Quality Investing with Aria
average fintwit bear take on $GOOGL
90% of revenues comes from search, YT and GCP. So that must mean that its a bad business.
Search is getting disrupted (its certain it's GOING TO HAPPEN 100%)
What do you think 🤔
tweet
average fintwit bear take on $GOOGL
90% of revenues comes from search, YT and GCP. So that must mean that its a bad business.
Search is getting disrupted (its certain it's GOING TO HAPPEN 100%)
What do you think 🤔
@QualityInvest5 I don't remember exactly obviously, I dont holding google stock and got no plans to, but from what I can recall, Search ads, YouTube and Cloud make up the majority of their revenue.
Forgot to add Play store and AdMob too. And Search is getting distrupted. tweet
twitter.com
undefined
undefined
Offshore
Photo
Stock Analysis Compilation
Loomis Sayles on Monster Beverage $MNST US
Thesis: Monster’s global expansion and strategic partnership with Coca-Cola set it up for sustained growth and market share gains, with shares currently trading at an attractive discount
(Extract from their Q2 letter) https://t.co/k8Q561ewv0
tweet
Loomis Sayles on Monster Beverage $MNST US
Thesis: Monster’s global expansion and strategic partnership with Coca-Cola set it up for sustained growth and market share gains, with shares currently trading at an attractive discount
(Extract from their Q2 letter) https://t.co/k8Q561ewv0
tweet
Offshore
Photo
Bourbon Capital
$BABA's projected stock price is $109 by August 26, 2025, and $98 by another source. However, even if the price hits $100, I don't think it's worth selling.
People from China are finally going to be allowed to buy $BABA in less than 6 days. A 55% gain isn't enough; the company is worth $300 per share
China is having a 2008 crisis or worse, but it will get better
tweet
$BABA's projected stock price is $109 by August 26, 2025, and $98 by another source. However, even if the price hits $100, I don't think it's worth selling.
People from China are finally going to be allowed to buy $BABA in less than 6 days. A 55% gain isn't enough; the company is worth $300 per share
China is having a 2008 crisis or worse, but it will get better
tweet
Offshore
Photo
Librarian Capital
Among the top 7 Rightmove $RMV holders:
6 have "indirect" holdings
1 has direct holding in ADR (in US)
One of my bug bears is people complaining about Stamp Duty as an impediment on UK market
It's just not a thing
You don't pay Stamp Duty with CFDs https://t.co/ztI3PHFD5S
tweet
Among the top 7 Rightmove $RMV holders:
6 have "indirect" holdings
1 has direct holding in ADR (in US)
One of my bug bears is people complaining about Stamp Duty as an impediment on UK market
It's just not a thing
You don't pay Stamp Duty with CFDs https://t.co/ztI3PHFD5S
Rightmove $RMV 2023 annual report refers to an "indirect" ownership of 5.35% by Marathon
Similar references appeared in 2022 annual report (5.20%) and 2021 (5.06%)
This is on the same 42,877,709 voting rights
RMV share count shrinking due to buybacks
Marathon was 6.79% (59,307,550) in 2020 tweet
Offshore
Photo
iinvested
1/2
2Q'24 Ensemble Fund on $VEEV
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/pfDH7XDpCn
tweet
1/2
2Q'24 Ensemble Fund on $VEEV
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/pfDH7XDpCn
tweet
Offshore
Photo
Bourbon Capital
Dividend ex-dates for this week, for those who love dividend-paying stocks.
Which of these companies do you like for their dividends?
$MCD $NKE $BAC $PEP $O https://t.co/YO4SABvbxM
tweet
Dividend ex-dates for this week, for those who love dividend-paying stocks.
Which of these companies do you like for their dividends?
$MCD $NKE $BAC $PEP $O https://t.co/YO4SABvbxM
tweet