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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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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
Offshore
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Stock Analysis Compilation
Alger on Pan Pacific Holdings $7532 JP
Thesis: Pan Pacific Holdings is poised for long-term growth, leveraging Japan's value shopping trends and Don Quijote’s unique store format to outperform in a challenging economic environment
(Extract from their Q2 letter) https://t.co/TQ3ZkzheeV
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Alger on Pan Pacific Holdings $7532 JP
Thesis: Pan Pacific Holdings is poised for long-term growth, leveraging Japan's value shopping trends and Don Quijote’s unique store format to outperform in a challenging economic environment
(Extract from their Q2 letter) https://t.co/TQ3ZkzheeV
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Offshore
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Invest In Assets 📈
RT @InvestInAssets: 6 Boring Quality Businesses 📊
1. DSV
2. Danaher Corp
3. Mettler Toledo
4. Terravest Capital
5. Waste Management
6. Alimentation Couche Tard
Boring is subjective, but these stocks are unlikely to be featured on CNN as "hot".
Let's take a look: https://t.co/us8HJ1ById
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RT @InvestInAssets: 6 Boring Quality Businesses 📊
1. DSV
2. Danaher Corp
3. Mettler Toledo
4. Terravest Capital
5. Waste Management
6. Alimentation Couche Tard
Boring is subjective, but these stocks are unlikely to be featured on CNN as "hot".
Let's take a look: https://t.co/us8HJ1ById
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Capital Employed
In an on-going effort to provide more investment ideas we want to a highlight a stock that seems far too cheap for its quality.
PE 6
ROCE 29%
High insider ownership
Illiquid
No analyst coverage
80% upside in the near term with multi-bagger potential 👇
https://t.co/faQsS0L6Ej https://t.co/ySZIu8qalG
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In an on-going effort to provide more investment ideas we want to a highlight a stock that seems far too cheap for its quality.
PE 6
ROCE 29%
High insider ownership
Illiquid
No analyst coverage
80% upside in the near term with multi-bagger potential 👇
https://t.co/faQsS0L6Ej https://t.co/ySZIu8qalG
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Offshore
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Stock Analysis Compilation
Bell AM on BE Semiconductor $BESI NA
Thesis: BESI's leadership in advanced packaging technology positions it to set new industry standards, driving robust growth and margin expansion in the semiconductor market
(Extract from their Q2 letter) https://t.co/uYQaX9ZmBu
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Bell AM on BE Semiconductor $BESI NA
Thesis: BESI's leadership in advanced packaging technology positions it to set new industry standards, driving robust growth and margin expansion in the semiconductor market
(Extract from their Q2 letter) https://t.co/uYQaX9ZmBu
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Librarian Capital
"Visa: Compounding Growth & Potential to Re-rate after Q3 FY24"
Shares have stagnated in the past 6 months even as EPS grows at low-teens, pushing P/E down to 27.5x
$V $MA $AXP
https://t.co/54xRISZYXu https://t.co/xy4TjWOy2n
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"Visa: Compounding Growth & Potential to Re-rate after Q3 FY24"
Shares have stagnated in the past 6 months even as EPS grows at low-teens, pushing P/E down to 27.5x
$V $MA $AXP
https://t.co/54xRISZYXu https://t.co/xy4TjWOy2n
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Lumida Wealth Management
1/ Daily News Round-Up:
- BYD profits surge 204.7% to $1.5B.
- BofA predicts robust APAC data center growth fueled by AI.
- Apple & Amazon exceed earnings forecasts.
- Protests in China escalate amid housing crisis & economic woes.
- Nvidia expected to report $6.7B in revenue.
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1/ Daily News Round-Up:
- BYD profits surge 204.7% to $1.5B.
- BofA predicts robust APAC data center growth fueled by AI.
- Apple & Amazon exceed earnings forecasts.
- Protests in China escalate amid housing crisis & economic woes.
- Nvidia expected to report $6.7B in revenue.
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Bourbon Capital
RT @BourbonCap: Buying before earnings is gambling, but buying $NVDA the day before earnings is a whole new level.
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RT @BourbonCap: Buying before earnings is gambling, but buying $NVDA the day before earnings is a whole new level.
