⁠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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⁠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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⁠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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⁠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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⁠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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⁠Invest In Assets 📈
RT @InvestInAssets: Cannibal stocks: https://t.co/eo4PW49CGK
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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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⁠Invest In Assets 📈
Never interupt compounding: https://t.co/nxAUO3ugJa
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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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⁠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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⁠Matt McGarry
I talk a lot about the best newsletter growth channels.

Organic content, Meta ads, etc.

But what about the ones that don't work?

On my way to 25,000 subscribers, I tested almost everything.

Here are the 2 I consider "fails':
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⁠Quality Stocks
🤪 Funny investment theme: companies with ugly products!

Here are a few examples of stocks. Do you think any stocks are missing from this list?

🇺🇸 Crocs $CROX
🇫🇷 Kering $KER - especially Balenciaga
🇺🇸 Tesla $TSLA - for the cybertruck
🇺🇸 McDonald's $MCD - never look like the commercials
🇩🇪 Birkenstock $BIRK - worse with socks 🧦
🇫🇷 Stellantis $STLA - Ami car is a fridge
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⁠Bourbon Capital
Good morning everyone, I hope you are having a good day so far

The following companies just reported earnings:

$RY Royal Bank Of Canada +1.37%🟢
$NTAP NetApp -0.09%🔴
$LI Li Auto +0.71%🟢
$PUK Prudential -0.06%🔴
$SJM The J. M. Smucker -3.89%🔴
$CHWY Chewy +1.51%🟢
$DCI Donaldson Company +0.78%🟢
$ANF Abercrombie & Fitch Co. -9.53%🔴
$BBWI Bath & Body Works -3.51%🔴
$BZ Kanzhun -8.54%🔴
$GOGL Golden Ocean Group -2.85%🔴
$KSS Kohl's +3.16%🟢
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