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Bourbon Capital
Tonight, we’ll discuss $DE.
$DE has maintained an impressive net margin, outperforming industry benchmarks. This efficiency in cost management, combined with a high return on equity, demonstrates the company's strong financial health and ability to sustain profitability despite challenging market conditions. However, Deere's debt-to-equity ratio is quite high, exceeding industry norms, which poses potential financial risks.
What do you think about this company?
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Tonight, we’ll discuss $DE.
$DE has maintained an impressive net margin, outperforming industry benchmarks. This efficiency in cost management, combined with a high return on equity, demonstrates the company's strong financial health and ability to sustain profitability despite challenging market conditions. However, Deere's debt-to-equity ratio is quite high, exceeding industry norms, which poses potential financial risks.
What do you think about this company?
tweet
Offshore
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Lumida Wealth Management
The Man Taking On Tesla Reveals the Hardest Thing in Building Humanoids
Watch @PeterDiamandis and @adcock_brett delve into the challenges of sourcing robot components, from electronics to sensors. Don't miss their eye-opening insights! https://t.co/Fv74t5eV07
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The Man Taking On Tesla Reveals the Hardest Thing in Building Humanoids
Watch @PeterDiamandis and @adcock_brett delve into the challenges of sourcing robot components, from electronics to sensors. Don't miss their eye-opening insights! https://t.co/Fv74t5eV07
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Hidden Value Gems
RT @HiddenValueGems: Quote of the day #73
#Investing #investmentwisdom https://t.co/fIa62AFmkd
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RT @HiddenValueGems: Quote of the day #73
#Investing #investmentwisdom https://t.co/fIa62AFmkd
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Quality Stocks
🇺🇸 Bentley Systems $BSY one pager
🏆 Score 6.3/10 - A lot of points in growth and quality but losing some with valuation and the dilution
🎯 My fair price estimation is around $40
🐂 Bull case
- Dominant software for infrastructure engineering with good tailwinds
- Potential M&A target
- Decent profitability and good capital efficiency
- Recurring revenue and visibility
🐻 Bear case
- Expensive - but nothing extravagant
- Strong competitors in its markets or close ones (Autodesk, Schneider, Nemetschek, ...)
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🇺🇸 Bentley Systems $BSY one pager
🏆 Score 6.3/10 - A lot of points in growth and quality but losing some with valuation and the dilution
🎯 My fair price estimation is around $40
🐂 Bull case
- Dominant software for infrastructure engineering with good tailwinds
- Potential M&A target
- Decent profitability and good capital efficiency
- Recurring revenue and visibility
🐻 Bear case
- Expensive - but nothing extravagant
- Strong competitors in its markets or close ones (Autodesk, Schneider, Nemetschek, ...)
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Quality Investing with Aria
16 hours away until we find out the trajectory of the economy for the next 3 months
[ $NVDA ] https://t.co/sloSLouRhH
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16 hours away until we find out the trajectory of the economy for the next 3 months
[ $NVDA ] https://t.co/sloSLouRhH
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Offshore
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Quality Investing with Aria
My secret to being an exceptional capital allocator? 🧐 👇
Cheers. Happy $NVDA earnings day 🥳 https://t.co/ktBDi0xmxh
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My secret to being an exceptional capital allocator? 🧐 👇
Cheers. Happy $NVDA earnings day 🥳 https://t.co/ktBDi0xmxh
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Librarian Capital
"UK property market set for busy autumn as listings hit seven-year high" (FT)
"The stock of homes for sale ... was 14% higher over the past month compared with the same time in 2023, according to ... Zoopla on Wednesday"
$RMV on ~22x 2023 EPS
https://t.co/9zXvMYdp0E
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"UK property market set for busy autumn as listings hit seven-year high" (FT)
"The stock of homes for sale ... was 14% higher over the past month compared with the same time in 2023, according to ... Zoopla on Wednesday"
$RMV on ~22x 2023 EPS
https://t.co/9zXvMYdp0E
UK property market set for busy autumn as listings hit seven-year high https://t.co/YlH8Xxxl0v tweet
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Librarian Capital
UK to raise taxes on banks? $NWG $LLOY
"One former senior Whitehall official said banks would be one possible target... A “sensibly crafted” levy could raise several billion pounds and be framed as the “flip side of the losses the Treasury is making on quantitative tightening”" https://t.co/tezxR8l4Ik
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UK to raise taxes on banks? $NWG $LLOY
"One former senior Whitehall official said banks would be one possible target... A “sensibly crafted” levy could raise several billion pounds and be framed as the “flip side of the losses the Treasury is making on quantitative tightening”" https://t.co/tezxR8l4Ik
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Offshore
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Librarian Capital
"Warren Buffett Sells More BofA Shares" (Bloomberg)
$BRK.B "has trimmed the stake by a total of almost 13% in a series of sales since mid-July, generating $5.4bn"
"Remains the bank’s biggest stockholder" ($35.9bn)
$BAC
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"Warren Buffett Sells More BofA Shares" (Bloomberg)
$BRK.B "has trimmed the stake by a total of almost 13% in a series of sales since mid-July, generating $5.4bn"
"Remains the bank’s biggest stockholder" ($35.9bn)
$BAC
Warren Buffett sold an additional $982 million of Bank of America stock as his conglomerate continues to shrink its investment in the second-largest US bank https://t.co/0Gs5YYuI0k tweet