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Lumida Wealth Management
Asana $ASAN Q2 2025 Results:
Earnings beat by 37.5%.
Revenue beat by 0.87%.
Total revenue increased by 10.3% year-over-year.
Read out full analysis-
https://t.co/xsHE3QAKUd
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Asana $ASAN Q2 2025 Results:
Earnings beat by 37.5%.
Revenue beat by 0.87%.
Total revenue increased by 10.3% year-over-year.
Read out full analysis-
https://t.co/xsHE3QAKUd
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Lumida Wealth Management
Zscaler $ZS Q4 2024 Results:
Earnings beat by 27.5%.
Revenue beat by 4.45%.
Total revenue increased by 30.3% year-over-year.
Read full analysis - https://t.co/cIKLbEEqlb
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Zscaler $ZS Q4 2024 Results:
Earnings beat by 27.5%.
Revenue beat by 4.45%.
Total revenue increased by 30.3% year-over-year.
Read full analysis - https://t.co/cIKLbEEqlb
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Librarian Capital
Direct Line $DLG 24H1
Net Insurance Margin (NIM) 1.8% (PY -8.8%)
Op. ROTE 5.8%
Op. EPS 2.7p
Solvency 198%
UK Motor
Own brand policies -13.5% y/y, -7.5% (254k) vs. Dec
Own brand GWP +9.5% y/y
Total policies +8.3% y/y (Motability)
NIM -3.0% (PY -25.6%)
Targets 13% NIM in 2026 https://t.co/HpVIBF2isE
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Direct Line $DLG 24H1
Net Insurance Margin (NIM) 1.8% (PY -8.8%)
Op. ROTE 5.8%
Op. EPS 2.7p
Solvency 198%
UK Motor
Own brand policies -13.5% y/y, -7.5% (254k) vs. Dec
Own brand GWP +9.5% y/y
Total policies +8.3% y/y (Motability)
NIM -3.0% (PY -25.6%)
Targets 13% NIM in 2026 https://t.co/HpVIBF2isE
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Librarian Capital
Direct Line $DLG 2nd offer from Ageas $AGS was 239p
This was disclosed 13-Mar; DLG shares down 15% since
Some UK fund managers went around giving interviews attacking the offer, not realizing that gain for clients
I hope it was worth it https://t.co/7bVUbbrVIz
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Direct Line $DLG 2nd offer from Ageas $AGS was 239p
This was disclosed 13-Mar; DLG shares down 15% since
Some UK fund managers went around giving interviews attacking the offer, not realizing that gain for clients
I hope it was worth it https://t.co/7bVUbbrVIz
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Stock Analysis Compilation
Baron Capital on Indus Towers $INDUSTOWER IN
Thesis: Indus is poised for re-rating and growth as 5G expansion and improving customer viability drive enhanced cash flow and operating leverage
(Extract from their Q2 letter) https://t.co/2HruDIQPdH
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Baron Capital on Indus Towers $INDUSTOWER IN
Thesis: Indus is poised for re-rating and growth as 5G expansion and improving customer viability drive enhanced cash flow and operating leverage
(Extract from their Q2 letter) https://t.co/2HruDIQPdH
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Invest In Assets 📈
RT @InvestInAssets: Warren Buffett once said:
"It is far better to buy a wonderful company at a fair price than a fair business at a wonderful price."
But how does Buffett identify a wonderful company?
Here are 8 metrics Buffett use to identify wonderful companies: https://t.co/mm2SmMul4V
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RT @InvestInAssets: Warren Buffett once said:
"It is far better to buy a wonderful company at a fair price than a fair business at a wonderful price."
But how does Buffett identify a wonderful company?
Here are 8 metrics Buffett use to identify wonderful companies: https://t.co/mm2SmMul4V
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Hidden Value Gems
Interesting facts:
✅ “Since 1926, just 72 companies have provided half the returns over bonds of companies.”
✅ “The figure in New York is that 60 percent of people are paid on the basis of their daily P&L.”
✅ “Out of one million companies, only 45 get to 100 year old.”
Great episode by @NicolaiTang1
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Interesting facts:
✅ “Since 1926, just 72 companies have provided half the returns over bonds of companies.”
✅ “The figure in New York is that 60 percent of people are paid on the basis of their daily P&L.”
✅ “Out of one million companies, only 45 get to 100 year old.”
Great episode by @NicolaiTang1
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Quality Stocks
🇺🇸 Manhattan Associates $MANH one pager
🏆 Score 6.4/10 - losing points on valuation
🎯 My fair price estimation is around $190
🐂 Bull case
- Strong growth
- Strong ROE / ROIC
- Share buybacks
- Leader in an appealing market (logistics digitalization - WMS / TMS)
🐻 Bear case
- SBC - but almost reasonable compared to other tech companies in the US
- Valuation, but quality comes at a price
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🇺🇸 Manhattan Associates $MANH one pager
🏆 Score 6.4/10 - losing points on valuation
🎯 My fair price estimation is around $190
🐂 Bull case
- Strong growth
- Strong ROE / ROIC
- Share buybacks
- Leader in an appealing market (logistics digitalization - WMS / TMS)
🐻 Bear case
- SBC - but almost reasonable compared to other tech companies in the US
- Valuation, but quality comes at a price
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