Offshore
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Giuliano
I thought I had listened to all speeches Charlie Munger gave, but there's one I had never heard of.
Here are some highlights: https://t.co/StSSkUKz7K
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I thought I had listened to all speeches Charlie Munger gave, but there's one I had never heard of.
Here are some highlights: https://t.co/StSSkUKz7K
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Offshore
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The Long Investor
$SHOP +5% bounce today. https://t.co/VE7y1R2THc
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$SHOP +5% bounce today. https://t.co/VE7y1R2THc
$SHOP support has been found.
Hard to deny the attractiveness here. https://t.co/R3QFVe0DQF - The Long Investortweet
The Long Investor
Observations I have found on the criteria Buffett uses to start a position:
- PE and FWD PE must be below 15
- P/FCF under 10
- Profit Margin above 15%
- ROI above 10%
- Profitable
- Dividend payment
- EPS over the last 5 years above 20%
- Competent Management
Screen this and you can buy like Buffett.
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Observations I have found on the criteria Buffett uses to start a position:
- PE and FWD PE must be below 15
- P/FCF under 10
- Profit Margin above 15%
- ROI above 10%
- Profitable
- Dividend payment
- EPS over the last 5 years above 20%
- Competent Management
Screen this and you can buy like Buffett.
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Offshore
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Q-Cap
Giving out Masterclass lessons on Real Estate while your stock is down -80% since IPO.
The American Dream! https://t.co/YDxvN5QBFR
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Giving out Masterclass lessons on Real Estate while your stock is down -80% since IPO.
The American Dream! https://t.co/YDxvN5QBFR
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The Long Investor
RT @Kensan71287558: @TheLongInvest Love The Long Investors Group
My favorite chartist on X
Good group of top 20 tickers and provide non biased view and you can decide for yourself if it fits your investment criteria. Becoming a better investor
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RT @Kensan71287558: @TheLongInvest Love The Long Investors Group
My favorite chartist on X
Good group of top 20 tickers and provide non biased view and you can decide for yourself if it fits your investment criteria. Becoming a better investor
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Offshore
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The Institutional Limited Partner
🚨Private Equity - European Mid-Market update Q1 2024.
1. Transaction multiples slightly declined to 8.9x EV/EBITDA, down from 9.0x
2. Decrease in multiples mainly driven by multiples paid by funds. Strategics remain stable.
3. Record proportion of deals made below 7x EV/EBITDA
4. M&A Activity quite stable in Q1 2024 vs Q4 2023
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🚨Private Equity - European Mid-Market update Q1 2024.
1. Transaction multiples slightly declined to 8.9x EV/EBITDA, down from 9.0x
2. Decrease in multiples mainly driven by multiples paid by funds. Strategics remain stable.
3. Record proportion of deals made below 7x EV/EBITDA
4. M&A Activity quite stable in Q1 2024 vs Q4 2023
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Antonio Linares
RT @alc2022: Predictions for the next 10 years:
1. $HIMS will evolve into a healthcare giant, by deflating healthcare prices worldwide.
2. $AMD will disrupt $NVDA’s dominance of the AI space.
3. $SPOT will evolve into an audio search engine will billions of MAUs.
4. $PLTR will evolve into the platform that enables AI adoption in the West and on which folks build companies on first.
5. $AMZN’s market cap will increase multiple fold as its FCF/share levels increase exponentially, driven by its proprietary AI models.
6. $TSLA will unlock material abundance by combining AI, cheap energy and hyper-efficient manufacturing.
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RT @alc2022: Predictions for the next 10 years:
1. $HIMS will evolve into a healthcare giant, by deflating healthcare prices worldwide.
2. $AMD will disrupt $NVDA’s dominance of the AI space.
3. $SPOT will evolve into an audio search engine will billions of MAUs.
4. $PLTR will evolve into the platform that enables AI adoption in the West and on which folks build companies on first.
5. $AMZN’s market cap will increase multiple fold as its FCF/share levels increase exponentially, driven by its proprietary AI models.
6. $TSLA will unlock material abundance by combining AI, cheap energy and hyper-efficient manufacturing.
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