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Finding Compounders
A Dozen Experts Assess the Investment Outlook for 1968 https://t.co/pOvWu6Flp7
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A Dozen Experts Assess the Investment Outlook for 1968 https://t.co/pOvWu6Flp7
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Hidden Value Gems
The change in power mix in favour of renewables is driving electricity prices much higher in the US even as demand has been almost flat for the last 15 years. But with the rise of data centres, additional demand could send prices much further.
The biggest beneficiaries seem to be Independent power plants, some of which were previously bankrupt like $VST or $TLN
“PJM Interconnection — an administrator of the US regional grid stretching from the mid-Atlantic to the Midwest — held an auction for supplemental electricity to be delivered in 2025 and 2026. The clearing price was $270 per megawatt-day, nearly 10 times the level set at the last auction two years ago.”
“Talen said its winning commitments in the auction would raise its annual revenue by $670mn, or 40 per cent, with most of that falling to the bottom line as windfall profit.”
via @FT
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The change in power mix in favour of renewables is driving electricity prices much higher in the US even as demand has been almost flat for the last 15 years. But with the rise of data centres, additional demand could send prices much further.
The biggest beneficiaries seem to be Independent power plants, some of which were previously bankrupt like $VST or $TLN
“PJM Interconnection — an administrator of the US regional grid stretching from the mid-Atlantic to the Midwest — held an auction for supplemental electricity to be delivered in 2025 and 2026. The clearing price was $270 per megawatt-day, nearly 10 times the level set at the last auction two years ago.”
“Talen said its winning commitments in the auction would raise its annual revenue by $670mn, or 40 per cent, with most of that falling to the bottom line as windfall profit.”
via @FT
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Invest In Assets 📈
Alphabet $GOOGL trades at 19.7 times forward PE
ROIC 5Y is 28%
Operating margin is 31%
Long-term EPS growth is +17.4%
Is Alphabet attractive at the current price? https://t.co/IXsmngXAlp
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Alphabet $GOOGL trades at 19.7 times forward PE
ROIC 5Y is 28%
Operating margin is 31%
Long-term EPS growth is +17.4%
Is Alphabet attractive at the current price? https://t.co/IXsmngXAlp
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks EPS & FCF CAGR >10% Last 10 Years | LTM ROIC >20% | FFO Int Coverage 💵
💳 Visa $V
•EPS CAGR: 16.5%
•FCF CAGR: 22.6%
•LTM ROIC: 35.7%
•FFO Int: 31x
💸 Mastercard $MA
•EPS CAGR: 16.5%
•FCF CAGR: 16.7%
•LTM ROIC: 65.7%
•FFO Int: 20x
💾 Cadence Design $CDNS
•EPS CAGR: 19.6%
•FCF CAGR: 14.6%
•LTM ROIC: 21.4%
•FFO Int: 27x
🚘 Copart $CPRT
•EPS CAGR: 22.2%
•FCF CAGR: 28.5%
•LTM ROIC: 21.7%
•FFO Int: n/a (nominal debt)
📸 Meta Platforms $META
•EPS CAGR: 32.6%
•FCF CAGR: 31.1%
•LTM ROIC: 31.7%
•FFO Int: 148x
🧬 ThermoFisher $TMO
•EPS CAGR: 14.8%
•FCF CAGR: 14.9%
•LTM ROIC: 8.9%
•FFO Int: 6x
🤖 Fortinet $FTNT
•EPS CAGR: 32.2%
