Offshore
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Stock Analysis Compilation
Fairlight Capital on Pool Corp $POOL US
Thesis: Pool Corp, the dominant player in the pool industry, offers strong long-term growth potential, supported by resilient demand and a robust financial track record
(Extract from their Q2 letter) https://t.co/dffZu2qxUJ
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Fairlight Capital on Pool Corp $POOL US
Thesis: Pool Corp, the dominant player in the pool industry, offers strong long-term growth potential, supported by resilient demand and a robust financial track record
(Extract from their Q2 letter) https://t.co/dffZu2qxUJ
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Invest In Assets 📈
RT @InvestInAssets: Price to earnings tells you nothing about the value you are getting
You can't compare Fords to Ferraris
Instead, look for:
•ROIC >20%
•Organic FCF growth >10%
•Cash conversion >80%
•Debt / FCF < 5x
•FCF yield >3%
39 Examples 🧵👇
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RT @InvestInAssets: Price to earnings tells you nothing about the value you are getting
You can't compare Fords to Ferraris
Instead, look for:
•ROIC >20%
•Organic FCF growth >10%
•Cash conversion >80%
•Debt / FCF < 5x
•FCF yield >3%
39 Examples 🧵👇
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Offshore
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Librarian Capital
RT @LibrarianCap: We publish research on interesting stocks on Substack
Growing archive of reports on dozens of companies
"Institutional-grade research at retail prices"
Includes 15-stock model portfolio updated monthly
Follow the link below, or see address on screenshot
https://t.co/P5fdqy5swZ https://t.co/6BdTaDlbar
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RT @LibrarianCap: We publish research on interesting stocks on Substack
Growing archive of reports on dozens of companies
"Institutional-grade research at retail prices"
Includes 15-stock model portfolio updated monthly
Follow the link below, or see address on screenshot
https://t.co/P5fdqy5swZ https://t.co/6BdTaDlbar
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Offshore
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Librarian Capital
“Admiral: Thesis Vindicated in H1, But Was This the Peak?”
EPS rose by 34.9% in H1, driven by a rebound in UK Motor, but premiums are now falling
$ADM $DLG $PGR
https://t.co/ZQAMbG2rzx https://t.co/TebBEylDKA
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“Admiral: Thesis Vindicated in H1, But Was This the Peak?”
EPS rose by 34.9% in H1, driven by a rebound in UK Motor, but premiums are now falling
$ADM $DLG $PGR
https://t.co/ZQAMbG2rzx https://t.co/TebBEylDKA
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Offshore
GIF
App Economy Insights
📊 This Week in Visuals: $WMT $TCEHY $BABA $AMAT $CSCO $NU $SE $JD $ADYEY $DDOG $ONON $MNDY $Z $NYT $GLBE $STNE $DLO $SEMR
Get up to speed with the latest earnings 👇
https://t.co/af18cFkENk https://t.co/5dwehnYf8R
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📊 This Week in Visuals: $WMT $TCEHY $BABA $AMAT $CSCO $NU $SE $JD $ADYEY $DDOG $ONON $MNDY $Z $NYT $GLBE $STNE $DLO $SEMR
Get up to speed with the latest earnings 👇
https://t.co/af18cFkENk https://t.co/5dwehnYf8R
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Offshore
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Stock Analysis Compilation
CL Capital on MercadoLibre $MELI US
Thesis: MercadoLibre is poised for continued strong growth in e-commerce and digital finance, with significant potential in advertising and credit services
(Extract from their Q2 letter) https://t.co/zjaARr0d3X
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CL Capital on MercadoLibre $MELI US
Thesis: MercadoLibre is poised for continued strong growth in e-commerce and digital finance, with significant potential in advertising and credit services
(Extract from their Q2 letter) https://t.co/zjaARr0d3X
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Offshore
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Matt McGarry
Media has changed.
The old rules and strategies don’t work anymore.
In fact, if you copy legacy media companies, you’re doomed to fail.
In today's newsletter, I share 15 rules on how to start and grow a media company in 2024:
https://t.co/41Sd2MZrA1
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Media has changed.
The old rules and strategies don’t work anymore.
In fact, if you copy legacy media companies, you’re doomed to fail.
In today's newsletter, I share 15 rules on how to start and grow a media company in 2024:
https://t.co/41Sd2MZrA1
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Offshore
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App Economy Insights
What are you watching this week?
• Monday: $PANW.
• Tuesday: $LOW.
• Wednesday: $ADI, $PDD, $SNOW, $SNPS, $TGT, $ZM.
• Thursday: $INTU, $NTES.
All visualized in our PRO coverage next Saturday. https://t.co/TKYxBn8mMk
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What are you watching this week?
• Monday: $PANW.
• Tuesday: $LOW.
• Wednesday: $ADI, $PDD, $SNOW, $SNPS, $TGT, $ZM.
• Thursday: $INTU, $NTES.
All visualized in our PRO coverage next Saturday. https://t.co/TKYxBn8mMk
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Offshore
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Stock Analysis Compilation
Heartland Advisors on Century Communities $CCS US
Thesis: Century Communities is well-positioned to navigate the housing market challenges, benefiting from strong demand among entry-level buyers and trading at a discount
(Extract from their Q2 letter) https://t.co/XYjOyfoYjM
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Heartland Advisors on Century Communities $CCS US
Thesis: Century Communities is well-positioned to navigate the housing market challenges, benefiting from strong demand among entry-level buyers and trading at a discount
(Extract from their Q2 letter) https://t.co/XYjOyfoYjM
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