⁠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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⁠Investing visuals
Celsius $CELH is down ~70% from its May peak, but over the last 5 years, it still outperformed competitor Monster $MNST by a wide margin.

Have you ever tried a Celsius drink?⚡️ https://t.co/CHGRUIhvfV
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⁠Stock Analysis Compilation
Clearbridge on Paypal $PYPL US

Thesis: PayPal's strong platform and refocused strategy under new leadership offer a compelling turnaround opportunity with significant upside potential.

(Extract from their Q2 letter) https://t.co/Wuq8TRvKCB
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