⁠Quality Stocks
💰 Business models are very important for my investment style

Here is a list of companies with superior business models according to Morgan Stanley

I don't agree with some of them. What about you?

🇺🇸 Apple $AAPL
🇺🇸 Arista $ANET
🇳🇱 ASML $ASML
🇯🇵 Chugai
🇺🇸 Coca-Cola $KO
🇺🇸 Costco $COST
🇯🇵 Dai-Chi
🇸🇬 DBS Group $DBSM
🇩🇪 Deutsche Telekon $DTEG
🇺🇸 Eli Lilly $LLY
🇺🇸 Exxon $XOM
🇮🇹 Ferrari $RACE
🇸🇪 Getinge $GETI
🇺🇸 Honeywell $HON
🇮🇳 ICICI Bank $ICBK
🇪🇸 Inditex $ITX
🇺🇸 JP Morgan $JPM
🇨🇳 Longfor Group
🇫🇷 L'Oreal $OR
🇨🇦 Lululemon $LULU
🇦🇺 Macquarie $MQG
🇺🇸 Microsoft $MSFT
🇺🇸 MSCI $MSCI
🇨🇭 Nestle $NESN
🇺🇸 Nike $NKE
🇯🇵 Nintendo
🇩🇰 Novo Nordisk $NVO
🇩🇰 Orsted $ORSTED
🇦🇺 Rio Tinto $RIO
🇰🇷 Samsung Elec
🇮🇳 Tata Consultancy $TCS
🇫🇷 Technip Energies $TE
🇨🇳 Tencent
🇹🇼 TSMC $TSM
🇺🇸 Visa $V
🇧🇷 Weg $WEGE3
🇳🇱 Wolters Kluwer $WKL
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⁠Librarian Capital
Japan Tobacco acquiring Vector Group $VGR (21-Aug)

VGR is "a growing and historically profitable business"
"Will significantly expand JT presence in the US" https://t.co/Wb434oNp1n
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⁠Invest In Assets 📈
Warren Buffett on rational prices: https://t.co/VJYjK8CHLr
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⁠Librarian Capital
"The great Melrose cashflow conundrum" (FT Alphaville)

One of things mentioned was $MRO had not booked charges from $RTX GTF "powder metal" issue

MRO is 4% GTF program partner
Est. share of $6-7bn program costs was ~£200m "if it was assumed that this is all a programme cost." https://t.co/zjAg5Czm2s

The great Melrose cashflow conundrum https://t.co/9bqxbRHPns - FT Alphaville
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⁠Librarian Capital
"Toscafund’s retreat from focus on financials marks end of an era" (FT)

"Toscafund (is) chaired by Martin Gilbert, co-founder of Aberdeen Asset Management, which became Abrdn"

$ASTO $ABDN https://t.co/zptz5NGBEG

Excl: Toscafund, founded by former Tiger hedge fund managers, has restructured and will no longer focus on financials. Johnny de la Hey, who left earlier this year, has set up a company: https://t.co/Bh1eesSZoq - Emma Dunkley
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⁠Stock Analysis Compilation
Mayar Capital on Vestas $VWS DC

Thesis: Vestas' leadership in wind energy, supported by its strong servicing business and substantial R&D investments, positions it for sustained profitability and resilience in a growing global market

(Extract from their Q2 letter) https://t.co/mJpPDD8RPN
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⁠Invest In Assets 📈
Superinvestors like Terry Smith, Li Lu, and Bill Ackman have reported their 13F filings.

Let's take a look at some of the large moves: https://t.co/BUYnbYMv2d
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⁠Invest In Assets 📈
Ulta Beauty $ULTA trades at 14.3 times forward PE
ROIC 5Y is 24%
Operating margin is 14.5%
Long-term EPS growth expectations is +11.7%

Is Ulta attractive at the current price? https://t.co/AzIycNdTsC
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