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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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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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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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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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Offshore
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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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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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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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Quality Investing with Aria
RIP ALL THE PEOPLE WHO WERE PROJECTING DILUTION FOR THE NEXT 10 YEARS
PLEASE OPEN UP THE CONFERENCE CALL BEFORE RUNNING YOUR DCFs. 😂😂😂
I called this out 2 quarters ago?
$CRM 📈 https://t.co/OzcNuQLJmX
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RIP ALL THE PEOPLE WHO WERE PROJECTING DILUTION FOR THE NEXT 10 YEARS
PLEASE OPEN UP THE CONFERENCE CALL BEFORE RUNNING YOUR DCFs. 😂😂😂
I called this out 2 quarters ago?
$CRM 📈 https://t.co/OzcNuQLJmX
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Offshore
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Quality Investing with Aria
It was a valiantly fought war, and yet I still went for the least popular option 😂
New portfolio update just dropped. I explain my thoughts on the $PAYC sale and swap into $GOOGL
The new buys into $MA, $UBER. Parting ways with $EVVTY and more!!
Link in bio 🫡📈 https://t.co/nMRfFyMF9D
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It was a valiantly fought war, and yet I still went for the least popular option 😂
New portfolio update just dropped. I explain my thoughts on the $PAYC sale and swap into $GOOGL
The new buys into $MA, $UBER. Parting ways with $EVVTY and more!!
Link in bio 🫡📈 https://t.co/nMRfFyMF9D
tweet
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Librarian Capital
Katsenelson opined that "quality" business "will be accompanied by, or result in a high return on capital"
In other words, ROIC is output
Later he wrote that BNSF "return on capital & accounting profits overstate its true profitability"
So ROIC figures aren't always reliable
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Katsenelson opined that "quality" business "will be accompanied by, or result in a high return on capital"
In other words, ROIC is output
Later he wrote that BNSF "return on capital & accounting profits overstate its true profitability"
So ROIC figures aren't always reliable
Vitaliy Katsenelson (IMA) defines "wonderful business"
"High-quality business with long runway of growth"
High quality = "significant competitive advantage", "which will be accompanied by, or result in a high return on capital & pricing power"; "so strong a monkey could run it" https://t.co/X5Rxf79Bu1 tweet
Offshore
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Invest In Assets 📈
RT @InvestInAssets: This is Charlie Munger.
Munger is said to have the best 30-second mind in the world
His deep knowledge on psychological biases and mental models gave him a competitive advantage.
Here are 6 lessons that will make you a more effective thinker: https://t.co/ef7TTix2Gp
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RT @InvestInAssets: This is Charlie Munger.
Munger is said to have the best 30-second mind in the world
His deep knowledge on psychological biases and mental models gave him a competitive advantage.
Here are 6 lessons that will make you a more effective thinker: https://t.co/ef7TTix2Gp
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