⁠Alex Bilzerian
RT @tiffani: My TED talk crossed 500,000 views the other day after going up a little over a week ago.

Best part so far, though, is people writing me talking about things they’re doing after having seen it.

Check it out if you haven’t seen it

https://t.co/ENxyclKCs0
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⁠Alex Bilzerian
RT @bookletboy: "...But reading some of the references will, I hope, enable the reader to visualize, at least in outline form, the kind of revision that might be possible were there alive today my much missed friend Leonard Jimmie Savage." https://t.co/7Y8pN5dkVc
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⁠Alex Bilzerian
RT @RyanMaue: Meteorologists do have the answer key.
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⁠Alex Bilzerian
I find it hard to be interested by "UAPs" when actual weather balloons exist—and are infinitely more fascinating.
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⁠Alex Bilzerian
RT @MikePFrank: The situation in Asheville is still horrendous. One group of family members finally bailed because it is just too difficult to survive there. Another particularly stubborn pair of elderly family members was still there last I heard, but I fear will go into a steep decline soon.
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⁠Alex Bilzerian
RT @alexbilz: 'Modelling Extremal Events for Insurance and Finance' - P. Embrechts, C. Klüppelberg, T. Mikosch (1997, PDF): https://t.co/G47aEK6gYb https://t.co/lCFwdNi4zy
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⁠Alex Bilzerian
ICEYE is a Finnish microsatellite manufacturer founded in 2014 as a spin-off from Aalto University:
https://t.co/a7yBb17hH2
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⁠Alex Bilzerian
RT @bryan_maxw46284: Guys- take a look at the center point of the deepest convection here in this loop, and notice how it stays in almost the exact same spot, while all the rest of the cloud tops fan out in different directions all around it. We now have a small core trying to form, and this is a very strong signal that intensification will begin much sooner than forecasted!
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⁠Stock Analysis Compilation
Harding Loevner on Mobile World $MWG VN

Thesis: With its rapid expansion into grocery and strong market leadership in consumer electronics, Mobile World is poised to capitalize on Vietnam’s growing modern retail market.

(Extract from their Q2 letter) https://t.co/4LjUfZlwO7
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⁠Alex Bilzerian
RT @alexbilz: In 1999, Los Almos National Laboratory revealed its voice deepfake technology: https://t.co/7jj9cPx6aM https://t.co/7yPzxkb9Bj
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⁠Stock Analysis Compilation
Orbis on Rolls-Royce $RR/ LN

Thesis: With tailwinds in defense, power systems, and narrow-body aircraft, Rolls-Royce presents an attractive long-term opportunity for patient investors, with significant upside potential if it continues to execute

(Extract from their Q2 letter) https://t.co/hMhgpFr1II
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⁠iinvested
There are 3 addl letter posted from 2Q 2024:

- Bonsai Partners $UI
- RGA Investment Advisors $PLAY, $MTN
- Saltlight Capital $SE, $BN

Read thevletters here:
https://t.co/WRGkdL2eBG
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks 10-Year EPS CAGR >15% | NTM P/E | LTM ROIC >20% 💵

💳 Mastercard $MA
•EPS CAGR: 16.7%
•NTM P/E: 32.45x
•LTM ROIC: 65.7%

🚘 Copart $CPRT
•EPS CAGR: 21.4%
•NTM P/E: 33.82x
•LTM ROIC: 20.3%

🌐 MSCI Inc $MSCI
•EPS CAGR: 20.1%
•NTM P/E: 37.45x
•LTM ROIC: 36.3%

📸 Meta Platforms $META
•EPS CAGR: 32.6%
•NTM P/E: 25.33x
•LTM ROIC: 31.7%

🖨️ KLA Corp $KLAC
•EPS CAGR: 20.9%
•NTM P/E: 26.13x
•LTM ROIC: 34.0%

🏢 NVR Inc $NVR
•EPS CAGR: 23.7%
•NTM P/E: 19.54x
•LTM ROIC: 39.7%

💽 ASML Holding $ASML
•EPS CAGR: 23.8%
•NTM P/E: 30.70x
•LTM ROIC: 39.7%

📑 Microsoft $MSFT
•EPS CAGR: 16.1%
•NTM P/E: 31.72x
•LTM ROIC: 29.7%

🚜 Tractor Supply & Co $TSCO
•EPS CAGR: 15.8%
•NTM P/E: 27.80x
•LTM ROIC: 20.0%

📈 Taiwan Semiconductor $TSM
•EPS CAGR: 15.5%
•NTM P/E: 23.57x
•LTM ROIC: 21.1%

#stocks #investing
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