h the incredible moat theyve carved out for themselves. Ive written over and over again about this business all over my twitter page if you're curious to know why I'm so bullish.

$GOOGL Google 10.7%
The easiest least troublesome holding ive ever had. I bought it, it went up and went up and went up again. Never had to monitor or revisit the thesis with this one. Business as usual, love to see it

$MA Mastercard 8.1% (soon to be)
Note that I've added $MSCI's allocation of 3% to this because it will be sold to buy $MA in the next few days. Ive done an analysis on this business on my youtube past the cookie cutter shit that all mastercard videos are about. Go watch it, great business, undervalued relative to its *almost* guaranteed growth. Im a happy buyer at current prices with expectations of mild outperformance over the S&P

$PAYC Paycom 7.0%
Im happy to have exposure to another pure software stock. I bought because they are the biggest mid market HCM player that's cloud native. Sure ADP UKG have cloud options. But PAYC is cloud native and thus I believe over the long term this will provide nibbles at the bigger player's market share. I actively monitor every change with this business as it is the riskiest holding in my portfolio

$ASML ASML 4.8%
Almost at 100% in gains with this one. Earnings next week. Not much to say, I wish I could buy more around the $800 price range. But sadly the stock is held up by the AI hype, it is what it is. I can wait

Looking forward:
I will continue to buy a lot of $MA around the 430-450 mark as I believe it is trading at a discount relative to its growth prospects and historical valuations it usually trades at.

I've assessed precisely 0 material risks to the long term financial performance of this business. It is arguably the strongest business I own in the portfolio which is why I bought it in the first place

$MA will be around 15% of my portfolio before I stop buying it and move on to the next best opportunity.

Moving forward I will buy and sell out of positions less frequently. I've revamped my portfolio to include the best investments at attractive valuations. This has resulted lots of turnover in my portfolio and my holding count to halve and my concentration into top holdings to grow.

Moving forward, I will likely keep this exact number of holdings. $PAYC is the only one that is getting monitored closely for any big mis-steps in terms of my thesis with them. Otherwise I have no plans of dealing and portfolio turnover as it stands currently. Only new cash getting added to the best current opportunity.

Conclusion:
I like the current portfolio allocations given my risk tolerance and personality type. I do not disclose the $ amount of the portfolio but I assure you it's a very substantial amount of money especially given my age.

Check out my linkree in my bio for access to Finchat for free!! And a plethora of free knowledge off of my YouTube

Cheers, follow me I don't waste your time! "- Quality Investing with Aria
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⁠Value Spotlight (Andrew Sather)
RT @ValueSpotlight: How to Calculate ROIC: What's a Good ROIC? A Complete, Animated Guide (pt.2) https://t.co/Fca7KbHKMe
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⁠Quiver Quantitative
I recently created a "DC Insider Score" by combining data on:

- Congressional trading
- Corporate lobbying
- Government contracts

It quantifies how closely companies are tied to the US government.

CURRENT TOP 15:
1. Lockheed Martin
2. Northrop Grumman
3. Microsoft
4. Honeywell
5. Ford
6. Accenture
7. Pfizer
8. Raytheon
9. IBM
10. UPS
11. Abbott Laboratories
12. Southern Co.
13. FedEx
14. Oracle
15. Merck
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⁠Quality Investing with Aria
PERFORMANCE UPDATE JULY 26:

Please note: this performance is for current holdings only. I may be underperforming by even more than this because I realized a substantial loss in $SBUX earlier this year. However, I think the small gains in $ULTA $LVMUY $MSCI & $SCHG ranging between 10-40% even out with the $SBUX loss. I'm calling the gains from those 4 holdings even with the $SBUX loss even though those small gains likely more than made up for the loss (i really dont know tbh)

Anyways, I'm trailing the S&P by about 4% but as you can see this is not scary to me at all. I was underperforming by almost -40% at one point in 2022 and have caught up and even outperformed for a little while. I'm sure the current portfolio of stocks that I have will outperform in the future because on a valuation-to-growth perspective. I own cheaper companies that grow faster with wider moats, better margins and more optionality in their businesses. This should translate to outperformance on a multi-year view

I plan on showing the performance of the portfolio more frequently in the future. Rain or shine, and hopefully keep track of things better to make the performance even more accurate. Also shout out @snowballtracker. Not affiliated with them or anything but that's what I use to track the performance here. Cool tracker software with good UI

Cheers guys
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⁠Quiver Quantitative
A story in two images.

Is there anyone outside of Congress who thinks this sort of stock trading should be allowed? https://t.co/UGn48vCWB7
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⁠Value Spotlight (Andrew Sather)
Calculate ROIC on a Complex Balance Sheet (Tutorial):

$V https://t.co/CugRwXb3Kq
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⁠Bourbon Capital
Is Diageo $DEO attractive at the current price?

The stock is down 40% from its peak

Forward PE: 17.1 🟢
Net Debt < 0🔴
ROIC 5Y > 12%🟢
Operating margin> 30%
No increase in shares outstanding🟢
Gross Margin > 50%🟢
Revenue Growth 5Y> 5%🔴 https://t.co/hhfX8yfnNC
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⁠Matt McGarry
Days like this make me happy I started a newsletter.

- Wake up in the morning, write and send an email.

- Do $7,000 in sales for a new product.

- Spend the rest of the day with family at the beach. https://t.co/YwsXp1X5rB
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⁠Stock Analysis Compilation
Madison Funds on Option Care Health $OPCH US

Thesis: Option Care Health's leading market position and strong cash flow generation make it a compelling investment in the growing in-home healthcare sector

(Extract from their Q2 letter) https://t.co/m5ooaQyQrL
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