•FCF CAGR: 29.2%
•LTM ROIC: 112.6%
•FFO Int: 91x
🖨️ KLA Corp $KLAC
•EPS CAGR: 20.9%
•FCF CAGR: 13.7%
•LTM ROIC: 34.0%
•FFO Int: 10x
🌐 MSCI Inc $MSCI
•EPS CAGR: 20.1%
•FCF CAGR: 15.7%
•LTM ROIC: 36.3%
•FFO Int: 7x
💽 Taiwan Semiconductor $TSM
•EPS CAGR: 15.5%
•FCF CAGR: 16.8%
•LTM ROIC: 21.3%
•FFO Int: 125x
#stocks #investing
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10 Quality Stocks EPS & FCF CAGR >10% Last 10 Years | LTM ROIC >20% | FFO Int Coverage 💵
💳 Visa $V
•EPS CAGR: 16.5%
•FCF CAGR: 22.6%
•LTM ROIC: 35.7%
•FFO Int: 31x
💸 Mastercard $MA
•EPS CAGR: 16.5%
•FCF CAGR: 16.7%
•LTM ROIC: 65.7%
•FFO Int: 20x
💾 Cadence Design $CDNS
•EPS CAGR: 19.6%
•FCF CAGR: 14.6%
•LTM ROIC: 21.4%
•FFO Int: 27x
🚘 Copart $CPRT
•EPS CAGR: 22.2%
•FCF CAGR: 28.5%
•LTM ROIC: 21.7%
•FFO Int: n/a (nominal debt)
📸 Meta Platforms $META
•EPS CAGR: 32.6%
•FCF CAGR: 31.1%
•LTM ROIC: 31.7%
•FFO Int: 148x
🧬 ThermoFisher $TMO
•EPS CAGR: 14.8%
•FCF CAGR: 14.9%
•LTM ROIC: 8.9%
•FFO Int: 6x
🤖 Fortinet $FTNT
•EPS CAGR: 32.2%
•FCF CAGR: 29.2%
•LTM ROIC: 112.6%
•FFO Int: 91x
🖨️ KLA Corp $KLAC
•EPS CAGR: 20.9%
•FCF CAGR: 13.7%
•LTM ROIC: 34.0%
•FFO Int: 10x
🌐 MSCI Inc $MSCI
•EPS CAGR: 20.1%
•FCF CAGR: 15.7%
•LTM ROIC: 36.3%
•FFO Int: 7x
💽 Taiwan Semiconductor $TSM
•EPS CAGR: 15.5%
•FCF CAGR: 16.8%
•LTM ROIC: 21.3%
•FFO Int: 125x
#stocks #investing
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Hidden Value Gems
RT @HiddenValueGems: Two quotes of the day #58 and #59
"In the short run, the market is a voting machine but in the long run, it is a weighing machine.”
- Benjamin Graham
“Price is what you pay, value is what you get.”
- Warren Buffett
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RT @HiddenValueGems: Two quotes of the day #58 and #59
"In the short run, the market is a voting machine but in the long run, it is a weighing machine.”
- Benjamin Graham
“Price is what you pay, value is what you get.”
- Warren Buffett
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App Economy Insights
$LLY Eli Lilly Q2 FY24:
Mounjaro, Zepbound, and Verzenio drive growth.
• Revenue +36% Y/Y to $11.3B ($1.3B beat).
• EPS $3.92 ($1.16 beat).
FY24 guidance (high end):
• Revenue +$3.0B to $46.6B.
• EPS +$0.29 to $14.00. https://t.co/iniz9J4GyF
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$LLY Eli Lilly Q2 FY24:
Mounjaro, Zepbound, and Verzenio drive growth.
• Revenue +36% Y/Y to $11.3B ($1.3B beat).
• EPS $3.92 ($1.16 beat).
FY24 guidance (high end):
• Revenue +$3.0B to $46.6B.
• EPS +$0.29 to $14.00. https://t.co/iniz9J4GyF
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AkhenOsiris
@JerryCap calls these 🚩and travel top, or something like that
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@JerryCap calls these 🚩and travel top, or something like that
As a CEO I think Brian Chesky is one of the best ones out there. Interesting comment on $ABNB just now: - Rihard Jarctweet
AkhenOsiris
$AMZN
Nikkei:
Amazon is making a push to acquire more sellers in China, aiming to expand its offerings of affordable products in the U.S. and elsewhere to take on Temu and other Chinese competitors.
At the end of July, Amazon held an event for online sellers in Shenzhen, Guangdong province, telling them it would support their efforts to enter the global market.
