Offshore
Photo
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
tweet
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
tweet
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 🧵👇
tweet
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 🧵👇
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
“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
tweet
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
tweet
📊 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
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
Hidden Value Gems
Enjoyed the interview with @JohnArnoldFndtn who achieved ~100% compound annual
return over 12 years and retired at 38 as a billionaire.
✅ “The market is usually right, but success in investing often comes from the confidence to believe when it’s wrong.”
✅ "Investing requires the balance of confidence to challenge the market and the humility to accept when you’re wrong."
✅ "In investing, the rarest skill is not just finding opportunities but knowing when you’ve made a mistake."
✅ "Success in investing isn’t about always being right; it’s about knowing when you need to rethink your strategy."
✅ “There's this phrase that fear and greed determine markets, and those are two very strong emotions. I've seen traders who either because of fear or greed, they change their pattern, they change their process. And so, for better or worse, I think I'm classified by being able to be detached from my emotions.”
✅ “The amount of infrastructure that's required to run the data centers for AI is immense. The industry is under a real challenge. It's putting tremendous challenge upon the utility industry.”
tweet
Enjoyed the interview with @JohnArnoldFndtn who achieved ~100% compound annual
return over 12 years and retired at 38 as a billionaire.
✅ “The market is usually right, but success in investing often comes from the confidence to believe when it’s wrong.”
✅ "Investing requires the balance of confidence to challenge the market and the humility to accept when you’re wrong."
✅ "In investing, the rarest skill is not just finding opportunities but knowing when you’ve made a mistake."
✅ "Success in investing isn’t about always being right; it’s about knowing when you need to rethink your strategy."
✅ “There's this phrase that fear and greed determine markets, and those are two very strong emotions. I've seen traders who either because of fear or greed, they change their pattern, they change their process. And so, for better or worse, I think I'm classified by being able to be detached from my emotions.”
✅ “The amount of infrastructure that's required to run the data centers for AI is immense. The industry is under a real challenge. It's putting tremendous challenge upon the utility industry.”
tweet