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Hidden Value Gems
RT @HiddenValueGems: An interesting case of a market laggard 👉🏽 $ABNB
✅The stock is down 25% in the past 6 months, the only stock in its peer group to be down in the past 12 months (-12%).
✅ "Wall Street expects the company’s gross bookings to grow 11% this year compared with the 4%-to-6% range seen for rival online travel marketplaces Expedia EXPE and Booking. Analysts also expect Airbnb’s revenue growth to stay in the double-digit range for at least the next four years."
✅ A huge TAM and growth potential: about nine people book a hotel room for every one person who books an Airbnb, according to the CEO Brian Cesky. Getting one of those guests to book on Airbnb would double guest nights on the platform from 0.5bn to 1bn a year.
✅Airbnb is also on the cusp of adding new services and offerings to its mix: a host marketplace, new travel-related services for guests and sponsored listings etc.
✅Airbnb is now trading at near a record low of 17x projected FCF, a 20% discount to Uber and DoorDash.
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RT @HiddenValueGems: An interesting case of a market laggard 👉🏽 $ABNB
✅The stock is down 25% in the past 6 months, the only stock in its peer group to be down in the past 12 months (-12%).
✅ "Wall Street expects the company’s gross bookings to grow 11% this year compared with the 4%-to-6% range seen for rival online travel marketplaces Expedia EXPE and Booking. Analysts also expect Airbnb’s revenue growth to stay in the double-digit range for at least the next four years."
✅ A huge TAM and growth potential: about nine people book a hotel room for every one person who books an Airbnb, according to the CEO Brian Cesky. Getting one of those guests to book on Airbnb would double guest nights on the platform from 0.5bn to 1bn a year.
✅Airbnb is also on the cusp of adding new services and offerings to its mix: a host marketplace, new travel-related services for guests and sponsored listings etc.
✅Airbnb is now trading at near a record low of 17x projected FCF, a 20% discount to Uber and DoorDash.
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Offshore
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Bourbon Capital
Dividend Pay-dates for this week.
Which of these companies do you own?
$V $WMT $ZTS $UL https://t.co/e88nWzVsJv
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Dividend Pay-dates for this week.
Which of these companies do you own?
$V $WMT $ZTS $UL https://t.co/e88nWzVsJv
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Offshore
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Bourbon Capital
investing tips from Warren Buffett:
1) Be fearful when others are greedy and be greedy only when others are fearful
2) Price is what you pay. Value is what you get.
3) Our goal is to find an outstanding business at a sensible price, not a mediocre business at a bargain price.
4) Never invest in a business you cannot understand
5) The value of a business is the cash it's going to produce in the future
6) If a business does well, the stock eventually follows
7) Ignore the stock market, ignore the economy, and buy a business you understand
8) A great investment opportunity occurs when a marvelous business encounters a one-time huge, but solvable problem
9) Risk comes from not knowing what you're doing.
10) Wide diversification is only required when investors do not understand what they are doing
11) Diversification may preserve wealth, but concentration builds wealth
12) You only have to do a very few things right in your life so long as you don’t do too many things wrong.
13) If you cannot control your emotions, you cannot control your money.
14) Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down
15) Cash combined with courage in a time of crisis is priceless.
16) In my view, for most people, the best thing to do is owning the S&P 500 index fund.
17) The Stock Market is designed to transfer money from the inpatient to the patient.
18) Only buy something that you'd be perfectly happy to hold if the market shut down for 10 years.
19) Our favorite holding period is forever.
20) If you aren’t thinking about owning a stock for 10 years, don’t even think about owning it for 10 minutes.
21) Much success can be attributed to inactivity. Most investors cannot resist the temptation to constantly buy and sell.
22) The three most important words in investing are margin of safety.
23) Widespread fear is your friend as an investor because it serves up bargain purchases
24) The United States endured two world wars, other traumatic and expensive military conflicts, the Depression; a dozen or so recessions and financial panics, oil shocks, a flu epidemic; and the resignation of a president. Yet the Dow rose from 66 to 11,497
25) The years ahead will occasionally deliver major market declines, even panics, that will affect virtually all stocks. No one can tell you when these traumas will occur
26) I think the worst mistake you can make in stocks is to buy or sell based on current headlines
27) The best thing that happens to us is when a great company gets into temporary trouble...We want to buy them when they're on the operating table.
28) Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.”
29) The best chance to deploy capital is when things are going down.
30) American business — and consequently a basket of stocks — is virtually certain to be worth far more in the years ahead
31) We always live in an uncertain world. What is certain is that the United States will go forward over time.
31) For 240 years it’s been a terrible mistake to bet against America, and now is no time to start.
32) If you don't find a way to make money while you sleep, you will work until you die.
33) Your best investment is yourself. The more you learn, the more you'll earn
34) If you buy things you do not need, soon you will have to sell things you need.
35) In the world of business, the people who are most successful are those who are doing what they love
What do you think?
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investing tips from Warren Buffett:
1) Be fearful when others are greedy and be greedy only when others are fearful
2) Price is what you pay. Value is what you get.
3) Our goal is to find an outstanding business at a sensible price, not a mediocre business at a bargain price.
