Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
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
Offshore
Photo
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
tweet
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
Photo
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
tweet
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
tweet
Offshore
Photo
Quality Investing with Aria
2 days until I have to return back to this hell-hole.
My tuition compounded at 8% could be a down payment on a house. But no "you need a degree in this world to do anything" - 🤡🤓 https://t.co/wvMiKiO57u
tweet
2 days until I have to return back to this hell-hole.
My tuition compounded at 8% could be a down payment on a house. But no "you need a degree in this world to do anything" - 🤡🤓 https://t.co/wvMiKiO57u
tweet
Offshore
Photo
Quality Investing with Aria
5 videos only this month. 2 of them were 1hr long deep dives. And another was uploaded just last night.
Despite the inactivity. The channel still did pretty well don’t you think 🤔 https://t.co/i8iqqmuUBR
tweet
5 videos only this month. 2 of them were 1hr long deep dives. And another was uploaded just last night.
Despite the inactivity. The channel still did pretty well don’t you think 🤔 https://t.co/i8iqqmuUBR
tweet
Offshore
Photo
Librarian Capital
NatWest $NWG: UK government disclosed sale of another ~1% last week (RNS dated 30-Aug)
UK government now owns 17.97% https://t.co/jl55f0pTMz
tweet
NatWest $NWG: UK government disclosed sale of another ~1% last week (RNS dated 30-Aug)
UK government now owns 17.97% https://t.co/jl55f0pTMz
tweet
Bourbon Capital
Two Defensive and Quality stocks:
Canadian National Railway Company $CNI
Revenue Growth 5y: 2.58%
Net income Growth 5y: 4.27%
Gross Margin: 55.34%
CAGR 5y: +6.83%
Forward PE: 18
ROIC: 11.92%
Price Target: $130
Old Dominion Freight Line, Inc. $ODFL
Revenue Growth 5y: 7.61%
Net income Growth 5y: 14.80%
Gross Margin: 40.57%
CAGR 5y: +29.20%
Forward PE: 27
ROIC: 22.41%
Price Target: $200
tweet
Two Defensive and Quality stocks:
Canadian National Railway Company $CNI
Revenue Growth 5y: 2.58%
Net income Growth 5y: 4.27%
Gross Margin: 55.34%
CAGR 5y: +6.83%
Forward PE: 18
ROIC: 11.92%
Price Target: $130
Old Dominion Freight Line, Inc. $ODFL
Revenue Growth 5y: 7.61%
Net income Growth 5y: 14.80%
Gross Margin: 40.57%
CAGR 5y: +29.20%
Forward PE: 27
ROIC: 22.41%
Price Target: $200
tweet
Offshore
Photo
Stock Analysis Compilation
Brown Capital on Natera $NTRA US
Thesis: Natera’s cutting-edge DNA testing technology positions it for substantial growth, with a clear path to profitability and dominance in high-demand markets like cancer recurrence and prenatal testing
(Extract from their Q2 letter) https://t.co/KvvQizaVz2
tweet
Brown Capital on Natera $NTRA US
Thesis: Natera’s cutting-edge DNA testing technology positions it for substantial growth, with a clear path to profitability and dominance in high-demand markets like cancer recurrence and prenatal testing
(Extract from their Q2 letter) https://t.co/KvvQizaVz2
tweet
Offshore
Photo
App Economy Insights
RT @EconomyApp: 📊 This Week in Visuals:
☁️ Salesforce $CRM
📦 PDD Holdings $PDD
🛡️ CrowdStrike $CRWD
🏠 Lowe’s $LOW
🎯 Target $TGT
💻 Dell $DELL
🧑⚕️ Veeva $VEEV
https://t.co/uPaIQpJk3O
tweet
RT @EconomyApp: 📊 This Week in Visuals:
☁️ Salesforce $CRM
📦 PDD Holdings $PDD
🛡️ CrowdStrike $CRWD
🏠 Lowe’s $LOW
🎯 Target $TGT
💻 Dell $DELL
🧑⚕️ Veeva $VEEV
https://t.co/uPaIQpJk3O
tweet