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Quality Investing with Aria
I’m not sure how the stigma around such a product would be long term but I’m optimistic of $CRM future nonetheless
Perhaps I should go to dreamforce to test it out 😉😅
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I’m not sure how the stigma around such a product would be long term but I’m optimistic of $CRM future nonetheless
Perhaps I should go to dreamforce to test it out 😉😅
What if you could give every rep a dedicated coach?
We made it happen.
Meet Einstein Sales Coach Agent, your team's AI coach for personalized role-plays and objective feedback.
Now, everyone's an Einstein. See the Agentforce Platform in action at #DF24: https://t.co/wGkixgO4Zd https://t.co/uSaIgdIGs8 tweet
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Bourbon Capital
I did not cause this crash, I haven't bought DexCom $DXCM yet
But I'm thinking about it https://t.co/gx67z1qjxh
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I did not cause this crash, I haven't bought DexCom $DXCM yet
But I'm thinking about it https://t.co/gx67z1qjxh
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Librarian Capital
Pernod Ricard $RI: India has surpassed China as their 2nd biggest market as of FY24
FY24: India was 12% of sales, vs. China's 10%
(compared to both at 10% for FY24H1)
(India has always been bigger than China at Diageo $DGE $DEO for historical reasons) https://t.co/EGLjYE1ANw
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Pernod Ricard $RI: India has surpassed China as their 2nd biggest market as of FY24
FY24: India was 12% of sales, vs. China's 10%
(compared to both at 10% for FY24H1)
(India has always been bigger than China at Diageo $DGE $DEO for historical reasons) https://t.co/EGLjYE1ANw
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Librarian Capital
Pernod Ricard $RI: India has surpassed China as their 2nd biggest market as of FY24
FY24: India was 12% of sales, vs. China's 10%
(compared to both at 11% for FY24H1)
(India has always been bigger than China at Diageo $DGE $DEO for historical reasons) https://t.co/6Rb9Helbbd
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Pernod Ricard $RI: India has surpassed China as their 2nd biggest market as of FY24
FY24: India was 12% of sales, vs. China's 10%
(compared to both at 11% for FY24H1)
(India has always been bigger than China at Diageo $DGE $DEO for historical reasons) https://t.co/6Rb9Helbbd
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Librarian Capital
"Someone with no industry experience second-guessing commercial business decisions in a bubble"
A photo of Bill Ackman is displayed on the original post*
* Note I am not saying the quote describes him
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"Someone with no industry experience second-guessing commercial business decisions in a bubble"
A photo of Bill Ackman is displayed on the original post*
* Note I am not saying the quote describes him
This newsletter is a textbook example of someone with no industry experience second-guessing commercial business decisions in a bubble. https://t.co/U6jU7n4LwD tweet
twitter.com
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Bourbon Capital
$UNH is one of the best defensive stocks out there
$UNH trades at 20 times forward PE
ROIC 10Y: 12%
Dividend Growth 10Y: 20%
Long-term EPS growth is +12%
UnitedHealth Group returns 1999-2024: https://t.co/HMfOXdxBbZ
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$UNH is one of the best defensive stocks out there
$UNH trades at 20 times forward PE
ROIC 10Y: 12%
Dividend Growth 10Y: 20%
Long-term EPS growth is +12%
UnitedHealth Group returns 1999-2024: https://t.co/HMfOXdxBbZ
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Quality Investing with Aria
Followed by Barack Obama btw
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Followed by Barack Obama btw
@amitisinvesting Apple could earn a better ROI if it just bought TSLA and NVDA stock. I know, I know... its "a strategic investment". tweet
twitter.com
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Librarian Capital
"Pubs hit out at UK plans to ban smoking in outdoor areas" (FT)
More demand for nicotine pouches, potentially
$BATS' Velo supposedly is 55% of UK category volume
A more general point is anti-smoking laws generally add to the bull case behind $PM (via ZYN)
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"Pubs hit out at UK plans to ban smoking in outdoor areas" (FT)
More demand for nicotine pouches, potentially
$BATS' Velo supposedly is 55% of UK category volume
A more general point is anti-smoking laws generally add to the bull case behind $PM (via ZYN)
Pubs hit out at UK plans to ban smoking in outdoor areas https://t.co/xMB9CaNl5t tweet
twitter.com
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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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RT @DimitryNakhla: 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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Stock Analysis Compilation
Artisan Partners on Marvell Technology $MRVL US
Thesis: Marvell is well-positioned to capitalize on AI data center growth and the shift toward custom silicon solutions, setting the stage for a potential cyclical recovery
(Extract from their Q2 letter) https://t.co/risFpo8LqB
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Artisan Partners on Marvell Technology $MRVL US
Thesis: Marvell is well-positioned to capitalize on AI data center growth and the shift toward custom silicon solutions, setting the stage for a potential cyclical recovery
(Extract from their Q2 letter) https://t.co/risFpo8LqB
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