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Bourbon Capital
Tonight, we’ll discuss $HON
$HON is highly diversified, with strong positions in aerospace, building technologies, performance materials, and safety solutions. However, its PE and P/FCF ratio suggests that it is currently overvalued relative to its earnings growth potential.
What do you think about this company?
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Tonight, we’ll discuss $HON
$HON is highly diversified, with strong positions in aerospace, building technologies, performance materials, and safety solutions. However, its PE and P/FCF ratio suggests that it is currently overvalued relative to its earnings growth potential.
What do you think about this company?
tweet
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Quality Investing with Aria
RT @QualityInvest5: Friendly reminder $AMZN trades at its cheapest valuation EVER! 📈
Buying today gets you:
- #1 in Ecommerce
- #1 In Cloud Computing
- #3 In Online Ads
How is this not a not brainer long? Mean reversion alone would give you 76% upside to $300
What do you think 🤔
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RT @QualityInvest5: Friendly reminder $AMZN trades at its cheapest valuation EVER! 📈
Buying today gets you:
- #1 in Ecommerce
- #1 In Cloud Computing
- #3 In Online Ads
How is this not a not brainer long? Mean reversion alone would give you 76% upside to $300
What do you think 🤔
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Capital Employed
36 stock pitches we’ve enjoyed reading in the past two weeks… 👇
https://t.co/iQs41ohLLR https://t.co/aON4WOMdhU
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36 stock pitches we’ve enjoyed reading in the past two weeks… 👇
https://t.co/iQs41ohLLR https://t.co/aON4WOMdhU
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Quality Investing with Aria
$TSLA and Elon Musk are exceptionally great with deadlines
Also bullish $GOOGL Waymo https://t.co/kJmfqgYOJk
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$TSLA and Elon Musk are exceptionally great with deadlines
Also bullish $GOOGL Waymo https://t.co/kJmfqgYOJk
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Librarian Capital
"Slow burn: will regulators snuff out growth of heated tobacco?" (FT)
We respectfully disagree with this column in a number of areas (thread)
$PM $BATS $BTI $MO $IMB https://t.co/q6FSHtHnGI
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"Slow burn: will regulators snuff out growth of heated tobacco?" (FT)
We respectfully disagree with this column in a number of areas (thread)
$PM $BATS $BTI $MO $IMB https://t.co/q6FSHtHnGI
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Hidden Value Gems
Interesting snapshot of China’s economy and markets by @yardeni
The first 9 look to be cyclical and more like a buying opportunity 🤔
(on a 3-5 year view of course).
🧵 👇🏼
1️⃣ Chinese consumers are depressed
1/10 https://t.co/GjYGumXmbu
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Interesting snapshot of China’s economy and markets by @yardeni
The first 9 look to be cyclical and more like a buying opportunity 🤔
(on a 3-5 year view of course).
🧵 👇🏼
1️⃣ Chinese consumers are depressed
1/10 https://t.co/GjYGumXmbu
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Stock Analysis Compilation
Ariel Investments on BAWAG Group $BAW AT
Thesis: BAWAG Group's growth through strategic acquisitions and capital efficiency makes it a strong contender for long-term shareholder returns
(Extract from their Q2 letter) https://t.co/TM5YIgIiEJ
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Ariel Investments on BAWAG Group $BAW AT
Thesis: BAWAG Group's growth through strategic acquisitions and capital efficiency makes it a strong contender for long-term shareholder returns
(Extract from their Q2 letter) https://t.co/TM5YIgIiEJ
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Stock Analysis Compilation
Polen Capital on GlobalData $DATA LN
Thesis: GlobalData’s strong growth, driven by stable demand and strategic acquisitions, positions it for significant cash flow compounding over the next five years
(Extract from their Q2 letter) https://t.co/AwYsrQtWWZ
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Polen Capital on GlobalData $DATA LN
Thesis: GlobalData’s strong growth, driven by stable demand and strategic acquisitions, positions it for significant cash flow compounding over the next five years
(Extract from their Q2 letter) https://t.co/AwYsrQtWWZ
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Invest In Assets 📈
RT @InvestInAssets: Peter Thiel once said:
"All failed companies are the same. They failed to escape the competition."
Analyzing the competitive landscape of a market is essential for investors
Let's look at why Costco has managed to escape its competition: https://t.co/7eaMPqCxxl
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RT @InvestInAssets: Peter Thiel once said:
"All failed companies are the same. They failed to escape the competition."
Analyzing the competitive landscape of a market is essential for investors
Let's look at why Costco has managed to escape its competition: https://t.co/7eaMPqCxxl
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