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Quality Investing with Aria
Wednesday after close has lots of big name companies
$NVDA AI King
$CRWD Cant do their job
$CRM Bloated, old, boomer software
$AFRM Credit cards rebranded
$VEEV its salesforce but for hospitals
$HP How are they still in business??
Which ones are you interested in? 🤔 👇 https://t.co/bLhZKbwmZJ
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Wednesday after close has lots of big name companies
$NVDA AI King
$CRWD Cant do their job
$CRM Bloated, old, boomer software
$AFRM Credit cards rebranded
$VEEV its salesforce but for hospitals
$HP How are they still in business??
Which ones are you interested in? 🤔 👇 https://t.co/bLhZKbwmZJ
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Librarian Capital
"Elon Musk was just forced to reveal who really owns X"(Fortune)
"The list seen by Fortune reveals the Pershing Square Foundation owns a stake in X ... Although the foundation ... is led by an independent senior leadership team, Ackman and his wife ... are co-trustees"
https://t.co/NVfX3TmbmF
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"Elon Musk was just forced to reveal who really owns X"(Fortune)
"The list seen by Fortune reveals the Pershing Square Foundation owns a stake in X ... Although the foundation ... is led by an independent senior leadership team, Ackman and his wife ... are co-trustees"
https://t.co/NVfX3TmbmF
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Librarian Capital
Tobacco stocks' performance*, price-only
Listing best and 2nd best for each period
L5Y: Philip Morris $PM best, +48% vs. $IMBBY +13%
L1Y: PM +26% but IMBBY +25% (so ahead with div.)
YTD: Altria $MO best, +26% vs. PM +26%
* ADR/OTC versions of $BATS and $IMB used https://t.co/pURxeNEspw
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Tobacco stocks' performance*, price-only
Listing best and 2nd best for each period
L5Y: Philip Morris $PM best, +48% vs. $IMBBY +13%
L1Y: PM +26% but IMBBY +25% (so ahead with div.)
YTD: Altria $MO best, +26% vs. PM +26%
* ADR/OTC versions of $BATS and $IMB used https://t.co/pURxeNEspw
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Quality Investing with Aria
In hindsight I should've bought $NFLX in the 400s
The stock is right up my alley, scale economies driven, winner takes all, fast growing.
It is what it is I guess https://t.co/YeE3BSZITw
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In hindsight I should've bought $NFLX in the 400s
The stock is right up my alley, scale economies driven, winner takes all, fast growing.
It is what it is I guess https://t.co/YeE3BSZITw
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Stock Analysis Compilation
Madison Funds on Inspire Medical Systems $INSP US
Thesis: Inspire Medical Systems is well-positioned to capture significant market share in the sleep apnea treatment market, driven by strong growth, high margins, and technological advantages
(Extract from their Q2 letter) https://t.co/bMzCe9R9na
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Madison Funds on Inspire Medical Systems $INSP US
Thesis: Inspire Medical Systems is well-positioned to capture significant market share in the sleep apnea treatment market, driven by strong growth, high margins, and technological advantages
(Extract from their Q2 letter) https://t.co/bMzCe9R9na
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Invest In Assets 📈
RT @InvestInAssets: 15 Visual Investing Lessons:
1. Buy stocks when consumer sentiment is low: https://t.co/v4rMfyItXS
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RT @InvestInAssets: 15 Visual Investing Lessons:
1. Buy stocks when consumer sentiment is low: https://t.co/v4rMfyItXS
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Offshore
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Quality Investing with Aria
In hindsight I should've bought $NFLX in the 400s
The stock is right up my alley, scale economies driven, winner takes all, fast growing.
Here are a couple charts that showcase the strength of this business
[ THREAD ] 🧵 https://t.co/8pZ1tBTgcy
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In hindsight I should've bought $NFLX in the 400s
The stock is right up my alley, scale economies driven, winner takes all, fast growing.
Here are a couple charts that showcase the strength of this business
[ THREAD ] 🧵 https://t.co/8pZ1tBTgcy
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Invest In Assets 📈
Today I'm sharing all public writing from Peter Lynch in a free PDF: https://t.co/z1Ox3Hfrhf
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Today I'm sharing all public writing from Peter Lynch in a free PDF: https://t.co/z1Ox3Hfrhf
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Offshore
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Value Spotlight (Andrew Sather)
How to Calculate ROIC: What's a Good ROIC? A Complete, Animated Guide (pt.2) https://t.co/Fca7KbHKMe
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How to Calculate ROIC: What's a Good ROIC? A Complete, Animated Guide (pt.2) https://t.co/Fca7KbHKMe
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