $4.17B (16.1% YoY)
•ROIC: 23.8%
📸 Meta Platforms $META
•FCF CAGR: 22.8%
•2025E: $52.17B (14.1% YoY)
•2026E: $58.94B (13.0% YoY)
•ROIC: 30.1%
🖨️ KLA Corp $KLAC
•FCF CAGR: 23.4%
•2025E: $3.65B (23.2% YoY)
•2026E: $4.23B (16.1% YoY)
•ROIC: 33.5%
🚾 Agilent Technilogies $A
•FCF CAGR: 10.1%
•2025E: $1.58B (15.9% YoY)
•2026E: $1.77B (11.3% YoY)
•ROIC: 15.4%
💳 Mastercard $MA
•FCF CAGR: 14.5%
•2025E: $15.46B (25.9% YoY)
•2026E: $17.01 (10.0% YoY)
•ROIC: 64.1%
🖱️ Alphabet $GOOG $GOOGL
•FCF CAGR: 24.9%
•2025E: $92.11B (14.6% YoY)
•2026E: $106.95B (16.1% YoY)
•ROIC: 30.2%
💨 Watsco $WSO
•FCF CAGR: 27.9%
•2025E: $0.68B (10.4% YoY)
•2026E: $0.77B (12.4% YoY)
•ROIC: 21.3%
#stocks #investing
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10 Quality Stocks 2018-2023 FCF CAGR | >10% FCF Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵
📈 S&P Global $SPGI
•FCF CAGR: 15.1%
•2025E: $4.89B (13.4% YoY)
•2026E: $5.51B (12.5% YoY)
•ROIC: 9.0%
🤖 Fortinet $FTNT
•FCF CAGR: 24.1%
•2025E: $2.02B (15.5% YoY)
•2026E: $2.34B (15.8% YoY)
•ROIC: 135.9%
📦 Amazon $AMZN
•FCF CAGR: 13.6%
•2025E: $78.79B (27.1% YoY)
•2026E: $102.26B (29.8% YoY)
•ROIC: 12.6%
💼 AON plc $AON
•FCF CAGR: 17.0%
•2025E: $3.59B (24.5% YoY)
•2026E: $4.17B (16.1% YoY)
•ROIC: 23.8%
📸 Meta Platforms $META
•FCF CAGR: 22.8%
•2025E: $52.17B (14.1% YoY)
•2026E: $58.94B (13.0% YoY)
•ROIC: 30.1%
🖨️ KLA Corp $KLAC
•FCF CAGR: 23.4%
•2025E: $3.65B (23.2% YoY)
•2026E: $4.23B (16.1% YoY)
•ROIC: 33.5%
🚾 Agilent Technilogies $A
•FCF CAGR: 10.1%
•2025E: $1.58B (15.9% YoY)
•2026E: $1.77B (11.3% YoY)
•ROIC: 15.4%
💳 Mastercard $MA
•FCF CAGR: 14.5%
•2025E: $15.46B (25.9% YoY)
•2026E: $17.01 (10.0% YoY)
•ROIC: 64.1%
🖱️ Alphabet $GOOG $GOOGL
•FCF CAGR: 24.9%
•2025E: $92.11B (14.6% YoY)
•2026E: $106.95B (16.1% YoY)
•ROIC: 30.2%
💨 Watsco $WSO
•FCF CAGR: 27.9%
•2025E: $0.68B (10.4% YoY)
•2026E: $0.77B (12.4% YoY)
•ROIC: 21.3%
#stocks #investing
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Offshore
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The Long Investor
RT @EventuallyWLTHY: BREAKING: $HIMS has announced the addition of GLP-1 injections to its weight loss portfolio.
Customers can use meds w/the same active ingredient Ozempic & Wegovy w/o navigating the shortages & costs that are currently limiting access to the branded medications.
“We’ve leveraged our size & scale to secure access to one of the highest-quality supplies of compounded GLP-1 injections available today.
We’re passing that access & value along to our customers, who deserve the highest standard of clinical safety and efficacy to meet their goals, & we're doing it in a safe, affordable way that others can’t deliver."
-Andrew Dudum, Hims CEO
Weight loss medications starts as low as $79/month for oral medication kits & $199/month for compounded GLP-1 injections.
Pricing includes unlimited medical consultations with a licensed provider.
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RT @EventuallyWLTHY: BREAKING: $HIMS has announced the addition of GLP-1 injections to its weight loss portfolio.
Customers can use meds w/the same active ingredient Ozempic & Wegovy w/o navigating the shortages & costs that are currently limiting access to the branded medications.
“We’ve leveraged our size & scale to secure access to one of the highest-quality supplies of compounded GLP-1 injections available today.
We’re passing that access & value along to our customers, who deserve the highest standard of clinical safety and efficacy to meet their goals, & we're doing it in a safe, affordable way that others can’t deliver."
-Andrew Dudum, Hims CEO
Weight loss medications starts as low as $79/month for oral medication kits & $199/month for compounded GLP-1 injections.
Pricing includes unlimited medical consultations with a licensed provider.
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Offshore
Photo
Antonio Linares
At a P/S ratio of 3.2, the market is only starting to price in $HIMS’s extraordinary execution. https://t.co/3zdOzHMLvR
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At a P/S ratio of 3.2, the market is only starting to price in $HIMS’s extraordinary execution. https://t.co/3zdOzHMLvR
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Offshore
Photo
Giuliano
My background is in finance.
In February, I read The Origin of Species. Then I read The Wealth of Nations.
And then I wrote 31 pages about the relation between these fields.
Here are some of those: https://t.co/31ZJepOyNg
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My background is in finance.
In February, I read The Origin of Species. Then I read The Wealth of Nations.
And then I wrote 31 pages about the relation between these fields.
Here are some of those: https://t.co/31ZJepOyNg
tweet
Offshore
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The Long Investor
$HIMS
I got you.
Up +12% this morning
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$HIMS
I got you.
Up +12% this morning
$HIMS Cup and Handle formation also aligns with our count below too.
$25 PT. https://t.co/iX3dXQrUnw tweet
Offshore
Photo
The Long Investor
$HIMS
$GME
'One of them is a long term hold and can 10 X from here…..and the other is $GME'
This was on Friday.
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$HIMS
$GME
'One of them is a long term hold and can 10 X from here…..and the other is $GME'
This was on Friday.
$GME
$HIMS
Are both up 18% for the week.
One of them is a long term hold and can 10 X from here…..and the other is $GME https://t.co/uo31tUiF6o tweet