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Quality Investing with Aria
network effects and switching costs are the most powerful moats to have
The performance of varios companies based off of what moat they possess according to morningstar👇
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network effects and switching costs are the most powerful moats to have
The performance of varios companies based off of what moat they possess according to morningstar👇
Market performance by moat source: https://t.co/afXusumOGg tweet
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Quality Investing with Aria
Months and months of research have gone into this video. Countless hours of editing, even more time spent talking to professionals who use the software. 32% of my portfolio is in this stock
Here is the most comprehensive analysis of WTF Salesforce is. Link in bio, enjoy $CRM https://t.co/fgk1q4yC1Z
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Months and months of research have gone into this video. Countless hours of editing, even more time spent talking to professionals who use the software. 32% of my portfolio is in this stock
Here is the most comprehensive analysis of WTF Salesforce is. Link in bio, enjoy $CRM https://t.co/fgk1q4yC1Z
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Quality Investing with Aria
Many have heard of it, but most have no idea the sheer power this business holds. Many months of research have gone into learning what Salesforce actually does? And why it's so special
Here is the most comprehensive analysis of Salesforce on the internet. Enjoy $CRM
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Many have heard of it, but most have no idea the sheer power this business holds. Many months of research have gone into learning what Salesforce actually does? And why it's so special
Here is the most comprehensive analysis of Salesforce on the internet. Enjoy $CRM
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Hidden Value Gems
RT @HiddenValueGems: An interesting stock idea in Barron’s ➡️ $EG
✅ Everest is the world’s fourth-largest property and casualty reinsurer.
✅ It has an impressive record of growth and profitability in recent years. The company, along with other reinsurers, is capitalizing on a “hard market,” or a period of higher premiums on catastrophe and other policies. Net written premiums are expected to rise 12% this year to $15 billion, double the 2019 level.
✅ The shares of the Bermuda-based company reflect little of that. The stock, at around $378, trades for just 6x estimated 2024 earnings of $62 a share and for less than 1.2 times book value of $328 a share on June 30. Everest has one of the lowest price/earnings ratios in the S&P 500 index.
✅ The reasons for a low valuation are concerns over softening reinsurance market, disappointing guidance by management.
via @barronsonline
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RT @HiddenValueGems: An interesting stock idea in Barron’s ➡️ $EG
✅ Everest is the world’s fourth-largest property and casualty reinsurer.
✅ It has an impressive record of growth and profitability in recent years. The company, along with other reinsurers, is capitalizing on a “hard market,” or a period of higher premiums on catastrophe and other policies. Net written premiums are expected to rise 12% this year to $15 billion, double the 2019 level.
✅ The shares of the Bermuda-based company reflect little of that. The stock, at around $378, trades for just 6x estimated 2024 earnings of $62 a share and for less than 1.2 times book value of $328 a share on June 30. Everest has one of the lowest price/earnings ratios in the S&P 500 index.
✅ The reasons for a low valuation are concerns over softening reinsurance market, disappointing guidance by management.
via @barronsonline
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Investing visuals
Mastercard $MA: Powering global digital payments through relentless innovation. Here’s the company at a glance👇✨ https://t.co/w1FE4t2RdB
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Mastercard $MA: Powering global digital payments through relentless innovation. Here’s the company at a glance👇✨ https://t.co/w1FE4t2RdB
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Stock Analysis Compilation
THB AM on Teva $TEVA US
Thesis: Teva's successful transformation and strong financial performance, driven by innovative product launches and market stability, present a compelling value opportunity that is currently undervalued by the market
(Extract from their Q2 letter) https://t.co/hS74jdAP3d
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THB AM on Teva $TEVA US
Thesis: Teva's successful transformation and strong financial performance, driven by innovative product launches and market stability, present a compelling value opportunity that is currently undervalued by the market
(Extract from their Q2 letter) https://t.co/hS74jdAP3d
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Bourbon Capital
$HEI.A HEICO is estimated to report $994M in revenue in Q2’s earnings tomorrow, up 37% YoY.
EPS estimated: $0.92 up 24% YoY
$BRK.B initiated a position in Heico during Q2 https://t.co/NthbUGjZDF
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$HEI.A HEICO is estimated to report $994M in revenue in Q2’s earnings tomorrow, up 37% YoY.
EPS estimated: $0.92 up 24% YoY
$BRK.B initiated a position in Heico during Q2 https://t.co/NthbUGjZDF
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Librarian Capital
"China mutual funds reel from crackdown" (FT)
"Mutual fund houses have to reduce fees ... Fund managers are also barred from purchasing third-party services such as external expert consultancy ... Regulators (are) requiring daily trade reports if net sales occur"
https://t.co/Hjp2yxy3ps
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"China mutual funds reel from crackdown" (FT)
"Mutual fund houses have to reduce fees ... Fund managers are also barred from purchasing third-party services such as external expert consultancy ... Regulators (are) requiring daily trade reports if net sales occur"
https://t.co/Hjp2yxy3ps
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Librarian Capital
One of these is not like the other
WaPo: "Trump allies try to energize him"
WSJ: "Trump steps up campaigning"
Always have more than one source of information https://t.co/bSv8YUAxqw
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One of these is not like the other
WaPo: "Trump allies try to energize him"
WSJ: "Trump steps up campaigning"
Always have more than one source of information https://t.co/bSv8YUAxqw
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