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks Market Cap <$50b20% | Trading Near Mean P/E | Balance Sheet💵
☁️ Veeva Systems $VEEV ($32B)
•LTM ROIC: 10.7%
•NTM P/E: 31.88x
•5-Year Mean: 59.72x
•Cash & Short-Term Inv: $4.76B
•Long-Term Debt: $0
🏥 Medpace Holdings $MEDP ($12B)
•LTM ROIC: 41.5%
•NTM P/E: 30.94x
•5-Year Mean: 30.13x
•Cash & Short-Term Inv: $510.89M
•Long-Term Debt: $0
🚛 Old Dominion Freight $ODFL ($41B)
•LTM ROIC: 36.9%
•NTM P/E: 32.35x
•5-Year Mean: 29.38x
•Cash & Short-Term Inv: $104.58M
•Long-Term Debt: $39.98M
🫀 Edwards Lifesciences $EW ($42B)
•LTM ROIC: 22.9%
•NTM P/E: 24.41x
•5-Year Mean: 37.02x
•Cash & Short-Term Inv: $1.98B
•Long-Term Debt: $597M
💄 Ulta Beauty $ULTA ($18B)
•LTM ROIC: 38.2%
•NTM P/E: 14.38x
•5-Year Mean: 21.90x
•Cash & Short-Term Inv: $524.60M
•Long-Term Debt: $0
📐 Graco $GGG ($14B)
•LTM ROIC: 23.5%
•NTM P/E: 26.67x
•5-Year Mean: 27.69x
•Cash & Short-Term Inv: $665.01M
•Long-Term Debt: $0
🧾 Paychex $PAYX ($47B)
•LTM ROIC: 45.6%
•NTM P/E: 26.09x
•5-Year Mean: 28.18x
•Cash & Short-Term Inv: $1.50B
•Long-Term Debt: $798.60M
🥤 Monster Beverage $MNST ($46B)
•LTM ROIC: 30.9%
•NTM P/E: 26.31x
•5-Year Mean: 32.15x
•Cash & Short-Term Inv: $1.56B
•Long-Term Debt: $748.74M
💼 Kinsale Capital $KNSL ($11B)
•LTM ROIC: 32.4%
•NTM P/E: 29.74x
•5-Year Mean: 37.82x
•Cash & Short-Term Inv: $3.4B
•Long-Term Debt: $183.98M
🚿 A O Smith $AOS ($12B)
•LTM ROIC: 36.1%
•NTM P/E: 20.79x
•5-Year Mean: 19.56x
•Cash & Short-Term Inv: $233.30M
•Long-Term Debt: $130.40M
#stocks #investing
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10 Quality Stocks Market Cap <$50b20% | Trading Near Mean P/E | Balance Sheet💵
☁️ Veeva Systems $VEEV ($32B)
•LTM ROIC: 10.7%
•NTM P/E: 31.88x
•5-Year Mean: 59.72x
•Cash & Short-Term Inv: $4.76B
•Long-Term Debt: $0
🏥 Medpace Holdings $MEDP ($12B)
•LTM ROIC: 41.5%
•NTM P/E: 30.94x
•5-Year Mean: 30.13x
•Cash & Short-Term Inv: $510.89M
•Long-Term Debt: $0
🚛 Old Dominion Freight $ODFL ($41B)
•LTM ROIC: 36.9%
•NTM P/E: 32.35x
•5-Year Mean: 29.38x
•Cash & Short-Term Inv: $104.58M
•Long-Term Debt: $39.98M
🫀 Edwards Lifesciences $EW ($42B)
•LTM ROIC: 22.9%
•NTM P/E: 24.41x
•5-Year Mean: 37.02x
•Cash & Short-Term Inv: $1.98B
•Long-Term Debt: $597M
💄 Ulta Beauty $ULTA ($18B)
•LTM ROIC: 38.2%
•NTM P/E: 14.38x
•5-Year Mean: 21.90x
•Cash & Short-Term Inv: $524.60M
•Long-Term Debt: $0
📐 Graco $GGG ($14B)
•LTM ROIC: 23.5%
•NTM P/E: 26.67x
•5-Year Mean: 27.69x
•Cash & Short-Term Inv: $665.01M
•Long-Term Debt: $0
🧾 Paychex $PAYX ($47B)
•LTM ROIC: 45.6%
•NTM P/E: 26.09x
•5-Year Mean: 28.18x
•Cash & Short-Term Inv: $1.50B
•Long-Term Debt: $798.60M
🥤 Monster Beverage $MNST ($46B)
•LTM ROIC: 30.9%
•NTM P/E: 26.31x
•5-Year Mean: 32.15x
•Cash & Short-Term Inv: $1.56B
•Long-Term Debt: $748.74M
💼 Kinsale Capital $KNSL ($11B)
•LTM ROIC: 32.4%
•NTM P/E: 29.74x
•5-Year Mean: 37.82x
•Cash & Short-Term Inv: $3.4B
•Long-Term Debt: $183.98M
🚿 A O Smith $AOS ($12B)
•LTM ROIC: 36.1%
•NTM P/E: 20.79x
•5-Year Mean: 19.56x
•Cash & Short-Term Inv: $233.30M
•Long-Term Debt: $130.40M
#stocks #investing
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