Offshore
GIF
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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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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Offshore
Photo
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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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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Offshore
Photo
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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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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Offshore
Photo
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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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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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
tweet
twitter.com
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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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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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Offshore
Photo
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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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
tweet
Offshore
Photo
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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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
tweet
Offshore
Photo
App Economy Insights
📊 This Week in Visuals:
👟 Nike $NKE
🛳️ Carnival $CCL
🍺 Constellation Brands $STZ
https://t.co/pYNjVwg52a
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📊 This Week in Visuals:
👟 Nike $NKE
🛳️ Carnival $CCL
🍺 Constellation Brands $STZ
https://t.co/pYNjVwg52a
tweet
Offshore
Video
Alex Bilzerian
RT @sringerimath: Glimpses of Navaratri at Sringeri:
During sacred Navaratri, the Utsava Moorti of Devi Sharadamba is ceremoniously taken in a grand Dindi Utsava each evening through the main streets of Sringeri. This procession begins at the Sharadamba Sannidhi, graced by the divine presence of Sri Jagadguru Sannidhanam. Every day, the Utsava is accompanied by devotional offerings from members of various Satsanghas and Bhajana Mandalis from Sringeri Taluk and other regions of Karnataka. The Vedic recitations, devotional music, bhajans, and vibrant atmosphere make the Dindi Utsava a spiritually charged experience for aastikas.
*-*-*
The online book store - Sharada eGranthalaya: https://t.co/9pCszRRmcg
Subscribe to our official WhatsApp channel:
https://t.co/vRjEVXOJIg
#navaratri #dussehra #durgapuja #SanatanaDharma #Shankaracharya #Sringeri #Vedanta #Philosophy #Advaita #Bhakti #Yoga #HinduTemple
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RT @sringerimath: Glimpses of Navaratri at Sringeri:
During sacred Navaratri, the Utsava Moorti of Devi Sharadamba is ceremoniously taken in a grand Dindi Utsava each evening through the main streets of Sringeri. This procession begins at the Sharadamba Sannidhi, graced by the divine presence of Sri Jagadguru Sannidhanam. Every day, the Utsava is accompanied by devotional offerings from members of various Satsanghas and Bhajana Mandalis from Sringeri Taluk and other regions of Karnataka. The Vedic recitations, devotional music, bhajans, and vibrant atmosphere make the Dindi Utsava a spiritually charged experience for aastikas.
*-*-*
The online book store - Sharada eGranthalaya: https://t.co/9pCszRRmcg
Subscribe to our official WhatsApp channel:
https://t.co/vRjEVXOJIg
#navaratri #dussehra #durgapuja #SanatanaDharma #Shankaracharya #Sringeri #Vedanta #Philosophy #Advaita #Bhakti #Yoga #HinduTemple
tweet
Offshore
Photo
Quiver Quantitative
I built a trading bot that tracks Michael Burry's reported portfolio holdings.
It has risen 21.86% over the last month.
Much of this growth has come from two Chinese tech stocks which have soared over the past few weeks. https://t.co/YlHyrte4z3
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I built a trading bot that tracks Michael Burry's reported portfolio holdings.
It has risen 21.86% over the last month.
Much of this growth has come from two Chinese tech stocks which have soared over the past few weeks. https://t.co/YlHyrte4z3
tweet
Alex Bilzerian
RT @ChancesCards: Poker is hard, stressful, exhausting, and unbearable at times
Good
Wouldn’t have it any other way
It's what makes winning special.
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RT @ChancesCards: Poker is hard, stressful, exhausting, and unbearable at times
Good
Wouldn’t have it any other way
It's what makes winning special.
tweet