⁠Stock Analysis Compilation
Madison Funds on Starbucks $SBUX US

Thesis: Starbucks' efforts to address operational challenges and enhance customer experience make it a promising investment, particularly at its current discounted valuation

(Extract from their Q2 letter) https://t.co/1XiJA3FGlP
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⁠Hidden Value Gems
Passed on $SCHW last year. Here is a good article in @WSJ
🧵👇🏼

✅ Roughly half of the brokerage’s revenue comes from banking. Schwab’s playbook of making easy money on customer deposits was upended when interest rates rose rapidly and people moved their cash to chase higher yields.

✅ Schwab is now looking to make its bank more nimble.

✅ The company said it is investing in technology to streamline the loan application and approval process, and hiring experienced bankers to work on more-complex loans.

✅ Another area Schwab wants to expand is its financial advice and wealth management services, which bring in fee-based revenue that isn’t as dependent on market conditions.

✅ Analysts largely believe the shift in bank strategy could benefit Schwab over time, but some question how Schwab would replace its interest-related earnings.

One of the stocks I added to my watchlist last month was $SCHW. A great business that delivered 18% annual returns for shareholders (before dividends) over the past 34 years.

Here are some follow-up thoughts 🧵👇🏼 - Hidden Value Gems
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⁠PitchDeckGuy
She ditched college to chase a dream.

Now that dream is worth $4.4B.

Here’s how she made it happen👇 https://t.co/F64r9hvS8D
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⁠Stock Analysis Compilation
Polen Capital on Tetra Tech $TTEK

Thesis: Tetra Tech's leading position in environmental consulting, bolstered by government contracts and increasing demand for sustainable infrastructure, makes it a compelling investment as the industry evolves

(Extract from their Q2 letter) https://t.co/AkojyHLnnI
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⁠Value Spotlight (Andrew Sather)
Common misapplication of ROIC (Tutorial):

Don't make this mistake! https://t.co/2n1gawzGy7
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸

1️⃣ $BKNG has grown revenue for 19 out of the last 20 years

2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years

3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)

4️⃣ Opportunity for growth in operating and net income margins

5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt

6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)

7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)

#stocks #investing
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⁠Stock Analysis Compilation
Polar Capital on Deere & co $DE US

Thesis: John Deere's integration of AI and digital technologies is easing sector cyclicality, positioning the company for resilient growth even during downcycles

(Extract from their website) https://t.co/ujMhGijI8a
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⁠Quality Stocks
Sephora (LVMH $MC) cuts around 10% of staff in China 🇨🇳

For H1 24, the organic revenue growth of the "Selective Retailing" division was 8% with an already weak demand in China
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