⁠Quality Investing with Aria
I think i spend too much time on X 🤔 https://t.co/ajZ0zzuErG
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⁠App Economy Insights
📊 Earnings season visualized.

What surprised you this month?

Grab the latest report with 130+ visuals👇
https://t.co/7sGkUYA5Ce https://t.co/gDYf7XDMGw
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⁠Quality Investing with Aria
"Even the worst fish in a great pond tastes delicious."

The best strategy in investing, is to cast your line in clear waters to catch the average winner, in a great industry.

Here are 10 stocks thriving in exceptional industries:

1. Credit Ratings
S&P Global $SPGI 📊

2. Payments
Mastercard $MA 💳

3. Software & Cloud
Microsoft $MSFT 🖥️

4. Rail & Logistics
Canadian Pacific $CP 🚂

5. Semiconductor Equipment
ASML $ASML 🏭

6. Small Business Software
Intuit $INTU 💸

7. Internet Search
Alphabet $GOOGL 🔎

8. Consumer Electronics
Apple $AAPL 📲

9. Cloud & E-Commerce
Amazon $AMZN 📦

10. Endpoint Security
Crowdstrike $CRWD 🦠

What else would you add to the list? Let me know down below 🤔 👇
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⁠Bourbon Capital
Berkshire Hathaway Inc. $BRK.B has sold $6 Billion of $BAC

Which company do you think they are going to buy? https://t.co/j0h1WSbtr2
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⁠Invest In Assets 📈
RT @InvestInAssets: Wide moat businesses according to Counterpoint Global: https://t.co/p8M7uPgJKv
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Winners & Losers: The BEST & WORST 20 Performing Stocks in the S&P 500 in 2024 📈📉

Note the change in their respective multiples from the beginning of the year to current levels & please keep in mind that this comparison is not intended to imply attractive or unattractive valuations, as these depend on various factors such as growth rate, competitive moat, expected returns on capital, balance sheet strength, among other things 🧐
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5 Best: $NVDA $VST $HWM $TRGP $CEG

5 Worst: $WBA $INTC $LULU $DXCM $LW

#stocks #investing
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⁠Invest In Assets 📈
3-5% outperformance over a few decades makes a big difference: https://t.co/aXi76hHjca
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⁠Stock Analysis Compilation
Artisan Partners on West Pharmaceutical $WST US

Thesis: West Pharmaceutical’s growth is set to reaccelerate as demand for high-value packaging components, driven by new biologics and GLP-1 drugs, continues to rise

(Extract from their Q2 letter) https://t.co/ls5xFhnVqg
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⁠Value Spotlight (Andrew Sather)
Animated Guide: How a Company's ROIC Tree Shows Its Growth Drivers and Capital Efficiency https://t.co/YcYXjdXmrD
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⁠Ahmad Jivraj
The Grand Daddy of Coffee Can Portfolios:
The Voya Corporate Leaders Trust Fund

Started with 30 stocks.
No new stocks allowed.
No rebalancing allowed.
Just Buy. Then Hold.

$10K invested in 1941 would have turned into $35+ million by end of 2022.

A 3500 Bagger!

Source;
https://t.co/qkFZADjVbi
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