4) Never invest in a business you cannot understand
5) The value of a business is the cash it's going to produce in the future
6) If a business does well, the stock eventually follows
7) Ignore the stock market, ignore the economy, and buy a business you understand
8) A great investment opportunity occurs when a marvelous business encounters a one-time huge, but solvable problem
9) Risk comes from not knowing what you're doing.
10) Wide diversification is only required when investors do not understand what they are doing
11) Diversification may preserve wealth, but concentration builds wealth
12) You only have to do a very few things right in your life so long as you don’t do too many things wrong.
13) If you cannot control your emotions, you cannot control your money.
14) Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down
15) Cash combined with courage in a time of crisis is priceless.
16) In my view, for most people, the best thing to do is owning the S&P 500 index fund.
17) The Stock Market is designed to transfer money from the inpatient to the patient.
18) Only buy something that you'd be perfectly happy to hold if the market shut down for 10 years.
19) Our favorite holding period is forever.
20) If you aren’t thinking about owning a stock for 10 years, don’t even think about owning it for 10 minutes.
21) Much success can be attributed to inactivity. Most investors cannot resist the temptation to constantly buy and sell.
22) The three most important words in investing are margin of safety.
23) Widespread fear is your friend as an investor because it serves up bargain purchases
24) The United States endured two world wars, other traumatic and expensive military conflicts, the Depression; a dozen or so recessions and financial panics, oil shocks, a flu epidemic; and the resignation of a president. Yet the Dow rose from 66 to 11,497
25) The years ahead will occasionally deliver major market declines, even panics, that will affect virtually all stocks. No one can tell you when these traumas will occur
26) I think the worst mistake you can make in stocks is to buy or sell based on current headlines
27) The best thing that happens to us is when a great company gets into temporary trouble...We want to buy them when they're on the operating table.
28) Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.”
29) The best chance to deploy capital is when things are going down.
30) American business — and consequently a basket of stocks — is virtually certain to be worth far more in the years ahead
31) We always live in an uncertain world. What is certain is that the United States will go forward over time.
31) For 240 years it’s been a terrible mistake to bet against America, and now is no time to start.
32) If you don't find a way to make money while you sleep, you will work until you die.
33) Your best investment is yourself. The more you learn, the more you'll earn
34) If you buy things you do not need, soon you will have to sell things you need.
35) In the world of business, the people who are most successful are those who are doing what they love
What do you think?
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Quality Investing with Aria
I often cover $GOOG, but it’s counterpart $META also trades cheap on an income basis:
- 26x PE
- 20-25% EPS Growth
- Half the world on their apps every month
Add on the fact that they’ve had their moat tested time and time again. I think $META is a good price
Thoughts 🤔 👇 https://t.co/A9jAI34QJW
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I often cover $GOOG, but it’s counterpart $META also trades cheap on an income basis:
- 26x PE
- 20-25% EPS Growth
- Half the world on their apps every month
Add on the fact that they’ve had their moat tested time and time again. I think $META is a good price
Thoughts 🤔 👇 https://t.co/A9jAI34QJW
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Quality Investing with Aria
If you’re ever in doubt that healthcare and college are a scam, please refer to this chart that dates back to 2000
Also shout of Television companies damn near 100% decline in price 😂😂 https://t.co/netFrIWBlT
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If you’re ever in doubt that healthcare and college are a scam, please refer to this chart that dates back to 2000
Also shout of Television companies damn near 100% decline in price 😂😂 https://t.co/netFrIWBlT
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Bourbon Capital
Wells Fargo $WFC employee found dead at her desk days after she last clocked into work
A Wells Fargo employee at a corporate office in Arizona clocked in to what would be her last-ever shift on a Friday morning. Her body was found four days later at her cubicle desk, where she died sometime during the weekend, according to the Tempe Police Department.
If you arrive late, you are going to be fired, but if you die working, people don't even notice. I knew this company was trash, but it looks like the workers over there are worse than trash. Poor women, life shouldn't be like that.
Source: https://t.co/vERdZhdq6n
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Wells Fargo $WFC employee found dead at her desk days after she last clocked into work
A Wells Fargo employee at a corporate office in Arizona clocked in to what would be her last-ever shift on a Friday morning. Her body was found four days later at her cubicle desk, where she died sometime during the weekend, according to the Tempe Police Department.
If you arrive late, you are going to be fired, but if you die working, people don't even notice. I knew this company was trash, but it looks like the workers over there are worse than trash. Poor women, life shouldn't be like that.
Source: https://t.co/vERdZhdq6n
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Bourbon Capital
Tonight, we’ll discuss $TM
According to WB criteria, $TM is considered a good value play, with a relatively low P/E ratio compared to the industry average. Toyota reported a 20.3% increase in vehicle sales in the first quarter of 2024, indicating strong market momentum, partly due to the company's focus on hybrids. However, $TM faces challenges in key markets like China and Japan, where adverse conditions have previously impacted sales.
What do you think about this company?
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Tonight, we’ll discuss $TM
According to WB criteria, $TM is considered a good value play, with a relatively low P/E ratio compared to the industry average. Toyota reported a 20.3% increase in vehicle sales in the first quarter of 2024, indicating strong market momentum, partly due to the company's focus on hybrids. However, $TM faces challenges in key markets like China and Japan, where adverse conditions have previously impacted sales.
What do you think about this company?
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