As examples of past successes in China, Amazon cited Anker, which makes chargers for smartphones and other devices, and robot vacuum cleaner manufacturer Roborock, both of which expanded around the world.
Amazon has been scaling back its consumer-oriented businesses in China. The company ended its domestic e-commerce service in China in 2019, and recently shut down its Kindle e-book service. It continues to provide cross-border e-commerce for overseas products to Chinese consumers, but its presence is weak.
Recently, however, Amazon has been reevaluating China as a source of goods for selling outside the country and is cultivating sellers there.
This year, it opened new offices in the inland cities of Wuhan, Hubei province, and Zhengzhou, Henan province. They support sellers in nearby cities and surrounding areas, seeking to do new business with small and medium-size sellers such as factories in rural areas.
For companies lacking the know-how to export overseas or develop their brand, the offices can help them by using Amazon's logistics network and other resources to sell their products worldwide.
Amazon's official account on the social networking app WeChat is also working to recruit sellers, holding live seminars almost every day for people considering listing products. "In 2024, we will hold dozens of events for thousands of sellers," Amazon China's vice president told Chinese media in May.
The company will also begin building a framework to deliver Chinese products to the U.S. at lower prices. It has been signing new contracts with Chinese retailers from this summer that allow inexpensive daily necessities and clothing to be shipped directly to U.S. consumers, according to some U.S. media.
Amazon is rushing to develop sellers in China over concerns that its presence in the U.S. and elsewhere could decline in the face of rising low-cost online shopping services from China like Temu and Shein.
According to a survey of 1,000 U.S. consumers conducted by Jungle Scout, an analytics service for sellers, 52% of people said they first searched for products on Amazon when shopping online in April to June, down nine percentage points from two years ago.
Previously, deliveries were made via Amazon's logistics facilities, but shipping directly is expected to reduce costs.
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$AMZN
Nikkei:
Amazon is making a push to acquire more sellers in China, aiming to expand its offerings of affordable products in the U.S. and elsewhere to take on Temu and other Chinese competitors.
At the end of July, Amazon held an event for online sellers in Shenzhen, Guangdong province, telling them it would support their efforts to enter the global market.
As examples of past successes in China, Amazon cited Anker, which makes chargers for smartphones and other devices, and robot vacuum cleaner manufacturer Roborock, both of which expanded around the world.
Amazon has been scaling back its consumer-oriented businesses in China. The company ended its domestic e-commerce service in China in 2019, and recently shut down its Kindle e-book service. It continues to provide cross-border e-commerce for overseas products to Chinese consumers, but its presence is weak.
Recently, however, Amazon has been reevaluating China as a source of goods for selling outside the country and is cultivating sellers there.
This year, it opened new offices in the inland cities of Wuhan, Hubei province, and Zhengzhou, Henan province. They support sellers in nearby cities and surrounding areas, seeking to do new business with small and medium-size sellers such as factories in rural areas.
For companies lacking the know-how to export overseas or develop their brand, the offices can help them by using Amazon's logistics network and other resources to sell their products worldwide.
Amazon's official account on the social networking app WeChat is also working to recruit sellers, holding live seminars almost every day for people considering listing products. "In 2024, we will hold dozens of events for thousands of sellers," Amazon China's vice president told Chinese media in May.
The company will also begin building a framework to deliver Chinese products to the U.S. at lower prices. It has been signing new contracts with Chinese retailers from this summer that allow inexpensive daily necessities and clothing to be shipped directly to U.S. consumers, according to some U.S. media.
Amazon is rushing to develop sellers in China over concerns that its presence in the U.S. and elsewhere could decline in the face of rising low-cost online shopping services from China like Temu and Shein.
According to a survey of 1,000 U.S. consumers conducted by Jungle Scout, an analytics service for sellers, 52% of people said they first searched for products on Amazon when shopping online in April to June, down nine percentage points from two years ago.
Previously, deliveries were made via Amazon's logistics facilities, but shipping directly is expected to reduce costs.
tweet