ion at $500💵

#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. "- Dimitry Nakhla | Babylon Capital®
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⁠Capital Employed
RT @capitalemployed: 43 stock pitches we’ve enjoyed reading so far this month.

From underwater exploration robotics to cheap Hong Kong stocks. There's a lot of ideas to get your teeth stuck into. 👇

https://t.co/8SDepCe5iN https://t.co/kjiItVjRf9
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⁠Brandon Beylo
How it be today. https://t.co/wGX3ouFRdm
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⁠Brandon Beylo
“Maybe I should check my portfolio to see how my stocks are doing.”

*Opens Schwab* https://t.co/kpxYxk1NsG
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⁠Finding Compounders
Every book Charlie Munger has recommended in Berkshire meetings since 1994

Source: CMQ Investing https://t.co/Vo0fmHYX29
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⁠Librarian Capital
Now we know why $OTIS CFO Anurag Maheshwari is leaving - he will be 3M $MMM's next CFO

(Let's not over-analyse; as with insider transactions, such moves are not necessarily reliable signals) https://t.co/roKTD2KiPA
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⁠Finding Compounders
In a few hours I’ll be releasing a newsletter post on Value Traps .

Link in bio

So you don’t miss it
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⁠Hidden Value Gems
RT @HiddenValueGems: As some big tech names have come off their all-time highs, I thought it is worth reminding of the points raised by @JohnHuber72 earlier this May.

$QQQ

A great post by @JohnHuber72 on the rising capital intensity of the Big Tech and the implications for earnings quality and future returns.

1/ Capex [of Big 4 Tech companies] is now over 3 times depreciation expense.

2/ This spending hasn’t yet hit the income statement, but it will in the next few years as depreciation expenses are set to triple in the coming years as D&A catches up with today’s capex spending.

3/ If the returns on these investments are good, then sales growth will be able to absorb these much higher expenses. But this is not a sure thing.

4/ While the P/E ratios range from 25 to 35, the P/FCF ranges from 40-50.

5/ “I’m not predicting a poor result, but I’m mindful of how difficult it will be given how different the companies are today.”

6/ They used to grow with very little capital invested, but now they have a mountain of capital to deploy, which is obviously much harder at 7 times the size. - Hidden Value Gems
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⁠Brandon Beylo
Suppose the markets end the week down 20-30%.

What are you buying hand-over-fist on Monday?
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⁠Dimitry Nakhla | Babylon Capital®
Amazon $AMZN Q2 2024 Report 🗓️

•Revenues: $148.0B (+10.% YoY) ❌

•Operating Income: $14.7B (+90% YoY) ✅

•Net Income: $13.5B (+101% YoY) ✅

Notable Points 👇🏽

•AWS Revenue: $28.5B (+18.7% YoY) ✅

•Ads Revenue: $12.77B (+19.5% YoY) ✅
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You can see more details in the photo below 👇🏽

#stocks #investing
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