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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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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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🤪 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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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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Quality Stocks
💻 Does anyone remember Teladoc $TDOC?
The stock was supposed to be a rising star during the COVID rally
⚠️ Always be cautious with trendy stocks
No more growth, still unprofitable, increasing costs, high dilution, declining perspectives
The stock is now down -67% in 2024. The 3y performance is under -95% 🔴
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💻 Does anyone remember Teladoc $TDOC?
The stock was supposed to be a rising star during the COVID rally
⚠️ Always be cautious with trendy stocks
No more growth, still unprofitable, increasing costs, high dilution, declining perspectives
The stock is now down -67% in 2024. The 3y performance is under -95% 🔴
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Offshore
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Librarian Capital
British Medical Association calls for anti-vape steps
Ban on disposables
Ban on non-tobacco flavors
Ban on display of imagery, colouring & brands
Restrict vape sale to behind the counter
Also calls for plain packaging for nicotine pouches
$BATS $IMB $PM https://t.co/3gucOGaerT
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British Medical Association calls for anti-vape steps
Ban on disposables
Ban on non-tobacco flavors
Ban on display of imagery, colouring & brands
Restrict vape sale to behind the counter
Also calls for plain packaging for nicotine pouches
$BATS $IMB $PM https://t.co/3gucOGaerT
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Offshore
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Invest In Assets 📈
RT @InvestInAssets: Amazon's price-to-operating cash flow is at a decade low: https://t.co/ZgNgvra1wb
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RT @InvestInAssets: Amazon's price-to-operating cash flow is at a decade low: https://t.co/ZgNgvra1wb
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Offshore
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Matt McGarry
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are impenetrable to competitors.
They have what Warren Buffett calls a “moat”:
- Nobody can dictate how they operate.
- They are invulnerable to competition.
- They have a captive customer base.
Social platforms are the opposite:
There's always an algorithm filtering your content from your audience.
Even if you have an audience of 1M followers, posts may only be seen by 5,000 them.
You’re constantly fighting competitors. Millions of people post similar things to you daily, and if their posts win in the algorithm, you get drowned out.
And this doesn’t just happen with social media…
Google’s search algorithms can suddenly change. Your traffic can disappear overnight.
Email, on the other hand, is:
✅ Direct line to your audience's inbox
✅ Free and open decentralized protocol that can't be taken away
100,000 subscribers = direct line to 100,000 people's inboxes at the moment you send the email instead of being at the mercy of algorithms.
Of course, there are inbox filters, spam, and the dreaded “promotions” folder.
But you can overcome these.
It’s much better to be in the inbox than never seen because of an algorithm.
My point is…
An engaged email newsletter makes you uncancellable.
It creates what I call a Personal Monopoly.
You see, things can go wrong in life.
You can lose social media accounts.
Your website traffic can disappear.
Your business can fail.
You can lose all your money.
But there's one thing you can't lose. And it gives you an insane advantage.
Your email list.
Nobody can take away your list.
As long as those subscribers agree to receive emails, you own an audience.
Why is this powerful?
It means:
✅ You can launch a new business to thousands of people for free with one simple email.
✅ You can monetize the attention of your subscribers with sponsors or affiliate offers.
This is a profound advantage in life.
When most people launch a business, it's like a fart in the wind.
They make a tweet to their 100 followers.
They try to get in the press.
They buy a few small ads.
Usually, nobody notices.
But with an email newsletter, you can instantly reach 10,000, 100,000, or even 1,000,000+ people in seconds.
All you need is 1,000 true fans, and you're set for life.
This is more powerful than money.
I'd rather have 10 million engaged email subscribers than $10,000,000.
(Because with 10 million subscribers, I can make $10M+ every year and positively impact millions of people).
But growing an email newsletter is a lot of work.
- Creating content is stressful and time-consuming.
- Growing your newsletter without an existing audience or a big ad budget is hard.
- Monetizing with sponsorships and getting subscribers to buy your product is more complicated than most people think.
Unless you want to waste years of time, hundreds of hours researching, and tens of thousands of dollars on marketing…
You’re better off getting someone who has built a newsletter before to help you.
So, today, I’m launching a NEW program to help people build their personal monopolies with newsletters.
It's called Write, Grow, Sell.
Here’s the TLDR:
✅ Write, Grow, Sell is a 5-week cohort-based course, community, and support system that will help you start a newsletter, get your first 10,000+ subscribers, and $10,000+ in sales.
✅ It’s for both beginners and advanced founders. We cover the fundamentals of picking a niche, writing your newsletter, and growing your list. [...]
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are impenetrable to competitors.
They have what Warren Buffett calls a “moat”:
- Nobody can dictate how they operate.
- They are invulnerable to competition.
- They have a captive customer base.
Social platforms are the opposite:
There's always an algorithm filtering your content from your audience.
Even if you have an audience of 1M followers, posts may only be seen by 5,000 them.
You’re constantly fighting competitors. Millions of people post similar things to you daily, and if their posts win in the algorithm, you get drowned out.
And this doesn’t just happen with social media…
Google’s search algorithms can suddenly change. Your traffic can disappear overnight.
Email, on the other hand, is:
✅ Direct line to your audience's inbox
✅ Free and open decentralized protocol that can't be taken away
100,000 subscribers = direct line to 100,000 people's inboxes at the moment you send the email instead of being at the mercy of algorithms.
Of course, there are inbox filters, spam, and the dreaded “promotions” folder.
But you can overcome these.
It’s much better to be in the inbox than never seen because of an algorithm.
My point is…
An engaged email newsletter makes you uncancellable.
It creates what I call a Personal Monopoly.
You see, things can go wrong in life.
You can lose social media accounts.
Your website traffic can disappear.
Your business can fail.
You can lose all your money.
But there's one thing you can't lose. And it gives you an insane advantage.
Your email list.
Nobody can take away your list.
As long as those subscribers agree to receive emails, you own an audience.
Why is this powerful?
It means:
✅ You can launch a new business to thousands of people for free with one simple email.
✅ You can monetize the attention of your subscribers with sponsors or affiliate offers.
This is a profound advantage in life.
When most people launch a business, it's like a fart in the wind.
They make a tweet to their 100 followers.
They try to get in the press.
They buy a few small ads.
Usually, nobody notices.
But with an email newsletter, you can instantly reach 10,000, 100,000, or even 1,000,000+ people in seconds.
All you need is 1,000 true fans, and you're set for life.
This is more powerful than money.
I'd rather have 10 million engaged email subscribers than $10,000,000.
(Because with 10 million subscribers, I can make $10M+ every year and positively impact millions of people).
But growing an email newsletter is a lot of work.
- Creating content is stressful and time-consuming.
- Growing your newsletter without an existing audience or a big ad budget is hard.
- Monetizing with sponsorships and getting subscribers to buy your product is more complicated than most people think.
Unless you want to waste years of time, hundreds of hours researching, and tens of thousands of dollars on marketing…
You’re better off getting someone who has built a newsletter before to help you.
So, today, I’m launching a NEW program to help people build their personal monopolies with newsletters.
It's called Write, Grow, Sell.
Here’s the TLDR:
✅ Write, Grow, Sell is a 5-week cohort-based course, community, and support system that will help you start a newsletter, get your first 10,000+ subscribers, and $10,000+ in sales.
✅ It’s for both beginners and advanced founders. We cover the fundamentals of picking a niche, writing your newsletter, and growing your list. [...]